logo
Twitter
Discord
Email
logo
THOR Industries, Inc.

THOR Industries, Inc.

NYSE•THO
CEO: Mr. Robert W. Martin
Sector: Consumer Cyclical
Industry: Auto - Recreational Vehicles
Listing Date: 1984-01-10
THOR Industries, Inc. designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Germany, Canada, rest of Europe, and internationally. The company offers travel trailers; gasoline and diesel Class A, Class B, and Class C motorhomes; conventional travel trailers and fifth wheels; luxury fifth wheels; and motorcaravans, caravans, campervans, and urban vehicles. It also provides aluminum extrusion and specialized component products to RV and other manufacturers. The company provides its products through independent and non-franchise dealers. THOR Industries, Inc. was founded in 1980 and is based in Elkhart, Indiana.
Contact Information
601 E. Beardsley Ave., Elkhart, IN, 46514-3305, United States
574-970-7460
www.thorindustries.com
Market Cap
$5.54B
P/E (TTM)
19.5
10.5
Dividend Yield
1.9%
52W High
$117.09
52W Low
$63.16
52W Range
77%
Rank41Top 33.6%
4.4
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q1 2026 Data

Revenue

$2.39B+11.50%
4-Quarter Trend

EPS

$0.41-1284.97%
4-Quarter Trend

FCF

-$76.45M-1498.35%
4-Quarter Trend

2026 Q1 Earnings Highlights

Key Highlights

Consolidated Sales Increased 11.5% Net sales reached $2.39 B, increasing $246.3 M from prior period; Gross profit grew 14.0% to $321.0 M.
Profitability Rebounds Strongly Net income attributable to THOR was $21.67 M, reversing prior period's $1.83 M loss; Basic EPS was $0.41.
Motorized Segment Sales Surge North American Motorized net sales jumped $155.9 M, marking 30.9% growth; Towable sales slightly declined 0.2%.
Dividend Raised to $0.52 Quarterly dividend increased from $0.50 to $0.52 per share in October 2025; $27.48 M declared but unpaid.

Risk Factors

Operating Cash Flow Negative Net cash used in operating activities was $(44.87) M, a significant reversal from $30.74 M provided last year.
Increased Effective Tax Rate Effective tax rate rose to 28.7% from 24.5%, negatively impacted by foreign jurisdiction losses without tax benefit.
Towable Asset Impairment Recorded $7.82 M impairment charge on assets held for sale within the North American Towable segment operations.
Dealer Inventory Declining North American RV dealer inventory decreased 5.5% to 70,900 units, reflecting cautious stocking evaluations by dealers.

Outlook

Long-Term RV Growth Expected Management remains optimistic for long-term growth driven by consumer preference for outdoor lifestyle and RV travel.
Planned Capital Expenditures High Committed capital spend estimate for remainder of fiscal 2026 is $195,000 K, focused on building and automation projects.
Active Share Repurchase Plan $400,000 K authorization active through July 2027; $374.25 M remaining capacity as of October 31, 2025.
European Backlog Decreasing European backlog fell 5.5% to $1.93 B, primarily due to improved chassis supply and normalized dealer inventory levels.

Peer Comparison

Revenue (TTM)

Lear CorporationLEA
$22.99B
-1.9%
Group 1 Automotive, Inc.GPI
$22.54B
+19.4%
THOR Industries, Inc.THO
$9.83B
+1.4%

Gross Margin (Latest Quarter)

Vail Resorts, Inc.MTN
89.6%
+103.6pp
Mattel, Inc.MAT
50.0%
-3.1pp
Life Time Group Holdings, Inc.LTH
47.1%
+0.6pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
MAT$6.50B14.918.8%30.2%
LEA$6.27B14.09.2%23.4%
LTH$5.95B20.610.3%33.7%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
5.8%
Steady Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Next earnings:Mar 4, 2026
|
EPS:$0.03
|
Revenue:$1.96B
Reports
All Years

  • Form 10-Q - Q1 2026

    Period End: Oct 31, 2025|Filed: Dec 3, 2025|
    Revenue: $2.39B+11.5%
    |
    EPS: $0.41-1285.0%
    Beat

  • Form 10-K - FY 2025

    Period End: Jul 31, 2025|Filed: Sep 24, 2025|
    Revenue: $9.58B-4.6%
    |
    EPS: $4.87-2.2%
    Beat

  • Form 10-Q - Q3 2025

    Period End: Apr 30, 2025|Filed: Jun 4, 2025|
    Revenue: $2.89B+3.3%
    |
    EPS: $2.54+18.1%
    Beat

  • Form 10-Q - Q2 2025

    Period End: Jan 31, 2025|Filed: Mar 5, 2025|
    Revenue: $2.02B-8.6%
    |
    EPS: $-0.01-107.1%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Oct 31, 2024|Filed: Dec 4, 2024|
    Revenue: $2.14B-14.3%
    |
    EPS: $-0.03-103.5%
    Miss

  • Form 10-K - FY 2024

    Period End: Jul 31, 2024|Filed: Sep 24, 2024|
    Revenue: $10.04B-9.7%
    |
    EPS: $4.98-28.9%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Apr 30, 2024|Filed: Jun 5, 2024|
    Revenue: $2.80B-4.4%
    |
    EPS: $2.15-4.9%
    Beat

  • Form 10-Q - Q2 2024

    Period End: Jan 31, 2024|Filed: Mar 6, 2024|
    Revenue: $2.21B-5.9%
    |
    EPS: $0.14-72.5%
    Miss