WGO Winnebago Industries, Inc.

$WGO perhaps a total contrarian move, but I believe interest rates and fuel will stabilize; as such, both $THO $WGO are new long positions today at the lows; will add on further softness.

$WGO everyone posting grim views but didn’t see that their were in-line with their guidance and even paid down debt. We will see 28-30 shortly

$WGO well i added just a little more. Dont really like to buy before earnings but earnings report already is expected to be unfavorable due to economic reasons and valuation is compelling with company making strides to reduce debt. Balance sheet is in decent shape

$WGO Sounds pretty grim for Fiscal 2027 at Winnebago. Little they can do about high interest rates or an uncertain consumer though. "Let me provide a few additional observations to help frame the business trajectory for fiscal 2027. Our outlook does not assume a broad recovery in RV or marine retail demand."

$WGO I still stink hotels being $500 a night are a bit of a catalyst for the industry, especially if oil prices return to normal. Of course, unless the prices of oil, steel, etc come down, they'll be struggling to turn much profit.

$WGO Nice earnings pop, glad I bought in but I can't imagine it'll continue up for long with the terrible macro situation.

$WGO Expects SKU inflation of 2.5% to 3.5% in 2027: "The only thing that I would add is there are spots in, the business where inflation is running, you know, meaningfully higher than the range that Bryan provided. Particularly around certain types of commodities. The metal space is a good example. We have seen significant cost escalation, in the aluminum category as an example. And so that inflation range really varies by product line, by brand, and even by material. And that all informs, along with the retail marketplace, our ability to, to manage margins and profitability through pricing going forward."

$WGO Guidance for FQ1 2027: "For the first quarter of fiscal 2027, we expect net sales to decrease at a mid to high single digit percentage rate compared with the prior year period reflecting continued headwinds in RV industry retail trends with our towable RV segment being the primary driver of the decline."

$WGO Q4 revenue fell 17.0% to 645.1 million dollars and adjusted EPS dropped to 0.49 dollars from 0.71 a year ago, Towable revenue down 28.1% with margin at 4.2%, down from 7.0%. The cash side moved the other way though. Operating cash flow was 142.5 million dollars in the quarter alone, most of the full year's 168.7 million, and net leverage dropped to 2.2x from 3.0x in Q3. Motorhome also flipped back to a 7.9 million dollar operating profit from a small loss a year ago. Fiscal 2027 guidance is 2.65 to 2.80 billion dollars of revenue and adjusted EPS of 1.65 to 2.25 dollars.

$WGO Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $0.49 down -30.99% YoY • Winnebago Industries expects Fiscal 2027 consolidated net revenues of $2.65 to $2.8B, reported earnings per diluted share of $0.90 to $1.50, and adjusted earnings per diluted share of $1.65 to $2.25.

$WGO (Winnebago, Grand Design RVs, Barletta pontoons): fiscal Q4 to Aug 29 revenue fell 17.0% to $645.1M and adjusted EPS fell 31.0% to $0.49 from $0.71. At $23.17 (16:00 ET, Oct 20, 2026) the company is worth ~$655.0M, carrying $443.3M debt and $181.4M cash. Other side: Q4 operating cash flow of $142.5M cut net leverage to 2.2x from 3.0x, and FY2027 guidance of $2.65-2.80B revenue and $1.65-2.25 adjusted EPS brackets FY2026's $2.70B and $1.79. Call 9:00 a.m. CT today.

$WGO i would think Berkshire might be taking a more than a casual glance at this one. They do already own a rv business.

$WGO adding a little. You buy slowly when the industry outlook is so bleak Company paying down debt as it consolidates production to cut costs. Fed not likely to raise rates again

$WGO I closed my prior trade for a small gain, and tempted to buy again today after this fall. I can't find any news though on why the drop?