Total manufacturing overhead decreased $5,114, primarily due to the decrease in net sales and employee cost savings from the towable organizational restructuring initiatives implemented since the prior-year quarter but increased as a percentage of North American Towable net sales from 6.9% to 8.6% as the decreased net sales levels resulted in higher overhead costs per unit sold.

filing / Jun 3, 2026 / receipt

Total manufacturing overhead decreased $15,177 in correlation with the decrease in net sales and employee cost savings from towable organizational restructuring initiatives implemented since the prior-year period, but increased as a percentage of North American Towable net sales from 8.0% to 8.7% as a result of the decreased net sales.

filing / Jun 3, 2026 / receipt

Adjusting our full-time workforce downwards in most of the locations where we operate in Europe generally results in negotiated separation costs, which may be material depending on the size of the workforce reduction.

filing / Jun 3, 2026 / receipt

Gross Margin Declining at Midpoint

ir_statement / Sep 15, 2026 / receipt

Guidance revised in Q3 in response to prolonged, acute industry and consumer confidence pressures caused by macroeconomic and geopolitical influences

ir_statement / Sep 15, 2026 / receipt

No meaningful financial impact related to the strategic evolution of our North American RV operations for the balance of the fiscal year

ir_statement / Sep 15, 2026 / receipt

Enterprise-wide data, systems and digital integration

ir_statement / Sep 15, 2026 / receipt

Improving efficiency, quality and consistency across brands

ir_statement / Sep 15, 2026 / receipt

Supporting long-term cost discipline and supply continuity

ir_statement / Sep 15, 2026 / receipt

Adjusted EBITDA of $183.6 million in the quarter excludes, among other items, nonrecurring costs or benefits associated with strategic reorganization initiatives

ir_statement / Sep 15, 2026 / receipt

gains on the sales of certain real estate associated with strategically optimizing our footprint

ir_statement / Sep 15, 2026 / receipt

Opportunistically repurchased $50.5 million of shares during the quarter

ir_statement / Sep 15, 2026 / receipt