Why Winnebago Stock Rallied Today

By Joe Tenebruso – Dec 19, 2025 at 3:46PM ESTKey PointsWinnebago is gaining market share in both the premium and value-priced RV markets.The company's expense-reduction initiatives are driving its margins higher.These 10 Stocks Could Mint the Next Wave of Millionaires ›NYSE: WGOWinnebago IndustriesMarket Cap$1.1BToday's Changeangle-down(8.33%) $3.36Current Price$43.69Price as of December 19, 2025 at 3:58 PM ETDespite a challenging economic environment, the RV maker is generating strong sales and profit growth.Shares of Winnebago Industries (WGO +8.33%) popped on Friday after the recreational vehicle (RV) manufacturer delivered an impressive earnings report. As of 3:30 p.m. EST, Winnebago's stock price was up more than 8%. Image source: Getty Images. Winnebago is winning market share at multiple price points Winnebago's net revenues rose 12.3% year over year to $702.7 million in its fiscal 2026 first quarter, which ended on Nov. 29. The gains were driven by strong sales of the company's premium motorhome and more affordable, towable RVs. "Together, these RV platforms demonstrate the power of our diversified approach and our ability to compete effectively across price bands and use cases," CEO Michael Happe said in a press release. ExpandNYSE: WGOWinnebago IndustriesToday's Change(8.33%) $3.36Current Price$43.69Key Data PointsMarket Cap$1.1BDay's Range$42.84 - $47.6352wk Range$28.00 - $52.84Volume73KAvg Vol599KGross Margin12.26%Dividend Yield3.40% Better still, new product launches and select price increases on older models helped to lift Winnebago's gross margin to 12.7% from 12.3% in the year-ago quarter. Combined with its cost-reduction initiatives, these gains helped to drive the RV maker's earnings before interest, taxes, depreciation, and amortization (EBITDA) higher by 109.7% to $30.2 million.Advertisement Winnebago is well-positioned to profit as demand for RVs strengthens These results prompted Winnebago to raise its fiscal 2026 adjusted earnings per share guidance to $2.10 to $2.80, up from a prior forecast of $2.00 to $2.70. "As industry demand gradually recovers, the margin and efficiency improvements we are executing, together with new product offerings, enhance our competitive position and provide a solid foundation for second-half success in fiscal 2026," Happe said.Read NextOct 22, 2025 •By Anders BylundWhy Winnebago Industries Stock Jumped More Than 25% TodayMar 27, 2025 •By Motley Fool TranscribingWinnebago Industries (WGO) Q2 2025 Earnings Call TranscriptOct 23, 2024 •By Motley Fool TranscribingWinnebago Industries (WGO) Q4 2024 Earnings Call TranscriptJun 20, 2024 •By Motley Fool TranscribingWinnebago Industries (WGO) Q3 2024 Earnings Call TranscriptMar 21, 2024 •By Motley Fool TranscribingWinnebago Industries (WGO) Q2 2024 Earnings Call TranscriptOct 18, 2023 •By Motley Fool TranscribingWinnebago Industries (WGO) Q4 2023 Earnings Call TranscriptAbout the AuthorJoe Tenebruso is a contributing Motley Fool stock market analyst. Previously, Joe was an investment analyst for Stock Advisor, Income Investor, and Crypto Society, as well as several other market-beating investing services. He graduated summa cum laude from Rutgers University with a Bachelor of Science in Finance.tmfguardianX@Tier1InvestorStocks MentionedWinnebago IndustriesNYSE: WGO$43.69 (+0.08%) $+3.36*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.Advertisement