Q3 FY2026 EarningsQ3 FY26 results missed consensus on the top and bottom lines, with revenue of $698.7M vs. $755.7M expected and normalized EPS of $0.66 vs. $0.77. While the Motorhome segment showed resilience with a 10.1% YoY revenue increase, a 26.1% slump in Towable RVs driven by cautious dealer ordering weighed heavily on performance. Most significantly, management slashed FY26 adjusted EPS guidance to $1.65–$2.00, well below the previous range and market expectations, citing a prolonged challenging retail environment.
Financial report interval: 2026.03.03 - 2026.05.31
Overview: Winnebago Industries(WGO) the Revenue is 698.7 M (-9.86%), Miss estimate;the EBIT is 23 M (-23.84%), Miss estimate;the EPS is 0.51 (-17.74%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.70B9.86%
0.76B2.50%
-0.06B7.36%
EBITMiss expectations
0.02B23.84%
0.03B3.39%
-0.01B20.45%
EPSMiss expectations
0.5117.74%
0.631.61%
-0.120019.35%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf