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Business Segments (Tables) | 9 Months Ended
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May 30, 2026
Segment Reporting [Abstract] |
Schedule of Operating Income by Reportable Segment | Net sales and significant expense categories included in operating income by reportable segment as well as a reconciliation to consolidated income before income taxes are as follows:
| Three Months Ended May 30, 2026
(in millions) | Towable RV |  | Motorhome RV |  | Marine |  | Segment Total |  | Corporate / all other |  | Consolidated
Net revenues(1) | $ | 274.7 |  |  | $ | 320.7 |  |  | $ | 92.4 |  |  | $ | 687.8 |  |  | $ | 10.9 |  |  | $ | 698.7 |
Cost of goods sold | $ | 235.4 |  |  | $ | 284.0 |  |  | $ | 79.0 |  |  | $ | 598.4 |  |  |  |  |
Selling, general, and administrative expenses(2) | $ | 23.3 |  |  | $ | 27.1 |  |  | $ | 8.1 |  |  | $ | 58.5 |  |  |  |  |
Operating income (loss) | $ | 16.0 |  |  | $ | 9.6 |  |  | $ | 5.3 |  |  | $ | 30.9 |  |  | $ | (7.9) |  |  | $ | 23.0 |
Reconciliation to income before income taxes: |  |  |  |  |  |  |  |  |  |
Interest expense, net |  |  |  |  |  |  |  |  |  |  | 5.0 |
Income before income taxes |  |  |  |  |  |  |  |  |  |  | $ | 18.0 |
(1) See Note 10 in the Notes to Consolidated Financial Statements for more information on segment revenues.
(2) Includes compensation for non-production employees, selling and marketing expenses, depreciation and amortization on non-production assets, professional services, and other miscellaneous expenses.
| Three Months Ended May 31, 2025
(in millions) | Towable RV |  | Motorhome RV |  | Marine |  | Segment Total |  | Corporate / all other |  | Consolidated
Net revenues(1) | $ | 371.7 |  |  | $ | 291.2 |  |  | $ | 100.7 |  |  | $ | 763.6 |  |  | $ | 11.5 |  |  | $ | 775.1 |
Cost of goods sold | $ | 312.6 |  |  | $ | 266.4 |  |  | $ | 82.4 |  |  | $ | 661.4 |  |  |  |  |
Selling, general, and administrative expenses(2) | $ | 29.4 |  |  | $ | 28.0 |  |  | $ | 8.9 |  |  | $ | 66.3 |  |  |  |  |
Operating income (loss) | $ | 29.7 |  |  | $ | (3.2) |  |  | $ | 9.4 |  |  | $ | 35.9 |  |  | $ | (5.7) |  |  | $ | 30.2 |
Reconciliation to income before income taxes: |  |  |  |  |  |  |  |  |  |
Interest expense, net |  |  |  |  |  |  |  |  |  |  | 6.7 |
Non-operating income |  |  |  |  |  |  |  |  |  |  | (0.4) |
Income before income taxes |  |  |  |  |  |  |  |  |  |  | $ | 23.9 |
(1) See Note 10 in the Notes to Consolidated Financial Statements for more information on segment revenues.
(2) Includes compensation for non-production employees, selling and marketing expenses, depreciation and amortization on non-production assets, professional services, and other miscellaneous expenses.
| Nine Months Ended May 30, 2026
(in millions) | Towable RV |  | Motorhome RV |  | Marine |  | Segment Total |  | Corporate / all other |  | Consolidated
Net revenues(1) | $ | 830.5 |  |  | $ | 933.9 |  |  | $ | 264.1 |  |  | $ | 2,028.5 |  |  | $ | 30.3 |  |  | $ | 2,058.8 |
Cost of goods sold | $ | 720.8 |  |  | $ | 825.7 |  |  | $ | 224.9 |  |  | $ | 1,771.4 |  |  |  |  |
Selling, general, and administrative expenses(2) | $ | 71.5 |  |  | $ | 82.9 |  |  | $ | 24.9 |  |  | $ | 179.3 |  |  |  |  |
Operating income (loss) | $ | 38.2 |  |  | $ | 25.3 |  |  | $ | 14.3 |  |  | $ | 77.8 |  |  | $ | (29.2) |  |  | $ | 48.6 |
Reconciliation to income before income taxes: |  |  |  |  |  |  |  |  |  |
Interest expense, net |  |  |  |  |  |  |  |  |  |  | 16.3 |
Loss on note repurchase |  |  |  |  |  |  |  |  |  |  | 0.8 |
Non-operating income |  |  |  |  |  |  |  |  |  |  | (0.3) |
Income before income taxes |  |  |  |  |  |  |  |  |  |  | $ | 31.8 |
(1) See Note 10 in the Notes to Consolidated Financial Statements for more information on segment revenues.
(2) Includes compensation for non-production employees, selling and marketing expenses, depreciation and amortization on non-production assets, professional services, and other miscellaneous expenses.
| Nine Months Ended May 31, 2025
(in millions) | Towable RV |  | Motorhome RV |  | Marine |  | Segment Total |  | Corporate / all other |  | Consolidated
Net revenues(1) | $ | 913.9 |  |  | $ | 798.5 |  |  | $ | 272.9 |  |  | $ | 1,985.3 |  |  | $ | 35.6 |  |  | $ | 2,020.9 |
Cost of goods sold | $ | 780.9 |  |  | $ | 724.1 |  |  | $ | 225.1 |  |  | $ | 1,730.1 |  |  |  |  |
Selling, general, and administrative expenses(2) | $ | 81.7 |  |  | $ | 81.4 |  |  | $ | 26.8 |  |  | $ | 189.9 |  |  |  |  |
Operating income (loss) | $ | 51.3 |  |  | $ | (7.0) |  |  | $ | 21.0 |  |  | $ | 65.3 |  |  | $ | (28.2) |  |  | $ | 37.1 |
Reconciliation to income before income taxes: |  |  |  |  |  |  |  |  |  |
Interest expense, net |  |  |  |  |  |  |  |  |  |  | 19.3 |
Loss on note repurchase |  |  |  |  |  |  |  |  |  |  | 2.0 |
Non-operating income |  |  |  |  |  |  |  |  |  |  | (1.0) |
Income before income taxes |  |  |  |  |  |  |  |  |  |  | $ | 16.8 |
(1) See Note 10 in the Notes to Consolidated Financial Statements for more information on segment revenues.
(2) Includes compensation for non-production employees, selling and marketing expenses, depreciation and amortization on non-production assets, professional services, and other miscellaneous expenses.
Schedule of Financial Information by Reportable Segment | Other financial information by reportable segment and corporate/all other is as follows:
| Three Months Ended May 30, 2026
(in millions) | Towable RV |  | Motorhome RV |  | Marine |  | Segment Total |  | Corporate / All Other |  | Consolidated
Capital expenditures | $ | 1.0 |  |  | $ | 3.6 |  |  | $ | 0.8 |  |  | $ | 5.4 |  |  | $ | 1.5 |  |  | $ | 6.9 |
Depreciation and amortization | 4.1 |  | 6.1 |  | 2.4 |  | 12.6 |  | 2.2 |  | 14.8
| Three Months Ended May 31, 2025
(in millions) | Towable RV |  | Motorhome RV |  | Marine |  | Segment Total |  | Corporate / All Other |  | Consolidated
Capital expenditures | $ | 1.4 |  |  | $ | 8.4 |  |  | $ | 0.8 |  |  | $ | 10.6 |  |  | $ | 0.2 |  |  | $ | 10.8 |
Depreciation and amortization | 4.4 |  | 6.2 |  | 2.3 |  | 12.9 |  | 2.2 |  | 15.1
| Nine Months Ended May 30, 2026
(in millions) | Towable RV |  | Motorhome RV |  | Marine |  | Segment Total |  | Corporate / All Other |  | Consolidated
Capital expenditures | $ | 4.2 |  |  | $ | 7.8 |  |  | $ | 2.4 |  |  | $ | 14.4 |  |  | $ | 2.4 |  |  | $ | 16.8 |
Depreciation and amortization | 12.8 |  | 18.4 |  | 7.0 |  | 38.2 |  | 6.8 |  | 45.0
| Nine Months Ended May 31, 2025
(in millions) | Towable RV |  | Motorhome RV |  | Marine |  | Segment Total |  | Corporate / All Other |  | Consolidated
Capital expenditures | $ | 3.4 |  |  | $ | 22.3 |  |  | $ | 2.8 |  |  | $ | 28.5 |  |  | $ | 0.7 |  |  | $ | 29.2 |
Depreciation and amortization | 13.4 |  | 17.9 |  | 6.8 |  | 38.1 |  | 7.3 |  | 45.4
(in millions) | May 30, 2026 |  | August 30, 2025
Assets |  |  |
Towable RV | $ | 706.3 |  |  | $ | 697.0 |
Motorhome RV | 803.0 |  |  | 795.7 |
Marine | 360.8 |  |  | 369.7 |
Segment Total | 1,870.1 |  |  | 1,862.4 |
Corporate / All Other | 168.4 |  |  | 292.0 |
Consolidated | $ | 2,038.5 |  |  | $ | 2,154.4 |

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