Winnebago Industries Reports Q4 EPS Beat but Issues Weak FY2027 Guidance
Winnebago Industries (WGO) reported fourth-quarter non-GAAP earnings per share of $0.49, slightly exceeding analyst expectations by $0.02. However, the company's revenue for the quarter reached $645.1 million, representing a 16.8% year-over-year decline and missing consensus estimates by approximately $15.15 million. The primary concern for investors lies in the fiscal year 2027 guidance. Winnebago projected adjusted diluted EPS between $1.65 and $2.25, which sits significantly below the market consensus of $2.36. Additionally, revenue guidance of $2.65 billion to $2.80 billion aligns with or falls slightly short of expectations. Despite the soft outlook, the company showed signs of balance sheet strength, as net leverage improved from 3.0x in Q3 to 2.2x. However, declining gross margins and a 14.7% year-over-year drop in adjusted EBITDA suggest ongoing operational headwinds.

Tickers: $WGO
Topics: cash flow earnings beat EBITDA financial guidance gross margin revenue miss
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Part of the story Winnebago Industries Shares Rise Despite Fourth Quarter Earnings Miss (2 articles)