Winnebago Analysts Cut Their Forecasts Following Q4 Earnings

Winnebago Industries, Inc. (NYSE:WGO) reported upbeat fiscal fourth-quarter 2026 results on Wednesday.

The company reported adjusted earnings of 49 cents per share, beating the analyst consensus estimate of 47 cents. Revenue reached $645.1 million, missing the analyst estimate of $660.08 million.

Winnebago forecasts its fiscal 2027 adjusted earnings guidance to range from $1.65 to $2.25, below the analyst consensus estimate of $2.33.

The company also expects fiscal 2027 GAAP earnings per share of $0.90 to $1.50, below the analyst consensus estimate of $1.79. The company expects fiscal 2027 revenue of $2.65 billion to $2.80 billion, below the $2.81 billion consensus estimate.

“Fiscal 2026 highlighted the resilience of our portfolio and the disciplined execution of our teams in a persistently challenging retail environment,” said President and Chief Executive Officer Michael Happe. “By maintaining focus on the factors within our control, including product innovation, operational improvements and deliberate production and inventory management, we continued to strengthen our brands and position the portfolio for long-term growth.”

Winnebago shares gained 9.3% to trade at $28.07 on Thursday.

These analysts made changes to their price targets on Winnebago following earnings announcement.

• StoneX analyst Michael Albanese maintained the stock with a Buy and lowered the price target from $40 to $36.
• BMO Capital analyst Tristan Thomas-Martin maintained the stock with an Outperform rating and lowered the price target from $38 to $33.

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