WGO · CIK 0000107687
What Winnebago Industries, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for WGO. More may follow as additional filings are processed.
In its own words
What could break it.
Supplier concentration
- single supplier ~14% of raw-material purchases; small supplier group for some componentsmedium
While most of Winnebago's RV/marine components are available from numerous sources, a few are produced by a small group of suppliers; in fiscal 2025 one supplier individually accounted for ~14% of consolidated raw-material purchases, and loss of any concentrated supplier could disrupt component availability and pricing.
“In Fiscal 2025, one of our suppliers individually accounted for approximately 14% of our consolidated raw material purchases.”
SEC filing →As of 2025
Regulatory & policy
- U.S. tariffs and retaliatory measures on materials/imported chassislow
Winnebago is monitoring potential new or additional U.S. tariffs and foreign retaliatory measures that may affect material costs or supply — relevant given its motorhome chassis are sourced partly from foreign automakers (e.g., Mercedes-Benz) and imported components.
“we are closely monitoring the potential impact of new or additional U.S. tariffs and retaliatory measures from other countries, which may affect material costs or supply.”
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its suppliers
Spartan RV Chassis
“In the case of motorhome RV chassis, Mercedes-Benz (USA and Canada), Stellantis N.V., Freightliner Trucks, Ford Motor Company, and Spartan RV Chassis are our major suppliers.”
Cited →Freightliner Trucks (Daimler Truck)
“In the case of motorhome RV chassis, Mercedes-Benz (USA and Canada), Stellantis N.V., Freightliner Trucks, Ford Motor Company, and Spartan RV Chassis are our major suppliers.”
Cited →“In the case of motorhome RV chassis, Mercedes-Benz (USA and Canada), Stellantis N.V., Freightliner Trucks, Ford Motor Company, and Spartan RV Chassis are our major suppliers.”
Cited →
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