Winnebago Industries Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Winnebago Industries de 31.5% y 4.5% por año respectivamente. Se prevé que el BPA crezca en un 33.8% al año. Se espera que la rentabilidad financiera sea de 15.9% en 3 años.
Información clave
31.5%
Tasa de crecimiento de los beneficios
33.84%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Auto | 37.1% |
| Tasa de crecimiento de los ingresos | 4.5% |
| Rentabilidad financiera futura | 15.93% |
| Cobertura de analistas | Good |
| Última actualización | 05 Jun 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
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
Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.
Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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 AlphaArtículo de análisis • 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...Artículo de análisis • 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 AlphaArtículo de análisis • 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...
Nueva narrativa • Oct 27
Motorhome And Towables Revamp To Catalyze Growth Amid Market Challenges
Strategic leadership changes are expected to drive operational efficiency and enhance net margins, addressing financial challenges.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 8/31/2028 | 3,258 | 115 | 70 | 134 | 3 |
| 8/31/2027 | 3,025 | 66 | 40 | 103 | 14 |
| 8/31/2026 | 2,887 | 49 | 168 | 198 | 14 |
| 2/28/2026 | 2,913 | 42 | 126 | 157 | N/A |
| 11/29/2025 | 2,875 | 36 | 136 | 171 | N/A |
| 8/30/2025 | 2,798 | 26 | 90 | 129 | N/A |
| 5/31/2025 | 2,742 | -17 | -52 | -12 | N/A |
| 3/1/2025 | 2,753 | -6 | 72 | 113 | N/A |
| 11/30/2024 | 2,836 | -18 | 105 | 149 | N/A |
| 8/31/2024 | 2,974 | 13 | 99 | 144 | N/A |
| 5/25/2024 | 3,024 | 86 | 192 | 241 | N/A |
| 2/24/2024 | 3,138 | 116 | 225 | 282 | N/A |
| 11/25/2023 | 3,302 | 182 | 176 | 243 | N/A |
| 8/26/2023 | 3,491 | 216 | 211 | 295 | N/A |
| 5/27/2023 | 3,899 | 255 | 219 | 312 | N/A |
| 2/25/2023 | 4,456 | 313 | 277 | 371 | N/A |
| 11/26/2022 | 4,754 | 351 | 281 | 374 | N/A |
| 8/27/2022 | 4,958 | 391 | 313 | 401 | N/A |
| 5/28/2022 | 4,815 | 392 | 250 | 335 | N/A |
| 2/26/2022 | 4,317 | 346 | 143 | 216 | N/A |
| 11/27/2021 | 3,992 | 324 | 237 | 296 | N/A |
| 8/28/2021 | 3,630 | 282 | 192 | 237 | N/A |
| 5/29/2021 | 3,332 | 240 | 229 | 256 | N/A |
| 2/27/2021 | 2,773 | 157 | 190 | 218 | N/A |
| 11/28/2020 | 2,560 | 105 | 154 | 189 | N/A |
| 8/29/2020 | 2,356 | 61 | 238 | 270 | N/A |
| 5/30/2020 | 2,148 | 51 | 176 | 213 | N/A |
| 2/29/2020 | 2,275 | 99 | 164 | 201 | N/A |
| 11/30/2019 | 2,080 | 104 | N/A | 159 | N/A |
| 8/31/2019 | 1,986 | 112 | N/A | 134 | N/A |
| 5/25/2019 | 1,991 | 110 | N/A | 105 | N/A |
| 2/23/2019 | 2,025 | 106 | N/A | 120 | N/A |
| 11/24/2018 | 2,060 | 107 | N/A | 108 | N/A |
| 8/25/2018 | 2,017 | 102 | N/A | 83 | N/A |
| 5/26/2018 | 1,936 | 97 | N/A | 91 | N/A |
| 2/24/2018 | 1,850 | 84 | N/A | 107 | N/A |
| 11/25/2017 | 1,752 | 78 | N/A | 127 | N/A |
| 8/26/2017 | 1,547 | 71 | N/A | 97 | N/A |
| 5/27/2017 | 1,355 | 60 | N/A | 88 | N/A |
| 2/25/2017 | 1,151 | 55 | N/A | 67 | N/A |
| 11/26/2016 | 1,006 | 49 | N/A | 61 | N/A |
| 8/27/2016 | 975 | 45 | N/A | 53 | N/A |
| 5/28/2016 | 963 | 44 | N/A | 58 | N/A |
| 2/27/2016 | 957 | 41 | N/A | 70 | N/A |
| 11/28/2015 | 966 | 40 | N/A | 57 | N/A |
| 8/29/2015 | 977 | 41 | N/A | 45 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (31.5% al año) de WGO es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (31.5% al año) de WGO crezcan más rápidamente que el mercado US (17.9% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de WGO crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (4.5% al año) de WGO crezcan más despacio que el mercado de US (12.5% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 4.5% al año) de WGO crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de WGO sea baja dentro de 3 años (15.9%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/11 09:01 |
| Precio de las acciones al final del día | 2026/06/11 00:00 |
| Beneficios | 2026/02/28 |
| Ingresos anuales | 2025/08/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Winnebago Industries, Inc. está cubierta por 20 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Craig Kennison | Baird |
| Michael Albanese | Benchmark Company |
| Tristan Thomas-Martin | BMO Capital Markets Equity Research |