Winnebago Industries Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 2/6
Winnebago IndustriesDie Gewinne des Unternehmens sind mit einer durchschnittlichen jährlichen Rate von -47.2% zurückgegangen, während in der Branche Auto die Gewinne mit einer durchschnittlichen jährlichen Rate von 17.5% zurückgehen. Die Umsatzerlöse sind rückläufig mit einer durchschnittlichen Rate von 10.1% pro Jahr. Winnebago Industries Die Eigenkapitalrendite des Unternehmens beträgt 3.1%, und die Nettomargen liegen bei 1.4%.
Wichtige Informationen
-47.20%
Wachstumsrate der Gewinne
-45.09%
EPS-Wachstumsrate
| Auto Wachstum der Industrie | 23.94% |
| Wachstumsrate der Einnahmen | -10.14% |
| Eigenkapitalrendite | 3.12% |
| Netto-Marge | 1.36% |
| Letzte Ertragsaktualisierung | 30 May 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrative-Update • Jul 15
WGO: New RV Lineup And Margin Focus Will Support Cycle Recovery
For Winnebago Industries, the analyst price target has been reset lower by several firms, with the updated fair value estimate moving from about $66.16 to $60.74 as analysts factor in softer RV retail demand, weaker wholesale shipments, and ongoing affordability and sentiment pressures on volumes. Analyst Commentary Recent Street research on Winnebago Industries has centered on resetting expectations for the RV cycle, with most analysts marking price targets lower while still highlighting areas where the company’s execution and product positioning could support value over time.
Narrative-Update • Jul 01
WGO: Future Returns Will Rely On Margin Discipline In Weak RV Cycle
Analysts now place a lower fair value price target on Winnebago Industries of about $39 per share, down from roughly $44. This reflects softer revenue growth assumptions, a reduced future P/E multiple, and ongoing caution around RV industry demand, even as margin management is viewed more favorably.Narrative-Update • Jun 17
WGO: FY26 RV Demand Stabilization And ARKA Launch May Support Shares
Analysts have trimmed their price targets on Winnebago Industries stock by roughly $1, reflecting updated views that incorporate a slightly higher fair value estimate, ongoing caution about RV retail demand, and recent downgrades to Neutral ratings. Analyst Commentary Recent research commentary on Winnebago Industries highlights a cautious tone, with several firms shifting to Neutral ratings and trimming price targets to reflect a more conservative stance on recreational vehicle demand and broader macro conditions.Seeking Alpha • Jun 05
I Was Wrong About Upgrading Winnebago - Downgrading To Sell Again
Summary Winnebago Industries (WGO) reported a 6% sales growth for the most recent quarter, but at the same time two out of three segments contracted. The macroeconomic landscape remains challenging with consumer confidence at record lows, and crude prices still elevated. The firm's dividend looks unsustainable, in my opinion, based on the free cash flow figures, but even if it was sustainable, a dividend discount model still signals overvaluation. For these reasons, I downgrade WGO from hold to sell. Read the full article on Seeking Alpha
Narrative-Update • Jun 03
WGO: RV Headwinds And Margins Will Shape Future Fair Value
Winnebago Industries' analyst price target has been revised from $40 to $30 as analysts factor in weaker RV retail conditions, reduced profit margin expectations, and a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Winnebago Industries points to a more cautious stance, with several bearish analysts shifting ratings to Neutral and trimming their price targets as they reassess risks tied to the RV cycle, margins, and valuation.Narrative-Update • Apr 30
WGO: Future Returns Will Depend On Steady Margins And Earnings Guidance
The updated analyst price target for Winnebago Industries edges lower by about $0.33 to roughly $43.83, reflecting recent target cuts from several firms as analysts factor in slightly higher discount rates and modestly adjusted valuation assumptions. Analyst Commentary Recent price target cuts of $4 to $8 from several firms point to a more cautious stance around Winnebago Industries, with analysts adjusting their models for higher discount rates and updated valuation inputs rather than wholesale shifts in company thesis.Narrative-Update • Apr 15
WGO: Adjusted Fair Value Will Rely On Steady Margins And Earnings Guidance
Analysts have trimmed the implied price target on Winnebago Industries by about $5. This reflects updated assumptions for fair value at $44.17, slightly higher discount rates, more cautious revenue growth and profit margin inputs, and a lower future P/E expectation following a series of recent target cuts from major firms.Narrative-Update • Apr 01
WGO: FY26 Guidance And RV Demand Outlook May Drive Future Upside
Winnebago Industries' analyst price target has been trimmed by about $2 to reflect a slightly higher discount rate, more measured revenue growth expectations, modestly firmer profit margins, and a marginally lower future P/E multiple, in line with recent target cuts from several covering analysts. Analyst Commentary Recent research has focused on fine tuning price targets for Winnebago Industries rather than making sweeping changes to ratings or narratives.Analyseartikel • Mar 28
Winnebago Industries, Inc. Just Beat EPS By 56%: Here's What Analysts Think Will Happen Next
Winnebago Industries, Inc. ( NYSE:WGO ) just released its quarterly report and things are looking bullish. The company...Narrative-Update • Mar 17
WGO: Raised Guidance And Modeling Updates Will Support A Higher Fair Value
Analysts have raised their price target on Winnebago Industries by $3, citing updated assumptions around revenue growth, profit margins, and future P/E that support a steady fair value view for the shares. Analyst Commentary While the latest target increase reflects updated modeling, some research remains guarded and highlights risks that could limit upside if execution or market conditions fall short of expectations.Narrative-Update • Mar 03
WGO: Updated Assumptions And Guidance Will Likely Test Current Fair Value
Analysts have lifted their price target on Winnebago Industries by $3, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples as key drivers of the change. Analyst Commentary While the latest price target move reflects updated modeling around key inputs such as discount rates and P/E multiples, not every analyst is leaning in the same direction.Narrative-Update • Feb 17
WGO: Adjusted Earnings Outlook And Margins Will Support Measured Future Returns
Analysts have nudged their price target on Winnebago Industries higher by $0.92 to reflect slightly adjusted assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, consistent with recent Street research, including a $3 target increase cited at Citi. Analyst Commentary Recent research, including the US$3 target move at Citi, points to a constructive but measured view on Winnebago Industries, with analysts adjusting their models around fair value, discount rates, revenue assumptions, margins and future P/E.Narrative-Update • Feb 02
WGO: Raised Revenue And Margin Assumptions Will Likely Expose Valuation Risk
Analysts have lifted their fair value estimate for Winnebago Industries from US$30 to US$40, pointing to updated assumptions for revenue growth, profit margins, and a lower implied future P/E, consistent with recent Street price target moves such as the Citi increase. Analyst Commentary Analysts are factoring the new US$40 fair value into their broader views on Winnebago Industries, framing it as a recalibration of expectations rather than a clear shift in sentiment.Narrative-Update • Jan 19
WGO: Higher FY26 Guidance And Sector Rerating May Support Upside
Analysts have lifted their fair value estimate for Winnebago Industries by about US$6 to roughly US$68, reflecting updated assumptions for discount rates, revenue growth, profit margins, and a higher future P/E multiple after recent target increases and valuation reassessments across the RV sector. Analyst Commentary Recent Street research around Winnebago Industries has been mixed, but there are several clear positives that bullish analysts highlight when they revisit their models and price targets.Narrative-Update • Jan 05
WGO: Premium Positioning Will Support Future Returns Despite Softer RV Demand
Analysts have nudged their fair value estimate for Winnebago Industries higher from about US$45.55 to roughly US$48.42. This reflects updated assumptions on revenue growth, profit margins, discount rate, and future P/E in light of recent research that highlights cautious views on premium RV demand, soft consumer confidence, and what some see as a fuller current valuation.Narrative-Update • Dec 21
WGO: Premium Mix Will Support Future Margins Amid Cautious Demand Backdrop
Analysts have nudged their fair value estimate for Winnebago Industries higher, lifting the implied price target from about $44 to roughly $46 per share. This reflects slightly lower discount rate assumptions, a modestly richer long term profit margin outlook, and a still conservative but stable revenue growth profile that together temper concerns over full valuation and cautious Hold and Neutral sector views.Analyseartikel • Dec 20
Winnebago Industries, Inc.'s (NYSE:WGO) 34% Price Boost Is Out Of Tune With Revenues
Winnebago Industries, Inc. ( NYSE:WGO ) shareholders have had their patience rewarded with a 34% share price jump in...Narrative-Update • Dec 06
WGO: Shares Will Rise On Premium Demand Recovery Despite Muted RV Environment
Analysts have modestly raised their price target on Winnebago Industries, lifting it by several dollars into the low $40s per share, citing balanced views on still-muted RV demand, flatter 2026 wholesale expectations, and a fuller near term valuation, offset by conservative earnings guidance and selective optimism on the premium segment. Analyst Commentary Street research commentary on Winnebago highlights a mixed but generally balanced stance, with incremental price target increases tempered by ongoing concerns around demand normalization, inventory, and valuation after the recent share price rally.Narrative-Update • Nov 22
WGO: Shares Will Rise on Fiscal 2026 Guidance and Premium Market Position
Analysts have modestly raised their average price target for Winnebago Industries, citing conservative company guidance and stable but subdued retail and wholesale demand in the North American RV market. Analyst Commentary Recent analyst coverage of Winnebago Industries reflects a balanced outlook, highlighting both potential opportunities and ongoing risks as the company navigates current market conditions.Narrative-Update • Nov 07
WGO: Shares Will Benefit From Projected Fiscal 2026 Revenue Rebound
Analysts have raised their fair value estimate for Winnebago Industries from $41.45 to $44.17 per share. This change reflects cautious optimism despite ongoing challenges in retail demand and inventory restocking within the RV sector.Narrative-Update • Oct 23
Analyst Commentary Highlights Higher Fair Value for Winnebago Amid Improved Margins and Revenue Outlook
Analysts have raised their fair value estimate for Winnebago Industries from $38.08 to $41.45. This change is attributed to improved profit margins, enhanced revenue growth expectations, and recent price target increases, even as the industry continues to face headwinds.Analyseartikel • Oct 10
Here's Why Winnebago Industries (NYSE:WGO) Has A Meaningful Debt Burden
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Aug 18
Winnebago Industries (NYSE:WGO) Is Paying Out A Larger Dividend Than Last Year
The board of Winnebago Industries, Inc. ( NYSE:WGO ) has announced that it will be increasing its dividend by 2.9% on...Analyseartikel • May 13
Winnebago Industries, Inc.'s (NYSE:WGO) Shares May Have Run Too Fast Too Soon
There wouldn't be many who think Winnebago Industries, Inc.'s ( NYSE:WGO ) price-to-sales (or "P/S") ratio of 0.4x is...Analyseartikel • Apr 17
Here's Why Winnebago Industries (NYSE:WGO) Has A Meaningful Debt Burden
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Mar 25
Winnebago Industries: Staying Confident As Q2 Earnings Near
Summary Despite recent struggles in the RV industry, Winnebago Industries remains a 'buy' due to its attractive valuation and potential for recovery. Revenue and deliveries have declined, but management's optimistic projections for 2025 suggest potential improvement in earnings and revenue. Macroeconomic challenges like inflation and high interest rates have impacted consumer spending, yet the company still generates positive cash flow. Tariffs and increased import taxes pose risks, but the industry's eventual recovery and Winnebago's current low valuation justify a bullish outlook. Read the full article on Seeking AlphaSeeking Alpha • Mar 17
Winnebago Is Still Facing Choppy Waters
Summary Winnebago Industries, Inc. is still trying to navigate a massive downturn in the RV and boating industry over the past couple of years. The company’s earnings skyrocketed from $3.52/share in 2019 to $11.82/share in 2022, but have since plummeted since then. Winnebago is making smart moves to adjust to macroeconomic conditions, but it hasn't been enough to offset the huge decline in demand. It seems premature to think the cycle has bottomed just yet, and as such I'm in no rush to buy WGO shares at this time. Read the full article on Seeking AlphaAnalyseartikel • Feb 04
When Should You Buy Winnebago Industries, Inc. (NYSE:WGO)?
While Winnebago Industries, Inc. ( NYSE:WGO ) might not have the largest market cap around , it received a lot of...Analyseartikel • Jan 13
Is Winnebago Industries (NYSE:WGO) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Seeking Alpha • Nov 26
Winnebago Industries: Despite A Bumpy Rise, This RV Play Makes Sense
Summary Despite recent struggles, Winnebago Industries, Inc. shows signs of improvement, with management's 2025 guidance indicating potential upside, making it a favorable risk to reward opportunity. Revenue and profitability have significantly dropped, but the valuation remains attractive, especially if industry conditions return to 2023 levels. The RV industry faced a perfect storm during the pandemic, with demand spikes followed by a decline due to rising interest rates and inflation. Management's cautious yet optimistic outlook for 2025, combined with current valuations, supports maintaining a “buy” rating for Winnebago. Read the full article on Seeking AlphaAnalyseartikel • Nov 19
A Look At The Intrinsic Value Of Winnebago Industries, Inc. (NYSE:WGO)
Key Insights Winnebago Industries' estimated fair value is US$49.75 based on 2 Stage Free Cash Flow to Equity With...Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Winnebago Industries Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 30 May 26 | 2,836 | 39 | 278 | 0 |
| 28 Feb 26 | 2,913 | 42 | 282 | 0 |
| 29 Nov 25 | 2,875 | 36 | 284 | 0 |
| 30 Aug 25 | 2,798 | 26 | 286 | 0 |
| 31 May 25 | 2,742 | -17 | 288 | 0 |
| 01 Mar 25 | 2,753 | -6 | 287 | 0 |
| 30 Nov 24 | 2,836 | -18 | 281 | 0 |
| 31 Aug 24 | 2,974 | 13 | 280 | 0 |
| 25 May 24 | 3,024 | 86 | 269 | 0 |
| 24 Feb 24 | 3,138 | 116 | 263 | 0 |
| 25 Nov 23 | 3,302 | 182 | 265 | 0 |
| 26 Aug 23 | 3,491 | 216 | 265 | 0 |
| 27 May 23 | 3,899 | 255 | 282 | 0 |
| 25 Feb 23 | 4,456 | 313 | 304 | 0 |
| 26 Nov 22 | 4,754 | 351 | 312 | 0 |
| 27 Aug 22 | 4,958 | 391 | 316 | 0 |
| 28 May 22 | 4,815 | 392 | 300 | 0 |
| 26 Feb 22 | 4,317 | 346 | 278 | 0 |
| 27 Nov 21 | 3,992 | 324 | 257 | 0 |
| 28 Aug 21 | 3,630 | 282 | 228 | 0 |
| 29 May 21 | 3,332 | 240 | 206 | 0 |
| 27 Feb 21 | 2,773 | 157 | 175 | 0 |
| 28 Nov 20 | 2,560 | 105 | 175 | 0 |
| 29 Aug 20 | 2,356 | 61 | 177 | 0 |
| 30 May 20 | 2,148 | 51 | 163 | 0 |
| 29 Feb 20 | 2,275 | 99 | 165 | 0 |
| 30 Nov 19 | 2,080 | 104 | 148 | 0 |
| 31 Aug 19 | 1,986 | 112 | 142 | 0 |
| 25 May 19 | 1,991 | 110 | 141 | 0 |
| 23 Feb 19 | 2,025 | 106 | 141 | 0 |
| 24 Nov 18 | 2,060 | 107 | 136 | 0 |
| 25 Aug 18 | 2,017 | 102 | 130 | 0 |
| 26 May 18 | 1,936 | 97 | 123 | 0 |
| 24 Feb 18 | 1,850 | 84 | 113 | 0 |
| 25 Nov 17 | 1,752 | 78 | 105 | 0 |
| 26 Aug 17 | 1,547 | 71 | 98 | 0 |
| 27 May 17 | 1,355 | 60 | 78 | 0 |
| 25 Feb 17 | 1,151 | 55 | 67 | 0 |
| 26 Nov 16 | 1,006 | 49 | 58 | 0 |
| 27 Aug 16 | 975 | 45 | 56 | 0 |
| 28 May 16 | 963 | 44 | 52 | 0 |
| 27 Feb 16 | 957 | 41 | 50 | 0 |
| 28 Nov 15 | 966 | 40 | 49 | 0 |
| 29 Aug 15 | 977 | 41 | 49 | 0 |
Qualität der Erträge: WGO hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: WGO in der Vergangenheit profitabel geworden.
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: WGODie Erträge des Unternehmens sind in den letzten 5 Jahren um 47.2% pro Jahr zurückgegangen.
Beschleunigtes Wachstum: WGO ist im letzten Jahr profitabel geworden, so dass die Wachstumsrate der Gewinne nur schwer mit dem 5-Jahres-Durchschnitt verglichen werden kann.
Erträge im Vergleich zur Industrie: WGO ist im letzten Jahr profitabel geworden, so dass es schwierig ist, das Gewinnwachstum des letzten Jahres mit dem der Branche Auto (-16.5%) zu vergleichen.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: WGODie Eigenkapitalrendite des Unternehmens (3.1%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/12 15:17 |
| Aktienkurs zum Tagesende | 2026/08/12 00:00 |
| Gewinne | 2026/05/30 |
| Jährliche Einnahmen | 2025/08/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
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Analysten-Quellen
Winnebago Industries, Inc. wird von 21 Analysten beobachtet. 15 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Craig Kennison | Baird |
| Michael Albanese | Benchmark Company |
| Tristan Thomas-Martin | BMO Capital Markets Equity Research |