What Happened?

Shares of RV Manufacturer Winnebago (NYSE: WGO) jumped 8.6% in the afternoon session after the company reported strong fourth-quarter 2025 results that beat expectations and raised its full-year guidance. 

The company's revenue grew 12.3% year on year to $702.7 million, easily surpassing analysts' estimates of $633.5 million. The outperformance was even more pronounced on the bottom line, with adjusted earnings per share of $0.38 crushing the consensus forecast of $0.14. Building on this momentum, Winnebago lifted its full-year outlook, raising its revenue guidance to $2.9 billion and its adjusted EPS guidance to $2.45 at their respective midpoints. The combination of significant earnings beats and increased guidance signaled to investors that the company's performance is improving.

The shares closed the day at $43.74, up 8.4% from previous close.

Is now the time to buy Winnebago? Access our full analysis report here.

What Is The Market Telling Us

Winnebago’s shares are very volatile and have had 24 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 2 days ago when the stock gained 4.4% on the news that an analyst at Benchmark maintained a "Buy" rating and a $42.00 price target on the stock ahead of the company's first-quarter earnings report. 

The rating was based on Winnebago's strong performance in the previous quarter, where it showed resilience despite difficult market conditions. The analyst noted the company's favorable product mix, effective pricing, and improved margins. Winnebago's last quarterly report also exceeded expectations for sales and earnings, which resulted in a significant stock price increase. The company's cash generation was also described as robust.

Winnebago is down 9.2% since the beginning of the year, and at $43.74 per share, it is trading 15.8% below its 52-week high of $51.93 from December 2024. Investors who bought $1,000 worth of Winnebago’s shares 5 years ago would now be looking at an investment worth $679.11.

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