WGONYSEMotor Homes

Winnebago Industries Inc (WGO) earnings date, market-implied expected move, and options open interest by expiry

31.78

−0.62 · −1.90%

Regular session11:05 ET

Open32.21Volume697,161Mkt cap$870.7MP/E26.05EPS1.22Div yield4.61%

Day31.78 – 32.210%52-wk21.95 – 48.4437%

WGO

Winnebago Industries Inc

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

News

36dWinnebago Industries Names Simone Silva Vice President to Lead Enterprise Aftermarket and Customer Experience Strategy
49dSee what’s next in RV travel as Winnebago Industries showcases three premium brands at America’s largest RV show
81dWinnebago Industries Announces Strategic Manufacturing Alignment to Support Long-Term Growth

News

Next report

Last report

+10.66%

vs ±12.4% implied · ×0.86

shaded = implied · ▲▼ = realized

Oct 21 '26 · confirmed

Implied vs realized

Linked news

3dF · supplierAutomakers like Rivian and Ford are ‘democratizing 3D printing’ to reduce costs and increase speed
4dLCII · supplierLCI Industries board rejects Monomoy $101-per-share bid as not superior

News

Largest filed tie

13F top-10 QoQ

+3.00%

shares held · 10 largest managers

13F · Jun 30 '26126d lag

248 managers

Top fund weight

0.03%

WGO weight · IWM

N-PORTJun 30 '26

3 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

No upcoming report date for Winnebago Industries (WGO). No implied move. 3 of the last 8 reports moved at least as far as the implied move.

Implied vs realized

8 reports

3 of 8≥ implied

avg implied: ±10.7%
avg realized: ±11.2%

Dec 20 '24Dec 20 '24confirmed±7.6%▼−3.76%×0.49

Mar 27 '25Mar 27 '25confirmed±11.3%▲+8.11%×0.72

Jun 25 '25Jun 25 '25confirmed±11.7%▼−9.86%×0.84

Oct 22 '25Oct 22 '25confirmed±12.2%▲+28.53%×2.33

Dec 19 '25Dec 19 '25confirmed±6.5%▲+8.43%×1.29

Q2 FY26Mar 25 '26confirmed±11.0%▼−6.87%×0.62

Q3 FY26Jun 25 '26confirmed±12.9%▲+13.24%×1.03

Q4 FY26Oct 21 '26confirmed±12.4%▲+10.66%×0.86

quarterimplied−30%0+30%realized×

Q4 FY26±12.4%▲+10.66%×0.86

Q3 FY26±12.9%

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 4 expiries · Oct 30 close

1.41OI · 4 expiries · Oct 30 closeP/C open interest · Nov 20 · nearest expiry

PUTS · chgexpiry · days · P/CCALLS · chgP/C

1,487−1%Nov 2017d1,056+2%

3,1350%Dec 1845d1.142,743+1%1.14

2,3600%Jan 1573d0.922,5790%0.92

8960%Apr 16164d0.521,7360%0.52

ExpiryPutsCallsP/C

Nov 2017d1,487−1%1,056+2%1.41

Dec 1845d3,1350%2,743+1%1.14

Jan 1573d2,3600%2,5790%0.92

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

derived from FYQ4 FY26

1.50%derived from FYnet margin · revenue −7.67% QoQ · −17.01% YoY

Revenue

$645M−7.67% QoQ

Gross profit

$81M−14.96% QoQ

12.51% margin

Operating income

$18M−23.48% QoQ

2.73% margin

Pre-tax income

$13M−30.00% QoQ

Net income

$10M−33.10% QoQ

1.50% margin

Cost of revenue

$564M−6.53% QoQ

Operating expenses

$63M−12.24% QoQ

SG&A $58M

Other operating $6M

Other expense

$5M

Tax

$3M−17.14% QoQ

Revenue$645M−7.67%

Gross profit

$81M−14.96%

12.51% margin

Operating income

$18M−23.48%

2.73% margin

Pre-tax income

$13M−30.00%

Net income

$10M−33.10%

1.50% margin

Cost of revenue

$564M−6.53%

Operating expenses

$63M−12.24%

SG&A $58M

Other operating $6M

Other expense

$5M

Tax$3M−17.14%

flow · deduction · signed % = QoQDerived: FY − Q1–Q3 · QE Aug 29 '26 · width = $

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 11:00 ET

Intraday

Event sensitivity

CPROF ×1.60· ±3.2% vs ±2.0% · 12 releases

eventrelease day|move|up · n×base

CPROFcorporate profits±3.2%8 of 12×1.60

GDPgross domestic product±3.1%11 of 19×1.55

PCEpersonal income & outlays±2.6%10 of 19×1.30

PPIproducer prices±2.2%5 of 10×1.09

FOMCrate decision±2.0%9 of 24×1.01

NFPjobs report±1.7%6 of 10×0.83

CPIconsumer prices±1.6%5 of 10×0.79

Bar = avg |move| to ±4% · tick = ±2.0% avg day · ×base = |move| ÷ ±2.0% · min 6 releases

Earnings history

EPS 0.34 · consensus —

Quarter	Reported	EPS	Consensus
Q4 FY26	Oct 21 '26 · confirmed	0.34	—
Q3 FY26	Jun 25 '26 · confirmed	0.51	—
Q2 FY26	Mar 25 '26 · confirmed	0.17	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod