)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Winnebago Industries (WGO) investor relations material
Winnebago Industries Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary19 Dec, 2025
Executive summary
Net revenues rose 12.3% year-over-year to $702.7 million, driven by growth in Motorhome and Towable RV segments, with margin expansion and a return to net income.
Adjusted EBITDA more than doubled to $30.2 million, and adjusted EPS improved to $0.38 from a loss per share last year.
Balance sheet strengthened with net leverage ratio improving to 2.7x, cash and equivalents at $181.7 million, and positive operating cash flow.
Focused on product innovation, operational efficiency, and brand expansion amid a mixed macroeconomic backdrop and industry softness, especially in Marine.
Recognized for corporate responsibility, with over $3.9 million contributed to community initiatives and multiple industry awards.
Financial highlights
Net revenue increased 12.3% year-over-year to $702.7 million, driven by higher unit volume and selective price increases.
Adjusted EBITDA more than doubled to $30.2 million (4.3% margin), and adjusted EPS was $0.38, up from a loss per share last year.
Gross margin improved to 12.7% from 12.3% year-over-year, and operating income rose to $13.8 million from a loss.
Operating expenses declined 3.2% year-over-year due to cost reduction initiatives.
Net cash provided by operating activities was $25.4 million, compared to net cash used in the prior year.
Outlook and guidance
FY2026 guidance raised: net revenues of $2.8B–$3.0B, reported EPS $1.40–$2.10, adjusted EPS $2.10–$2.80.
Q2 sales expected to be up year-over-year but down sequentially due to seasonality; EPS to be flat to modestly up year-over-year.
North American RV wholesale shipments for 2025 forecast at 335,000–345,000 units; 2026 forecast at 315,000–345,000 units.
Guidance reflects current trade policy, tariff rates, and macroeconomic factors.
Management expects dealer ordering patterns to stabilize as consumer demand recovers.
Address Class B motorhome unit decline strategy
Elaborate on Winnebago brand revitalization plans
Explain segment warranty expense trend divergence
Future margin impact from Winnebago Motorhome?
Retail dollar share growth strategy?
Grand Design Motorized: next growth drivers?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Winnebago Industries earnings date
Q2 202626 Mar, 2026
Next Winnebago Industries earnings date
Q2 202626 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Winnebago Industries, Inc. manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities. The company offers motorhomes, which are self-contained recreational vehicles; fifth wheels, which are travel trailers with a detachable fixed roof section above the cab; and towable RVs, including camping trailers and travel trailers. It also provides information, rental services, roadside assistance offers warranty administration services related to its products in the United States; and sells its products through dealerships, independent retail stores, manufacturers' representatives and Internet retailers. Winnebago Industries, Inc. is based in Forest City, Iowa.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage