Winnebago Industries Inc. Common Stock (WGO)

Cyclical

FairStock Score: 55/100 — STEADY

Key Financials

Current Price$28.65
Market Cap$815M
P/E Ratio21.07
ROE3.14%
Dividend Yield5.45%
SectorConsumer Cyclical

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

At the close on 2026-10-13, Mr. Market offers Winnebago at $23.17, near the bottom of its 52-week range of $22.88 to $50.16. This is a cyclical recreational-vehicle maker, and FairStock classifies it as CYCLICAL — Recreational Vehicles: earnings follow the economic cycle. The cycle is unfriendly. In fiscal Q3 2026, the quarter ended 2026-05-30, revenue was $698.7M and net income was $14.5M, down from revenue of $775.1M and net income of $17.6M in fiscal Q3 2025, the quarter ended 2025-05-31. Full-year fiscal 2025, the year ended 2025-08-30, produced revenue of $2.8B and net income of $25.7M, far below fiscal 2023, the year ended 2023-08-26, when revenue was $3.5B and net income was $215.9M. That tells me the moat is not wide; RV manufacturing is competitive and discretionary.

In plain English: Winnebago makes recreational vehicles, motorhomes, and boats. Right now sales and profits are well below their boom levels, but the company still generates a lot of cash and carries moderate debt. At $23.17, the shares look inexpensive against the company's net assets and cash flow, though the weak recreational vehicle market means the low price may reflect real business risk.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-05-30) · fiscal Q2 2026 10-Q (period ended 2026-02-28) · fiscal Q1 2026 10-Q (period ended 2025-11-29) · fiscal Q3 2025 10-Q (period ended 2025-05-31) · FY2025 10-K (period ended 2025-08-30) · FY2024 10-K (period ended 2024-08-31) · FY2023 10-K (period ended 2023-08-26)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer