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.

2 matches for “Oil”; 2 quoted, at least 25 words apart.

Bryan Hughescompanyqa

…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…

Charles P.Scholesanalystqa

Hi. Good morning. Thank you. With elevated gas and oil prices in the news, could you just give us an update on where you stand…

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…

Michael Happecompany“Luxury” · prepared

…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…

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