secwatch.observer — SEC 8-K summary
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Issuer:     WINNEBAGO INDUSTRIES INC (WGO)
CIK:        0000107687
Form:       8-K
Filed at:   2026-10-21T11:51:44+00:00
Accession:  0001628280-26-066605
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

Winnebago Q4 revenue falls 17% to $645.1M, adj EPS $0.49; FY2027 adjusted EPS guided to $1.65-$2.25
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- Q4 net revenue $645.1M, down 17.0% YoY; net income $9.7M ($0.34 diluted EPS); adjusted diluted EPS $0.49 vs $0.71 a year ago.
- FY2026 revenue $2,703.9M (-3.4%); net income $34.5M, EPS $1.21 (+33%); adjusted EPS $1.79 vs $1.67 (+7.2%); adjusted EBITDA $125.0M.
- Towable RV Q4 revenue $220.3M (-28.1%), operating income $9.3M (-56.5%); Motorhome revenue $323.6M (-10.4%) with operating income $7.9M vs $(0.3)M.
- FY2027 guidance: revenue $2.65-$2.80B; reported EPS $0.90-$1.50; adjusted EPS $1.65-$2.25; CY2027 North American RV wholesale shipments 265,000-295,000 units.
- Net leverage 2.2x vs 3.0x at Q3 end; cash $181.4M; Q4 operating cash flow $142.5M; dividend raised 3% to $0.36/share, paid Sept 23, 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/107687/000162828026066605/0001628280-26-066605-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/107687/000162828026066605/wgo-20261021.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-066605

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