Winnebago and John Bean Shares Are Falling, What You Need To Know

What Happened?

A number of stocks fell in the afternoon session after major indices pulled back from record highs reached the previous week. The S&P 500 and Nasdaq were under pressure as the dominant artificial intelligence trade cooled off. 

Notable names like Nvidia were down as traders locked in profits following a banner year where the Nasdaq surged over 20%. With the S&P 500 recently hitting intraday highs near 6,945, this dip reflected a shift in internal momentum rather than a response to major economic news.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Engineered Components and Systems company NN fell 6.9%. Is now the time to buy NN? Access our full analysis report here, it’s free for active Edge members.
• Aerospace company Redwire fell 3.2%. Is now the time to buy Redwire? Access our full analysis report here, it’s free for active Edge members.
• Renewable Energy company Array fell 2.9%. Is now the time to buy Array? Access our full analysis report here, it’s free for active Edge members.
• Commercial Building Products company Apogee fell 3.6%. Is now the time to buy Apogee? Access our full analysis report here, it’s free for active Edge members.
• Automobile Manufacturing company Winnebago fell 2.7%. Is now the time to buy Winnebago? Access our full analysis report here, it’s free for active Edge members.

Zooming In On NN (NNBR)

NN’s shares are extremely volatile and have had 59 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The biggest move we wrote about over the last year was 12 months ago when the stock gained 20.2% on the news that the company reported impressive preliminary guidance, with full-year 2024 new business wins expected to exceed the high end of its previous guidance. 

Management added, "We will continue this pace of new business acquisition into 2025 and 2026 and have a $720 million pipeline to support it. 2025 is off to a great start with the simultaneous launch of fifty [50] new programs during the first quarter.".

NN is down 60.6% since the beginning of the year, and at $1.25 per share, it is trading 64.2% below its 52-week high of $3.48 from February 2025. Investors who bought $1,000 worth of NN’s shares 5 years ago would now be looking at an investment worth $198.88.

Winnebago’s fourth quarter saw strong growth, with management pointing to higher sales volumes across both motorhome and towable RV segments as key drivers. CEO Michael Happe credited new product introductions, especially in the more affordable Grand Design and Winnebago lines, for broadening the company’s customer base. The company also highlighted disciplined operational execution and improved cost controls, with CFO Bryan Hughes noting a decline in operating expenses and improved working capital. Management acknowledged higher warranty costs, but emphasized that targeted price increases and a focus on product quality helped offset these pressures.

Winnebago (WGO) Q4 CY2025 Highlights:

• Revenue: $702.7 million vs analyst estimates of $633.5 million (12.3% year-on-year growth, 10.9% beat)
• Adjusted EPS: $0.38 vs analyst estimates of $0.14 (significant beat)
• Adjusted EBITDA: $30.2 million vs analyst estimates of $21.28 million (4.3% margin, 41.9% beat)
• The company lifted its revenue guidance for the full year to $2.9 billion at the midpoint from $2.85 billion, a 1.8% increase
• Management raised its full-year Adjusted EPS guidance to $2.45 at the midpoint, a 4.3% increase
• Operating Margin: 2%, up from -0.1% in the same quarter last year
• Market Capitalization: $1.20 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Winnebago’s Q4 Earnings Call

• Craig Kennison (Baird) asked about signals for retail market growth, with CEO Michael Happe pointing to upcoming retail shows and consumer response to new products as key indicators.
• Joe Altobello (Raymond James) questioned market share assumptions in guidance; Happe cited targeted share gains in Grand Design and Barletta brands, stressing controllable execution over external factors.
• Scott Stember (ROTHMKM) probed the scale and discipline of selective price increases; Happe emphasized pricing tied to new features and brand transformations, avoiding broad increases to support market share.
• Mike Albanese (Benchmarkstone X) inquired about the trajectory of Grand Design Motorized; Happe noted outperformance versus plan and a multi-year strategy aimed at continued market share growth.
• Noah Zatzkin (KeyBanc Capital Markets) pressed for details on margin recapture initiatives; Happe said many benefits are still ahead, with future improvements expected from operational changes and new product launches.

Catalysts in Upcoming Quarters

In the coming quarters, we will closely watch (1) consumer and dealer response to new RV and marine product introductions at major retail shows, (2) the extent of margin improvement from operational and supply chain initiatives, and (3) any shifts in industry demand as macroeconomic factors like interest rates and gas prices evolve. Sustained progress in inventory and working capital management will also be important for tracking execution.

Winnebago currently trades at $42.59, up from $40.33 just before the earnings. In the wake of this quarter, is it a buy or sell? The answer lies in our full research report (it’s free for active Edge members).

The Best Stocks for High-Quality Investors

Your portfolio can’t afford to be based on yesterday’s story. The risk in a handful of heavily crowded stocks is rising daily.

The names generating the next wave of massive growth are right here in our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 244% over the last five years (as of June 30, 2025).

Stocks that have made our list include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return).