The 66% EPS miss is a severe negative surprise that will likely drive significant selling pressure at the open. Monitor the June 25 conference call for guidance updates and commentary on demand trends, dealer inventory, and cost reduction plans. The stock may test recent lows if management does not provide a credible recovery path.
Price Chart
Executive Summary
Winnebago Industries reported Q2 2026 EPS of $0.27, a 66.3% miss versus the $0.80 consensus estimate, with revenue of $763.9M in line with expectations. The massive earnings miss signals severe operational deterioration in the motor home segment, likely driven by demand weakness and margin compression.
Key Financial Metrics
Key Facts
- EPS of $0.27 missed consensus of $0.80 by 66.3%
- Revenue of $763.9M matched consensus estimate
- Q2 fiscal 2026 period ended March 31, 2026
- Earnings release scheduled for June 25, 2026 before market open
Financial Impact
EPS miss of $0.53 per share (66.3% below consensus) on $763.9M revenue
Risk Factors
- Further downward guidance revision on the June 25 call
- Continued RV demand weakness and dealer destocking
- Margin compression from fixed cost deleverage on lower volumes
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3307029 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 20, 2026 6w ago | Insider Cluster | $31.97 $26.43 | ▼ −17.33% | ▼ −17.33% | $26.37 (−17.52%) |
Aug 14, 2026 7w ago | Insider Cluster | $31.55 $28.36 | ▼ −10.11% | ▼ −8.12% | $26.37 (−16.42%) |
Jul 21, 2026 10w ago | Press Release | $30.38 $31.32 | ▲ +3.09% | ▲ +0.53% | $26.37 (−13.20%) |
Jun 4, 2026 17w ago | Press Release | $28.12 $31.16 | ▼ −10.81% | ▼ −12.18% | $26.37 (+6.22%) |
Apr 2, 2026 26w ago | Press Release | $30.04 $32.61 | ▲ +8.55% | ▼ −1.33% | $26.37 (−12.22%) |
Mar 25, 2026 27w ago | Press Release | $32.33 $32.64 | ▲ +0.97% | ▼ −6.89% | $26.37 (−18.43%) |
Mar 18, 2026 28w ago | Press Release | $32.74 $33.74 | ▲ +3.05% | ▼ −4.58% | $26.37 (−19.46%) |
Mar 6, 2026 30w ago | Press Release | $35.91 $31.19 | ▼ −13.14% | ▼ −11.10% | $26.37 (−26.56%) |
US Market Status
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