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WGO 
Winnebago Industries Inc (WGO)
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Upturn Advisory Summary
12/11/2025: WGO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
14 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $45
1 Year Target Price $45
| 7 | Strong Buy |
| 1 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -49.59% | Avg. Invested days 23 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.13B USD | Price to earnings Ratio 44.88 | 1Y Target Price 45 |
Price to earnings Ratio 44.88 | 1Y Target Price 45 | ||
Volume (30-day avg) 14 | Beta 1.13 | 52 Weeks Range 27.41 - 53.73 | Updated Date 12/12/2025 |
52 Weeks Range 27.41 - 53.73 | Updated Date 12/12/2025 | ||
Dividends yield (FY) 3.34% | Basic EPS (TTM) 0.89 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-12-19 | When - | Estimate 0.1274 | Actual - |
Profitability
Profit Margin 0.92% | Operating Margin (TTM) 2.59% |
Management Effectiveness
Return on Assets (TTM) 1.58% | Return on Equity (TTM) 2.06% |
Valuation
Trailing PE 44.88 | Forward PE 16.21 | Enterprise Value 1532396326 | Price to Sales(TTM) 0.4 |
Enterprise Value 1532396326 | Price to Sales(TTM) 0.4 | ||
Enterprise Value to Revenue 0.55 | Enterprise Value to EBITDA 13.14 | Shares Outstanding 28207219 | Shares Floating 27095156 |
Shares Outstanding 28207219 | Shares Floating 27095156 | ||
Percent Insiders 3.47 | Percent Institutions 104.38 |
Upturn AI SWOT
Winnebago Industries Inc
Company Overview
History and Background
Winnebago Industries Inc. was founded in 1958 by Ron Lee and Jayco's founder, Wilbur Jay. Initially known for producing travel trailers, the company shifted its focus to motorhomes in the 1960s, becoming synonymous with the RV lifestyle. A significant milestone was the introduction of the iconic 'Winnebago' motorhome, which revolutionized recreational travel. Over the decades, Winnebago has navigated economic cycles and industry shifts, expanding its product portfolio through strategic acquisitions to cater to a broader range of outdoor enthusiasts. It has evolved from a single-product manufacturer to a diversified outdoor lifestyle company.
Core Business Areas
- Motorhomes: This segment encompasses a wide range of Class A, Class B, and Class C motorhomes, offering various levels of luxury, amenities, and chassis configurations. These are designed for long-distance travel, vacationing, and full-time living.
- Towable RVs: This segment includes travel trailers, fifth wheels, and toy haulers, which are towed by a separate vehicle. These offer a more budget-friendly entry into RVing and cater to different travel preferences.
- Specialty Vehicles: Winnebago also produces specialty vehicles for various commercial and government applications, such as mobile medical units, command centers, and transportation vehicles. This diversifies revenue streams beyond the consumer RV market.
- Marine: Through its acquisition of Chris-Craft, Winnebago has a presence in the premium recreational boating market, offering high-performance and luxury boats.
Leadership and Structure
Winnebago Industries Inc. is a publicly traded company with a Board of Directors overseeing its strategy and operations. The executive leadership team includes a Chief Executive Officer (CEO), Chief Financial Officer (CFO), and heads of various operational and functional departments. The company is organized around its key product segments and brands to manage its diverse portfolio effectively.
Top Products and Market Share
Key Offerings
- Winnebago Class A Motorhomes: Premium, large motorhomes offering spacious living, high-end amenities, and powerful chassis. Competitors include Thor Industries (Fleetwood, American Coach), Forest River (Berkshire, Charleston), and Newmar.
- Winnebago Class C Motorhomes: Mid-range motorhomes built on a truck or van chassis, offering a balance of comfort and maneuverability. Competitors include Thor Industries (Four Winds, Chateau), Forest River (Sunseeker, Forester), and Jayco (Greyhawk).
- Winnebago Class B Motorhomes (Camper Vans): Compact, van-based RVs known for their maneuverability and ease of driving, popular for adventure travel. Competitors include Thor Industries (Wanderer, Scope), Forest River (Transit Connect), and independent custom van builders.
- Grand Design RVs (Towables): Acquired in 2016, Grand Design is a leading brand in the towable segment, known for its quality and innovative designs in travel trailers and fifth wheels. Competitors include Thor Industries (Keystone, Cougar), Forest River (Wildwood, Salem), and Jayco (White Hawk, Jay Feather).
- Chris-Craft Boats: A well-established brand in the premium recreational boat market, offering a range of luxury and performance vessels. Competitors include Brunswick Corporation (Sea Ray, Boston Whaler), Marine Products Corporation (Four Winns), and Yamaha Motor Corporation.
Market Dynamics
Industry Overview
The recreational vehicle (RV) industry is cyclical, influenced by economic conditions, consumer confidence, interest rates, and fuel prices. It has seen significant growth in recent years, driven by a desire for outdoor recreation, increased remote work opportunities, and a growing population of retirees. The industry is characterized by a mix of large, publicly traded manufacturers and smaller, niche players. Supply chain disruptions and labor shortages have been recent challenges.
Positioning
Winnebago Industries Inc. is positioned as a leading innovator and premium brand in the RV and marine sectors. Its strength lies in its strong brand recognition, diversified product portfolio across multiple price points and vehicle types, and a commitment to quality and customer satisfaction. The company's strategic acquisitions have allowed it to expand its market reach and product offerings, providing a competitive edge.
Total Addressable Market (TAM)
The total addressable market for recreational vehicles and boats is substantial and growing. While precise figures vary, the global RV market alone is projected to reach tens of billions of dollars in the coming years, with North America being a significant portion. Winnebago operates within this large TAM, focusing on segments where it holds strong brand equity and market share. Its positioning is for capturing a significant share of the premium and mid-tier segments of the RV market and a niche in the premium boat market.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and reputation for quality.
- Diversified product portfolio across motorhomes, towables, and marine.
- Strategic acquisitions expanding market reach and capabilities (e.g., Grand Design, Chris-Craft).
- Established dealer network and after-sales support.
- Innovation in design and features.
Weaknesses
- Cyclical nature of the RV industry, making it susceptible to economic downturns.
- Dependence on key suppliers, which can lead to production disruptions.
- Higher price points for some premium offerings may limit market penetration.
- Competition from a wide array of manufacturers, including larger conglomerates.
Opportunities
- Growing interest in outdoor recreation and travel post-pandemic.
- Increasing demand for smaller, more maneuverable RVs (Class B, camper vans).
- Expansion into international markets.
- Development of connected vehicle technologies and smart RV features.
- Leveraging brand equity for complementary outdoor lifestyle products.
Threats
- Economic recessions impacting discretionary spending.
- Rising interest rates making financing more expensive for consumers.
- Fluctuations in fuel prices affecting travel costs.
- Increased competition and potential price wars.
- Regulatory changes affecting emissions or vehicle safety standards.
Competitors and Market Share
Key Competitors
- Thor Industries Inc. (THO)
- Forest River Inc. (Private, subsidiary of Berkshire Hathaway)
- Jayco (part of Thor Industries)
- Alliance Coach (ACR)
Competitive Landscape
Winnebago's competitive advantage lies in its premium brand image, diversified product offerings, and strong innovation pipeline. Thor Industries and Forest River are larger competitors with broader market reach and product lineups, often competing on volume and price. Winnebago differentiates itself through a focus on quality, design, and customer experience, particularly in its higher-end segments. The marine segment, with Chris-Craft, competes in a more specialized luxury market against established boat manufacturers.
Major Acquisitions
Grand Design RV
- Year: 2016
- Acquisition Price (USD millions): 150
- Strategic Rationale: Acquired to significantly expand Winnebago's presence in the high-growth towable RV segment, leveraging Grand Design's reputation for quality and innovation in travel trailers and fifth wheels.
Chris-Craft Corporation
- Year: 2018
- Acquisition Price (USD millions): 37.6
- Strategic Rationale: Acquired to diversify into the premium marine market, adding a respected luxury boat brand to Winnebago's portfolio and capitalizing on synergies in manufacturing and distribution.
Newmar Corporation
- Year: 2023
- Acquisition Price (USD millions): 270
- Strategic Rationale: Acquired to bolster Winnebago's position in the Class A motorhome segment, adding a well-regarded premium brand and expanding its luxury offerings.
Growth Trajectory and Initiatives
Historical Growth: Winnebago Industries has experienced significant growth over the past decade, marked by a strategic shift towards diversification through acquisitions. This has led to substantial increases in revenue and market share across its core segments. The company has successfully navigated industry cycles by focusing on product innovation, brand building, and expanding its customer base. The post-pandemic surge in outdoor recreation further accelerated its growth trajectory.
Future Projections: Analyst projections for Winnebago's future growth are generally positive, anticipating continued demand for RVs and marine products. Growth is expected to be driven by new product introductions, expansion of its towable segment, and further integration of its acquired brands. While economic headwinds and interest rate sensitivity remain factors, the long-term trend towards outdoor lifestyles supports sustained growth. Projections often indicate continued revenue expansion and stable to growing profitability.
Recent Initiatives: Recent initiatives include ongoing product development and innovation across all brands, focusing on features that enhance comfort, convenience, and connectivity. The company continues to invest in manufacturing capacity and operational efficiencies. Strategic acquisitions remain a key part of its growth strategy, aiming to broaden its market presence and product diversification. Efforts to enhance sustainability and reduce environmental impact are also becoming increasingly important.
Summary
Winnebago Industries Inc. is a strong player in the recreational vehicle and marine industries, benefiting from robust brand recognition and a strategic acquisition approach that has diversified its product lines. The company is well-positioned to capitalize on the growing demand for outdoor lifestyles. However, it faces cyclical industry headwinds, supply chain risks, and intense competition from larger players. Continued innovation and market adaptation are crucial for maintaining its competitive edge and navigating economic uncertainties.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Winnebago Industries Inc. Investor Relations
- Securities and Exchange Commission (SEC) Filings (10-K, 10-Q)
- Financial News and Analysis Websites (e.g., Bloomberg, Reuters, Yahoo Finance)
- Industry Market Research Reports
Disclaimers:
This JSON output is for informational purposes only and does not constitute investment advice. Financial data and market share figures are based on publicly available information and may be subject to change. Historical performance is not indicative of future results. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Winnebago Industries Inc
Exchange NYSE | Headquaters Eden Prairie, MN, United States | ||
IPO Launch date 1966-01-24 | CEO, President & Director Mr. Michael J. Happe | ||
Sector Consumer Cyclical | Industry Recreational Vehicles | Full time employees 5300 | Website https://www.winnebagoind.com |
Full time employees 5300 | Website https://www.winnebagoind.com | ||
Winnebago Industries, Inc. manufactures and sells recreation outdoor lifestyle products primarily for use in leisure travel and outdoor recreation activities. It operates through three segments: Towable RV, Motorhome RV, and Marine. The company provides towable products that are non-motorized vehicles to be towed by automobiles, pickup trucks, SUVs, or vans for use as temporary living quarters, such as conventional travel trailers, fifth wheels, folding camper trailers, truck campers, and park models under the Winnebago and Grand Design brand names. It also offers motorhome RV, a self-propelled mobile dwelling used primarily as temporary living quarters during vacation and camping trips, or to support active and mobile lifestyles under the Winnebago, Newmar, and Grand Design brand names. In addition, the company offers other specialty commercial vehicles for law enforcement command centers, mobile medical clinics, and mobile office spaces; commercial vehicles as bare shells to third-party up fitters, as well as manufactures and sells recreational boats under the Chris-Craft and Barletta brand names. Further, it is involved in the original equipment manufacturing of parts for other manufacturers and commercial vehicles. The company sells its products primarily through independent dealers in the United States, Canada, and internationally. Winnebago Industries, Inc. was incorporated in 1958 and is based in Eden Prairie, Minnesota.
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