Winnebagoⓘ reported first-quarter 2026 results, beating revenue and earnings-per-share estimates but missing its adjusted EBITDA target. Management reaffirmed annual guidance, citing soft retail demand and selective consumer spending.
Analyst questions
- Inventory management and reduction.
- Weather impact on retail sales.
- Margin targets.
- Status of electric motorhome development.
The company has paused development of a fully electric motorhome, focusing instead on lithium-battery power systems. Annual revenue guidance was reaffirmed at $2.9 billion.