WGO Earnings Prediction
The chart below shows how WGO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, WGO sees a +4.58% change in stock price 10 days leading up to the earnings, and a +1.62% change 10 days following the report. On the earnings day itself, the stock moves by -3.46%. This data can give you a slight idea of what to expect for the next quarter's release.
WGO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
625.60M
-18.01%
-13.22%
Gross Margin
11.38%
-21.19%
-6.87%
Operating Margin
-0.14%
-102.73%
-108.09%
Net Margin
-0.83%
-124.56%
-79.46%
EPS
-0.18
-124.32%
-82.18%
No Data Available
WGO Earnings Analysis
Winnebago Industries Inc Corporation (WGO.N) Earnings Conference Call
Positive
Marine Segment Performance: The Marine segment was the standout performer in the quarter, delivering revenue and margin growth sequentially and year-over-year.
Market Share Growth: Barletta and Chris-Craft brands generated retail market share growth through October, outperforming the industry in their respective categories.
Consumer Confidence Improvement: We have seen some recent signs that consumer confidence is beginning to pick up, and we continue to anticipate an improved demand landscape in the second half of the year.
Marine Segment Inventory Strategy: Our Marine segment is positioned well in terms of field inventory levels as we plan for a market recovery in the second half of fiscal 2025.
Stock Repurchase Update: During the quarter, we repurchased approximately $30 million worth of our stock, and as of November 30th, had $200 million remaining on our repurchase program.
Negative
Revenue Decline Analysis: Revenues were down 18% compared with the first quarter of fiscal 2018, driven by lower unit volumes in the towable and motorized RV segments and a reduction in ASPs due to a shift in product mix.
Warranty Spend Impact: The resulting volume deleverage increased warranty spend in Motorhome related to a couple of recalls in the quarter, and product mix reduced year-over-year gross margin percent but was partially offset by operational efficiencies.
Operating Expenses Increase: Operating expenses increased 1.3% from Q1 last year, primarily reflecting increases in spending related to Grand Design Motorhome, Barlettta, and our Lithianix businesses, and other investments in digital capabilities.
EBITDA Margin Decline: Our consolidated Q1 adjusted EBITDA margin was down from the prior year period.
Negative Free Cash Flow: We reported negative free cash flow of $26.7 million.
WGO FAQs
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WGO Earning Call Sentiment
Winnebago Industries, Inc. (WGO) Q1 2025 Earnings Call Transcript
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WGO.N
-1.66%Positive
The earnings call reveals several negative factors: a decline in revenue and EBITDA margin, negative free cash flow, and a high net debt to EBITDA ratio, suggesting financial strain. While there is some positive news, such as a consistent dividend and stock repurchase program, the financial health risks and operational inefficiencies overshadow these. The Q&A section did not provide sufficient reassurance, especially with management avoiding specific financial metrics. Given the company's small market cap, these factors are likely to lead to a negative stock price movement in the short term.
