Winnebago Q3 revenue falls 9.9% to $698.7M, lowers FY2026 outlook

Winnebago Industries reported fiscal 2026 third-quarter net revenues of $698.7 million, down 9.9% year over year. GAAP EPS was $0.51, adjusted EPS $0.66. Motorhome RV revenue rose 10.1%, while Towables and Marine declined. The company lowered its adjusted EPS guidance for fiscal 2026 to $1.65–$2.00.

Winnebago Industries reported financial results for the fiscal 2026 third quarter ended May 30. Revenue was $698.7 million, down 9.9% year-over-year. Net income fell to $14.5 million, with adjusted earnings per diluted share of $0.66. Growth in the motorhome RV segment was partially offset by declines in towable RV and marine segments.

Winnebago Industries reported Q3 fiscal 2026 adjusted earnings of $0.66 per share, missing the analyst consensus of $0.76. Revenue fell 9.9% year-over-year to $698.7 million, below the Street estimate of $755.67 million. Despite the miss, shares rose 13.15% to $30.85. The company lowered its fiscal 2026 adjusted EPS guidance to $1.65–$2.00 and revenue outlook to $2.65–$2.75 billion, citing weaker consumer demand and cautious dealer ordering.

RV manufacturer Winnebago reported Q2 CY2026 revenue of $698.7 million, down 9.9% year-over-year and 7.9% below analyst estimates. Adjusted EPS came in at $0.66, missing consensus by 17.6%. The company lowered its full-year revenue guidance to $2.7 billion (6.9% below prior forecast) and adjusted EPS guidance to $1.83 (a 25.5% cut). Shares fell 4.8% following the earnings release.

Winnebago Industries reported Q3 fiscal 2026 net revenues of $698.7 million, down 9.9% year over year, with adjusted EPS falling to $0.66 from $0.81. The company lowered its fiscal 2026 revenue guidance to $2.65–$2.75 billion and adjusted EPS to $1.65–$2.00. Motorhome RV segment revenue rose 10.1%, while Towables and Marine declined. Operating cash flow for the first nine months improved to $26.2 million.

Winnebago Industries (NYSE: WGO) reported financial results for the third quarter of fiscal 2026, ended May 30, 2026. Revenue decreased 9.9% to $698.7 million from $775.1 million a year earlier, primarily due to lower unit volume in towable RVs and marine segments. The motorhome RV segment posted a 10.1% revenue increase to $320.7 million and operating income of $9.6 million, compared to an operating loss of $3.2 million a year ago. The company revised its fiscal 2026 guidance, now expecting adjusted earnings per diluted share in the range of $1.65 to $2.00.

Eleven analysts covering Winnebago Industries (NYSE:WGO) have set a consensus estimate of $0.78 per share for the company's fiscal third quarter 2026 results, due June 25. Revenue is projected at $758.2 million, with estimates ranging from $690.4 million to $795.1 million. The consensus EPS estimate has declined 4.9% over the past month and 25.0% over the past 90 days, reflecting growing concern about near-term profitability. Year-over-year, the consensus implies earnings growth of 59.2% on a revenue decline of 2.5%.

Winnebago Industries (NYSE: WGO) will release its third quarter fiscal 2026 financial results before the New York Stock Exchange opens on June 25, 2026. A conference call with President and CEO Michael Happe and CFO Bryan Hughes will follow at 9:00 a.m. CT. The replay will be available for one year on the company's website.

Winnebago Industries, a manufacturer of motorhomes and outdoor recreation products, announced it will release its third quarter fiscal 2026 financial results before the New York Stock Exchange opens on June 25, 2026. A conference call with President and CEO Michael Happe and CFO Bryan Hughes will follow at 9:00 a.m. CT.

Winnebago Industries will release its third quarter fiscal 2026 financial results on June 25, 2026, before the New York Stock Exchange opens. The company will hold a conference call at 9:00 a.m. CT, led by CEO Michael Happe and CFO Bryan Hughes. The call will be archived and available for replay for up to one year.