WINNEBAGO INDUSTRIES INC (WGO)
Consumer Discretionary · Recreational vehicle manufacturing · NYSE
A leading manufacturer of recreational vehicles and towable RVs serving the North American leisure travel market.
What WINNEBAGO INDUSTRIES INC does
Winnebago Industries manufactures and sells recreational vehicles (RVs), including motorhomes, travel trailers, and fifth wheels, along with marine and commercial products. The company designs, builds, and markets towable and motorized RVs under its Winnebago and other brand names, serving both leisure and lifestyle customers across North America. It also operates segments supporting the RV ecosystem with parts, accessories, and related services.
Themes: ["RV manufacturing / leisure travel","Motorhome production","Adventure tourism equipment","Outdoor recreation"]
Fundamentals
- Price$29.07 as of 2026-07-09 close
- Market cap$868M as of 2026-07-10
- 1-year return-10.5% as of 2026-07-09 close
- P/E22.55 as of 2026-07-10
- Net margin+1.4% as of 2026-07-10
- Gross margin+13.0% as of 2026-07-10
- ROE+3.1% as of 2026-07-10
- Debt / equity0.36 as of 2026-07-10
- Revenue growth (YoY)+3.4% as of 2026-07-10
- Revenue CAGR (3y)-17.4% SEC XBRL
- Beta1.13 as of 2026-07-10
Dividend: yield +4.6%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
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Competitors & peers
- Thor Industries (THO)
- LCI Industries (LCII)
- Marine Products Corporation
- Brunswick Corporation (BC)
- Leisure/lifestyle customers
- North American RV market
- Retail dealers and distributors
- Cyclical consumer discretionary demand exposure — RV purchases are highly sensitive to economic downturns, consumer confidence, and interest rates, particularly impacting the company's ability to maintain production and dealer inventory levels
- Supply chain and manufacturing cost pressures — rising material, labor, and transportation costs can squeeze gross margins, as evidenced by recent YoY revenue growth of 3.44% alongside declining profitability metrics
- Debt refinancing and interest rate sensitivity — the company carries significant long-term debt (~$443M as of May 2026) and has been actively repaying debt; rising interest rates increase financing costs and reduce consumer demand for large discretionary purchases
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.