What Happened?
Shares of RV Manufacturer Winnebago (NYSE: WGO) jumped 25.4% in the morning session after the company reported third-quarter 2025 results that significantly surpassed analyst expectations.
The company posted revenue of $777.3 million, a 7.8% increase from the same period last year and ahead of forecasts. Adjusted earnings per share came in at $0.71, which was a 153.6% jump year-over-year and handily beat consensus estimates. While the company's full-year revenue guidance of $2.85 billion at the midpoint was slightly below Wall Street's expectations, its adjusted earnings per share guidance of $2.35 for the upcoming fiscal year came in ahead of estimates. The strong quarterly performance and upbeat profit forecast appeared to fuel investor confidence.
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What Is The Market Telling Us
Winnebago’s shares are very volatile and have had 24 moves greater than 5% over the last year. But moves this big are rare even for Winnebago and indicate this news significantly impacted the market’s perception of the business.
The previous big move we wrote about was 12 days ago when the stock dropped 4.3% as the U.S. threatened to impose "massive increases" to tariffs on China in response to new export controls from Beijing.
The potential countermeasures follow China's decision to place new restrictions on the export of strategic minerals and related products, including rare earths, which are critical for the defense, semiconductor, and manufacturing industries. This escalation in the economic competition between the two largest global economies is fueling investor anxiety. The new tariff threats raise concerns about disruptions to global supply chains, increased material costs for manufacturers, and a potential drag on an already sluggish economy. Industrial companies are particularly sensitive to these developments as they are often cyclical and heavily reliant on international trade.
Winnebago is down 17.8% since the beginning of the year, and at $39.60 per share, it is trading 39.2% below its 52-week high of $65.10 from November 2024. Investors who bought $1,000 worth of Winnebago’s shares 5 years ago would now be looking at an investment worth $774.65.
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