Winnebagoⓘ Industries (WGO) has cut its fiscal 2026 profit forecast to $1.65–$2.00 per share, down from the prior range of $2.10–$2.80. In the third quarter of fiscal 2026, the company reported earnings of $0.66 per share, 19.5% below the Zacks consensus of $0.82. Revenue declined 9.9% to $698.7 million, driven by lower sales volumes, partially offset by price and mix adjustments.
Analysts have lowered four earnings estimates in the past 30 days, and the Zacks consensus for 2026 fell from $2.34 to $1.91. According to another source, underlying EPS for the quarter was $0.51, while trailing twelve-month revenue reached $2.8 billion with EPS of $1.37. The stock trades at a P/E of about 21x (industry average: 14.8x), with a DCF valuation of $21.13 versus the current price of $30.88. The dividend yield of 4.53% is not fully covered by earnings, and consensus implies only 4.8% annual revenue growth, creating tension between expectations and fundamentals.