Winnebago Industries, Inc.

NYSE:WGO 주식 리포트

시가총액: US$829.6m

Winnebago Industries 향후 성장

Future 기준 점검 3/6

Winnebago Industries (는) 각각 연간 31.5% 및 4.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 33.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.9% 로 예상됩니다.

핵심 정보

31.5%

이익 성장률

33.78%

EPS 성장률

Auto 이익 성장37.1%
매출 성장률4.5%
향후 자기자본이익률15.93%
애널리스트 커버리지

Good

마지막 업데이트21 May 2026

최근 향후 성장 업데이트

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...

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...
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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...

이익 및 매출 성장 예측

NYSE:WGO - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
8/31/20283,258115701343
8/31/20273,048664010314
8/31/20262,9104916819814
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
5/30/201597142N/A32N/A

애널리스트 향후 성장 전망

수입 대 저축률: WGO 의 연간 예상 수익 증가율(31.5%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: WGO 의 연간 수익(31.5%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: WGO 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: WGO 의 수익(연간 4.5%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: WGO 의 수익(연간 4.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: WGO의 자본 수익률은 3년 후 15.9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 07:54
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.

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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