WINNEBAGO INDUSTRIES INC(WGO)Stock Analysis
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Rank #1,812 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
WGO Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for WINNEBAGO INDUSTRIES INC (WGO), a Industrials sector company. 13F Pro's AI-powered ranking engine scores WGO at 46.8/100 on a 32-signal composite quality model, placing it at rank #1,812 of 2,962 stocks — the bottom half of the AI-ranked universe. WGO scores in the top quartile across earnings quality (95.5). Areas of concern include revenue growth (12.6) and institutional flow (33.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), WINNEBAGO INDUSTRIES INC reports quarterly revenue of $698.7M, net income of $14.5M, an operating margin of 3.3%. Top institutional holders of WGO by reported 13-F value include BlackRock, LINDEN ADVISORS, PZENA INVESTMENT MANAGEMENT, based on the most recent SEC filings. WGO trades on the NYSE exchange and files with the SEC under CIK 107687. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WGO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WINNEBAGO INDUSTRIES INC directly from SEC EDGAR. WINNEBAGO INDUSTRIES INC's 13F Pro composite quality score has ranged between 32 and 73 since 2021, currently 46.8 — a declining long-term trajectory across 67 quarterly and live scoring snapshots.
Revenue
Q2 2026
$698.7M
Net Income
Q2 2026
$14.5M
Free Cash Flow
Q2 2026
$18.7M
Operating Margin
Q2 2026
3.3%
ROIC
Q2 2026
5.5%
D/E Ratio
Q2 2026
0.36
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-5.9% YoYNet Income
+97.7% YoYOperating Income
-42.9% YoYEPS (Diluted)
+106.8% YoYTotal Assets
-9.6% YoYTotal Debt
-22.4% YoYOp. Cash Flow
-10.4% YoYFree Cash Flow
-9.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.80B -5.9% | $2.97B -14.8% | $3.49B -29.6% | $4.96B +36.6% | $3.63B +54.1% | $2.36B |
| Net Income | $25.7M +97.7% | $13.0M -94.0% | $215.9M -44.7% | $390.6M +38.6% | $281.9M +358.8% | $61.4M |
| Operating Income | $57.2M -42.9% | $100.2M -66.7% | $300.7M -48.5% | $583.5M +43.2% | $407.4M +258.1% | $113.8M |
| EPS (Diluted) | $0.91 +106.8% | $0.44 -92.9% | $6.23 -47.4% | $11.84 +43.0% | $8.28 +350.0% | $1.84 |
| Total Assets | $2.15B -9.6% | $2.38B -2.0% | $2.43B +0.6% | $2.42B +17.2% | $2.06B +20.4% | $1.71B |
| Total Debt | $540.5M -22.4% | $696.2M +17.5% | $592.4M +8.5% | $545.9M +3.3% | $528.6M +3.1% | $512.6M |
| Operating Cash Flow | $128.9M -10.4% | $143.9M -51.1% | $294.5M -26.5% | $400.6M +68.8% | $237.3M -12.3% | $270.4M |
| Free Cash Flow | $89.5M -9.5% | $98.9M -53.2% | $211.3M -32.4% | $312.6M +62.5% | $192.4M -19.2% | $238.1M |
AI Insight: WGO Financial Trends
WGO swung from Q3 2024 operating losses to consistent profitability, but revenue remains 3% below peak Q2/Q3 2025 levels.
• Operating income recovered from -$18M loss (Q3 2024) to +$23M (Q2 2026); profitable for 6 consecutive quarters.
• Total debt reduced 36% from $696M (Q3 2024) to $443M (Q2 2026); leverage improving materially.
• Revenue declined 10% from $777M peak (Q3 2025) to $699M (Q2 2026); sequential softness across recent periods.
⚠ Operating cash flow volatile: -$25M (Q1 2026) and -$25M (Q2 2025), offsetting debt paydown gains.
⚠ Net income margins compressed to 2% (Q2 2026) vs. 2.3% (Q2 2025); profitability gains modest despite debt relief.
AI Insight: WGO Ratio Trends
WGO swung from losses in late 2024 to consistent profitability; Q2 2026 margins and returns approach post-turnaround peaks.
• Operating margin recovered from -2.5% (Q3 2024) to 3.3% (Q2 2026); NPM improved from -4.0% to 2.1% over same span.
• ROIC climbed from -3.6% (Q3 2024) to 5.5% (Q2 2026), reversing destructive capital deployment.
• Debt-to-equity fell from 0.55 (Q3 2024) to 0.36 (Q2 2026), strengthening balance sheet through deleveraging.
⚠ Q2 2026 margins (3.3% OpM) remain below Q2 2025 peak (3.9%); seasonal Q4/Q1 weakness persists.
⚠ ROE/ROA volatility Q1–Q2 (1.6%–4.7% ROE) suggests earnings remain cyclical; sustainability uncertain.
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Available Research
13F Pro tracks comprehensive data for WINNEBAGO INDUSTRIES INC including:
Top Institutional Holders of WGO
BlackRock, Inc.
$152.2M4,870,704 shLINDEN ADVISORS LP
$81.5M87,139,000 shPZENA INVESTMENT MANAGEMENT LLC
$53.4M1,709,531 shMaple Rock Capital Partners Inc.
$48.7M1,559,231 shCOOKE & BIELER LP
$39.9M1,276,663 shVANGUARD CAPITAL MANAGEMENT LLC
$37.4M1,195,586 shSTATE STREET CORP
$34.7M1,111,638 shDIMENSIONAL FUND ADVISORS LP
$32.9M1,054,042 shCapital World Investors
$27.3M874,687 shDEPRINCE RACE & ZOLLO INC
$24.1M771,918 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $152.2M | 4,870,704 |
| LINDEN ADVISORS LP | $81.5M | 87,139,000 |
| PZENA INVESTMENT MANAGEMENT LLC | $53.4M | 1,709,531 |
| Maple Rock Capital Partners Inc. | $48.7M | 1,559,231 |
| COOKE & BIELER LP | $39.9M | 1,276,663 |
| VANGUARD CAPITAL MANAGEMENT LLC | $37.4M | 1,195,586 |
| STATE STREET CORP | $34.7M | 1,111,638 |
| DIMENSIONAL FUND ADVISORS LP | $32.9M | 1,054,042 |
| Capital World Investors | $27.3M | 874,687 |
| DEPRINCE RACE & ZOLLO INC | $24.1M | 771,918 |
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Popular Research
Is WGO a good stock to buy?
13F Pro's AI-powered analysis of WINNEBAGO INDUSTRIES INC (WGO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WGO are available on the WGO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. WGO is classified as a small company.
Which hedge funds own WGO?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WGO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of WINNEBAGO INDUSTRIES INC's investment landscape.