secwatch.observer — SEC 8-K summary
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Issuer:     WINNEBAGO INDUSTRIES INC (WGO)
CIK:        0000107687
Form:       8-K
Filed at:   2026-06-25T11:54:04+00:00
Accession:  0001628280-26-045356
Event type: earnings
Sentiment:  negative
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Winnebago Q3 net revenues down 9.9% to $698.7M; cuts FY2026 guidance
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- Adjusted EPS of $0.66 vs $0.81 YoY; net income $14.5M ($0.51 diluted EPS).
- Towable RV revenues fell 26.1% to $274.7M; Motorhome RV revenues rose 10.1% to $320.7M.
- Marine segment revenues declined 8.3% to $92.4M; Barletta pontoon market share reached 9.3%.
- FY2026 guidance cut: revenue $2.65-2.75B, reported EPS $1.05-1.40, adj. EPS $1.65-2.00.
- North American RV wholesale forecast for CY2026: 290k-310k units; challenges cited include fuel costs and consumer confidence.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/107687/000162828026045356/0001628280-26-045356-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/107687/000162828026045356/wgo-20260625.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-045356

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