CoverageForm 410-K10-Q8-K13D13G13F

WGO · Winnebago Industries Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · WGO

Income Statement

Line itemQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Revenue$657.40M$702.70M$775.10M$620.20M$625.60M$786.00M$703.60M$763.00M$900.80M$866.70M
Cost of Revenue$571.80M$613.70M$669.10M$537.10M$548.80M$667.80M$598.30M$647.20M$749.40M$719.90M
Gross Profit$85.60M$89.00M$106.00M$83.10M$76.80M$118.20M$105.30M$115.80M$151.40M$146.80M
R&D----------
SG&A$68.40M$69.80M$70.30M$69.70M$72.10M$69.10M$64.20M$71.10M$66.50M$66.20M
Total Operating Expenses$73.80M$75.20M$75.80M$75.30M$77.70M$74.70M$69.90M$76.70M$70.90M$70.00M
D&A$15.00M$15.30M$9.60M$9.40M$9.70M$8.90M$8.50M$8.10M$7.60M$6.70M
Operating Income$11.80M$13.80M$30.20M$7.80M($900.0K)$43.50M$35.40M$39.10M$80.50M$76.80M
Interest Expense$5.80M$5.50M$6.70M$5.30M$5.80M$5.80M$5.30M$4.10M$5.20M$5.30M
Income Tax$600.0K$2.90M$6.30M$0($1.50M)$6.50M$7.10M$8.60M$16.00M$16.90M
Net Income$4.80M$5.50M$17.60M($400.0K)($5.20M)$29.00M($12.70M)$25.80M$59.10M$52.80M
EPS - Basic$0.17$0.19$0.63($0.02)($0.18)$0.99($0.43)$0.87$1.95$1.73
EPS - Diluted$0.17$0.19$0.62($0.02)($0.18)$0.96($0.43)$0.78$1.71$1.52

Balance Sheet

Line itemQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Cash & Equivalents$47.40M$181.70M$174.00M$115.50M$262.50M$330.90M$265.70M$219.60M$309.90M$229.30M
Accounts Receivable$223.00M$149.10M$192.00M$201.60M$171.40M$183.50M$234.40M$187.60M$178.50M$281.30M
Inventory$407.60M$415.10M$396.40M$460.20M$435.50M$438.70M$465.80M$494.00M$470.60M$540.40M
Accounts Payable$136.60M$109.90M$129.30M$144.50M$113.60M$144.70M$138.00M$123.40M$146.90M$165.00M
Current Assets$714.80M$777.60M$792.20M$812.20M$908.30M$988.70M$1.00B$934.60M$996.70M$1.09B
Total Assets$2.05B$2.13B$2.15B$2.19B$2.30B$2.38B$2.43B$2.37B$2.43B$2.45B
Current Liabilities$311.30M$289.50M$327.10M$373.80M$352.20M$404.70M$353.20M$347.30M$396.00M$435.10M
Long-term Debt$442.30M$541.00M$540.50M$539.40M$637.70M$637.10M$694.80M$593.10M$592.40M$591.00M
Total Liabilities$816.40M$893.60M$929.70M$977.70M$1.06B$1.11B$1.11B$1.01B$1.06B$1.11B
Stockholders' Equity$1.24B$1.23B$1.22B$1.22B$1.24B$1.27B$1.32B$1.35B$1.37B$1.34B
Retained Earnings$1.71B$1.72B$1.71B$1.71B$1.72B$1.72B$1.75B$1.77B$1.75B$1.67B

Cash Flow

Line itemQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Operating Cash Flow-$25.40M--($16.70M)--($21.40M)--
Investing Cash Flow-($5.50M)--($8.00M)--($14.70M)--
Financing Cash Flow-($12.20M)--($43.70M)--($54.20M)--
CapEx-$5.60M--$10.00M--$11.80M$18.60M$21.60M
Free Cash Flow-$19.80M--($26.70M)--($33.20M)--

Ratios

MetricQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Profitability
Gross margin13.0%12.7%13.7%13.4%12.3%15.0%15.0%15.2%16.8%16.9%
Operating margin1.8%2.0%3.9%1.3%-0.1%5.5%5.0%5.1%8.9%8.9%
EBITDA margin4.1%4.1%5.1%2.8%1.4%6.7%6.2%6.2%9.8%9.6%
Net margin0.7%0.8%2.3%-0.1%-0.8%3.7%-1.8%3.4%6.6%6.1%
Free cash flow margin-2.8%---4.3%---4.4%--
FCF / Net income-3.60--5.13---1.29--
R&D / Revenue----------
SG&A / Revenue10.4%9.9%9.1%11.2%11.5%8.8%9.1%9.3%7.4%7.6%
Effective tax rate11.1%34.5%26.4%--18.3%-25.0%21.3%24.2%
Return on assets0.2%0.3%0.8%-0.0%-0.2%1.2%-0.5%1.1%2.4%2.2%
Return on equity0.4%0.4%1.4%-0.0%-0.4%2.3%-1.0%1.9%4.3%3.9%
Return on invested capital0.6%0.5%1.3%0.4%-0.0%1.9%1.4%1.5%3.2%3.0%
Liquidity
Current ratio2.302.692.422.172.582.442.842.692.522.50
Quick ratio0.991.251.210.941.341.361.521.271.331.26
Cash ratio0.150.630.530.310.750.820.750.630.780.53
Leverage
Debt / Equity0.360.440.440.440.510.500.520.440.430.44
Debt / Assets0.220.250.250.250.280.270.290.250.240.24
Debt / EBITDA16.5018.5913.5831.3672.4712.1615.8312.576.727.08
Interest coverage2.0x2.5x4.5x1.5x-0.2x7.5x6.7x9.5x15.5x14.5x
Equity multiplier1.661.721.761.801.851.871.841.751.781.83
Liabilities / Assets0.400.420.430.450.460.470.460.430.440.45
Efficiency
Asset turnover0.320.330.360.280.270.330.290.320.370.35
Inventory turnover1.401.481.691.171.261.521.281.311.591.33
Days sales outstanding124d77d90d119d100d85d122d90d72d118d
Days inventory outstanding260d247d216d313d290d240d284d279d229d274d
Days payable outstanding87d65d71d98d76d79d84d70d72d84d
Cash conversion cycle297d259d236d333d314d246d322d299d230d309d
Valuation
P / E234.6x190.5x58.0x--62.1x-86.0x37.2x42.1x
P / B0.9x0.8x0.8x0.9x1.3x1.4x1.6x1.7x1.6x1.7x
P / S1.7x1.5x1.3x1.8x2.7x2.3x2.9x3.1x2.5x2.6x
EV / EBITDA57.2x47.5x34.9x90.7x232.9x40.5x56.7x57.2x28.8x31.5x
Growth
Revenue growth (YoY)6.0%12.3%-1.4%-11.9%-18.0%-12.7%-18.8%-19.9%-38.2%-25.6%
Revenue CAGR (3y)-8.8%-9.6%-19.0%-18.9%-18.5%-6.5%-5.7%-1.3%30.8%26.1%
Revenue CAGR (5y)-4.8%-2.4%14.0%7.5%1.2%8.2%10.2%9.1%9.9%13.1%
Gross profit growth (YoY)3.0%15.9%-10.3%-21.1%-33.7%-21.9%-28.3%-27.8%-44.5%-32.2%
Operating income growth (YoY)51.3%--30.6%-78.0%--46.0%-53.9%-54.5%-54.4%-43.8%
Net income growth (YoY)---39.3%96.9%--50.9%--57.1%-49.6%-42.1%
EPS growth (YoY)---35.4%95.3%--43.9%--54.9%-52.1%-43.5%
EPS CAGR (3y)-51.8%-52.1%-44.2%---22.3%--22.9%-43.9%
EPS CAGR (5y)-39.2%-35.5%----3.4%-2.2%10.9%17.1%
FCF growth (YoY)----19.6%-----
FCF CAGR (5y)----------
Book value growth (YoY)1.5%-0.5%-3.8%-8.2%-8.4%-6.9%-0.9%5.1%8.3%10.6%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-08-30.

Business segments

$2.75B total
Towable RVSegment$1.22B · 44.4%
Motorhome RVSegment$1.16B · 42.2%
Marine Segment$367.80M · 13.4%

Product / service

$2.38B total
Fifth Wheel$606.00M · 25.5%
Travel Trailer$581.20M · 24.4%
Class CAnd Other$526.00M · 22.1%
Class A$460.00M · 19.3%
Class B$173.70M · 7.3%
Product And Service Other$33.00M · 1.4%

Geographic

$2.80B total
US$2.62B · 93.6%
Non Us$178.60M · 6.4%

Peer comparison

Same SIC group: Motor Homes

CompanyRevenue (last FY)Net marginROE
THO---

Comparing WINNEBAGO INDUSTRIES INC against the 1 most active filer in the same SIC group.

Dividends

$1.39/share trailing 12 months · +4.5% YoY

Ex-datePer share
Apr 15, 2026$0.3500
Jan 14, 2026$0.3500
Sep 10, 2025$0.3500
Jun 11, 2025$0.3400
Apr 16, 2025$0.3400
Jan 15, 2025$0.3400
Sep 11, 2024$0.3400
Jun 12, 2024$0.3100
Apr 9, 2024$0.3100
Jan 11, 2024$0.3100
Sep 12, 2023$0.3100
Jun 13, 2023$0.2700
Apr 11, 2023$0.2700
Jan 10, 2023$0.2700
Sep 13, 2022$0.2700
Jun 7, 2022$0.1800
Apr 12, 2022$0.1800
Jan 11, 2022$0.1800
Sep 14, 2021$0.1800
Jun 15, 2021$0.1200
Apr 13, 2021$0.1200
Jan 12, 2021$0.1200
Sep 15, 2020$0.1200
Jun 16, 2020$0.1100