Winnebago Industries, Inc. (WGO)

Over the past six months, Winnebago Industries' stock has experienced significant fluctuations. In October 2025, Winnebago Industries reported strong fourth-quarter results for fiscal year 2025, with net revenues of $777.3 million and adjusted diluted EPS of $0.71, which was 2.5 times higher than the prior year's Q4, causing the stock to surge by 25.08%. In June 2025, the company reported mixed results for Q3 fiscal 2025, with net revenues of $775.1 million, a 1.4% decrease year-over-year, and net income declining by 39.3% to $17.6 million. Throughout the past six months, the company has continued to navigate a challenging macroeconomic environment characterized by declining RV demand, weaker profits, inflation, and high interest rates.

Demand for Winnebago Industries' products, particularly recreational vehicles, exhibits seasonality. The company anticipates an "expected surge in demand during the spring selling season," while dealers are expected to remain selective in restocking during the "off-season" to support channel stability. The RV and boating industry generally experiences fluctuations, with periods of high demand followed by slumps, often influenced by macroeconomic factors such as interest rates.

Winnebago Industries, Inc. is a leading manufacturer of recreational outdoor lifestyle products, operating within the Consumer Cyclicals sector, specifically in the Leisure Products and Homebuilding industries. The company designs, manufactures, and sells a diverse range of products primarily for leisure travel and outdoor recreation activities, including towable RVs, motorhome RVs, marine products, specialty vehicles, and advanced battery solutions.

Winnebago Industries, Inc. is headquartered in Eden Prairie, Minnesota, and sells its products primarily through a network of independent dealers across the United States, Canada, and internationally.

Winnebago Industries has maintained a positive brand reputation over the past year. Newsweek named Winnebago Industries to its "2024 Most Trustworthy Companies in America" list, recognizing the company for customer, employee, and investor trust. Additionally, for the second consecutive year, Newsweek also recognized Winnebago Industries as one of the "Most Responsible Companies in America."

Winnebago Industries is primarily owned by institutional shareholders, who hold 100.59% of the company, with insiders owning 18.78%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Cooke & Bieler Lp, Dimensional Fund Advisors Lp, State Street Corp, Capital World Investors, Charles Schwab Investment Management Inc, and BMO Asset Management Corp. John V. Hanson is the largest individual shareholder with 2.01 million shares representing 7.11% of the company, and Donald Jeff Clark is also a significant individual owner.