NEW YORK, Nov. 07, 2024 (GLOBE NEWSWIRE) -- November 7, 2024. Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Winnebago Industries, Inc. (NYSE: WGO) resulting from allegations that Winnebago may have issued materially misleading business information to the investing public. If you invested in Winnebago securities, you are encouraged to obtain additional information by visiting https://rosenlegal.com/case/winnebago-industrie ...

Winnebago Industries (WGO) shares rallied 5.9% in the last trading session to close at $61.64. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 1.5% gain over the past four weeks.Shares of WGO jumped yesterday, aligning with the broader market surge following Donald Trump's election victory. Investors are optimistic about potential economic growth under his leadership.  As WGO operates in a highly cyclical ind ...

EDEN PRAIRIE, Minn., Oct. 31, 2024 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO), a leading outdoor lifestyle product manufacturer, is proud to showcase the latest innovation from its marine brands, Barletta Pontoon Boats and Chris-Craft at the Fort Lauderdale International Boat Show in Fort Lauderdale, FL, October 30 – November 3. Barletta, the fastest-growing pontoon boat maker in the segment, will feature a line-up of Coastal Edition premium pontoons, ready for big water, including the indus ...

NEW YORK, Oct. 27, 2024 (GLOBE NEWSWIRE) -- Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Winnebago Industries, Inc. (NYSE: WGO) resulting from allegations that Winnebago may have issued materially misleading business information to the investing public. If you invested in Winnebago securities, you are encouraged to obtain additional information by visiting https://rosenlegal.com/case/winnebago-industries-inc/. Why Did Wi ...

文章核心观点 - 公司第四季度财报业绩低于预期 [1] - 公司各业务板块收入和利润均有不同程度下滑 [2][3][4] - 公司预计2025财年收入和利润将有所改善 [5] 分类总结 房车业务 - 拖挂式房车收入下降7.2%,交付量增加6.1% [2] - 动力房车收入下降3.1%,交付量下降2.8% [3] - 两个业务板块的利润均大幅下滑 [2][3] - 两个业务板块的订单量均有大幅下降 [2][3] 船舶业务 - 收入下降16.6%,交付量下降10.3% [4] - 利润下降45.7% [4] - 订单量增加33.5% [4] 财务状况和展望 - 公司现金充裕,但债务有所增加 [5] - 公司进行了股票回购和派息 [5] - 公司预计2025财年收入在29-32亿美元,利润在3-4.5美元之间 [5] - 公司目前评级为持有评级 [5] 同行业表现 - 索尔工业(THO)第四季度业绩超预期,但收入同比下降 [6] - REV集团(REVG)第三季度业绩超预期,但收入同比下降 [7]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended August 31, 2024; or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________________ to _______________________ Commission File Number 001-06403 WINNEBAGO INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Mi ...

SAN DIEGO, Oct. 23, 2024 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, LLP is investigating whether Winnebago Industries, Inc. (NYSE: WGO) or any of its executive officers or others violated securities laws by misrepresenting or failing to timely disclose material, adverse information to investors. On September 23, 2024, Hunterbrook Media released an article titled ““Grand Deception”- Winnebago Muzzles Outcry Over Major Problem That Owners Say Makes RVs Dangerous, Untowable, Worthless.” Th ...

业绩总结 - 2024财年第四季度净收入为7.209亿美元，同比下降6.5%[7] - 调整后EBITDA为2870万美元，同比下降80.5%[17] - 调整后每股收益为0.28美元，同比下降80.1%[17] - 毛利率较上年同期下降340个基点，降至13.1%[17] - 第四季度收入为721百万美元，同比下降17%，主要受产品组合、单位销量下降及经销商去库存影响[32] 用户数据与市场表现 - Winnebago在北美RV市场的市场份额为11.1%，较2023财年下降[11] - Towable RV部门的收入同比下降7%，调整后EBITDA下降52%[24] - Marine部门的收入为3.08亿美元，同比下降66%[25] - 由于市场条件疲软，订单积压同比下降34%[24] - 订单积压较上年增长34%，主要得益于经销商库存状况改善及市场份额持续增长[26] 未来展望 - 预计2024年整体批发RV出货量为32万至33万台，2025年为32万至35万台[8] - 2025财年收入预期为29亿至32亿美元，较2024财年实际收入增长2.6%[28] 财务状况 - 自由现金流为3000万美元，向股东回购和分红共计1900万美元[7] - 现金及现金等价物为3.78亿美元，净债务为2.0倍的杠杆比率[27] - 自由现金流为2950万美元，较上年同期下降76%[39] - 资本支出为1120万美元，较上年同期下降26%[39] 股东回报与策略 - 自2022年起，董事会批准的股票回购授权剩余2.3亿美元[27] - 自2024财年第一季度起，股息同比增长15%[27]

财务数据和关键指标变化 - 公司在2024财年第四季度的运营费用增加，主要由于Chris-Craft报告单位的3030万美元减值费用以及与Grand Design电动业务启动相关的成本 [17][18] - 公司在2024财年产生了3000万美元的自由现金流，并向股东回购了1900万美元的股票和支付了股息，显示出对长期增长前景的信心 [10][18] 各条业务线数据和关键指标变化 - Towable RV部门的收入较去年第四季度下降，主要由于产品组合导致的平均售价下降，部分被单位销量的增加所抵消 [21] - Motorhome RV部门的收入也较去年同期下降，主要由于市场条件导致的单位销量下降，部分被与电动底盘成本相关的价格上涨所抵消 [22] - Marine部门的收入下降，主要由于市场条件和经销商去库存导致的单位销量下降，部分被针对性价格上涨所抵消 [24] 各个市场数据和关键指标变化 - RV行业协会预计2024年批发出货量为约324,000单位，2025年预计在320,000到350,000单位之间 [10][26] - 2024年8月，批发总RV行业出货量同比增长10%，前八个月累计增长14.5% [11] - 在过去12个月中，公司的市场份额为11.1%，较去年同期下降50个基点 [12] 公司战略和发展方向和行业竞争 - 公司计划在未来12到15个月内逐步改善市场状况，预计2025年第二季度将出现更明显的改善 [7][8] - 公司在Winnebago Motorhome和Winnebago Towables业务中进行了重要的领导层变动，以应对运营和财务挑战 [8][14] - 公司致力于通过推出新产品和技术来提升客户体验，并保持资本配置的平衡，以推动股东价值创造 [29] 管理层对经营环境和未来前景的评论 - 管理层对当前零售环境表示挑战，尽管如此，仍对未来市场改善持乐观态度 [6][7] - 管理层认为，随着利率的逐步降低和库存水平的下降，市场条件将在未来几个月内改善 [7][8] 其他重要信息 - 公司在2025财年首次提供了年度财务指导，预计收入将在29亿到32亿美元之间，调整后的每股收益预计增长10% [8][26] - 公司在Marine部门的Chris-Craft品牌在过去五个月中实现了零售同比增长 [63] 问答环节所有提问和回答 问题: 关于财务指导的决定 - 公司决定提供财务指导是经过深思熟虑的，旨在帮助投资者理解未来的业务预期 [31][32] 问题: 当前零售状况 - 当前零售环境仍然疲软，未见显著改善 [38] 问题: Motorhome部门的EBITDA利润率 - 公司对Motorhome部门的长期EBITDA利润率持乐观态度，预计将恢复到双位数范围 [39] 问题: 关于Grand Design业务的销售预期 - Grand Design的电动业务预计在2025财年将实现超过1亿美元的销售 [44][45] 问题: 竞争环境的变化 - 零售市场竞争依然激烈，价格策略趋于激进，但整体仍保持理性 [77][78]

For the quarter ended August 2024, Winnebago Industries (WGO) reported revenue of $720.9 million, down 6.5% over the same period last year. EPS came in at $0.28, compared to $1.59 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $726.04 million, representing a surprise of -0.71%. The company delivered an EPS surprise of -69.23%, with the consensus EPS estimate being $0.91.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...