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Winnebago Industries, Inc. 8-K Filings

WGO NYSE

Every 8-K that Winnebago Industries, Inc. (WGO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow WGO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WGO filings page.

Rhea-AI Summary

Winnebago Industries, Inc. (WGO) entered into a Third Amended and Restated Credit Agreement for its asset-based lending facility, replacing the prior agreement that had provided for up to $350 million. The facility continues to be secured by liens on substantially all assets of the borrower group and is limited by a borrowing base tied to eligible receivables and inventories.

The amended agreement extends the maturity date to August 20, 2031 and makes reporting, covenant and other modifications while keeping customary covenants and events of default. Borrowings will bear a floating interest rate of term SOFR or REVSOFR30 plus a spread of 1.25%–1.75%, with a 0.25% commitment fee on unused commitments. Winnebago currently has no borrowings outstanding and, while at least 66% of the aggregate commitment remains unused, would incur a 1.25% spread plus the chosen reference rate on any future borrowings.

Rhea-AI Summary

Winnebago Industries reported third quarter Fiscal 2026 results showing softer demand but stable margins. Net revenues were $698.7 million, down 9.9% from the prior-year quarter, while gross profit was $94.9 million with a 13.6% margin, roughly in line with last year.

Net income was $14.5 million, or $0.51 per diluted share, and adjusted earnings were $0.66 per diluted share, below the prior-year adjusted $0.81. Motorhome revenue grew 10.1% and returned to profitability, but Towable and Marine segments saw double-digit operating income declines.

For the full Fiscal 2026 year, the company now guides consolidated net revenues to $2.65–$2.75 billion, with reported EPS of $1.05–$1.40 and adjusted EPS of $1.65–$2.00, cutting both EPS ranges from prior expectations. Operating cash flow improved to $26.2 million for the first nine months, and the board approved a quarterly dividend of $0.35 per share.

Rhea-AI Summary

Winnebago Industries, Inc. announced that Emily R. Silver has been appointed to its Board of Directors effective May 1, 2026. She will serve as a Class I independent director and join the Human Resources Committee and the Technology and Innovation Committee.

Silver is senior vice president, chief marketing, e-commerce and athlete experience officer at DICK’S Sporting Goods and previously spent 16 years at PepsiCo in senior marketing roles. The company stated there are no reportable transactions or relationships with her under Item 404(a) of Regulation S-K, and she is expected to stand for election at the 2026 annual meeting.

Rhea-AI Summary

Winnebago Industries reported stronger results for the second quarter of Fiscal 2026, with net revenues of $657.4 million, up 6.0% from $620.2 million a year earlier. Operating income rose to $11.8 million from $7.8 million, and net income turned to a profit of $4.8 million, or $0.17 per diluted share, compared with a net loss of $0.4 million, or $0.02 per share, last year. Adjusted earnings per diluted share increased to $0.27 from $0.19, and Adjusted EBITDA grew to $24.4 million from $22.8 million.

Motorhome revenue rose 29.3% to $304.7 million, offsetting a 9.0% decline in Towable and a small Marine decline. The company redeemed $100 million of Senior Secured Notes, reducing total outstanding debt to $442.3 million and improving its gross leverage ratio to 3.2x. Winnebago’s board approved a quarterly dividend of $0.35 per share and the company maintained Fiscal 2026 revenue guidance of $2.8 billion to $3.0 billion, while nudging reported EPS guidance up to a range of $1.50 to $2.20 and reaffirming adjusted EPS guidance of $2.10 to $2.80.

Rhea-AI Summary

Winnebago Industries, Inc. is redeeming $100,000,000 of the outstanding $200,000,000 aggregate principal amount of its 6.250% Senior Secured Notes due 2028. The company will redeem these notes on February 20, 2026 at 100% of principal, plus accrued and unpaid interest to, but not including, the redemption date.

Management describes this partial redemption as aligned with its focus on improving balance sheet leverage while continuing to generate cash flow and maintain strong cash balances, aiming to strengthen the balance sheet further in the seasonally stronger second half of the fiscal year.

Rhea-AI Summary

Winnebago Industries, Inc. furnished an update on its financial results for the first quarter of fiscal 2026, which ended on November 29, 2025. The company issued a press release on December 19, 2025 detailing its results of operations and financial condition for the quarter.

The press release includes several non-GAAP financial measures alongside GAAP results, with reconciliations and explanations of why management believes these adjusted metrics are useful. The information is being provided under a framework where it is treated as "furnished" rather than "filed," which limits certain legal exposures and affects how it may be incorporated into other securities documents.

Rhea-AI Summary

Winnebago Industries, Inc. held its annual meeting of shareholders on December 16, 2025, where investors approved updates to two key equity compensation plans. The amended and restated 2019 Omnibus Incentive Plan was approved, increasing the number of common shares available for awards by an additional 820,000 shares and extending the plan’s term. Shareholders also approved the amended and restated Employee Stock Purchase Plan, adding 200,000 additional common shares for issuance to employees.

All three Class II director nominees were elected for three-year terms ending in 2028, each receiving over 19 million votes in favor. In a non-binding advisory vote, compensation for named executive officers was approved with 20,040,899 votes for and 776,712 against. Shareholders ratified the selection of Deloitte & Touche LLP as independent registered public accountant for the fiscal year ending August 29, 2026, with 23,759,789 votes for and 597,302 against.

Rhea-AI Summary

Winnebago Industries, Inc. (WGO) furnished an 8-K announcing it issued a press release reporting financial results for the fourth quarter and full year of fiscal 2025, for the period ended August 30, 2025. The press release is included as Exhibit 99.1.

The company notes that Exhibit 99.1 contains certain non-GAAP financial measures with reconciliations to GAAP and explanations of their use. The information in Item 2.02, including Exhibit 99.1, is deemed “furnished” and not “filed” and is not subject to Section 18 liability, nor incorporated by reference unless specifically stated.

Rhea-AI Summary

Winnebago Industries, Inc. (WGO) filed an 8-K disclosing the resignation of director Jacqueline D. Woods, effective August 4 2025. The Board accepted her resignation in line with the company’s Corporate Governance Policy following a change in her principal employment. No other executive changes, financial data, or material transactions were reported. The filing contains no indication of disagreements with management or the Board, and no committees were mentioned as being affected. An Inline XBRL cover page (Exhibit 104) accompanies the report.

This event is governance-related and has limited immediate financial impact; however, it modestly alters Board composition and may require a future appointment to maintain desired skill diversity and committee coverage.

Rhea-AI Summary

Winnebago Industries (NYSE:WGO) filed an 8-K announcing the release of their third quarter fiscal 2025 financial results for the period ended May 31, 2025. The filing indicates that the company will discuss non-GAAP financial measures during their earnings conference call, with reconciliations provided in the attached press release (Exhibit 99.1). The filing was signed by Bryan L. Hughes, Chief Financial Officer and Senior Vice President.