Winnebago Industries, Inc.

NYSE:WGO 株式レポート

時価総額：US$790.3m

Winnebago Industries 将来の成長

Future 基準チェック /36

Winnebago Industries利益と収益がそれぞれ年間31.5%と4.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.9% 33.8%なると予測されています。

主要情報

31.5%

収益成長率

33.84%

EPS成長率

Auto 収益成長37.1%
収益成長率4.5%
将来の株主資本利益率15.93%
アナリストカバレッジ

Good

最終更新日05 Jun 2026

今後の成長に関する最新情報

分析記事 • 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

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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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
分析記事 • 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...
分析記事 • 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
分析記事 • 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...
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新しいナラティブ • 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.

業績と収益の成長予測

NYSE:WGO - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
8/31/20283,258115701343
8/31/20273,025664010314
8/31/20262,8874916819814
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
2/29/20202,27599164201N/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

アナリストによる今後の成長予測

収入対貯蓄率: WGOの予測収益成長率 (年間31.5% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: WGOの収益 ( 31.5% ) はUS市場 ( 17.1% ) よりも速いペースで成長すると予測されています。

高成長収益: WGOの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: WGOの収益 ( 4.5% ) US市場 ( 11.9% ) よりも低い成長が予測されています。

高い収益成長: WGOの収益 ( 4.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: WGOの 自己資本利益率 は、3年後には低くなると予測されています ( 15.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/09 12:30
終値2026/06/09 00:00
収益2026/02/28
年間収益2025/08/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Winnebago Industries, Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
Craig KennisonBaird
Michael AlbaneseBenchmark Company
Tristan Thomas-MartinBMO Capital Markets Equity Research