Winnebago Industries: FY26 Q2 earnings call, Mar 25, 2026

On its Mar 25, 2026 earnings call (FY26 Q2), Winnebago Industries said 5 of the 9 words Kalshi listed; Parrot’s count agreed with all 9 settlements. Quotes below are at most 25 words each.

Updated

Markets

9 words · 5 settled yes · our count agreed on 9 of 9

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Tariff Yes67✓91%transcripts from the transcript model–
Headwind Yes22✓65%transcripts from the transcript model–
Luxury Yes11✓70%transcripts from the transcript model–
Sunflyer Yes11✓48%transcripts from the transcript model–
Oil Yes12✓16%transcripts from the transcript model–
Dividend No00✓72%transcripts from the transcript model–
Inflation No00✓51%transcripts from the transcript model–
Holiday No00✓46%transcripts from the transcript model–
AI / Artificial Intelligence No00✓20%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

1 match for “Luxury”; 1 quoted, at least 25 words apart.

Michael Happecompanyprepared

…Solitude fifth wheel and Lineage motorhome platforms to our Newmar Freedom Aire luxury Class C introduction, all of these emphasize livability, ease of ownership, and…

Where the listed words were said

Michael Happecompany“Tariff” · prepared

…Our teams have done an excellent job since last April 2025 managing tariff headwinds and intentionally improving FP&A leverage. Bryan Hughes will walk through those…

Michael Happecompany“Headwind” · prepared

…the reality of today's demand environment. Our teams have proactively navigated tariff headwinds and unexpected cost pressures with agility and diligence, and I am especially…

Bryan Hughescompany“Oil” · qa

…what the impact of the geopolitical events right now will be on oil prices, interest rates, labor market, and things of that nature. I would…

Agents: this page as TSV at /api/v1/appearances/winnebago-industries:2026-03-25:earnings_call · words: /api/v1/brief?appearance=winnebago-industries:2026-03-25:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP