Скачать или смотреть Winnebago Q4 2025: Major Beat, Cash Flow Surge & FY26 Growth Guide

Winnebago Industries delivered a blockbuster Q4 2025 earnings report, beating expectations with adjusted EPS of $0.71 versus consensus of $0.51-$0.53 and revenue of $777.3 million, up 7.8% year-over-year. This strong performance was driven by premium motorhome sales growth, the successful rollout of Grand Design and Newmar models, and a significant marine segment margin recovery led by Barletta's market share gains. These factors helped fuel a massive $181.4 million in operating cash flow and a sharp reduction in net leverage to 3.1 times, reassuring investors after a challenging year.

The company's strategic focus on operational efficiency, inventory discipline, and cost reductionsincluding the consolidation of motorhome manufacturing plantspositions it well for FY26. Management projects revenues between $2.75 billion and $2.95 billion and adjusted EPS between $2.00 and $2.70, reflecting confidence in internal share gains, premium product mix expansion, and margin improvement without relying on a market volume recovery. This turnaround narrative shifts Winnebago from defense to a controlled offense, underpinning the stocks 28.5% surge on the day of the call.

Looking ahead, Winnebago aims to continue leveraging its premium brand strength and operational discipline to capture further market share in motorhomes and marine sectors. The updated guidance and strong cash flow generation provide the financial flexibility to pursue strategic acquisitions or expansions once the broader RV and marine markets stabilize. This episode offers deep insights into how Winnebago is navigating a complex industry landscape with a robust internal playbook, making it essential viewing for investors and RV industry followers alike.

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