Despite a reputation to the contrary, Americans love the great outdoors. We love hiking, biking, and traveling across our vast network of parks, and outdoor recreation is a major driver of economic growth.

WGO tops Q1 earnings and revenue estimates as sales rise 12.3% Y/Y, with strength in Towable and Motorhome RV segments lifting outlook as FY26 guidance rises.

Winnebago Industries delivered a strong Q1 FY2026, with revenue up 12.3% and EPS beating expectations, driving an 8.4% share price jump. Management raised FY2026 revenue guidance to $2.80-$3.00 billion and expects adjusted EPS of $2.10-$2.80, reflecting improved industry shipment forecasts. WGO remains attractively valued on a forward basis, with ongoing cost reduction, market share gains, and new product introductions supporting the long-term thesis.

George Tsilis walks viewers through Winnebago's latest earnings and guidance. The stock rallied after the report as it raised its 2026 outlook.

Winnebago is gaining market share in both the premium and value-priced RV markets. The company's expense-reduction initiatives are driving its margins higher.

Winnebago Industries, Inc. ( WGO ) Q1 2026 Earnings Call December 19, 2025 10:00 AM EST Company Participants Joan Ondala Michael Happe - CEO, President & Director Bryan Hughes - SVP of Investor Relations, Finance, Information Technology and Business Development & CFO Conference Call Participants Craig Kennison - Robert W. Baird & Co. Incorporated, Research Division Joseph Altobello - Raymond James & Associates, Inc., Research Division Scott Stember - ROTH Capital Partners, LLC, Research Division Tristan Thomas-Martin - BMO Capital Markets Equity Research Michael Albanese - The Benchmark Company, LLC, Research Division Bret Jordan - Jefferies LLC, Research Division Noah Zatzkin - KeyBanc Capital Markets Inc., Research Division John Healy - Northcoast Research Partners, LLC David Whiston - Morningstar Inc., Research Division Presentation Operator Welcome to the Winnebago Industries First Quarter Fiscal 2026 Financial Results Conference Call.

Major stock indexes jumped for a second straight session Friday, with AI-related shares again leading the charge as risk returned to the market.

With equilibrium still being sought in the indexes this morning, it appears we are currently in a sweet spot for a Santa Claus Rally to occur.

The headline numbers for Winnebago (WGO) give insight into how the company performed in the quarter ended November 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Winnebago Industries (WGO) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to a loss of $0.03 per share a year ago.