May 2026 (Q3 FY26) — Jun 25, 2026
Winnebago Industries Q3 FY26 — Motorhome swings to profit as soft demand forces a guidance cut
Read the full callWinnebago Industries (WGO) earnings
- May 2026
- May 2026 (Q3 FY26)
- Aug 2025
Winnebago Industries earnings: last reported Thu, 25 Jun 2026, for the quarter ended May 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 699 | −9.9% YoY | Quarterly, as filed | Quarter to May 2026 | Revenue from operations as filed. |
| Operating margin | 3.3 | −0.6 pts YoY | Operating profit / revenue | Quarter to May 2026 | For the quarter; a change is in percentage points. |
| Net profit | 14.5 | −17.6% YoY | Quarterly, as filed | Quarter to May 2026 | Profit after tax as filed. |
Price
$22.67 −5.54% · −$1.33
Performance −24.6% 1Y
1Y: $30.06 on 17 Oct 2025 → $22.67. High $49.85 (4 Feb 2026), low $22.67 (19 Oct 2026).
- Previous close
- $24
- 52-week range
- $22.67 – $49.85
- One year
- −25.70%
Overview
- Symbol
- WGO
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Winnebago Industries earnings calls (WGO)
Financials
What the filings say
Net profit, year on year: −18% (quarter to may 2026 against may 2025).
| Line item | Aug 2024 | Nov 2024 | Mar 2025 | May 2025 | Aug 2025 | Nov 2025 | Feb 2026 | May 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 721 | 626 | 620 | 775 | 777 | 703 | 657 | 699 |
| Operating profit | -18 | -1 | 8 | 30 | 20 | 14 | 12 | 23 |
| Operating margin | −2.5% | −0.1% | 1.3% | 3.9% | 2.6% | 2.0% | 1.8% | 3.3% |
| Interest | 6 | 6 | 7 | 7 | 7 | 6 | 6 | 5 |
| Profit before tax | -26 | -7 | -0 | 24 | 13 | 8 | 5 | 18 |
| Tax rate | −12.4% | 22.4% | 0.0% | 26.4% | −3.0% | 34.5% | 11.1% | 19.4% |
| Net profit | -29 | -5 | -0 | 18 | 14 | 6 | 5 | 15 |
| EPS ($ per share) | — | -0.18 | -0.02 | 0.63 | — | 0.19 | 0.17 | 0.51 |
| Line item | Aug 2018 | Aug 2019 | Aug 2020 | Aug 2021 | Aug 2022 | Aug 2023 | Aug 2024 | Aug 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 769 | 867 | 914 | 1,173 | 1,538 | 1,748 | 1,723 | 1,710 |
| Total liabilities | 517 | 472 | 886 | 1,006 | 1,154 | 1,064 | 1,111 | 930 |
| Fixed assets | 101 | 128 | 175 | 191 | 276 | 327 | 339 | 333 |
| Total assets | 1,052 | 1,104 | 1,714 | 2,063 | 2,417 | 2,432 | 2,384 | 2,154 |
| Line item | Aug 2018 | Aug 2019 | Aug 2020 | Aug 2021 | Aug 2022 | Aug 2023 | Aug 2024 | Aug 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 83 | 134 | 270 | 237 | 401 | 295 | 144 | 129 |
| Cash from investing | -112 | -39 | -293 | -33 | -316 | -170 | -46 | -35 |
| Cash from financing | -5 | -60 | 278 | -62 | -237 | -97 | -77 | -251 |
| Net cash flow | -34 | 35 | 255 | 142 | -152 | 28 | 21 | -157 |
| Capital expenditure | -29 | -41 | -32 | -45 | -88 | -83 | -45 | -39 |
| Free cash flow | 55 | 93 | 238 | 192 | 313 | 211 | 99 | 90 |
Insider filings
45 filings between Oct 24, 2025 and Oct 15, 2026.
Open market
decisions to buy or sellPurchases
$108.7K
1 purchase by 1 insider
Sales
$805.7K
4 sales by 2 insiders
75% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 16
- Award — granted as compensation
- 4
- Option exercise — converted options into shares
- 19
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Happe Michael J | — | $687.6K | Aug 13, 2026 |
| Woodson Bret A | — | $118.0K | Aug 19, 2026 |
| Armbruster Sara E | $108.7K | — | Oct 24, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 15, 2026 | West Christopher David President, Winnebago Motorhome | Tax withheld | 532 | $13.1K |
| Oct 15, 2026 | Hughes Bryan L SVP & CHIEF FINANCIAL OFFICER | Tax withheld | 844 | $20.8K |
| Oct 15, 2026 | Woodson Bret A SVP-CHRO | Tax withheld | 426 | $10.5K |
| Oct 15, 2026 | BOGART STACY L SVP-Chief Legal Officer | Tax withheld | 581 | $14.3K |
| Oct 15, 2026 | Happe Michael J PRESIDENT & CEO | Tax withheld | 5,347 | $131.9K |
| Oct 15, 2026 | Tubman Casey J GROUP PRESIDENT | Tax withheld | 454 | $11.2K |
| Oct 14, 2026 | West Christopher David President, Winnebago Motorhome | Award | 12,646 | $0 |
| Oct 14, 2026 | Happe Michael J PRESIDENT & CEO | Award | 92,464 | $0 |
| Oct 14, 2026 | Tubman Casey J GROUP PRESIDENT | Award | 16,746 | $0 |
| Oct 14, 2026 | Happe Michael J PRESIDENT & CEO | Tax withheld | 7,514 | $173.5K |
| Oct 14, 2026 | Hughes Bryan L SVP & CHIEF FINANCIAL OFFICER | Tax withheld | 1,586 | $36.6K |
| Oct 14, 2026 | BOGART STACY L SVP-Chief Legal Officer | Tax withheld | 1,089 | $25.1K |
| Oct 14, 2026 | Woodson Bret A SVP-CHRO | Tax withheld | 798 | $18.4K |
| Oct 14, 2026 | BOGART STACY L SVP-Chief Legal Officer | Award | 13,800 | $0 |
| Oct 14, 2026 | Hughes Bryan L SVP & CHIEF FINANCIAL OFFICER | Award | 21,311 | $0 |
| Oct 14, 2026 | Woodson Bret A SVP-CHRO | Award | 10,156 | $0 |
| Oct 14, 2026 | West Christopher David President, Winnebago Motorhome | Tax withheld | 998 | $23.0K |
| Oct 14, 2026 | Tubman Casey J GROUP PRESIDENT | Tax withheld | 1,163 | $26.9K |
| Oct 14, 2026 | Fisher William C. Director | Award | 6,496 | $0 |
| Oct 14, 2026 | Bryant Kevin E. Director | Award | 6,496 | $0 |
| Oct 14, 2026 | Pack Michael E Director | Award | 6,496 | $0 |
| Oct 14, 2026 | MURABITO JOHN M Director | Award | 6,496 | $0 |
| Oct 14, 2026 | Armbruster Sara E Director | Award | 6,496 | $0 |
| Oct 14, 2026 | Braun Christopher J Director | Award | 6,496 | $0 |
| Oct 14, 2026 | Kroon Staci L Director | Award | 6,496 | $0 |
| Oct 14, 2026 | Silver Emily Rosalie Director | Award | 6,496 | $0 |
| Oct 14, 2026 | MILES DAVID W Director | Award | 6,496 | $0 |
| Oct 10, 2026 | Hughes Bryan L SVP & CHIEF FINANCIAL OFFICER | Tax withheld | 772 | $18.1K |
| Oct 10, 2026 | Happe Michael J PRESIDENT & CEO | Tax withheld | 3,963 | $92.7K |
| Oct 10, 2026 | BOGART STACY L SVP-Chief Legal Officer | Tax withheld | 571 | $13.4K |
| Oct 10, 2026 | Tubman Casey J GROUP PRESIDENT | Tax withheld | 421 | $9.8K |
| Oct 10, 2026 | Clark Donald Jeff GROUP PRESIDENT | Tax withheld | 2,782 | $65.1K |
| Oct 10, 2026 | Woodson Bret A SVP-CHRO | Tax withheld | 417 | $9.8K |
| Oct 10, 2026 | West Christopher David President, Winnebago Motorhome | Tax withheld | 475 | $11.1K |
| Aug 19, 2026 | Woodson Bret A SVP-CHRO | Sale 10b5-1 plan | 1,235 | $39.2K |
| Aug 19, 2026 | Woodson Bret A SVP-CHRO | Option exercise 10b5-1 plan | 1,334 | $37.2K |
| Aug 13, 2026 | Woodson Bret A SVP-CHRO | Sale 10b5-1 plan | 2,414 | $78.8K |
| Aug 13, 2026 | Happe Michael J PRESIDENT & CEO | Option exercise 10b5-1 plan | 13,300 | $370.9K |
| Aug 13, 2026 | Woodson Bret A SVP-CHRO | Option exercise 10b5-1 plan | 2,666 | $74.4K |
| Aug 13, 2026 | Happe Michael J PRESIDENT & CEO | Sale 10b5-1 plan | 12,045 | $393.6K |
| May 1, 2026 | Silver Emily Rosalie Director | Award | 1,553 | $0 |
| Nov 13, 2025 | Fisher William C. Director | Gift | 1,000 | $0 |
| Oct 27, 2025 | Happe Michael J PRESIDENT & CEO | Sale | 7,105 | $294.0K |
| Oct 27, 2025 | Happe Michael J PRESIDENT & CEO | Option exercise | 10,000 | $166.7K |
| Oct 24, 2025 | Armbruster Sara E Director | Purchase | 2,700 | $108.7K |
| Oct 15, 2025 | Woodson Bret A SVP-CHRO | Tax withheld | 400 | $12.0K |
| Oct 15, 2025 | Hughes Bryan L SVP & CHIEF FINANCIAL OFFICER | Tax withheld | 793 | $23.9K |
| Oct 15, 2025 | BOGART STACY L SVP-Chief Legal Officer | Tax withheld | 546 | $16.4K |
| Oct 15, 2025 | Tubman Casey J GROUP PRESIDENT | Tax withheld | 426 | $12.8K |
| Oct 15, 2025 | West Christopher David President, Winnebago Motorhome | Tax withheld | 500 | $15.1K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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