Winnebago Industries shares rose 7.8% by 12:20 p.m. ET even though fiscal Q4 results missed expectations: non-GAAP EPS was $0.49 versus the $0.51 analysts expected, and sales were $645.1 million versus $665.3 million. Q4 sales fell 17% year over year, gross profit margin slipped 30 basis points to 12.5%, and operating margin rose 10 basis points to 2.7%. On a GAAP basis, Q4 EPS dropped 31% to $0.34. For the full year, revenue fell 3% to $2.7 billion and EPS rose 33% to $1.21; at a $25 share price, the P/E is under 21x. Management forecasts sales of $2.65 billion or better and EPS of $0.90 to $1.50, and the article notes that the top end would mean 24% growth, with the stock offering a 6.2% dividend yield.
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