Nov 5, 4:05 PM ET
Winnebago Industries disclosed that Stacy L. Bogart, Senior Vice President, Chief Legal Officer and Corporate Secretary, has decided to retire effective December 31, 2026. The company plans to name a successor on or before that date, so shareholders will learn who replaces her in the coming weeks.
- Stacy L. Bogart notified the company of her retirement decision on October 31, 2026
- Retirement is effective December 31, 2026
- Company plans to announce a successor on or before December 31, 2026
- Bogart also holds the Corporate Secretary and Corporate Responsibility roles
Read the filing on SEC.gov ↗
Oct 23, 8:25 AM ET
Winnebago Industries entered a cooperation agreement with activist investor Vision One, under which the company will nominate Jay L. Johnson, Lamar Advertising's CFO, as an independent director at its 2026 annual meeting and add him to the Audit and Finance Committee. Vision One has withdrawn its September 15, 2026 shareholder proposals and director nominations, and the company will seek shareholder approval to phase out its classified board over three years.
- Jay L. Johnson to be nominated as an independent Class III director for a term expiring at the 2029 annual meeting
- Vision One withdrew its notice of shareholder proposals and director nominations dated September 15, 2026, and will cease solicitation for the 2026 annual meeting
- Board to be phased from classified to annual elections, with all directors standing for election beginning at the 2029 annual meeting
- 2026 annual meeting is expected to be held in December
Read the filing on SEC.gov ↗
Oct 21, 7:51 AM ET
Winnebago reported fourth-quarter fiscal 2026 net revenues of $645.1 million, down 17.0% from a year earlier, and reported diluted EPS of $0.34 versus $0.49. For the full year, net revenues fell 3.4% to $2.7 billion while reported diluted EPS rose to $1.21 from $0.91. The company guided fiscal 2027 reported diluted EPS to $0.90 to $1.50 on consolidated net revenues of $2.65 to $2.80 billion.
- Q4 net revenues were $645.1 million versus $777.3 million; gross margin was 12.5% versus 12.8%
- Full-year net income was $34.5 million, or $1.21 per diluted share, versus $0.91; adjusted EPS was $1.79 versus $1.67
- Net leverage improved to 2.2x from 3.0x at the third quarter end; cash and cash equivalents were $181.4 million
- Quarterly cash dividend increased 3% to $0.36 per share; fiscal 2027 adjusted EPS guidance is $1.65 to $2.25
Read the filing on SEC.gov ↗
Aug 21, 4:05 PM ET
Winnebago Industries and three subsidiaries entered a Third Amended and Restated Credit Agreement with JPMorgan Chase Bank, N.A. as administrative agent, replacing the 2022 facility and extending its maturity to August 20, 2031. The company reported no borrowings outstanding under the facility, so the change is administrative on its face, though it governs the terms of future borrowing.
- Asset-based credit facility of up to $350 million under the existing agreement, now amended and restated
- Maturity extended to August 20, 2031; borrowings secured by substantially all assets of the borrowers
- Applicable spread of 1.25%-1.75% plus SOFR-based rates; commitment fee of 0.25% per annum
- No borrowings outstanding as of the filing; 1.25% spread applies if at least 66% of commitment stays available
Read the filing on SEC.gov ↗
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