Winnebago Industries filings document the regulatory record of a public outdoor recreation manufacturer with RV and marine brands. Recent 8-K reports cover quarterly financial results, GAAP and non-GAAP measure reconciliations, capital-structure actions involving senior secured notes, director appointments and board resignations.
Proxy and shareholder-meeting filings describe board elections, executive compensation matters, director compensation policies, committee service, equity compensation plans and employee stock purchase plan amendments. The filings also record shareholder votes, governance policies and the formal disclosure exhibits used to report material events for WGO.
Cooke & Bieler L.P., an investment adviser organized in Pennsylvania, reports beneficial ownership of 1,276,663 shares of Winnebago Industries, Inc. common stock. This represents 4.5% of the outstanding class as of the reporting date. The firm has shared voting power over 940,649 shares and shared dispositive power over all 1,276,663 shares, with no sole voting or dispositive power. The filer indicates it now owns 5 percent or less of this class of securities.
Pzena Investment Management, LLC, a Delaware entity, reports beneficial ownership of 1,709,531 shares of Winnebago Industries, Inc. common stock on a Schedule 13G, representing 6.0% of the class.
Pzena has sole voting power over 1,190,413 shares and sole dispositive power over all 1,709,531 shares, with no shared voting or dispositive power. The economic rights to dividends and sale proceeds belong to Pzena’s clients, and no single client has an interest relating to more than five percent of the class.
Dimensional Fund Advisors reports beneficial ownership of 1,054,042 shares of Winnebago Industries Inc common stock, representing 3.7% of the class as of June 30, 2026. The firm has sole voting power over 1,020,290 shares and sole dispositive power over 1,054,042 shares, with no shared voting or dispositive power.
The shares are held across various funds and accounts it advises or manages, and those funds have the right to receive dividends and sale proceeds. Dimensional may be deemed a beneficial owner for Section 13(d) purposes but disclaims beneficial ownership of all such securities, and each underlying fund’s interest is below 5% of the class.
Winnebago Industries reported softer quarterly results but stronger year-to-date performance. For the quarter ended May 30, 2026, net revenues were $698.7 million versus $775.1 million a year earlier, and net income was $14.5 million versus $17.6 million, as lower Towable and Marine volumes outweighed selective price increases.
Over the first nine months, net revenues edged up to $2,058.8 million from $2,020.9 million, while net income doubled to $24.8 million from $12.0 million, helped by cost reductions and improved Motorhome profitability. Towable revenue declined and margins compressed on weaker demand and mix shift to lower-priced models, while Motorhome revenue and operating income improved on higher units and pricing. Marine revenue and margins fell on lower volume and higher input costs.
Cash and cash equivalents fell to $57.1 million from $174.0 million as the company repaid debt; gross debt declined to $450.0 million from $550.0 million, with $100.0 million of Senior Secured Notes redeemed in February 2026. Winnebago retains a fully undrawn $350.0 million ABL facility and $180.0 million of remaining share repurchase authorization, and declared a $0.35 per-share quarterly dividend, while highlighting macroeconomic headwinds, including inflation, higher rates, and weaker discretionary demand for RV and marine products.
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.
Pack Michael E reported acquisition or exercise transactions in this Form 4 filing.
Winnebago Industries director Michael E. Pack reported a routine equity compensation grant. He received 758 Deferred Stock Units on May 29, 2026, representing the right to receive an equal number of Winnebago common shares in the future.
These units were granted at a reference value of $29.69 per unit and are accrued under the Winnebago Industries, Inc. Directors Deferred Compensation Plan. After this grant, Pack holds 3,574 Deferred Stock Units, all of which will be settled 100% in common stock upon his termination of service as a director, death, disability, or a change in the effective control of the company as defined in the plan.
Silver Emily Rosalie reported acquisition or exercise transactions in this Form 4 filing.
WINNEBAGO INDUSTRIES INC director Emily Rosalie Silver reported an equity award of 1,553 shares of common stock on May 1, 2026. The award was granted at no cash cost per share and increased her directly held position to 1,553 shares.
According to the footnote, the grant consists of restricted stock units issued under the Winnebago Industries, Inc. Amended and Restated 2019 Omnibus Incentive Plan. These restricted stock units are scheduled to vest one year from the grant date, aligning the director’s compensation with future company performance.
WINNEBAGO INDUSTRIES INC director Emily Rosalie Silver has filed an initial Form 3 insider ownership report. This filing establishes her status as a reporting person for the company but currently shows no reportable holdings or transactions in Winnebago securities.
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.