Every material Form 8-K Winnebago Industries filed with the SEC in 2026, 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 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
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 Vision One has withdrawn its September 15, 2026 shareholder proposals and director nominations, and the company will seek shareholder approval to phase out its classified board over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
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
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
Winnebago Industries reported third-quarter fiscal 2026 net revenues of $698.7 million, down 9.9% from $775.1 million a year earlier, with diluted EPS of $0.51 versus $0.62. The company lowered its fiscal 2026 reported and adjusted EPS guidance, citing weak retail demand, cautious dealer ordering and a challenging outlook for the RV sector.
Q3 net revenues of $698.7 million, down 9.9%; adjusted diluted EPS of $0.66 versus $0.81 a year earlier
Fiscal 2026 reported EPS guidance cut to $1.05 to $1.40 from $1.50 to $2.20; adjusted EPS guidance cut to $1.65 to $2.00 from $2.10 to $2.80
Fiscal 2026 consolidated net revenue guidance of $2.65 billion to $2.75 billion; calendar 2026 North American RV wholesale shipments expected at 290,000 to 310,000 units
Quarterly cash dividend of $0.35 per share approved May 15, 2026, payable June 24, 2026
Winnebago Industries named Emily R. Silver to its Board of Directors effective May 1, 2026. Ms. 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, and the filing says she will serve as an independent director and sit on the Human Resources and Technology and Innovation committees.
Emily R. Silver joins the board effective May 1, 2026 as a Class I director, which brings the board to ten members
Ms. Silver will serve on the Human Resources Committee and the Technology and Innovation Committee
She is expected to stand for election at the 2026 annual meeting of shareholders
The filing reports no related-party transactions under Item 404(a) of Regulation S-K
Winnebago Industries reported second-quarter fiscal 2026 net revenues of $657.4 million, up 6.0% from a year earlier, and net income of $4.8 million, or $0.17 per diluted share, compared with a net loss of $0.4 million a year earlier. The company raised its reported EPS guidance to $1.50 to $2.20 from $1.40 to $2.10 and maintained its revenue and adjusted EPS guidance, which is now $2.10 to $2.80 adjusted EPS.
Net revenues $657.4 million vs $620.2 million in Q2 fiscal 2025, driven mainly by price adjustments and product mix
Net income $4.8 million, or $0.17 per diluted share, vs net loss of $0.4 million, or $0.02 per share, a year earlier
Adjusted EPS $0.27 vs $0.19 a year earlier; Motorhome RV operating income rose to $7.5 million from a $0.6 million loss
Reported EPS guidance raised to $1.50 to $2.20; consolidated net revenues guidance of $2.8 billion to $3.0 billion maintained
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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