THOR Industries, Inc.

NYSE•THO

CEO: Mr. Robert W. Martin

セクター: Consumer Cyclical

業種: Auto - Recreational Vehicles

上場日: 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.

連絡先情報

601 E. Beardsley Ave., Elkhart, IN, 46514-3305, United States

574-970-7460

www.thorindustries.com

時価総額

$4.29B

PER (TTM)

14.2

8.7

配当利回り

2.5%

52週高値

$122.83

52週安値

$63.16

52週レンジ

30%

順位42Top 47.5%

3.9

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

弱い • 3.9 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q2 2026 データ

売上高

$2.13B+0.00%

直近4四半期の推移

EPS

$0.34+0.00%

直近4四半期の推移

フリーCF

-$140.68M+0.00%

直近4四半期の推移

2026 Q2 決算ハイライト

主なハイライト

Quarterly Sales Increased 5.3% Net sales reached $2.13 B USD, growing $107.7 M, driven by strong Motorized segment performance this quarter.

Swing to Quarterly Net Income Net income attributable to THO was $17.8 M USD, reversing prior period's $551 K USD loss significantly.

Motorized Segment Sales Surge North American Motorized net sales grew 29.3% on 28.3% higher unit shipments compared to the prior year.

Gross Profit Margins Improve Gross profit increased 2.5% to $251.3 M USD; gross profit percentage was 11.8% versus 12.1% last year.

リスク要因

Towable Sales Volume Declines North American Towable net sales fell 14.2% due to a 23.0% decrease in unit shipments year-over-year for the quarter.

Dealer Concentration Risk Noted One dealer accounted for 15% of Q1 sales and 16% of receivables; loss could materially impact business results.

Tariff Uncertainty Impacts Costs Management closely monitors U.S. tariff imposition and supply chain constraints, especially chassis availability, impacting costs.

Total Backlog Decreased 9.0% Total order backlog ended period at $3.50 B USD, a $346.7 M decrease compared to January 31, 2025.

見通し

Long-Term Retail Growth Expected Optimistic for long-term North American RV retail growth driven by favorable demographics and lifestyle appeal factors.

Capital Spending Planned for 2026 Estimated capital spend for remainder of fiscal 2026 is $150 M USD, focused on facilities and automation projects.

Dividend Policy Maintained Board intends to continue regular quarterly cash dividends, subject to debt covenant compliance and cash flow generation.

同業比較

売上高 (TTM)

LEA

$23.26B

-0.2%

$22.71B

-2.8%

GPI

$22.57B

+13.2%

粗利益率 (最新四半期)

LTH

214.1%

+0.6pp

MTN

94.6%

+103.6pp

MAT

46.0%

-3.1pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
LEA	$6.15B	14.3	8.8%	27.6%
WH	$5.87B	30.6	35.1%	73.1%
URBN	$5.87B	12.6	17.7%	24.5%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

-9.8%

成長鈍化

4四半期純利益CAGR

-49.1%

収益性の低下

キャッシュフロー安定性

50%

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年6月3日

EPS:$1.96

売上高:$2.69B

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし