Recent Updates — WGO
Winnebago Industries entered into a cooperation agreement with Vision One Fund, LP, agreeing to nominate Jay L. Johnson as an independent Class III director at the 2026 Annual Meeting and recommend his election. The company will also submit shareholder proposals to phase out its classified Board structure over three years, with all directors standing for annual election by the 2029 meeting. Vision One withdrew its prior notice of shareholder proposals and agreed to customary standstill provisions. Winnebago Industries is a leading North American manufacturer of outdoor recreation products including motorhomes, travel trailers, and boats.
Winnebago Industries reported fourth-quarter fiscal 2026 net revenues of $645.1 million and net income of $9.7 million, or $0.34 per diluted share, compared to $777.3 million in revenue and $13.7 million in net income a year earlier. For the full fiscal year ended August 29, 2026, the company posted revenues of $2,703.9 million and net income of $34.5 million, or $1.21 per diluted share. The company also announced Fiscal 2027 guidance expecting consolidated net revenues between $2.65 billion and $2.80 billion and adjusted EPS between $1.65 and $2.25. Winnebago Industries is a leading North American manufacturer of outdoor recreation products including motorhomes, travel trailers, and pontoons.
On August 20, 2026, Winnebago Industries and its subsidiaries entered into a Third Amended and Restated Credit Agreement with JPMorgan Chase Bank as administrative agent. This agreement amends the existing facility to extend the maturity date to August 20, 2031 and modifies reporting covenants. The asset-based lending facility remains capped at $350 million, secured by liens on substantially all assets, with borrowing availability based on eligible receivables and inventory. Interest rates are floating, ranging from term SOFR or REVSOFR30 plus a spread of 1.25% to 1.75%, alongside a 0.25% commitment fee on unused amounts. The company currently has no outstanding borrowings under this facility. Winnebago Industries manufactures and sells recreational vehicles.
Winnebago Industries, Inc. issued a press release on June 25, 2026, reporting its financial results for the third quarter of Fiscal 2026, which ended May 30, 2026. The filing includes non-GAAP financial measures and reconciliations to GAAP. Winnebago Industries, Inc. manufactures and sells recreational vehicles and motorhomes.