Core Viewpoint - Winnebago Industries, Inc. will redeem $100,000,000 of its outstanding $200,000,000 6.250% Senior Secured Notes due 2028 on February 20, 2026, reflecting a focus on improving balance sheet leverage and maintaining strong cash flow [1][2] Group 1: Financial Actions - The company will redeem the outstanding Notes at a price of 100% of their principal amount, plus accrued and unpaid interest [1] - This redemption is part of a strategy to enhance financial flexibility and prioritize leverage improvement within a balanced capital allocation strategy [2] Group 2: Company Overview - Winnebago Industries is a leading North American manufacturer of outdoor lifestyle products, including motorhomes, travel trailers, and powerboats, under various brands [4] - The company is committed to sustainable innovation and has multiple facilities across Iowa, Indiana, Minnesota, and Florida [4]

Core Insights - Winnebago Industries, Inc. has released its 2025 Corporate Responsibility Report, emphasizing its commitment to responsible corporate citizenship and sustainability [1][2] Group 1: Corporate Responsibility and ESG Goals - The report highlights the company's focus on environmental, social, and governance (ESG) goals, aiming to shape the future of outdoor recreation [2] - Winnebago's corporate responsibility efforts are centered around nine priorities: ethics and integrity, safety, people, inclusion and belonging, community, waste, emissions, product stewardship, and water [3] Group 2: Achievements and Initiatives - The company established a Product Sustainability Steering Committee to guide product stewardship and integrate environmentally friendly practices [6] - Winnebago is making progress towards its 2030 goal of reducing freshwater consumption by 30% [6] - The company has reduced its total recordable incident rate (TRIR) by 22% and days away restricted or transferred (DART) by 43% [6] - Winnebago's CommunityGO One Good Thing campaign raised $750,000 and logged 13,600 volunteer hours for 360 community partners [6] - The company partnered with Leave No Trace to promote stewardship principles for RV and boat owners [6] - Winnebago has been recognized by Newsweek as one of America's Most Trustworthy, Greenest, and Most Responsible Companies, as well as one of America's Greatest Workplaces in Manufacturing [6]

Core Insights - Winnebago Industries has appointed John M. Murabito as the new chair of the board, succeeding David W. Miles, who will remain on the board as a member [1][3] - The board declared a quarterly cash distribution of $0.35 per share, payable on January 28, 2026, to stockholders of record by January 14, 2026 [1][5] Leadership Changes - John M. Murabito has been an independent director since 2017 and previously served as chief administrative officer at Cigna Corporation, bringing extensive experience in strategic vision and leadership [2][3] - Michael Happe, President and CEO of Winnebago Industries, expressed confidence in Murabito's ability to guide the company through future opportunities [3] Acknowledgment of Previous Leadership - The company expressed gratitude to David W. Miles for his six years of service as chair, highlighting his steady leadership during a transformative period [4] Financial Performance - The upcoming January dividend will mark the company's 46th consecutive quarterly payout, indicating a commitment to delivering shareholder returns [5] Company Overview - Winnebago Industries is a leading manufacturer of outdoor recreation products, including motorhomes and powerboats, with a focus on sustainable innovation and vertical integration [6]

Core Viewpoint - Winnebago Industries, Inc. is set to release its first quarter fiscal 2026 financial results on December 19, 2025, before the New York Stock Exchange opens [1]. Company Overview - Winnebago Industries, Inc. is a prominent North American manufacturer of outdoor recreation products, operating under brands such as Winnebago, Grand Design, Chris-Craft, Newmar, and Barletta [3]. - The company specializes in high-quality motorhomes, travel trailers, fifth-wheel products, outboard and sterndrive powerboats, pontoons, and commercial community outreach vehicles [3]. - Winnebago is committed to sustainable innovation and vertical integration in key component areas, with multiple facilities located in Iowa, Indiana, Minnesota, and Florida [3]. - The company's common stock is traded on the New York Stock Exchange under the symbol WGO [3].

Group 1 - Polaris Inc. is recognized as one of the Best Dividend Stocks, being part of the Dividend Champions List, highlighting its strong dividend performance [1] - The company has consistently provided growing dividends for the past 30 years, currently offering a quarterly dividend of $0.67 per share, resulting in a dividend yield of 4.28% as of October 2 [2] - Polaris specializes in powersports, focusing on off-road vehicles such as ATVs and side-by-sides, and also owns the Indian Motorcycle brand, expanding its presence in the marine sector with pontoons and recreational boats [3] Group 2 - The company's strategy emphasizes launching new products, maintaining leadership in core markets, optimizing its dealer network, and diversifying revenue across off-road, on-road, and marine segments [4]

Core Viewpoint - Winnebago Industries, Inc. is set to release its fourth quarter and fiscal 2025 financial results on October 22, 2025, before the New York Stock Exchange opens [1]. Company Overview - Winnebago Industries, Inc. is a prominent North American manufacturer of outdoor recreation products, operating under brands such as Winnebago, Grand Design, Chris-Craft, Newmar, and Barletta [3]. - The company specializes in high-quality motorhomes, travel trailers, fifth-wheel products, outboard and sterndrive powerboats, pontoons, and commercial community outreach vehicles [3]. - Winnebago is committed to sustainable innovation and vertical integration in key component areas, with multiple facilities located in Iowa, Indiana, Minnesota, and Florida [3]. - The company's common stock is traded on the New York Stock Exchange under the symbol WGO [3].

Core Points - Winnebago Industries, Inc. plans to release its third quarter fiscal 2025 financial results on June 25, 2025, before the New York Stock Exchange opens [1] - A conference call will be held at 9:00 a.m. CT, hosted by the President and CEO Michael Happe and Senior Vice President and CFO Bryan Hughes [1] Company Overview - Winnebago Industries is a leading North American manufacturer of outdoor lifestyle products, including motorhomes, travel trailers, and powerboats, under various brands such as Winnebago, Grand Design, and Chris-Craft [3] - The company is committed to sustainable innovation and vertical integration in key component areas, with multiple facilities located in Iowa, Indiana, Minnesota, and Florida [3] - Winnebago Industries' common stock is traded on the New York Stock Exchange under the symbol WGO [3]

Core Viewpoint - Winnebago Industries anticipates lower net revenues and earnings for the third quarter of fiscal 2025 due to macroeconomic uncertainties affecting consumer sentiment and dealer networks [2][3] Financial Performance - Estimated net revenues for the third quarter of fiscal 2025 are approximately $775 million [2] - Reported earnings per diluted share are expected to be in the range of $0.55 to $0.65, while adjusted diluted earnings per share are projected to be between $0.75 and $0.85 [2] Market Conditions - The selling season began positively in March but faced challenges in the last two months of the fiscal third quarter due to growing macroeconomic uncertainty [3] - The Winnebago Motorhomes business unit is experiencing the most significant market pressures, leading to expectations of lower net revenue than previously anticipated [3] Strategic Actions - The company is implementing inventory management strategies to align production with market demand and dealer needs [3] - Significant steps have been taken to lower field inventory, improve working capital, and adjust production schedules [3] - Cost reduction and profitability improvement strategies are being initiated for fiscal 2025, including modifying production schedules and adjusting headcount [3] Business Transformation - The ongoing transformation of the Winnebago Motorhomes unit aims to enhance agility and long-term success [3] - Grand Design Towables is showing market share progress in the travel trailer segment, with strong demand for new motorhome products [3] - Newmar's Class A diesel market share has exceeded 30%, and the expanded product lineup is expected to contribute positively to future performance [3] Upcoming Events - Winnebago Industries will participate in the Baird 2025 Global Consumer Technology & Services Conference on June 5, 2025 [4] - The company plans to report its third quarter fiscal 2025 financial results on June 25, 2025, followed by a conference call [5]