WINNEBAGO INDUSTRIES INC

Winnebago Industries announced strategic actions to optimize its manufacturing footprint and enhance operational efficiency. The company will relocate the Winnebago brand's towable RV production to the Grand Design RV campus in Middlebury, Indiana, and consolidate select lines within Grand Design RV. Additionally, Winnebago motorhome B-Van production will move from Lake Mills, Iowa, to Forest City, Iowa. As a result, the Winnebago Towables campus in Middlebury and the Winnebago Motorhome facility in Lake Mills will be closed and offered for sale. The company expects no disruption to production or customer service.

Winnebago Industries, Inc. announced that its Board of Directors approved a quarterly cash dividend of $0.36 per share. This declaration marks a 3% increase, or $0.01 per share, from the prior quarter's dividend. The dividend is scheduled to be paid on September 23, 2026, to shareholders of record as of September 9, 2026. President and CEO Michael Happe highlighted the company's commitment to consistently returning capital to shareholders and creating long-term value.

Winnebago, the flagship brand of Winnebago Industries, announced a strategic collaboration with Progressive Insurance, the nation's largest personal auto insurer. This partnership aims to enhance the RV ownership experience by providing Winnebago owners with access to trusted RV insurance solutions. The companies will engage in coordinated marketing efforts and customer-focused initiatives to deliver added value, helpful resources, and greater confidence, ultimately simplifying the RV ownership journey.

Winnebago Industries' subsidiary, Grand Design RV, announced the launch of its new Lineage Series E Class C motorhome. This expansion of its motorized portfolio is built on the Ford E-450 chassis and designed for premium comfort, practical functionality, and confidence on the road. Key features include a FOX Factory suspension, a residential king bed, and class-leading storage, targeting RVers seeking a balance of drivability and premium amenities. The new series is expected to arrive at dealer locations starting mid-July.

Winnebago announced the launch of Elora/Resa, a new approachable, compact Class C recreation vehicle. This model aims to simplify the RV experience with familiar operation, adaptable space, and integrated capability, featuring a gas-powered, single-fuel platform and a lithium power system. Designed to seat six and sleep four, it targets family weekenders and cost-conscious buyers. The Elora/Resa is expected to be available at dealers in July with a nationally advertised price of $153,772.

Winnebago Industries reported mixed financial results for its third fiscal quarter and nine months ended May 30, 2026. For the third quarter, net revenues decreased to $698.7 million and net income fell to $14.5 million compared to the prior year. However, for the nine-month period, net revenues increased to $2,058.8 million, and net income significantly rose to $24.8 million. The company also reduced its long-term debt by nearly $100 million and saw a substantial improvement in cash flow from operating activities.

Winnebago Industries reported mixed financial results for Q3 Fiscal 2026, with net revenues decreasing 9.9% to $698.7 million and adjusted diluted EPS falling 18.5% to $0.66. The company significantly lowered its full-year Fiscal 2026 adjusted EPS guidance to a range of $1.65 to $2.00, down from the prior range of $2.10 to $2.80, citing a challenging retail environment. While the Motorhome RV segment saw improved sales and profitability, the Towable RV and Marine segments experienced declines.

Winnebago Industries, Inc. announced it will release its third quarter fiscal 2026 financial results before the New York Stock Exchange opens on Thursday, June 25, 2026. Following the release, the company will host a conference call at 9:00 a.m. CT, led by President and CEO Michael Happe and Senior Vice President and CFO Bryan Hughes, accessible via its investor relations website.

Winnebago Industries announced that President and CEO Michael Happe will participate in an analyst-led fireside chat at the Baird 2026 Global Consumer, Technology & Services Conference on June 3, 2026, at 10:50 a.m. ET. Management will also conduct one-on-one meetings with institutional investors and analysts. A live webcast and replay will be available on the company's investor relations website.

Winnebago announced the launch of ARKA™, a new off-grid, all-season adventure truck, expanding its rugged RV portfolio. Designed for extreme durability and off-road capability, ARKA is built on a RAM® 5500 chassis with a 15,000 lb. towing capacity and advanced climate control for temperatures from -10ºF to 120ºF. It offers extended off-grid independence with a 48-volt electrical architecture, up to 15kWh lithium battery capacity, and multiple charging sources.