Overview

* Winnebago Q4 revenue rises 7.8% yr/yr, beating analyst expectations

* Adjusted EPS for Q4 beats analyst estimates, increasing 153.6% yr/yr

* Company's net leverage ratio improvesto 3.1x at quarter-end, reflecting stronger financial health

Outlook

* Company expects Fiscal 2026 consolidated net revenues of $2.75 bln to $2.95 bln

* Winnebago anticipates Fiscal 2026 EPS of $1.25 to $1.95

* Company sees Fiscal 2026 adjusted EPS of $2.00 to $2.70

Result Drivers

* FAVORABLE PRODUCT MIX - Co attributes revenue growth to a favorable product mix and targeted price increases

* EFFICIENCY ACTIONS - Efficiency actions contributed to Q4 operating cash flow of $181.4 mln

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $777.3 $727.82

Revenue mln mln (12

Analysts

)

Q4 Beat $0.71 $0.53

Adjusted (12

EPS Analysts

)

Q4 EPS $0.49

Q4 Net $13.70

Income mln

Q4 $38.20

Adjusted mln

EBITDA

Q4 Gross 12.80%

Margin

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the recreational products peer group is "buy"

* Wall Street's median 12-month price target for Winnebago Industries Inc ( WGO ) is $35.50, about 10.9% above its October 21 closing price of $31.62

* The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)