Despite softness in the RV and marine markets, Winnebago is confident in its ability to expand EBITDA. The company's positive outlook for the RV market, coupled with a dovish interest rate outlook, has boosted sector shares.
Insider selling at Winnebago Industries, without recent purchases, raises caution. The level of insider ownership indicates some alignment with smaller shareholders, but lack of insider buying and recent selling activity makes us cautious about the company.
Despite Winnebago Industries' promising earnings outlook, its low P/E ratio indicates shareholders' skepticism about the forecasts. Unseen threats to earnings may be causing this mismatch. Investors anticipate high volatility in future earnings.
Winnebago's total shareholder return in last twelve months only reached 17%, underperforming compared its 22% TSR over five years, indicating a slowdown in growth. Two warning signs have been flagged for the firm that potential investors should consider.
Insider selling over the year, although doesn't necessarily signal low confidence, could be seen as a potential red flag. Insiders' share ownership aligns them with shareholders, yet the absence of recent insider transactions is also striking.
CEO Mike Happe attributes the drop in RV demand to higher interest rates, rising prices, and a tough retail climate. He anticipates sales recovery in H2 once inventory and consumer demand stabilizes.
Winnebago values Kroon's professional expertise and industry insights for their goal advancement, believing her contribution will be pivotal in shaping the company's future with her product design, operations and knowledge.
1 | Below is a look at the top insider trades with the biggest value in the past week. $温尼巴格实业(WGO.US)$has reported a significant decline in sales for the third quarter of FY23, falling 38.2% YoY to approximately $900 million, missing the consensus estimate of $961 million. The disappointing earnings report follows the largest insider selling this week, with Winnebago I...
温尼巴格实业股票讨论区
新增数据:2022全年数据和2023前季度数据
5年来营收除2019年下滑1.5%以外连续增长4年,平均增速为26.2%,其中2022年增长36.6%,营业利润除在2019年下滑3.2%以外,在2020年受成本和费用的双重打击下滑了26.7%,近两年高速增长,5年平均增速为42.%,其中2022年增长43.2%,净利润仅在2020年下滑45%,5年平均增速为41%,其中2022年增长38.6%。
2022年利息费用占营业利润的7.1%,负担不重。
2023前3季度营收大幅下滑28%,营业利润下滑47%,净利润下滑44%。
资产负债率5年来从49.2%下降到47.7%,2023Q3进一步下降到43.6%。应收账款比例和增速都比较正常。
商誉及其他无形资产达到10.22亿,占13.61亿净资产的75%,资产含金量较小。
长期借款5.92亿,占净资产的43.5%,考虑到净资产的含金量,实际杠杆率偏高。库存股5.73亿。
目前市盈率5.9,市盈率...
专栏Weekly Insider Money Tracking: Winnebago Industries Reports Q3 Sales Decline, Insider Sells $20 Million in Shares
$温尼巴格实业(WGO.US)$ has reported a significant decline in sales for the third quarter of FY23, falling 38.2% YoY to approximately $900 million, missing the consensus estimate of $961 million. The disappointing earnings report follows the largest insider selling this week, with Winnebago I...
Most anticipated earnings and economic releases for the coming week, June 19th 23’
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