Stock of the Day

January 5, 2022

Winnebago Industries (WGO)

$30.68
-$0.63 (-2.0%)
Market Cap: $867.86M

About Winnebago Industries

Winnebago Industries, Inc. manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities. The company operates through three segments: Towable RV, Motorhome RV, and Marine. It provides towable products that are non-motorized vehicles to be towed by automobiles, pickup trucks, SUVs, or vans for use as temporary living quarters for recreational travel, such as conventional travel trailers, fifth wheels, folding camper trailers, and truck campers under the Winnebago and Grand Design brand names. The company also offers motorhome RV, a self-propelled mobile dwelling used primarily as temporary living quarters during vacation and camping trips, or to support active and mobile lifestyles under the Winnebago and Newmar brand names. In addition, it offers other specialty commercial vehicles for law enforcement command centers, mobile medical clinics, and mobile office spaces; commercial vehicles as bare shells to third-party up fitters, as well as manufactures and sells recreational boats under the Chris-Craft and Barletta brand names. Further, the company is involved in the original equipment manufacturing of parts for other manufacturers and commercial vehicles. It sells its products primarily through independent dealers in the United States, Canada, and internationally. Winnebago Industries, Inc. was incorporated in 1958 and is based in Eden Prairie, Minnesota.

Today's Trend

Winnebago Industries, Inc. (NYSE: WGO) is getting pressure from a wave of bearish analyst commentary, which helps explain why the stock has been soft even though it has recently ticked higher overall. Zacks Research repeated a “Strong Sell” rating and cut multiple near-term earnings forecasts, signaling weaker expected profitability ahead for the RV maker.

  • Zacks Research lowered its Q4 2026 EPS estimate for Winnebago to $0.57 from $0.78, suggesting softer near-term earnings momentum.
  • The firm also cut FY2026 EPS to $1.88 from $2.35 and Q4 2027 EPS to $0.79 from $1.02, reinforcing a more cautious outlook for the business.
  • Zacks Research reduced FY2027 EPS to $2.43 from $2.92 and kept a “Strong Sell” rating, which may weigh on investor sentiment.
  • The company’s current consensus full-year earnings estimate remains $1.81 per share, so the new forecasts are mixed relative to the market average.
  • Zacks Research raised some longer-term estimates, including FY2028 EPS to $3.59 from $3.41 and select quarterly estimates for 2028, which may indicate an eventual recovery in earnings power.

Overall, WGO appears to be trading on concern about near-term earnings pressure and analyst downgrades, partially offset by improved longer-term expectations.

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