Every material Form 8-K Winnebago Industries filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Winnebago Industries reported first quarter fiscal 2026 net revenues of $702.7 million, up 12.3% from $625.6 million a year earlier, and net income of $5.5 million, or $0.19 per diluted share, compared with a net loss of $5.2 million a year earlier. The company raised its fiscal 2026 consolidated net revenue range and its reported and adjusted earnings per share guidance ranges, which sets a higher outlook for shareholders for the year.
Net revenues rose 12.3% to $702.7 million; gross profit margin was 12.7% versus 12.3% a year earlier.
Adjusted EBITDA was $30.2 million, up 109.7% from $14.4 million.
Fiscal 2026 reported EPS guidance is now $1.40 to $2.10, up from $1.25 to $1.95; adjusted EPS guidance is $2.10 to $2.80, up from $2.00 to $2.70.
Management expects second quarter fiscal 2026 results to be stronger than a year earlier but seasonally lower than the first quarter; quarterly dividend of $0.35 per share is payable January 28, 2026.
At the December 16, 2025 annual meeting, Winnebago shareholders approved an amended 2019 Omnibus Incentive Plan that adds 820,000 shares and extends the plan's term, and an amended Employee Stock Purchase Plan that adds 200,000 shares. Shareholders also elected three Class II directors, approved the named executive officer compensation in a non-binding vote, and ratified Deloitte & Touche LLP as auditor for fiscal 2026.
Incentive plan approved with 19,554,470 votes for and 1,269,526 against, plus an additional 820,000 shares and an extended term.
Employee Stock Purchase Plan approved with 20,562,730 votes for and 277,523 against, plus an additional 200,000 shares.
Kevin E. Bryant, John M. Murabito and Michael E. Pack elected Class II directors for three-year terms ending in 2028.
Deloitte & Touche LLP ratified as independent registered public accountant for the fiscal year ending August 29, 2026, with 23,759,789 votes for.
Winnebago reported fourth-quarter fiscal 2025 net revenues of $777.3 million, up 7.8%, and net income of $13.7 million, or $0.49 per diluted share, versus a net loss a year earlier. For the full year, revenues fell 5.9% to $2,798.2 million and adjusted earnings per diluted share fell to $1.67 from $3.40, while the company issued fiscal 2026 guidance of $2.75 billion to $2.95 billion in net revenues and $2.00 to $2.70 in adjusted EPS.
Q4 fiscal 2025: net revenues $777.3 million, up 7.8%; adjusted EPS $0.71, up 153.6%
Full year fiscal 2025: net revenues $2,798.2 million, down 5.9%; net income $25.7 million, or $0.91 per diluted share
Full year fiscal 2025 adjusted EPS $1.67, down 50.9% from $3.40; adjusted EBITDA $121.9 million, down 36.0%
Fiscal 2026 outlook: net revenues $2.75 billion to $2.95 billion; reported EPS $1.25 to $1.95; adjusted EPS $2.00 to $2.70
Winnebago Industries disclosed that director Jacqueline D. Woods resigned from its Board effective August 4, 2025, under the company's Corporate Governance Policy after a change in her principal employment. The filing does not describe any replacement or other board action, and it reports no financial results.
Jacqueline D. Woods resigned from the Board of Directors effective August 4, 2025.
The Board accepted the resignation on August 4, 2025.
Her resignation followed a change in her principal employment, per the company's Corporate Governance Policy.
Winnebago Industries reported fiscal third-quarter 2025 results for the period ended May 31, 2025. Net revenues were $775.1 million, down 1.4%, and diluted EPS was $0.62 versus $0.96 a year earlier, with adjusted EPS of $0.81, down 26.4%. The company also updated its fiscal 2025 outlook, which now calls for net revenues of $2.7 billion to $2.8 billion and adjusted EPS of $1.20 to $1.70.
Net revenues of $775.1 million, down 1.4% from $786.0 million; gross profit margin fell 130 basis points to 13.7%
Motorhome RV adjusted EBITDA margin was 1.0% versus 4.5% a year earlier; Towable RV was 9.5% versus 10.9%; Marine rose to 11.6% from 9.7%
Updated fiscal 2025 guidance: net revenues of $2.7 billion to $2.8 billion, reported diluted EPS of $0.50 to $1.00, adjusted diluted EPS of $1.20 to $1.70
Board approved a quarterly cash dividend of $0.34 per share, payable June 25, 2025, to holders of record on June 11, 2025
Winnebago Industries reported preliminary unaudited results for its fiscal third quarter ended May 31, 2025, with net revenues of about $775 million and diluted EPS of $0.55 to $0.65. The company said net revenue for its Winnebago Motorhomes unit over the last two quarters of fiscal 2025 is expected to be significantly lower than previously anticipated, and it will update its full-year outlook on June 25, 2025.
Preliminary Q3 fiscal 2025 net revenues of approximately $775 million
Diluted EPS range $0.55 to $0.65; adjusted diluted EPS range $0.75 to $0.85
Motorhomes net revenue for the last two fiscal 2025 quarters expected significantly lower than previously anticipated
Full-year fiscal 2025 outlook to be updated with Q3 results on June 25, 2025
Winnebago Industries reported second-quarter fiscal 2025 results for the period ended March 1, 2025, with net revenues down 11.8% year over year to $620.2 million and a net loss of $0.4 million, or $0.02 per diluted share. Adjusted earnings per diluted share fell 79.6% to $0.19, and the company updated its fiscal 2025 outlook to sales of $2.8 billion to $3.0 billion and adjusted earnings per share of $2.75 to $3.75. Shareholders face lower revenue and profit in the quarter, and the updated range is the company's current view of the full year.
Net revenues were $620.2 million, down from $703.6 million a year earlier, with Motorhome RV revenue down 30.4%.
Adjusted EBITDA was $22.8 million, down 54.2% from $49.8 million; gross margin fell to 13.4% from 15.0%.
Fiscal 2025 outlook: sales of $2.8 billion to $3.0 billion, reported EPS of $2.10 to $3.10, adjusted EPS of $2.75 to $3.75.
The company completed a $100 million tender for its 6.25% Senior Secured Notes due 2028 and repurchased $20 million of its stock during the quarter.
Winnebago Industries appointed Michael E. Pack, executive vice president, chief financial officer and president of Vocational at Oshkosh Corporation, to its board effective January 8, 2025. He fills the seat left by Richard Moss, who retired in December 2024 after seven years on the board, and will serve on the Audit and Technology and Innovation committees.
Pack joins the board effective January 8, 2025 as a Class II director
Pack will serve on the Audit Committee and the Technology and Innovation Committee
Pack succeeds Richard Moss, who retired in December 2024 after seven years on the board
Kevin Bryant, a director since 2021, was appointed to succeed Moss as Audit Committee chair
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