Overview
- Winnebago reported first‑quarter adjusted EPS of $0.38 versus the $0.13 consensus, with revenue of $702.7 million topping the $629.9 million estimate.
- Towable RV sales rose 15.5% to $293.4 million, Motorhome revenue increased 13.5% to $308.5 million, and Marine grew 2.2% to $92.5 million.
- Gross profit reached $89.0 million, gross margin expanded to 12.7% from 12.3% in the prior fiscal quarter, and adjusted EBITDA jumped 109.7% to $30.2 million.
- Operating income came in at $13.8 million compared with a $0.9 million operating loss in the year‑earlier quarter.
- The company raised its fiscal 2026 adjusted EPS outlook to $2.10–$2.80 and sales to $2.8–$3.0 billion, declared a $0.35 quarterly dividend payable Jan. 28, and its shares climbed 11.5% premarket to $44.97.