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May 31, 2025
Winnebago Q3 2025 Earnings Report
Winnebago reported a decline in net income and revenues as margins contracted and RV demand remained soft.
Key Takeaways
Winnebago delivered Q3 FY25 results with lower revenue and profitability compared to last year, as weak market conditions pressured the Motorhome segment. However, the Marine segment showed strong profitability and the Towable RV segment achieved volume growth through affordable offerings.
Revenue by Segment
Forward Guidance
Winnebago updated its FY2025 guidance downward, reflecting continued macro uncertainty and cautious dealer behavior.
Positive Outlook
- New affordable Towable RVs driving unit growth
- Marine segment profitability remains strong
- Operational efficiencies partially offsetting warranty costs
- Retail share gains in Marine segment
- Focus on margin recapture plan for Motorhomes
Challenges Ahead
- Motorhome RV volume and EBITDA significantly down
- Gross margin compressed due to product mix and warranty costs
- Net income and EPS declined year-over-year
- Cash flow used in operations was negative
- Overall dealer inventory remains elevated in some segments
Historical Earnings Impact
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Avg. Return Before/After Earnings
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