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Employees: 5,000
Size Winnebago Industries (WGO) is a United States Consumer Discretionary company (Recreational Products) with a market value of $892M, the 2318th largest of 3,117 United States companies the cockpit tracks. Shares closed at $31.34 on 6 Nov 2026.
Performance Over six months the shares fell 1.3%, against -11.4% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue fell 3.4% over the last twelve months (peer median +11.9%); the operating margin is 2.5% (peer median 7.3%).
Valuation It trades at 15.8× forward earnings against a peer median of 12.1× (5th most expensive of 13).
Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is -6%, so the hurdle is +13 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 5.6 points below its cost of capital (9.0% WACC).
Credit Winnebago Industries has 1 bond outstanding ($350M).
Short interest Short interest is 10.8% of the free float (15 Oct 2026).
Next results Next results expected around 18 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $2.70B | $2.70B | $2.80B | $2.97B | $3.49B |
| Revenue growth | — | -3% | -6% | -15% | — |
| Gross profit | $328M | $328M | $343M | $410M | $568M |
| EBITDA | $126M | $126M | $118M | $191M | $355M |
| Net income | $34.5M | $34.5M | $25.7M | $13.0M | $216M |
| Free cash flow | $145M | $145M | $89.5M | $98.9M | $211M |
| Capital expenditure | $24.1M | $24.1M | $39.4M | $45.0M | $83.2M |
| Total debt | $494M | $494M | $595M | $758M | $649M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | WGO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +27.1% | -2.4% | highest of 21 |
| 6-month return | -1.3% | -11.4% | 7th highest of 21 |
| Distance from 52-week high | -37.5% | -31.4% | 10th lowest of 21 |
| Revenue growth (TTM) | -3.4% | +11.9% | lowest of 21 |
| Operating margin | 2.5% | 7.3% | 7th lowest of 21 |
| Forward P/E | 15.8× | 12.1× | 5th most expensive of 13 |
| Growth the price implies (Req g, 7 yrs) | 6.9% | -2.0% | 5th most demanding of 14 |
| Growth delivered (Del g) | -5.7% | +9.5% | 2nd lowest of 14 |
| Hurdle (Req g minus delivered) | +12.6 pp | -15.7 pp | 4th most demanding of 14 |
| ROIC minus cost of capital | -5.6 pp | -0.2 pp | 6th lowest of 20 |
| Net debt / EBITDA | 2.5× | -1.0× | most indebted of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Winnebago Industries WGO | United States | $892M | -1% | -3% | 2% | 15.8× | 6.9% | -5.7% |
| Guangzhou Pearl River Piano 002678.SZ | China | $852M | -30% | +14% | -54% | n/a | n/a | n/a |
| Ferretti YACHT.MI | Italy | $967M | -27% | +1% | 7% | 11.6× | 3.2% | +15.9% |
| Sturm, Ruger & RGR | United States | $798M | +28% | +8% | 2% | 26.8× | 21.9% | -0.8% |
| Johnson Health Tech 1736.TW | Taiwan | $1.01B | -12% | +8% | 8% | 8.5× | -8.0% | +13.9% |
| GoldLok Holdings (Guangdong) 002348.SZ | China | $1.03B | -38% | +77% | -14% | n/a | n/a | n/a |
| Fusheng Precision 6670.TW | Taiwan | $1.07B | -1% | +1% | 15% | 9.3× | -14.6% | +15.9% |
| Tron TRON | United States | $669M | -37% | +20% | -45% | n/a | n/a | n/a |
| Thunder Tiger 8033.TW | Taiwan | $647M | -14% | +11% | -5% | n/a | n/a | n/a |
| Mips MIPS.ST | Sweden | $1.24B | +75% | +41% | 37% | 47.3× | 32.9% | +7.9% |
| Shuhua Sports 605299.SS | China | $642M | -60% | +20% | 9% | 32.8× | n/a | n/a |
| Yonex 7906.T | Japan | $1.31B | -10% | +15% | 10% | 14.6× | n/a | n/a |
| Roland 7944.T | Japan | $605M | -11% | +8% | 9% | 10.6× | -8.3% | +9.5% |
| Alpen 3028.T | Japan | $590M | +26% | +6% | 3% | n/a | -3.0% | +4.2% |
| New Gonow Recreational Vehicles 0805.HK | Hong Kong | $1.36B | +491% | +13% | 2% | n/a | n/a | n/a |
| Sanlorenzo SL.MI | Italy | $1.46B | -7% | +2% | 14% | 11.8× | -2.0% | +13.7% |
| Spin Master TOY.TO | Canada | $1.52B | +6% | -2% | 9% | 9.6× | -11.5% | +7.0% |
| Bloks 0325.HK | Hong Kong | $1.56B | -23% | +30% | 21% | 12.4× | -1.0% | +102.8% |
| Mastercraft Boat MCFT | United States | $493M | -26% | +23% | 3% | n/a | 28.3% | -7.9% |
| Johnson Outdoors JOUT | United States | $490M | -8% | +17% | 3% | 55.0× | 10.1% | -0.1% |
| Dream International 1126.HK | Hong Kong | $474M | -27% | +10% | 11% | n/a | -20.1% | +9.6% |
Winnebago Industries has 1 bond outstanding with $350M face value.