Earnings Data
Report Date
Oct 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.46Last Year’s EPS
0.57Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call painted a mixed picture: tangible progress in motorhome recovery, strong performance at Barletta, active new-product initiatives and disciplined cost/SG&A management are meaningful positives. Offsetting these are sizable top-line and profitability declines at the enterprise level (notably a ~10% consolidated revenue decline and a ~26% drop in towables), continued demand uncertainty with dealer caution, and margin pressure from input costs. Management is pursuing capacity rationalization, material cost savings and product affordability moves to navigate the cycle.Company Guidance
Motorhome Segment Growth and Turnaround
Motorhome net revenues rose to $320.7M from $291.2M (+10.1% YoY). Operating income turned positive at $9.6M vs a loss of $3.2M in the prior year, and operating margin improved to 3.0% from -1.1%, reflecting higher unit volume, selective pricing and product/mix improvements.
Barletta Marine Outperformance and Market Share Gains
Barletta continued to take retail share in the aluminum pontoon segment, reaching 9.3% trailing 12-month share through April. New product (SANZA) is now shipping and retailing, expanding accessible entry points into the brand.
New Product Pipeline and Affordability Initiatives
Several new products launched or introduced: Arca (off‑grid adventure truck) expands backcountry lineup; Grand Design Transcend Lite launched with MSRP in the low $20Ks and expected street retail near $15–16K to broaden affordability; Grand Design expanded its 'worry free roof' across additional lines.
Maintained Gross Margin and SG&A Discipline
Despite input cost pressure and lower volumes, gross margin held at 13.6% and gross profit was $94.9M. SG&A declined 5.4% to $66.5M YoY, reflecting ongoing cost discipline and SG&A efficiency efforts.
Positive Operating Cash Flow and Active Balance Sheet Management
Operating cash flow was $25.6M for the quarter; cash and cash equivalents totaled $57.1M. Management is pursuing working capital improvements, cost-saving initiatives and capacity optimization to preserve financial flexibility.
Retail Dollar Share Metric and Premium Positioning
Introduced 'retail dollar share' metric showing stronger dollar share than unit share due to higher average selling prices across the RV portfolio — an indicator of premium positioning and resilience beyond unit share alone.
CH:WI1 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FAQ
When does Winnebago Industries, Inc. (CH:WI1) report earnings?
Winnebago Industries, Inc. (CH:WI1) is schdueled to report earning on Oct 28, 2026, Before Open (Confirmed).
What is Winnebago Industries, Inc. (CH:WI1) earnings time?
Winnebago Industries, Inc. (CH:WI1) earnings time is at Oct 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Winnebago Industries, Inc. stock?
The P/E ratio of Winnebago Industries is N/A.
What is CH:WI1 EPS forecast?
CH:WI1 EPS forecast for the fiscal quarter 2026 (Q4) is 0.46.
