NYSE$WGO
Winnebago Industries Inc. · Q3 2022 earnings
Q3 2022 earnings · · Investor relations
Briefing
Delivered record third quarter results, driven by focused execution and progress on reducing order backlog.
Winnebago Industries reported record third quarter revenues of $1.5 billion, a 52% increase, including 41% organic growth. Reported EPS was $3.57, and adjusted EPS was $4.13, up 84% over the prior year. The company continued to gain RV retail market share and executed record share repurchases of $70 million.
- Record Third Quarter Revenues of $1.5 Billion Increased 52%, Including Robust Organic Growth of 41%
- Reported Quarterly Diluted EPS of $3.57 and Adjusted EPS of $4.13, Up 84% Over Prior Year
- RV Retail Market Share Gains Continue; 13.2%, +70 bps, Fiscal Year-To-Date through April
- Record Share Repurchases of $70 million in the Third Quarter
Headline financials
Revenue & EPS history
Winnebago · Revenue · Quarterly
$1.46B
Revenue by segment
Winnebago · $688M total across 3 segments · Q3 2026
- Motorhome RV$321M—46.6%
- Towable RV$275M—39.9%
- Marine$92.4M—13.4%
Forward guidance
We expect supply chain inconsistencies and inflation pressures to continue in the fourth quarter, and into our fiscal 2023, and we are focused on continuing to stay ahead of them.
Tailwinds
- successful in managing supply chain disruptions
- improving dealer inventory levels
- navigating cost inflation
- driving manufacturing productivity to deliver consistently strong results
- leveraging our resilient operating structure
Headwinds
- supply chain inconsistencies to continue in the fourth quarter
- inflation pressures to continue in the fourth quarter
- supply chain inconsistencies to continue into our fiscal 2023
- inflation pressures to continue into our fiscal 2023
- focused on continuing to stay ahead of them
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 18 quarterly earnings reports · overlaid with Q3 2022
+1.0%
Avg return
Earnings day
+1.0%
Avg return
5 days after
+5.2%
Avg return
30 days after
49%
32 / 65 earnings
Positive
+28.9%
Q2 2020
Best reaction
-16.3%
Q1 2014
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q3 2026 | — | — | — | |
| Q2 2026 | -7.2% | -5.0% | — | |
| Q1 2026 | +8.2% | +5.6% | +18.5% | |
| Q4 2025 | +28.7% | +30.3% | +10.0% | |
| Q3 2025 | -5.5% | -8.6% | +6.0% | |
| Q2 2025 | +8.1% | -0.7% | -5.8% | |
| Q1 2025 | -7.6% | -7.8% | -8.0% | |
| Q4 2024 | -10.0% | -4.2% | +1.6% | |
| Q3 2024 | -4.8% | -8.5% | +0.2% | |
| Q2 2024 | +7.0% | +8.1% | -4.5% | |
| Q1 2024 | -3.8% | -3.9% | -10.1% | |
| Q4 2023 | -2.3% | -1.6% | +12.5% | |
| Q3 2023 | -5.6% | -3.6% | +3.7% | |
| Q2 2023 | -3.9% | -3.9% | +1.4% | |
| Q1 2023 | -4.7% | -3.8% | +9.9% | |
| Q4 2022 | -11.0% | -4.7% | -5.0% | |
| Q3 2022 | +10.2% | +14.2% | +28.7% | |
| Q2 2022 | -10.0% | -15.4% | -11.3% | |
| Q1 2022 | -3.4% | +2.2% | +11.4% | |
| Q4 2021 | -4.9% | -8.6% | -0.1% | |
| Q3 2021 | +0.8% | +2.6% | +3.3% | |
| Q2 2021 | -4.2% | -5.3% | +0.4% | |
| Q1 2021 | +8.2% | +9.2% | +10.2% | |
| Q4 2020 | -10.4% | -15.2% | -12.0% | |
| Q3 2020 | -3.5% | -6.0% | -12.6% | |
| Q2 2020 | +28.9% | +23.6% | +64.4% | |
| Q1 2020 | +10.7% | +9.6% | +15.5% | |
| Q4 2019 | +17.0% | +20.3% | +13.1% | |
| Q3 2019 | +3.5% | -0.6% | +2.0% | |
| Q2 2019 | -0.8% | +7.0% | +25.0% | |
| Q1 2019 | +15.4% | +12.4% | +53.4% | |
| Q4 2018 | -8.3% | -11.8% | -19.4% | |
| Q3 2018 | +15.0% | +6.6% | +3.3% | |
| Q2 2018 | -12.7% | -18.0% | -19.7% | |
| Q1 2018 | -1.9% | -1.7% | -7.7% | |
| Q4 2017 | +7.5% | +6.5% | +11.5% | |
| Q3 2017 | +15.7% | +20.0% | +18.8% | |
| Q2 2017 | +7.0% | +8.1% | -5.6% | |
| Q1 2017 | -12.2% | -11.2% | -15.2% | |
| Q4 2016 | +1.6% | +1.4% | +10.0% | |
| Q3 2016 | +7.1% | +1.2% | +5.8% | |
| Q2 2016 | +4.7% | — | — | |
| Q1 2016 | -11.1% | — | — | |
| Q4 2015 | -0.4% | — | — | |
| Q3 2015 | +18.2% | — | — | |
| Q2 2015 | -11.6% | — | — | |
| Q1 2015 | -11.0% | — | — | |
| Q4 2014 | -3.0% | — | — | |
| Q3 2014 | +2.1% | — | — | |
| Q2 2014 | +1.6% | — | — | |
| Q1 2014 | -16.3% | — | — | |
| Q4 2013 | +7.9% | — | — | |
| Q3 2013 | +0.1% | — | — | |
| Q2 2013 | -5.8% | — | — | |
| Q1 2013 | +16.7% | — | — | |
| Q4 2010 | -1.8% | — | — | |
| Q4 2012 | -8.0% | — | — | |
| Q3 2011 | +6.1% | — | — | |
| Q3 2012 | +6.1% | — | — | |
| Q2 2011 | +3.5% | — | — | |
| Q2 2012 | +3.5% | — | — | |
| Q1 2012 | +1.7% | — | — | |
| Q4 2011 | +1.7% | — | — | |
| Q1 2011 | +1.7% | — | — | |
| Q3 2010 | -1.4% | — | — | |
| Q2 2010 | -0.9% | — | — |
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