Winnebago Industries, Inc. (WGO)

Over the past six months, Winnebago Industries' stock has experienced some fluctuations. In Q4 Fiscal 2025, Winnebago Industries reported strong results, with operating revenue increasing by 7.8% year-over-year. In Q1 Fiscal 2026, the company swung to higher-than-expected earnings, leading to an increased full-year outlook. Winnebago Industries announced it would redeem $100,000,000 of its outstanding 6.250% Senior Secured Notes due 2028. John M. Murabito was appointed as chair of the board. The company declared a quarterly cash distribution of $0.35 per share. Over the last month, the stock increased by 9.48%, and over the last three months, it increased by 15.89%.

Demand for Winnebago Industries' products, particularly RVs, exhibits seasonality. The second fiscal quarter has historically seen lower revenue. There is an expectation of resilient demand during warmer months and holidays. The affordability of RV travel contributes to sustained interest, with Millennials and Gen Z showing increased interest in RV purchases.

Winnebago Industries, Inc. is a leading North American manufacturer of outdoor recreation products, including recreational vehicles (RVs) and marine products, operating within the Consumer Discretionary sector. The company's main product segments include towable RVs, motorhome RVs, marine products, and specialty vehicles.

Winnebago Industries maintains manufacturing facilities in Iowa, Indiana, Minnesota, and Florida. The company distributes its RV and marine products primarily through a network of independent dealers across the United States and Canada.

Winnebago Industries is recognized as a trusted leader in outdoor recreation, committed to excellence in supporting the environment, customers, and communities. Barletta Boats earned a record fourth consecutive Innovation Award at the Minneapolis Boat Show. The company's stock has a consensus rating of "Hold" from analysts, with some "Buy" ratings.

Winnebago Industries, Inc. has a diverse ownership structure consisting of institutional, retail, and individual investors. Approximately 91.93% of the company's shares are held by institutional investors. Individuals hold approximately 4.27% of the shares. Insiders own about 9.09% of the company's shares.