Winnebago Industries Inc. is poised to release its first-quarter financial results, a key event closely watched by investors and market observers. The recreational vehicle manufacturer's upcoming report comes amidst a series of revised forecasts from prominent financial analysts. Anticipation surrounds the company's performance, particularly given the recent leadership change with the appointment of a new board chairman.
The Eden Prairie, Minnesota-based company is scheduled to disclose its earnings before the market opens on Friday, December 19th. Market analysts are projecting a substantial improvement in the company's financial health, with an expected earnings per share of 14 cents, a notable rebound from a loss of 3 cents per share reported in the same period last year. Revenue expectations also paint a positive picture, with a consensus estimate of $631.57 million, slightly up from $625.6 million in the prior year, according to data compiled from various financial sources.
Adding to the recent developments, Winnebago announced the appointment of John Murabito as the new chair of its board of directors on December 17th, succeeding David Miles. This change in leadership comes at a pivotal time as the company navigates market dynamics and prepares for its earnings announcement.
Ahead of the earnings call, several financial analysts have updated their ratings and price targets for Winnebago's stock. Truist Securities analyst Patrick Scholes maintained a 'Buy' rating and increased the price target from $36 to $46 on November 10, 2025, demonstrating a 68% accuracy rate. BMO Capital's Tristan Thomas-Martin also maintained an 'Outperform' rating, raising the price target from $40 to $45 on October 24, 2025, with an accuracy rate of 58%. Citigroup analyst James Hardiman echoed a similar sentiment, keeping a 'Buy' rating and boosting the price target from $36 to $41 on September 12, 2025, also holding a 68% accuracy rate.
However, not all analysts share the same optimistic view. Roth Capital analyst Scott Stember maintained a 'Neutral' rating but reduced the price target from $37 to $30 on June 26, 2025, with a 57% accuracy rate. Similarly, Baird analyst Craig Kennison maintained a 'Neutral' rating and lowered the price target from $38 to $35 on June 26, 2025, with an accuracy rate of 58%. These varied analyst perspectives highlight the complex considerations investors are weighing as Winnebago approaches its earnings release.
Winnebago shares concluded trading on Thursday at $40.33, experiencing a 2.6% decline. The upcoming earnings report will undoubtedly provide further clarity on the company's performance and future trajectory, offering investors crucial insights into its financial standing and market position.