Research, Charts & Company Announcements
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|22Mar17 11:00||MKW||Winnebago Industries Announces Second Quarter Fiscal 2017 Results|
|20Mar17 12:50||MKW||Winnebago Industries Board of Directors Approve Quarterly Cash Dividend of $0.10 per Share|
|08Mar17 14:30||MKW||Winnebago Industries' Second Quarter Fiscal 2017 Financial Results Announcement to Be Made on March 22, 2017|
|22Feb17 22:30||MKW||Winnebago Industries Appoints John Murabito to Its Board of Directors|
|24Mar16 11:00||MKW||Winnebago Industries Announces Second Quarter Fiscal 2016 Results|
|15Oct15 12:00||MKW||Winnebago Industries Announces Fourth Quarter and Fiscal 2015 Results|
|13Oct15 21:50||MKW||Winnebago Completes Sale of Metro Link(TM) Transit Bus Operation|
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24 Mar 17
We note the share transaction yesterday, and think the stock will benefit from the increased liquidity. We continue to believe there is good valuation upside to the shares. However, we are terminating coverage of Watkins Jones from this morning and withdrawing our forecasts from the market.
Outperformance in the bag
24 Mar 17
IG Design has had a very good second half trading and has issued a year-end update indicating that numbers will exceed market estimates. We have lifted our FY17 and FY18 numbers by 8-10% at the pre-tax and EPS levels, following an 11% uplift to earnings with the interims. Particularly notable is the comment on strong cash flow, with the group reaching its target of average leverage less than 2.5x EBITDA two years ahead of plan. With the earnings and cash flow momentum, strong balance sheet and progressive dividend, there is good potential for further share price upside.
Panmure Morning Note 20-03-2017
20 Mar 17
Today’s strong H1FY17 trading statement is encouraging on multiple levels; (1) H1FY17’s revenue growth of c.+23% to £32m indicates revenue growth running well above our forecast assumption of +15% for FY17 (August 2017); (2) the revenue growth continues to be broad-based across the two main brand groups (Focusrite and Novation) and all of TUNE’s global regions (USA, Europe, and RoW); (3) H1FY17’s constant currency revenue growth of c.+12% is a sequential acceleration from the c.+9.5% of H2FY16 and c.+5.5% of H1FY16; and (4) H1FY17’s net cash of £9.4m is well ahead of our forecast of £7.7m by August 2017, reflecting strong revenue/profit conversion combined with much improved w/c control. In short, we think there is excellent scope for our FY17 forecasts to be raised at the time of the H1FY17 results on May 3. We maintain our BUY.
20 Mar 17
Focusrite has positioned itself in a way that makes its shares a particularly attractive investment: leadership in a niche product area protected from general consumer swings; an international market structure that makes it relatively currency agnostic; a habit of profit over delivery; a strong and further strengthening balance sheet; and an undemanding valuation. This first half trading statement confirms every one of those points.