Winnebago Industries Croissance future
Future contrôle des critères 3/6
Winnebago Industries devrait augmenter ses bénéfices et son chiffre d'affaires de 31.5% et de 4.5% par an respectivement. Le BPA devrait croître de de 33.8% par an. Le rendement des capitaux propres devrait être 15.9% dans 3 ans.
Informations clés
31.5%
Taux de croissance des bénéfices
33.78%
Taux de croissance du BPA
| Auto croissance des bénéfices | 37.1% |
| Taux de croissance des recettes | 4.5% |
| Rendement futur des capitaux propres | 15.93% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 21 May 2026 |
Mises à jour récentes de la croissance future
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 AlphaMise 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 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 AlphaArticle 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 AlphaArticle 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...
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...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 8/31/2028 | 3,258 | 115 | 70 | 134 | 3 |
| 8/31/2027 | 3,048 | 66 | 40 | 103 | 14 |
| 8/31/2026 | 2,910 | 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 |
| 5/30/2015 | 971 | 42 | N/A | 32 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de WGO ( 31.5% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de WGO ( 31.5% par an) devraient croître plus rapidement que le marché US ( 16.8% par an).
Croissance élevée des bénéfices: Les bénéfices de WGO devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de WGO ( 4.5% par an) devrait croître plus lentement que le marché de US ( 11.7% par an).
Croissance élevée des revenus: Le chiffre d'affaires de WGO ( 4.5% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de WGO devrait être faible dans 3 ans ( 15.9 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 04:56 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/02/28 |
| Revenus annuels | 2025/08/30 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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.
| Analyste | Institution |
|---|---|
| Craig Kennison | Baird |
| Michael Albanese | Benchmark Company |
| Tristan Thomas-Martin | BMO Capital Markets Equity Research |