{"filings":[{"id":91126,"accession_number":"0001628280-26-029117","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2026-05-01T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Winnebago appoints DICK'S Sporting Goods exec Emily Silver to Board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Emily Silver appointed to Winnebago Board effective May 1, 2026; she is SVP, chief marketing, e-commerce & athlete experience officer at DICK'S Sporting Goods.","Silver will serve as independent director on the Technology and Human Resources Committees.","She brings expertise in digital marketing, brand building, and e-commerce from PepsiCo (16 years) and DICK'S.","Board expands to 10 members with Silver's appointment; standard director compensation applies, no reportable transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101044,"accession_number":"0001628280-26-020907","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2026-03-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Winnebago Q2 revenue +6% to $657M; net income of $0.17/shr vs loss; adj EPS $0.27","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $657.4M (+6.0% YoY); net income $4.8M ($0.17/shr) vs net loss of $0.4M.","Adjusted EPS $0.27 (+42.1%); Adjusted EBITDA $24.4M (+7.0%).","Motorhome RV revenue surged 29.3% to $304.7M with operating income of $7.5M vs -$0.6M.","Redeemed $100M of Senior Secured Notes; gross leverage improved to 3.2x from 4.0x.","Maintains FY2026 guidance: rev $2.8-3.0B, adj EPS $2.10-2.80; dividend $0.35/shr."],"consensus_eps_estimate":null,"consensus_eps_actual":0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":1360100000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101043,"accession_number":"0000107687-26-000006","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Winnebago to redeem $100M of its 6.25% Senior Secured Notes due 2028 on Feb 20","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redemption covers half of $200M outstanding 6.25% Senior Secured Notes due 2028.","Redemption price is 100% of principal plus accrued interest; redemption date Feb 20, 2026.","CFO Bryan Hughes cites focus on improving balance sheet leverage and cash flow generation.","Company expects balance sheet to strengthen further in seasonally stronger H2 of fiscal year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117387,"accession_number":"0000107687-25-000042","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Winnebago Q1 FY2026 beats with rev $702.7M (+12.3%), raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $5.5M ($0.19 diluted EPS); adjusted EPS $0.38 vs adj loss of $0.03 YoY.","Revenue $702.7M, up 12.3% YoY; gross margin improved 40 bps to 12.7%.","Adjusted EBITDA $30.2M, up 109.7% YoY; operating cash flow $25.4M vs -$16.7M.","FY2026 guidance raised: rev $2.8B-$3.0B, adj EPS $2.10-$2.80 (prior $2.00-$2.70).","Net leverage ratio improved to 2.7x from 3.1x; quarterly dividend $0.35/share."],"consensus_eps_estimate":null,"consensus_eps_actual":0.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":702700000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117386,"accession_number":"0000107687-25-000037","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2025-12-17T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Winnebago shareholders approve share increases for incentive plan and ESPP at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected directors Bryant, Murabito, Pack as Class II directors for three-year terms ending in 2028.","Approved amended 2019 Omnibus Incentive Plan adding 820,000 shares; say-on-pay passed with ~96% support.","Approved amended ESPP adding 200,000 shares; all proposals received majority votes.","Ratified Deloitte & Touche as independent auditor for fiscal 2026.","Broker non-votes recorded on all director and proposal items."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117385,"accession_number":"0000107687-25-000032","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2025-10-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Winnebago Q4 rev $777M (+7.8% YoY); adj EPS $0.71 (+153%); FY2026 guide rev $2.75-2.95B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenues of $777.3M, up 7.8% YoY; gross margin 12.8%, down 30 bps.","Adjusted EPS $0.71 versus $0.28 YoY (+153.6%); net income $13.7M vs loss $29.1M.","Full year FY2025 revenue $2,798.2M (-5.9%); adj EPS $1.67 vs $3.40 (-50.9%).","Board approves 3% dividend increase to $0.35/share; net leverage improves to 3.1x from 4.8x.","FY2026 guidance: revenue $2.75-2.95B, adj EPS $2.00-2.70; sees NA RV wholesale 315-345K units."],"consensus_eps_estimate":null,"consensus_eps_actual":0.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":2798200000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133804,"accession_number":"0000107687-25-000027","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2025-08-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Jacqueline D. Woods resigns from Winnebago Industries board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jacqueline D. Woods resigned from the Board on August 4, 2025, due to a change in principal employment.","The resignation was tendered in accordance with the company's Corporate Governance Policy.","No replacement director has been announced as of the filing date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150537,"accession_number":"0000107687-25-000020","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2025-06-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Winnebago Q3 EPS $0.62 ($0.81 adj.) misses year-ago; guidance cut to $1.20-1.70 adj. EPS","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $775.1M down 1.4% YoY; gross margin 13.7% vs 15.0% last year.","Motorhome RV segment EBITDA margin fell to 1.0% from 4.5%; Marine rose to 11.6% (37% EBITDA growth).","Fiscal 2025 guidance: revenue $2.7-2.8B, reported EPS $0.50-1.00, adjusted EPS $1.20-1.70.","Quarterly dividend maintained at $0.34 per share payable June 25, 2025.","CEO cites soft retail demand and higher warranty costs; new products targeting affordability launched."],"consensus_eps_estimate":0.5372,"consensus_eps_actual":0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":2020900000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150536,"accession_number":"0000107687-25-000015","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Winnebago prelim Q3 rev ~$775M, adj EPS $0.75-0.85, citing macro headwinds","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue expected ~$775M; reported diluted EPS $0.55-$0.65; adjusted diluted EPS $0.75-$0.85.","Motorhome business unit revenue expected significantly lower in Q3 and Q4; cost-cutting and production adjustments initiated.","Grand Design Towables gains market share; Newmar Class A diesel share exceeds 30%; marine segments also gaining.","Full-year fiscal 2025 outlook to be updated on June 25 quarterly call.","CEO cites worsening consumer sentiment and cautious dealer network in April and May."],"consensus_eps_estimate":0.5372,"consensus_eps_actual":0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":2020900000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169500,"accession_number":"0000107687-25-000007","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2025-03-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Winnebago Q2 FY2025 revenue $620M (-11.8%), net loss $0.4M; updates FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $620.2M, down 11.8% YoY; net loss $0.4M ($0.02 diluted loss); adjusted EPS $0.19, down 79.6%.","Motorhome RV segment revenue fell 30.4% to $235.6M; Marine segment up 17.1% to $81.7M with Adj EBITDA +75.7%.","Completed $100M tender of 6.25% Senior Secured Notes due 2028 and repurchased $20M of stock in Q2.","Updated FY2025 outlook: sales $2.8B-$3.0B, reported EPS $2.10-$3.10, adjusted EPS $2.75-$3.75, includes tariff impact.","Barletta aluminum pontoon market share reached 9.5% (up 140 bps YoY), placing it #3 in the segment."],"consensus_eps_estimate":0.8002,"consensus_eps_actual":-0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":1245800000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169499,"accession_number":"0001104659-25-014523","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2025-02-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Winnebago upsizes tender offer to $100M, receives $243.9M tendered","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Increased tender cap from $75M to $100M for 6.250% Senior Secured Notes due 2028.","As of Early Tender Date, $243.9M (81.3% of outstanding) validly tendered; $100M accepted at proration.","Total consideration $1,005 per $1,000 principal plus accrued interest; early settlement Feb 20, 2025.","Withdrawal rights expired; remaining tendered notes not accepted.","J.P. Morgan Securities LLC acted as Dealer Manager for the offer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169498,"accession_number":"0001104659-25-008359","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2025-02-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Winnebago Industries commences cash tender offer for up to $75M of 6.25% Senior Secured Notes due 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Tender offer for up to $75M principal of the $300M outstanding 6.25% Senior Secured Notes due 2028.","Total consideration of $1,005 per $1,000 principal (including $30 early tender premium) plus accrued interest.","Early tender deadline: Feb 14, 2025; expiration: Mar 4, 2025; settlement expected Feb 20 (early) or Mar 7 (final).","J.P. Morgan Securities LLC serving as Dealer Manager; D.F. King & Co. as Tender and Information Agent.","Company cites strong liquidity and free cash flow to reduce higher-cost debt and optimize capital structure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169497,"accession_number":"0000107687-25-000004","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2025-01-08T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Winnebago appoints Oshkosh EVP Mike Pack to board, replacing retiring director Richard Moss","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointment of Michael E. Pack, Oshkosh Corp EVP and CFO, effective January 8, 2025.","Pack serves on Audit Committee and Technology and Innovation Committee; will stand for election at 2025 annual meeting.","Richard Moss retired after seven years on the board; Kevin Bryant succeeds Moss as Audit Committee chair.","Compensation follows standard director policies disclosed in November 2024 proxy statement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186553,"accession_number":"0000107687-24-000035","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2024-12-20T23:59:59+00:00","items":["2.02","5.07","9.01"],"status":"ready","headline":"Winnebago Q1 net loss $0.18/sh, revenue $625.6M (-18%); narrows FY EPS guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $625.6M down 18% YoY; net loss $0.18/sh, adjusted loss $0.03/sh.","Towable RV revenue -23.2%, Motorhome RV -18.7%; Marine +3.6% YoY.","FY2025 revenue reaffirmed $2.9B–$3.2B; EPS narrowed: reported $2.50–$3.80, adjusted $3.10–$4.40.","Repurchased $30M shares in Q1; quarterly dividend $0.34/sh declared payable Jan 29, 2025.","Shareholders elected three directors, approved say-on-pay, ratified Deloitte as auditor."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":625600000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186552,"accession_number":"0000107687-24-000028","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Richard D. Moss to resign from Winnebago Board at 2024 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Richard D. Moss gave notice of resignation effective at the 2024 annual shareholders meeting.","Moss has served on the Board since 2017.","No replacement has been named in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186551,"accession_number":"0000107687-24-000024","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Winnebago Q4 net loss $1.01/sh on $720.9M rev; FY25 adj EPS guide $3.00-$4.50","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $720.9M (-6.5% YoY); net loss $29.1M ($1.01/sh) vs net income $43.8M; adj EPS $0.28.","Full-year FY2024 revenue $2.97B (-14.8% YoY); net EPS $0.44 ($3.40 adj); operating cash flow $143.9M.","Recorded $30.3M goodwill impairment on Chris-Craft marine unit due to softening industry conditions.","Leadership changes: Chris West to lead Winnebago Motorhome/Spc Veh; Don Clark now Group President over Towables.","FY2025 guidance: rev $2.9B-$3.2B; adj EPS $3.00-$4.50; board raised quarterly dividend 10% to $0.34/share."],"consensus_eps_estimate":null,"consensus_eps_actual":0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":2973500000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203126,"accession_number":"0000107687-24-000019","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2024-08-13T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Winnebago Outdoors President Huw Bower departs; Chris West named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Huw Bower steps down as President of Winnebago Outdoors effective August 31, 2024; eligible for severance under Executive Officer Severance Plan.","Christopher West, formerly SVP Enterprise Operations and Barletta Boats, appointed President of Winnebago Outdoors effective September 1, 2024.","Barletta Boats President Jeff Haradine joins executive leadership team reporting directly to CEO Michael Happe."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219426,"accession_number":"0000107687-24-000015","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2024-06-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Winnebago Q3 FY2024 revenue down 12.7% to $786M; adjusted EPS $1.13 vs $2.13","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS of $0.96; adjusted EPS of $1.13, down 46.9% YoY.","Towable RV revenue up 0.6% to $386.3M; Motorhome RV down 20.1% to $299.0M; Marine down 31.8% to $87.9M.","Adjusted EBITDA fell 39.8% to $58.0M; margin declined 180 bps to 15.0%.","Quarterly dividend maintained at $0.31 per share; $20M in share repurchases in Q3.","Backlog fell across all segments: Towable -35.1%, Motorhome -55.7%, Marine -57.6%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":2252600000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239259,"accession_number":"0000107687-24-000010","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2024-03-21T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Winnebago clarifies Q3 FY2024 outlook: Towable RV revenue to rise double-digit sequentially","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Towable RV segment revenue expected to increase at a healthy double-digit rate sequentially in Q3 FY2024.","Consolidated net revenue expected to be higher sequentially, down mid-to-upper single digits year-over-year.","Clarification of prepared comments from fiscal Q2 2024 earnings conference call.","No changes to prior guidance on other segments or full-year outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239258,"accession_number":"0000107687-24-000006","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2024-03-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Winnebago Q2 revenue down 18.8%, net loss $12.7M on refinancing charge, unveils mid-cycle growth targets","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $703.6M (-18.8% YoY); net loss $12.7M ($0.43/diluted) includes $32.7M charge from convertible note refinancing.","Adjusted diluted EPS $0.93 (-50.5% YoY); Adjusted EBITDA $49.8M (-43.7%).","Towable RV revenue -16.9%, Motorhome -16.2%, Marine -38.2%; total gross margin 15.0% (-190 bps).","Completed $350M convertible senior notes offering to refinance 2025 maturities.","New mid-cycle targets: revenue $4.5-5.0B, gross margin 18.0-18.5%, Adj EBITDA margin 11.0-11.5%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":1466600000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239257,"accession_number":"0001104659-24-005904","cik":107687,"company_name":"WINNEBAGO INDUSTRIES INC","ticker":"WGO","form_type":"8-K","filed_at":"2024-01-23T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Winnebago issues $350M in 3.25% convertible notes due 2030; repurchases $240.7M of 2025 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$350M aggregate principal of 3.250% convertible senior notes due 2030 issued; initial conversion price $87.93 per share (30% premium to Jan 18 close of $67.64).","$295M of net proceeds used to repurchase $240.7M aggregate principal of its 1.50% Convertible Senior Notes due 2025.","Entered convertible note hedge and warrant transactions (warrant strike $135.28, ~100% premium) to manage dilution.","Net proceeds of $30.5M received from partial termination of existing call spread transactions related to 2025 notes.","Notes mature Jan 15, 2030; interest payable semi-annually starting July 15, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":797100000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}