Revenue: As of FY2026 Q1, the actual value is USD 702.7 M, beating the estimate of USD 631.57 M.EPS: As of FY2026 Q1, the actual value is USD 0.19, beating the estimate of USD -0.0443.EBIT: As of FY2026 Q1, the actual value is USD 19.3 M.<h3>Towable RV Segment</h3><ul><li>Net Revenues: $293.4 million, an increase of 15.5% from $254.0 million in the previous year.</li><li>Operating Income: $11.1 million, representing a 24.8% increase from $8.9 million.</li><li>Average Selling Price (ASP): $39,384, up 3.2% from $38,145.</li><li>Unit Deliveries: 7,421 units, a 12.2% increase from 6,616 units.</li></ul><h3>Motorhome RV Segment</h3><ul><li>Net Revenues: $308.5 million, an increase of 13.5% from $271.7 million.</li><li>Operating Income: $8.2 million, compared to a loss of $3.2 million in the previous year.</li><li>ASP: $236,612, up 20.0% from $197,250.</li><li>Unit Deliveries: 1,304 units, a decrease of 8.3% from 1,422 units.</li></ul><h3>Marine Segment</h3><ul><li>Net Revenues: $92.5 million, an increase of 2.2% from $90.5 million.</li><li>Operating Income: $6.1 million, a slight decrease from $6.2 million.</li><li>ASP: $84,243, up 6.6% from $79,059.</li><li>Unit Deliveries: 1,135 units, a decrease of 3.1% from 1,171 units.</li></ul><h3>Cash Flow</h3><ul><li>Operating Cash Flow: $25.4 million, compared to -$16.7 million in the previous year.</li><li>Investing Activities: Cash used was $5.5 million, compared to $8.0 million.</li><li>Financing Activities: Cash used was $12.2 million, compared to $43.7 million.</li></ul><h3>Future Outlook and Strategy</h3><ul><li>Core Business Focus: The company expects consumer demand for RV and marine products to stabilize, leading to more stable ordering patterns from dealers.</li><li>Non-Core Business: The company is monitoring the impact of U.S. tariffs and retaliatory measures from other countries, which may affect material costs or supply.</li></ul>

Winnebago Industries | 10-Q: FY2026 Q1 Revenue Beats Estimate at USD 702.7 M