Winnebago Industries, Inc. is a leading North American manufacturer of outdoor lifestyle products under the Winnebago, Grand Design, Chris-Craft, and Newmar brands, which are used primarily in leisure travel and outdoor recreation activities. The Company builds quality motorhomes, travel trailers, fifth wheel products and boats. Winnebago Industries has multiple facilities in Iowa, Indiana, Minnesota and Florida. The Company's common stock is listed on the New York Stock Exchange.

Company profile
Ticker
WGO
Exchange
Website
CEO
Michael Happe
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Thor Industries ...
SEC CIK
Corporate docs
Subsidiaries
Winnebago of Indiana, LLC • Grand Design RV, LLC • Winnebago Industries • Octavius Corporation • Chris-Craft Limited • Chris-Craft USA, Inc. • CC Marine Brand Acquisition LLC • Chris Craft Corporation • CC Property Acquisition LLC • Newmar Corporation ...
IRS number
420802678
WGO stock data
News

Expert Ratings for Winnebago Industries
23 Jun 22
Looking Into Winnebago Industries's Return On Capital Employed
23 Jun 22
MKM Partners Maintains Buy on Winnebago Industries, Lowers Price Target to $67
23 Jun 22
Baird Maintains Outperform on Winnebago Industries, Lowers Price Target to $70
23 Jun 22
Dow Jumps 150 Points; Ocean Bio-Chem Shares Spike Higher
22 Jun 22
Press releases
Thinking about trading options or stock in Eli Lilly, Centene Corp, Snowflake, Apple, or Winnebago?
23 Jun 22
Winnebago Industries Delivers Record Third Quarter Fiscal 2022 Results
22 Jun 22
Winnebago Industries Completes 1,300-Mile All-Electric Road Trip with e-RV Electric Concept Motorhome
16 Jun 22
Winnebago Industries' Third Quarter Fiscal 2022 Financial Results Announcement to be Made on June 22, 2022
14 Jun 22
Winnebago Industries Board of Directors Approves Quarterly Cash Dividend
18 May 22
Analyst ratings and price targets
Current price
Average target
$68.20
Low target
$52.00
High target
$85.00
MKM Partners
Maintains
$67.00
Baird
Maintains
$70.00
DA Davidson
Downgraded
$52.00
BMO Capital
Maintains
$85.00
Citigroup
Maintains
$67.00
Calendar
22 Jun 22
26 Jun 22
27 Aug 22
Financial summary
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Diluted EPS |
Annual (USD) | Aug 21 | Aug 20 | Aug 19 | Aug 18 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 238.07M | 238.07M | 238.07M | 238.07M | 238.07M | 238.07M |
Cash burn (monthly) | (no burn) | 13.98M | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 13.53M | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 224.55M | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 16.1 | n/a | n/a | n/a | n/a |
My content
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Community content
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Community annotations
dealer orders- key metric to watch
Transcript
2022 Q2
20 Jun 22
Backlog- highest for premium brands
Transcript
2022 Q2
20 Jun 22
THOR is main competitor
Transcript
2022 Q2
20 Jun 22
RV industry has downturns
Transcript
2022 Q2
20 Jun 22
Oil prices and Interest rate- Headwind
Transcript
2022 Q2
20 Jun 22
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
27 May 22 | Jacqueline D. Woods | Winnebago Stock Units Common Stock | Grant | Acquire A | No | No | 49.51 | 455 | 22.53K | 1,140 |
27 May 22 | Maria Favlana Blase | Winnebago Stock Units Common Stock | Grant | Acquire A | No | No | 49.51 | 505 | 25K | 770 |
27 May 22 | David W Miles | Winnebago Stock Units Common Stock | Grant | Acquire A | No | No | 49.51 | 859 | 42.53K | 4,567 |
8 Apr 22 | Clark Donald Jeff | Common Stock, $.50 par value | Grant | Acquire A | Yes | No | 54 | 58,525 | 3.16M | 731,591 |
25 Feb 22 | Jacqueline D. Woods | Winnebago Stock Units Common Stock | Grant | Acquire A | No | No | 63 | 298 | 18.77K | 685 |
Institutional ownership, Q1 2022
13F holders | Current |
---|---|
Total holders | 270 |
Opened positions | 268 |
Closed positions | 0 |
Increased positions | 0 |
Reduced positions | 1 |
13F shares | Current |
---|---|
Total value | 2.94B |
Total shares | 33.73M |
Total puts | 690.8K |
Total calls | 720.9K |
Total put/call ratio | 1.0 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 6.08M | $328.42M |
Vanguard | 2.81M | $151.69M |
Cooke & Bieler | 2.09M | $113.14M |
Punch Card Capital | 1.68M | $66.75M |
Fisher Asset Management | 1.67M | $90.16M |
Dimensional Fund Advisors | 1.47M | $79.37M |
Punch Card Management | 1.16M | $62.43M |
STT State Street | 1.12M | $60.24M |
JPM JPMorgan Chase & Co. | 900.89K | $48.68M |
Oxford Financial | 860.38K | $46.49M |
Financial report summary
?Risks
- The COVID-19 pandemic has had and may still have a material impact on our business, financial condition, results of operations and cash flows.
- Our business may be sensitive to economic conditions, including those that impact consumer spending.
- Credit market deterioration and volatility may restrict the ability of our dealers and retail customers to finance the purchase of our products.
- If we are unable to continue to enhance existing products and develop and market new or enhanced products that respond to customer needs and preferences, we may experience a decrease in demand for our products and our business could suffer.
- If we are unable to properly forecast future demand of our products, our production levels may not meet demands, which could negatively impact our operating results.
- The industries in which we operate is highly competitive. Failure to compete effectively against competitors could negatively impact our business and operating results.
- If we are obligated to repurchase a substantially larger number of our products in the future than estimated due to dealer default, these purchases could result in adverse effects on our results of operations, financial condition, and cash flows.
- Our operations are primarily centered in northern IA and northern IN. Any disruption at these sites could adversely affect our business and operating results.
- Unanticipated changes to our distribution channel customers' inventory levels could negatively impact our operating results.
- For some of the components used in production, we depend on a small group of suppliers and the loss of any of these suppliers could affect our ability to obtain components timely or at competitive prices, which would decrease our results of operations, financial condition, and cash flows.
- Increases in raw material, commodity, and transportation costs and shortages of certain raw materials could negatively impact our business.
- Failure to effectively manage strategic acquisitions and alliances, joint ventures, or partnerships could have a negative impact on our business.
- If we fail to identify, attract, and retain appropriately qualified employees, including employees in key positions, our operations and profitability may be harmed. Changes in market compensation rates may adversely affect our profitability.
- Significant product repair and/or replacement costs due to product warranty claims and product recalls could have a material adverse impact on our results of operations, financial condition, and cash flows.
- Information Systems, Legal and Regulatory Risks
- We may be subject to information technology system failures, network disruptions, and breaches in data security that could adversely affect our business. Failure to prevent or effectively respond to a breach or system failure could expose our customers', clients', or suppliers' confidential information, and expose us to substantial costs and reputational damage as well as litigation and enforcement actions. In addition, the benefits of our new enterprise resource planning system that is being implemented in the Winnebago Motorhome business may not be realized, or we may incur unanticipated costs or delays, which may result in decreased sales, increased overhead costs, excess or obsolete inventory, and product shortages, causing our business, reputation, financial condition, and operating results to suffer.
- Our continued success is dependent on positive perceptions of our brands which, if impaired, could adversely affect our results of operations or financial condition. In addition, if the frequency and size of product liability and other claims against us increase, our reputation and business may be harmed.
- We are subject to certain government regulations that could have a material adverse impact on our business, including changing climate-related regulations that may require us to incur additional costs in order to be in compliance.
- An impairment in the carrying value of goodwill and trade names could negatively impact our consolidated results of operations.
- The terms of our notes and other debt instruments could adversely affect our operating flexibility and pose risks of default.
Management Discussion
- (1) Percentages may not add due to rounding differences.
- Fiscal 2020 results were negatively impacted by the unprecedented series of events related to the COVID-19 pandemic, which included the suspension of the Company's manufacturing operations as well as disruptions across our dealer network, supply chain and end consumers during most of the third quarter.
- Net revenues increased primarily due to organic unit sales growth, the annualized impact from our Newmar acquisition, which took place in the first quarter of Fiscal 2020, price increases and lower discounts and allowances, partially offset by unfavorable segment mix.
Content analysis
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Readability |
H.S. freshman Avg
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New words:
camped, desired, discretionary, diverse, evidenced, field, household, KOA, lifestyle, long, macroeconomic, past, penetration, people, political, published, pursuing, remeasured, secular, sentiment, serve, softening, strength, tailwind, turn
Removed:
approach, local, modified, permitted, public, requiring, retrospective
Financial reports
Current reports
8-K
Winnebago Industries Delivers Record Third Quarter Fiscal 2022 Results
22 Jun 22
8-K
Winnebago Industries Delivers Strong Second Quarter Fiscal 2022 Results
23 Mar 22
8-K
Material Modifications to Rights of Security Holders
5 Jan 22
8-K
Winnebago Industries Drives Strong First Quarter Fiscal 2022 Results
17 Dec 21
8-K
Departure of Directors or Certain Officers
3 Nov 21
8-K
Winnebago Industries Announces Strong Fourth Quarter and Full Year Fiscal 2021 Results
20 Oct 21
8-K
Winnebago Industries Board of Directors approves 50% increase to quarterly cash dividend and headquarters move to Eden Prairie, Minnesota
18 Aug 21
8-K
Winnebago Industries to Acquire Premium Pontoon Boat Manufacturer Barletta
20 Jul 21
8-K
Winnebago Industries Announces Strong Third Quarter Fiscal 2021 Results
23 Jun 21
8-K
Winnebago Industries Announces Strong Second Quarter Fiscal 2021 Results
24 Mar 21
Registration and prospectus
S-8
Registration of securities for employees
20 Jun 19
25
Voluntary exchange delisting
31 Dec 18
S-8
Registration of securities for employees
21 Dec 17
424B3
Prospectus supplement
6 Apr 17
424B3
Prospectus supplement
4 Apr 17
424B3
Prospectus supplement
30 Jan 17
S-3
Shelf registration
7 Apr 16
S-8
Registration of securities for employees
27 Mar 14
S-3/A
Shelf registration (amended)
29 Apr 13
Proxies
DEFA14A
Additional proxy soliciting materials
1 Nov 21
DEFA14A
Additional proxy soliciting materials
1 Dec 20
DEFA14A
Additional proxy soliciting materials
18 Nov 20
DEFA14A
Additional proxy soliciting materials
2 Nov 20
PRER14A
Preliminary revised proxy
21 Oct 20
PRE 14A
Preliminary proxy
21 Oct 20
DEF 14A
Definitive proxy
5 Nov 19
Other
SD
Conflict minerals disclosure
27 May 22
SD
Conflict minerals disclosure
28 May 21
SD
Conflict minerals disclosure
29 May 20
SD
Conflict minerals disclosure
24 May 19
SD
Conflict minerals disclosure
31 May 18
SD
Conflict minerals disclosure
30 May 17
EFFECT
Notice of effectiveness
29 Jan 17
CORRESP
Correspondence with SEC
25 Jan 17
UPLOAD
Letter from SEC
25 Jan 17
CORRESP
Correspondence with SEC
19 Jan 17
Ownership
4
WINNEBAGO INDUSTRIES / Jacqueline D. Woods ownership change
1 Jun 22
4
WINNEBAGO INDUSTRIES / Maria Favlana Blase ownership change
1 Jun 22
4
WINNEBAGO INDUSTRIES / DAVID W MILES ownership change
1 Jun 22
4
WINNEBAGO INDUSTRIES / Donald Jeff Clark ownership change
12 Apr 22
4
WINNEBAGO INDUSTRIES / DAVID W MILES ownership change
1 Mar 22
4
WINNEBAGO INDUSTRIES / Maria Favlana Blase ownership change
1 Mar 22
4
WINNEBAGO INDUSTRIES / Jacqueline D. Woods ownership change
1 Mar 22
SC 13G/A
WINNEBAGO INDUSTRIES / COOKE & BIELER ownership change
10 Feb 22
SC 13G/A
WINNEBAGO INDUSTRIES / VANGUARD ownership change
10 Feb 22
4
WINNEBAGO INDUSTRIES / Christopher David West ownership change
8 Feb 22
Patents
Utility
Motor home chair lift
22 Mar 22
A motor home seat lift apparatus is provided which is located within the vehicle at the front passenger door, which is foldable to a storage location adjacent to the dashboard and forward of the front passenger seat, and which unfolds for usage to place a lift seat adjacent to the level of the front passenger seat, from which a user can slide onto (or off of) the lift seat.
Utility
Towable trailers and motorized homes with an exoskeleton
22 Feb 22
A trailer includes a housing including an internal frame and an external frame.
Utility
Recreational vehicle with underbody insulation
1 Feb 22
A recreational vehicle includes an interior space having a floor, a first insulating member located below the floor, a second insulating member located below the floor, a chassis located at least in part between the floor and the first insulating member and the floor and the second insulating member, a first enclosed volume defined by the floor, the chassis and the first insulating member, a second enclosed volume defined by the floor, the chassis and the second insulating member, an air flow path between the first enclosed volume and the second enclosed volume, and an air flow path between the interior of the recreational vehicle and the first enclosed volume.
Utility
Floor joint for multiple room connection for vehicles
2 Nov 21
A joint is connected between floors of a vehicle that are movable relative to each other.
Utility
Sofa bed
14 Sep 21
A sofa bed is configured to be switched between a sofa configuration and a bed configuration.
Transcripts
2022 Q3
Earnings call transcript
22 Jun 22
2022 Q2
Earnings call transcript
23 Mar 22
2022 Q1
Earnings call transcript
17 Dec 21
2021 Q4
Earnings call transcript
21 Oct 21
2021 Q3
Earnings call transcript
23 Jun 21
2021 Q2
Earnings call transcript
24 Mar 21
2021 Q1
Earnings call transcript
18 Dec 20
2020 Q4
Earnings call transcript
21 Oct 20
2020 Q3
Earnings call transcript
24 Jun 20
2020 Q2
Earnings call transcript
25 Mar 20
Reddit threads
Thor Industries Inc - THO
25 Jun 22
(6/23) Thursday's Pre-Market Stock Movers & News
23 Jun 22
(6/22) Wednesday's Pre-Market Stock Movers & News
22 Jun 22
(6/22) Wednesday's Pre-Market Stock Movers & News
22 Jun 22
Daily Discussion Thread - June 22nd, 2022
22 Jun 22
These are a few of my favorite things. My top five value stocks right now: META, BABA, INTC, THO, ATV
22 Jun 22
(6/21) Tuesday's Pre-Market Stock Movers & News
21 Jun 22
Daily Discussion Thread - June 21st, 2022
21 Jun 22
Get ahead of the market by checking out my watchlist. Here’s what I’m most interested in for the week of 6/20/22. These are just a few of the potential market catalysts to look out for in the coming days. Feel free to save it for reference.
20 Jun 22
Daily Discussion Thread - June 20th, 2022
20 Jun 22