Winnebago Industries, Inc. (WGO)

Winnebago Industries' stock price has experienced notable fluctuations. The share price saw a significant decline of 48.26% between October 21, 2024, and October 17, 2025. On October 22, 2025, the stock soared by as much as 29.1% after the company reported better-than-expected fiscal 2025 fourth-quarter earnings. Conversely, on October 23, 2024, Winnebago's shares fell 7.78% following its fiscal 2024 fourth-quarter earnings report, which reflected a 6.5% decline in revenue. In its third quarter fiscal 2025 results, Winnebago Industries announced net revenues of $775.1 million, a 1.4% decrease year-over-year, and net income of $17.6 million.

Demand for Winnebago Industries' products is often influenced by seasonality, discretionary spending, weather patterns, and broader trends in leisure and sustainability. Recent macroeconomic challenges, such as inflation and high interest rates, have negatively impacted consumer spending on RVs. In response to market demand and economic uncertainties, Winnebago has strategically focused on expanding into lower price-point models within its Towable RV segment. The company anticipates that eventual interest rate cuts could help reignite demand in the industry.

Winnebago Industries, Inc. is a leading North American manufacturer of outdoor lifestyle products, primarily engaged in the recreational vehicle (RV) and marine sectors, operating within the consumer discretionary sector. The company's major products include towable RVs (sold under the Winnebago and Grand Design brand names), motorhome RVs (offered under the Winnebago, Newmar, and Grand Design brand names), and marine products (manufactured and sold under the Chris-Craft and Barletta brand names). Winnebago Industries also produces specialty commercial vehicles and provides original equipment manufacturing parts.

Winnebago Industries distributes its RV and marine products primarily through independent dealers across the United States, Canada, and internationally. The company's production facilities are strategically located, with towable units manufactured in Indiana, motorhome units in Iowa and Indiana, and marine products in Florida.

Winnebago Industries maintains a strong brand reputation, recognized for its quality and trustworthiness. Newsweek named Winnebago Industries to its "2024 Most Trustworthy Companies in America" list. The company was also recognized by Newsweek as one of the "Most Responsible Companies in America" for the second consecutive year. Winnebago Industries, its brands, and employees have received numerous national awards for product innovation, customer service, and manufacturing excellence.

Winnebago Industries, Inc. has a diverse ownership structure, with a significant portion held by institutional investors, approximately 84.72% of the company's stock is held by institutional shareholders, 15.28% by insiders, and 0.00% by retail investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Cooke & Bieler Lp, Dimensional Fund Advisors Lp, State Street Corp, Millennium Management Llc, and Capital World Investors. John V. Hanson is noted as the largest individual Winnebago Industries shareholder. Insider buying activity has also been observed.