WINNEBAGO INDUSTRIES INC
Citigroup maintained a Neutral rating on Winnebago Industries (WGO) but lowered its price target from $30.00 to $29.00. GuruFocus values WGO at $46.97, suggesting it is 41.1% undervalued. The company has a GF Score of 73, indicating solid financial health, but insiders have sold $511,659 worth of shares recently. Analysts have mixed opinions on WGO's outlook.
Citi lowered its financial estimates for Camping World Holdings, Thor Industries, and Winnebago Industries due to weak RV industry demand through 2026. The firm reduced Camping World's 2026 EBITDA estimate to $230M, and cut 2027 and 2028 estimates by $25M and $32M, respectively. Thor and Winnebago's 2026 Q4 EPS estimates were adjusted, with both 2027 EBITDA estimates brought to flat year-over-year. July retail sales were down 20%, and wholesale shipments declined 12%.
Winnebago (WGO) reported Q2 revenue of $698.7M, down 9.9% YoY, missing estimates. Lucid (LCID) reported $405.3M revenue, up 56.2% YoY, beating estimates. Goodyear (GT) reported $4.25B revenue, down 4.8% YoY, surpassing expectations. All companies provided full-year guidance, with WGO's falling short of estimates.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning WGO (WINNEBAGO INDUSTRIES INC). Coverage has been balanced: 1 bullish, 0 neutral, and 1 bearish.
Recent WGO coverage spans corporate actions, financial news and earnings.
In the last 30 days, WGO insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($39K). The most active reporter was Woodson Bret A, SVP-CHRO, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Potential short‑term downside pressure as analysts reduce target price.
Slight upgrade may provide modest upside.
The disclosed revenue miss and weaker guidance increase downside risk for near-term sentiment and estimates.
Improved liquidity and financing flexibility may support capital allocation and could be viewed positively by investors.
The new facility improves liquidity and financial flexibility but carries a modest spread and commitment fee.
AlphAI scores every news story that mentions WGO with an AI model for sentiment and relevance, and aggregates insider trades from WINNEBAGO INDUSTRIES INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Citigroup maintained a Neutral rating on Winnebago Industries (WGO) but lowered its price target from $30.00 to $29.00. GuruFocus values WGO at $46.97, suggesting it is 41.1% undervalued. The company has a GF Score of 73, indicating solid financial health, but insiders have sold $511,659 worth of shares recently. Analysts have mixed opinions on WGO's outlook.
2 min readCiti lowered its financial estimates for Camping World Holdings, Thor Industries, and Winnebago Industries due to weak RV industry demand through 2026. The firm reduced Camping World's 2026 EBITDA estimate to $230M, and cut 2027 and 2028 estimates by $25M and $32M, respectively. Thor and Winnebago's 2026 Q4 EPS estimates were adjusted, with both 2027 EBITDA estimates brought to flat year-over-year. July retail sales were down 20%, and wholesale shipments declined 12%.
2 min readWinnebago (WGO) reported Q2 revenue of $698.7M, down 9.9% YoY, missing estimates. Lucid (LCID) reported $405.3M revenue, up 56.2% YoY, beating estimates. Goodyear (GT) reported $4.25B revenue, down 4.8% YoY, surpassing expectations. All companies provided full-year guidance, with WGO's falling short of estimates.
4 min readWinnebago Industries renewed and extended its $350M asset-based revolving credit facility, extending the maturity to 2031. The company cited strong liquidity and disciplined capital allocation. JPMorgan Chase Bank acted as the administrative agent.
1 min readWinnebago Industries extended its asset-based revolving credit facility to August 20, 2031, with JPMorgan Chase as the administrative agent. The amended deal includes updated reporting and covenant terms, with interest rates ranging from term SOFR plus 1.25% to 1.75%. The company has no outstanding borrowings and expects the facility to support liquidity. According to the company, the agreement enhances financial flexibility.
1 min readWinnebago Industries (WGO) extended its asset-based credit line to August 20, 2031. The new agreement, with JPMorgan Chase as agent, replaces a $350M facility and includes modified reporting and covenant terms. Borrowing rates are floating, based on SOFR/REVSOFR30 plus 1.25%-1.75% spreads, with a 0.25% commitment fee on unused amounts.
2 min readWINNEBAGO INDUSTRIES INC (WGO) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 Entry into a Material Definitive Agreement. On August 20, 2026, Winnebago Industries, Inc., Winnebago of Indiana, LLC, Grand Design RV, LLC and Newmar Corporation (collectively, the “Borrowers”) entered into a Third Amended and Restated Credit Agreement (the “Credit Agr
2 min readWinnebago (WGO) reported Q2 revenue of $698.7M, down 9.9% YoY, missing estimates. Mobileye (MBLY) reported $508M revenue, flat YoY, beating estimates. General Motors (GM) reported $48.03B revenue, up 1.9% YoY, beating estimates. All stocks rose post-results.
3 min readWinnebago Industries said it will relocate production of its B-Van product line from the Lake Mills, Wisconsin facility to its Forest City, Iowa plant to optimize manufacturing and support long-term growth. The Lake Mills site will close and be offered for sale. The company also plans towable production moves tied to Grand Design RV in Indiana, without product line discontinuations.
2 min readWinnebago Industries said it will relocate Winnebago brand towable RV production to its Grand Design RV campus in Middlebury, Indiana, and consolidate some Grand Design RV lines. It will move B-Van motorhome production from Lake Mills, Iowa, to its Forest City, Iowa facility. Both Lake Mills and the Lake Mills towable campus will close and be offered for sale. No product lines are discontinued and the company expects no production disruption.
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