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Winnebago Industries, Inc.NYSE:WGO 주식 보고서

시가총액 US$841.8m
주가
US$29.78
US$43.83
32.1% 저평가 내재 할인율
1Y-11.3%
7D3.3%
1D
포트폴리오 가치
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Winnebago Industries, Inc.

NYSE:WGO 주식 리포트

시가총액: US$841.8m

Winnebago Industries (WGO) 주식 개요

는 주로 레저 여행 및 야외 레크리에이션 활동에 사용되는 레크리에이션 아웃도어 라이프스타일 제품을 제조 및 판매하는 회사입니다. 자세히 보기

WGO 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장3/6
과거 실적2/6
재무 건전성6/6
배당5/6

WGO Community Fair Values

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Winnebago Industries, Inc. 경쟁사

가격 이력 및 성과

Winnebago Industries 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$29.78
52주 최고가US$50.16
52주 최저가US$27.64
베타1.17
1개월 변동-9.40%
3개월 변동-32.36%
1년 변동-11.32%
3년 변동-48.73%
5년 변동-59.74%
IPO 이후 변동1,106.28%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
내러티브 업데이트 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

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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
새로운 내러티브 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.
분석 기사 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...

주주 수익률

WGOUS AutoUS 시장
7D3.3%1.1%1.1%
1Y-11.3%23.8%28.7%

수익률 대 산업: WGO은 지난 1년 동안 23.8%의 수익을 기록한 US Auto 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: WGO은 지난 1년 동안 28.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

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%

안정적인 주가: WGO는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: WGO의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19585,300Mike Happewww.winnebagoind.com

는 주로 레저 여행 및 야외 레크리에이션 활동에 사용되는 레크리에이션 아웃도어 라이프스타일 제품을 제조 및 판매합니다. 이 회사는 세 가지 부문으로 운영됩니다: 견인 가능한 RV, 모터홈 RV 및 해양. 이 회사는 일반 여행용 트레일러, 5륜, 접이식 캠핑 트레일러, 트럭 캠핑카, 파크 모델 등 자동차, 픽업 트럭, SUV 또는 밴으로 견인하여 임시 거주지로 사용할 수 있는 무동력 차량인 토워블 제품을 위네바고와 그랜드 디자인 브랜드 이름으로 제공합니다.

Winnebago Industries, Inc. 기초 지표 요약

Winnebago Industries의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
WGO 기초 통계
시가총액US$841.76m
순이익 (TTM)US$41.60m
매출 (TTM)US$2.91b
20.2x
주가수익비율(P/E)
0.3x
주가매출비율(P/S)

WGO는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
WGO 손익계산서 (TTM)
매출US$2.91b
매출원가US$2.53b
총이익US$379.80m
기타 비용US$338.20m
순이익US$41.60m

최근 보고된 실적

Feb 28, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)1.47
총이익률13.04%
순이익률1.43%
부채/자본 비율35.8%

WGO의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

4.7%
현재 배당 수익률
93%
배당 성향

WGO는 안정적으로 배당을 지급합니까?

WGO 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 WGO를 매수해야 하나요?
Winnebago Industries 배당 일정
배당락일Jun 10 2026
배당 지급일Jun 24 2026
배당락일까지 남은 일수16 days
배당 지급일까지 남은 일수30 days

WGO는 안정적으로 배당을 지급합니까?

WGO 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 12:45
종가2026/05/22 00:00
수익2026/02/28
연간 수익2025/08/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Winnebago Industries, Inc.는 20명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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