Winnebago Industries, Inc.

Report azionario NYSE:WGO

Capitalizzazione di mercato: US$821.8m

Winnebago Industries Crescita futura

Criteri Future verificati 3/6

Winnebago Industries prevede che gli utili e i ricavi cresceranno rispettivamente di 35.7% e 4% all'anno. Si prevede che l'EPS crescerà di 37.5% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 16.4% in 3 anni.

Informazioni chiave

35.7%

Tasso di crescita degli utili

37.48%

Tasso di crescita dell'EPS

Auto crescita degli utili36.4%
Tasso di crescita dei ricavi4.0%
Rendimento futuro del capitale proprio16.40%
Copertura analitica

Good

Ultimo aggiornamento08 Jul 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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...

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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
Articolo di analisi • 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...
Articolo di analisi • 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
Articolo di analisi • 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...

Previsioni di crescita degli utili e dei ricavi

NYSE:WGO - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
8/31/20283,079103531173
8/31/20272,863546311214
8/31/20262,734359612314
5/30/20262,83639181208N/A
2/28/20262,91342126157N/A
11/29/20252,87536136171N/A
8/30/20252,7982690129N/A
5/31/20252,742-17-52-12N/A
3/1/20252,753-672113N/A
11/30/20242,836-18105149N/A
8/31/20242,9741399144N/A
5/25/20243,02486192241N/A
2/24/20243,138116225282N/A
11/25/20233,302182176243N/A
8/26/20233,491216211295N/A
5/27/20233,899255219312N/A
2/25/20234,456313277371N/A
11/26/20224,754351281374N/A
8/27/20224,958391313401N/A
5/28/20224,815392250335N/A
2/26/20224,317346143216N/A
11/27/20213,992324237296N/A
8/28/20213,630282192237N/A
5/29/20213,332240229256N/A
2/27/20212,773157190218N/A
11/28/20202,560105154189N/A
8/29/20202,35661238270N/A
5/30/20202,14851176213N/A
2/29/20202,27599N/A201N/A
11/30/20192,080104N/A159N/A
8/31/20191,986112N/A134N/A
5/25/20191,991110N/A105N/A
2/23/20192,025106N/A120N/A
11/24/20182,060107N/A108N/A
8/25/20182,017102N/A83N/A
5/26/20181,93697N/A91N/A
2/24/20181,85084N/A107N/A
11/25/20171,75278N/A127N/A
8/26/20171,54771N/A97N/A
5/27/20171,35560N/A88N/A
2/25/20171,15155N/A67N/A
11/26/20161,00649N/A61N/A
8/27/201697545N/A53N/A
5/28/201696344N/A58N/A
2/27/201695741N/A70N/A
11/28/201596640N/A57N/A
8/29/201597741N/A45N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di WGO ( 35.7% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di WGO ( 35.7% all'anno) cresceranno più rapidamente del mercato US ( 18.2% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di WGO cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di WGO ( 4% all'anno) crescerà più lentamente rispetto al mercato US ( 12.9% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di WGO ( 4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di WGO sarà basso tra 3 anni ( 16.4 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/10 21:30
Prezzo dell'azione a fine giornata2026/07/10 00:00
Utili2026/05/30
Utili annuali2025/08/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Winnebago Industries, Inc. è coperta da 20 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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