Overview
- Winnebago reported third-quarter adjusted EPS of $0.81, surpassing the $0.79 consensus estimate.
- Revenue for the quarter was $775.1 million, down 1.4% year-over-year and roughly matching analyst forecasts.
- Marine segment revenue rose 14.6% while Towable RV and Motorhome RV revenues declined 3.8% and 2.6%, respectively.
- Full-year adjusted EPS guidance was trimmed to $1.20–$1.70 from $2.75–$3.75 and revenue expectations were reduced to $2.7–$2.8 billion.
- Shares dropped 3.9% to $30.10 as management unveiled a fiscal 2026 margin recapture plan aimed at refreshing product lines and boosting operational efficiency.