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Winnebago Industries, Inc.NYSE:WGO Rapport sur les actions

Capitalisation boursière US$841.8m
Prix de l'action
US$29.75
US$43.83
32.1% sous-évalué décote intrinsèque
1Y-13.4%
7D5.5%
1D
Valeur du portefeuille
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Winnebago Industries, Inc.

NYSE:WGO Rapport sur les actions

Capitalisation boursière : US$841.8m

Winnebago Industries (WGO) Aperçu de l'action

Winnebago Industries, Inc. fabrique et vend des produits de loisirs et de style de vie en plein air, principalement destinés aux voyages d'agrément et aux activités de loisirs en plein air. Plus de détails

WGO analyse fondamentale
Score flocon de neige
Évaluation2/6
Croissance future3/6
Performances passées2/6
Santé financière6/6
Dividendes5/6

WGO Community Fair Values

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Winnebago Industries, Inc. Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 Winnebago Industries
Historique des cours de bourse
Prix actuel de l'actionUS$29.75
Plus haut sur 52 semainesUS$50.16
Plus bas sur 52 semainesUS$27.64
Bêta1.17
Variation sur 1 mois-9.49%
Variation sur 3 mois-29.54%
Variation sur 1 an-13.37%
Variation sur 3 ans-47.21%
Variation sur 5 ans-59.53%
Évolution depuis l'introduction en bourse1,105.06%

Nouvelles et mises à jour récentes

Mise à jour du récit 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.
Mise à jour du récit 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.

Recent updates

Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Seeking Alpha Feb 05

Winnebago: Issues Remain, But An Upgrade From Sell To Hold Seems Justified

Summary Winnebago Industries continues to face headwinds, with recent earnings showing only modest fundamental improvement amid ongoing sales and profitability pressures. Despite targeted price increases and a favorable product mix, discounting and soft consumer confidence have weighed on WGO’s revenue and segment performance. Valuation remains unattractive relative to peers, as growth and profitability metrics lag, limiting the case for upgrading to a buy rating at this time. Capital allocation and balance sheet stability are monitored, but current macroeconomic conditions constrain near-term upside for WGO shares. Read the full article on Seeking Alpha
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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 Alpha
Seeking 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 Alpha
Article d’analyse 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...
Article d’analyse 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 Alpha
Article d’analyse 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...
User avatar
Nouveau récit 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.
Article d’analyse Oct 15

Should You Investigate Winnebago Industries, Inc. (NYSE:WGO) At US$58.43?

Winnebago Industries, Inc. ( NYSE:WGO ), might not be a large cap stock, but it saw a double-digit share price rise of...

Rendement pour les actionnaires

WGOUS AutoUS Marché
7D5.5%7.5%2.5%
1Y-13.4%18.9%26.4%

Rendement vs Industrie: WGO a sous-performé le secteur US Auto qui a rapporté 18.9 % au cours de l'année écoulée.

Rendement vs marché: WGO a sous-performé le marché US qui a rapporté 26.4 % au cours de l'année écoulée.

Volatilité des prix

Is WGO's price volatile compared to industry and market?
WGO volatility
WGO Average Weekly Movement5.6%
Auto Industry Average Movement9.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Cours de l'action stable: WGO n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de WGO ( 6% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
19585,300Mike Happewww.winnebagoind.com

Winnebago Industries, Inc. fabrique et vend des produits de loisirs et de style de vie en plein air, principalement destinés aux voyages d'agrément et aux activités de loisirs en plein air. Elle opère à travers trois segments : Véhicules de loisirs remorquables, Véhicules de loisirs motorisés et Marine. La société fournit des produits remorquables qui sont des véhicules non motorisés pouvant être tractés par des automobiles, des camionnettes, des SUV ou des fourgonnettes pour servir d'habitation temporaire, tels que des caravanes conventionnelles, des caravanes à sellette, des caravanes pliantes, des camping-cars et des modèles de parc, sous les marques Winnebago et Grand Design.

Winnebago Industries, Inc. Résumé des fondamentaux

Comment les bénéfices et les revenus de Winnebago Industries se comparent-ils à sa capitalisation boursière ?
WGO statistiques fondamentales
Capitalisation boursièreUS$841.76m
Bénéfices(TTM)US$41.60m
Recettes(TTM)US$2.91b
20.2x
Ratio P/E
0.3x
Ratio P/S

Le site WGO est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
WGO compte de résultat (TTM)
RecettesUS$2.91b
Coût des recettesUS$2.53b
Marge bruteUS$379.80m
Autres dépensesUS$338.20m
Les revenusUS$41.60m

Derniers bénéfices déclarés

Feb 28, 2026

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)1.47
Marge brute13.04%
Marge bénéficiaire nette1.43%
Ratio dettes/capitaux propres35.8%

Quelles ont été les performances à long terme de WGO?

Voir les performances historiques et les comparaisons

Dividendes

4.7%
Rendement actuel des dividendes
93%
Ratio de distribution

Le site WGO verse-t-il des dividendes fiables ?

Voir WGO l'historique des dividendes et les indices de référence
Quand faut-il acheter WGO pour recevoir un dividende à venir ?
Winnebago Industries dates des dividendes
Date ex-dividendeJun 10 2026
Date de paiement du dividendeJun 24 2026
Jours jusqu'au dividende Ex14 days
Jours jusqu'à la date de paiement du dividende28 days

Le site WGO verse-t-il des dividendes fiables ?

Voir WGO l'historique des dividendes et les indices de référence

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/26 04:38
Cours de l'action en fin de journée2026/05/26 00:00
Les revenus2026/02/28
Revenus annuels2025/08/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Winnebago Industries, Inc. est couverte par 20 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Craig KennisonBaird
Michael AlbaneseBenchmark Company
Tristan Thomas-MartinBMO Capital Markets Equity Research