Winnebago cuts FY2026 guidance as Q3 revenue falls 9.9% to $698.7M on weak RV demand

Filed June 25, 2026 · Period ending June 25, 2026 · ~2 min read

Key Changes

• high

  Full-year adjusted EPS guidance lowered to $1.65–$2.00 from $2.10–$2.80; revenue outlook cut to $2.65B–$2.75B, citing challenging demand, elevated fuel costs, and weak consumer confidence.

  Exhibit 99.1 verify on EDGAR →
• high

  Q3 revenue declined 9.9% to $698.7M with adjusted EPS of $0.66 vs. $0.81 prior year; adjusted EBITDA margin compressed to 5.4% from 6.0% as lower volumes and input cost pressures offset selective price increases.

  Exhibit 99.1 verify on EDGAR →
• high

  Towable RV segment revenue fell 26.1% to $274.7M with units down 26.5%; operating margin compressed 220 bps to 5.8% on volume deleverage, higher input costs, and shift to lower-priced models amid muted category demand.

  Exhibit 99.1 verify on EDGAR →