Winnebago Industries cuts fiscal 2026 EPS guidance as Q3 revenue falls 9.9%
Winnebago Industries reported third-quarter fiscal 2026 net revenues of $698.7 million, down 9.9% from $775.1 million a year earlier, with diluted EPS of $0.51 versus $0.62. The company lowered its fiscal 2026 reported and adjusted EPS guidance, citing weak retail demand, cautious dealer ordering and a challenging outlook for the RV sector.
Key points
- Q3 net revenues of $698.7 million, down 9.9%; adjusted diluted EPS of $0.66 versus $0.81 a year earlier
- Fiscal 2026 reported EPS guidance cut to $1.05 to $1.40 from $1.50 to $2.20; adjusted EPS guidance cut to $1.65 to $2.00 from $2.10 to $2.80
- Fiscal 2026 consolidated net revenue guidance of $2.65 billion to $2.75 billion; calendar 2026 North American RV wholesale shipments expected at 290,000 to 310,000 units
- Quarterly cash dividend of $0.35 per share approved May 15, 2026, payable June 24, 2026
The filing
Written by AI on Nov 8, 2026, 6:59 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on June 25, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.