Jun. 20 at 11:32 PM
$WGO "Heads up alert! upcoming earnings on Wednesday, 6/25/2025 for
$WGO
Bearish (2.5)
In recent evaluations of Winnebago Industries (WGO), the sentiment appears firmly negative, primarily driven by disappointing preliminary results for the third quarter of fiscal 2025.
The company announced projected revenues of around
$775 million and earnings per share (EPS) in the range of
$0.55 to
$0.65, both falling short of analysts' expectations.
This has led to a significant drop of over 10% in the stock price, raising concerns about demand erosion in the motorhome segment.
The forward-looking P/E ratio for WGO stands at approximately 15.2, which is above the industry average of around 13.5, indicating potential overvaluation given the current performance uncertainties.
Analysts are also projecting an EPS decline of about 15% year-over-year, which could reflect broader challenges within the cyclical RV market.
Comparatively, peers like Thor Industries (THO) have shown stronger performance metrics, with recent earnings exceeding estimates by over 40%, further emphasizing Winnebago's struggles.
Looking ahead, the upcoming earnings report scheduled for June 25, 2025, is expected to be closely scrutinized, especially against Winnebago's historical performance, which has seen fluctuating results in recent quarters.
The consensus among analysts suggests a cautious outlook, with many factoring in the negative adjustments in production schedules and workforce due to weaker demand.
Historical performance reveals that Winnebago has consistently struggled to meet earnings expectations in the past year, which may lead to heightened volatility post-announcement.
Given these dynamics, analysts predict that the stock could remain under pressure, impacting investor sentiment in the near term.
In terms of sector performance, the RV manufacturing industry has faced challenges due to shifting consumer preferences and economic conditions.
The sector has shown signs of a slowdown, with notable players like Thor Industries outperforming while Winnebago grapples with declining demand.
Overall, the sector's volatility has been exacerbated by rising interest rates and changing consumer spending habits, which could continue to affect WGO's recovery trajectory moving forward.
- Funds were net buyers of
$WGO during the previous reporting quarter.
- Top 1 funds with large holdings in
$WGO:
- Maple Rock Capital Partners Inc, MV:
$6MM. New position. Fund Rank: 65%
- Last 10 days performance: -8%
- Last 30 days performance: -8%
- Last 90 days performance: -8%
Some of the latest news articles:
- Title: Unveiling Winnebago (WGO) Q3 Outlook: Wall Street Estimates for Key Metrics
Publication Date: 6/19/2025 1:15:07 PM, Source: yahoo
URL: https://finance.yahoo.com/news/unveiling-winnebago-wgo-q3-outlook-131507260.html?.tsrc=rss
- Title: Earnings Preview: Winnebago Industries (WGO) Q3 Earnings Expected to Decline
Publication Date: 6/18/2025 2:00:05 PM, Source: yahoo
URL: https://finance.yahoo.com/news/earnings-preview-winnebago-industries-wgo-140005769.html?.tsrc=rss
- Title: 3 Small-Cap Stocks Walking a Fine Line
Publication Date: 6/12/2025 4:36:15 AM, Source: yahoo
URL: https://finance.yahoo.com/news/3-small-cap-stocks-walking-043615759.html?.tsrc=rss
- Title: Winnebago Industries to Announce Third Quarter Fiscal 2025 Financial Results on June 25, 2025
Publication Date: 6/10/2025 11:00:00 AM, Source: yahoo
URL: https://finance.yahoo.com/news/winnebago-industries-announce-third-quarter-110000741.html?.tsrc=rss
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