NYSE$WGO
Winnebago Industries Inc. · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Winnebago reported strong Q4 2021 results with record revenues and increased profitability.
Winnebago Industries reported a strong fourth quarter with record revenues of $1.0 billion, up 40.4% year-over-year. The company's earnings per diluted share was $2.45, and adjusted earnings per diluted share was $2.57, a 77.2% increase over the prior year. Market share gains accelerated in the fourth quarter, and the acquisition of Barletta Boat Company was completed early in Fiscal 2022.
- Record quarterly revenues of $1.0 billion, up 40.4% year-over-year.
- RV market share gains continued.
- Gross margin expanded 150 basis points year-over-year to 18.1%.
- Record reported quarterly diluted EPS of $2.45; record adjusted EPS of $2.57, up 77.2% over the prior year.
Headline financials
Revenue & EPS history
Winnebago · Revenue · Quarterly
$1.04B
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
Winnebago Industries is confident in its ability to profitably grow revenues and gain market share, reflected in the increase to the quarterly cash dividend, share buybacks, and the newly authorized share repurchase program.
Tailwinds
- Continued focus on quality
- Continued focus on service
- Continued focus on innovation
- Expanded portfolio of high-quality outdoor lifestyle products
- Empowering customers to have extraordinary outdoor experiences
Headwinds
- Uncertainty surrounding the COVID-19 pandemic
- General economic uncertainty in key markets
- Worsening of domestic economic conditions or low levels of economic growth
- Availability of financing for RV and marine dealers
- Ability to manage inventory to meet demand
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 Q4 2021
+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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