$WGO

Winnebago (WGO) reported Q2 revenue of $698.7M, down 9.9% YoY, missing estimates. It lowered full-year guidance, and its stock fell 8.2%. Mobileye (MBLY) reported $508M in revenue, flat YoY, beating estimates, and raised full-year guidance. THOR Industries (THO) reported $2.31B in revenue, down 8.4% YoY, missing EBITDA and EPS estimates. Its stock fell 3.2%.

Winnebago Industries appointed Simone Silva as vice president, aftermarket and enterprise customer experience, effective October 15, 2026. Silva will lead efforts to grow the aftermarket business and enhance customer experience. She brings over 20 years of experience in customer service, previously working at Newmar, Whirlpool, and Volkswagen. According to the company, this role underscores their commitment to customer engagement and long-term growth.

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.

Winnebago 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.

Winnebago 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.

Winnebago 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.

WINNEBAGO 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

Winnebago (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.