Highest-materiality recent filing
Winnebago Q3 net revenues down 9.9% to $698.7M; cuts FY2026 guidance
Adjusted EPS of $0.66 vs $0.81 YoY; net income $14.5M ($0.51 diluted EPS).
Winnebago Q2 revenue +6% to $657M; net income of $0.17/shr vs loss; adj EPS $0.27
Net revenues $657.4M (+6.0% YoY); net income $4.8M ($0.17/shr) vs net loss of $0.4M.
Winnebago to redeem $100M of its 6.25% Senior Secured Notes due 2028 on Feb 20
Redemption covers half of $200M outstanding 6.25% Senior Secured Notes due 2028.
Winnebago Q1 FY2026 beats with rev $702.7M (+12.3%), raises FY guidance
Net income $5.5M ($0.19 diluted EPS); adjusted EPS $0.38 vs adj loss of $0.03 YoY.
Winnebago Q4 rev $777M (+7.8% YoY); adj EPS $0.71 (+153%); FY2026 guide rev $2.75-2.95B
Q4 net revenues of $777.3M, up 7.8% YoY; gross margin 12.8%, down 30 bps.
Winnebago Q3 EPS $0.62 ($0.81 adj.) misses year-ago; guidance cut to $1.20-1.70 adj. EPS
Revenue $775.1M down 1.4% YoY; gross margin 13.7% vs 15.0% last year.
Winnebago prelim Q3 rev ~$775M, adj EPS $0.75-0.85, citing macro headwinds
Net revenue expected ~$775M; reported diluted EPS $0.55-$0.65; adjusted diluted EPS $0.75-$0.85.
Winnebago Q2 FY2025 revenue $620M (-11.8%), net loss $0.4M; updates FY outlook
Net revenues $620.2M, down 11.8% YoY; net loss $0.4M ($0.02 diluted loss); adjusted EPS $0.19, down 79.6%.
Tender offer for up to $75M principal of the $300M outstanding 6.25% Senior Secured Notes due 2028.
Winnebago Q1 net loss $0.18/sh, revenue $625.6M (-18%); narrows FY EPS guidance
Q1 revenue $625.6M down 18% YoY; net loss $0.18/sh, adjusted loss $0.03/sh.
Winnebago Q4 net loss $1.01/sh on $720.9M rev; FY25 adj EPS guide $3.00-$4.50
Q4 revenue $720.9M (-6.5% YoY); net loss $29.1M ($1.01/sh) vs net income $43.8M; adj EPS $0.28.
Winnebago Q3 FY2024 revenue down 12.7% to $786M; adjusted EPS $1.13 vs $2.13
Diluted EPS of $0.96; adjusted EPS of $1.13, down 46.9% YoY.
Revenue of $703.6M (-18.8% YoY); net loss $12.7M ($0.43/diluted) includes $32.7M charge from convertible note refinancing.
Winnebago clarifies Q3 FY2024 outlook: Towable RV revenue to rise double-digit sequentially
Towable RV segment revenue expected to increase at a healthy double-digit rate sequentially in Q3 FY2024.
Winnebago issues $350M in 3.25% convertible notes due 2030; repurchases $240.7M of 2025 notes
$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).
Winnebago Industries reports Q1 fiscal 2024 revenue down 19.9% to $763M; EPS $0.78, adj EPS $1.06
Revenue $763M (-19.9% YoY); reported EPS $0.78 vs $1.73; adjusted EPS $1.06 vs $2.07.
Winnebago Q4 revenue down 34.6% to $771M; adjusted EPS $1.59 vs $3.02 YoY
Q4 net income $43.8M ($1.28 diluted EPS); adjusted EPS $1.59, down 47.4% YoY.
Winnebago Q3 FY2023 revenue down 38% to $900.8M; EPS $1.71 vs $3.57 YoY
Revenue $900.8M (-38.2% YoY); net income $59.1M (-49.6%); reported EPS $1.71 vs $3.57.
Winnebago Q2 GAAP EPS $1.52, adj $1.88 as revenues fall 25.6%
Revenues $866.7M, down 25.6% YoY; net income $52.8M, down 42.1%.
Winnebago Q1 FY2023 revenue down 17.6% to $952.2M; adjusted EPS $2.07 vs $3.51
Reported diluted EPS $1.73, adjusted diluted EPS $2.07; net income $60.2M (-39.6% YoY).
Winnebago Q4 rev $1.2B +13.8%, adj EPS $3.02; FY22 record rev $5B, dividend +50%
Q4 reported diluted EPS $2.61, adjusted EPS $3.02 (+14% YoY); net income $82.6M (-1.8% YoY).
Winnebago enters new $350M asset-based credit facility, upsized from $192.5M
Borrowers include Winnebago Industries, Winnebago of Indiana, Grand Design RV, and Newmar Corporation.
Winnebago Q3 FY2022 revenue record $1.5B (+52%); adj EPS $4.13 (+84%)
Record Q3 revenues $1.5B, up 52% YoY; organic growth 41.1% excluding Barletta.
Winnebago Q2 fiscal 2022 revenue $1.2B, up 39%; adjusted EPS $3.14, up 42%
Reported EPS $2.69, adjusted EPS $3.14; adjusted EPS up 42% YoY from $2.21.
Winnebago reports record Q1 revenue of $1.2B (+46% YoY); adj. EPS $3.51 (+97%)
Record Q1 revenue $1.2B (+45.7% YoY); gross margin 19.8% (+250 bps), also a record.
Winnebago Q4 revenue $1.0B (+40.4% YoY); diluted EPS $2.45; adjusted EPS $2.57 (+77.2%)
Record quarterly revenue of $1.0B vs $737.8M a year ago; gross margin 18.1% (+150 bps).
Winnebago raises quarterly dividend 50% to $0.18/share; moves HQ to Eden Prairie, MN
Quarterly cash dividend increased to $0.18 per share, payable Sept 29, 2021 to holders of record Sept 15.
Winnebago buys Barletta Boat for $255M plus earnout; expands marine into pontoon segment
Initial consideration $255M ($230M cash + $25M stock); earnout up to $50M cash + $15M stock.
On May 1, 2026, Winnebago Industries, Inc. (the “Company”) announced the appointment of Emily R. Silver to its Board of Directors (“Board”) effective May 1, 2026.
On January 8, 2025, Winnebago Industries, Inc. (the “Company”) announced the appointment of Michael E. Pack to its Board of Directors (“Board”) effective January 8, 2025.
On October 28, 2024, Richard D. Moss gave notice to the Board of Directors of his intention to resign from the Board at the 2024 annual meeting of shareholders.
Christopher D. West, who currently serves as the Company’s Senior Vice President, Enterprise Operations and Barletta Boats, will become President, Winnebago Outdoors, effective September 1, 2024.
On August 13, 2024, Winnebago Industries, Inc. (the “Company”) announced that Huw S. Bower, the Company’s President, Winnebago Outdoors, will be departing the Company on August 31, 2024.
On October 11, 2023, Winnebago Industries, Inc. (the “Company”) announced the appointment of Staci L. Kroon to its Board of Directors (“Board”) effective immediately.
Brian D. Hazelton, President, Newmar Corporation, gave notice of his intention to resign from the Company effective November 5, 2021 to pursue an opportunity outside of the RV Industry.
Max materiality 0.85 · Median 0.70 · Most common event earnings