Winnebago Q4 EPS $0.34, Adjusted $0.49; Guides FY27 Revenue $2.65-2.80B
WGO is trading near its 52-week low of $21.95 (9.3% above the low) on elevated volume (3.0× avg).
Summary
Winnebago reported Q4 adjusted EPS of $0.49 on revenue down 17% to $645.1M, and guided fiscal 2027 to $2.65-2.80B in revenue and $1.65-$2.25 in adjusted EPS — essentially flat, with leverage down to 2.2x.
Key Events · Earnings and Guidance · WGO
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Q4 Revenue Falls 17%
Net revenues of $645.1M versus $777.3M a year ago, driven by lower unit volume and a mix shift to lower-priced models; towable revenue fell 28.1% to $220.3M.
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Adjusted EPS $0.49, Down 31%
Reported EPS of $0.34 versus $0.49; adjusted EPS of $0.49 versus $0.71. Full-year adjusted EPS rose to $1.79 from $1.67.
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Fiscal 2027 Guidance Issued
Revenue of $2.65-$2.80B, reported EPS of $0.90-$1.50 and adjusted EPS of $1.65-$2.25 — a midpoint near the $1.79 just reported, implying no recovery is assumed.
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Leverage Cut to 2.2x
Q4 operating cash flow of $142.5M and $181.4M of cash reduced net leverage from 3.0x at the end of Q3 to 2.2x; total debt stands at $443.3M.
Analysis · WGO · Manufacturing
Winnebago closed a weak fiscal 2026 with Q4 revenue down 17% to $645.1M and adjusted EPS of $0.49 versus $0.71 a year ago. The bigger news, though, is the first look at fiscal 2027: revenue of $2.65-2.80B and adjusted EPS of $1.65-$2.25. That EPS midpoint is roughly in line with the $1.79 just reported, so management is not projecting a recovery — it is guiding for another flat-to-down year in a market where the timing of any rebound is unclear. The offset is balance-sheet strength: $142.5M of Q4 operating cash flow cut net leverage to 2.2x from 3.0x, and the $350M credit facility now runs to 2031, so there is no near-term liquidity pressure even with demand soft.
How filings like this one have moved
In the 30 days to Oct 21, 2026, 29.2% of the 1544 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.49%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, WGO was trading at $24.00 on NYSE in the Manufacturing sector, with a market capitalization of approximately $655M. The 52-week trading range was $21.95 to $50.16. This filing was assessed with negative market sentiment and an importance score of 7 out of 10.