Thor Industries Inc
THOConsumer Cyclical·Recreational Vehicles·USA·Mid·NYSE·Nov 11 • 3:47 PM ET
78.07-1.45 (-1.83%)
2026-11-11 21:48 CET
Market cap
- USD m
Revenue, TTM
- USD m
Net income, TTM
- USD m
Free cash flow, TTM
- USD m
EPS diluted, TTM
-
P/E
23.05
Price
THO against its 20, 50 and 200-day averages2050200miss
36.4% under the 52-week high of 122.83 on 12 Feb 2026. 52-week low 62.83 on 12 Oct 2026. Last 15 sessions, 33.3% high to low
Volume 0.91× normal · the line is the 50-bar volume average
Profile
THO52-week range, 25% of the way up
62.83122.83
Thor Industries, Inc. engages in the provision of manufacture and sale of recreational vehicles. It operates through the following segments: North American Towable Recreational Vehicles, North American Motorized Recreational Vehicles, and European Recreational Vehicles. The North American Towable Recreational Vehicles segment includes operating entities such as Airstream, Heartland, Jayco, Keystone, and KZ. The North American Motorized Recreational Vehicles segment consists of Airstream, Jayco, Thor Motor Coach, and Tiffin group. The European Recreational Vehicles segment refers to Erwin Hymer Group's (ECG) motorcaravans, caravans, campervans, urban vehicles, and other related products and services. The company was founded by Peter Busch Orthwein and Wade F. B. Thompson on July 29, 1980, and is headquartered in Elkhart, IN.
| Index | RUI |
|---|---|
| Employees | 19500 |
| IPO | Jan 10, 1984 |
| Beta | 1.52 |
| ATR, 14d | 3.17 |
| Rel volume | 0.91 |
| Short float | 9.86% |
| Insider own | 5.26% |
| Inst own | 108.46% |
Snapshot
6 groupsValuation
| Index | RUI |
|---|---|
| Market Cap | 4.04B |
| Enterprise Value | 4.53B |
| Income | 177.54M |
| Sales | 9.61B |
| Book/sh | 82.56 |
| Cash/sh | 9.31 |
| Dividend Est. | 2.12 (2.71%) |
| Dividend TTM | 2.10 (2.69%) |
| Dividend Ex-Date | Oct 27, 2026 |
| Dividend Gr. 3/5Y | 4.94% 4.87% |
| Payout | 61.58% |
| Employees | 19500 |
| IPO | Jan 10, 1984 |
Ratios
| P/E | 23.05 |
|---|---|
| Forward P/E | 16.12 |
| PEG | 1.00 |
| P/S | 0.42 |
| P/B | 0.95 |
| P/C | 8.39 |
| P/FCF | 23.94 |
| EV/EBITDA | 8.57 |
| EV/Sales | 0.47 |
| Quick Ratio | 0.85 |
| Current Ratio | 1.77 |
| Debt/Eq | 0.23 |
| LT Debt/Eq | 0.21 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 3.39 |
|---|---|
| EPS next Y | 4.84 |
| EPS next Q | 0.14 |
| EPS this Y | 7.42% |
| EPS next Y | 33.40% |
| EPS next 5Y | 16.10% |
| EPS past 3/5Y | -21.38% -22.20% |
| Sales past 3/5Y | -4.75% -4.84% |
| EPS Y/Y TTM | -30.23% |
| Sales Y/Y TTM | 0.31% |
| EPS Q/Q | -66.74% |
| Sales Q/Q | -8.38% |
| Earnings | Sep 22 BMO |
| EPS/Sales Surpr. | -11.49% 6.47% |
Ownership
| Insider Own | 5.26% |
|---|---|
| Insider Trans | 0.00% |
| Inst Own | 108.46% |
| Inst Trans | 2.69% |
| ROA | 2.53% |
| ROE | 4.15% |
| ROIC | 3.44% |
| Gross Margin | 11.46% |
| Oper. Margin | 2.73% |
| Profit Margin | 1.85% |
| SMA20 | 5.38% |
| SMA50 | 8.85% |
| SMA200 | -2.78% |
| Trades | - |
Technical
| Shs Outstand | 51.61M |
|---|---|
| Shs Float | 49.05M |
| Short Float | 9.86% |
| Short Ratio | 5.92 |
| Short Interest | 4.84M |
| 52W High | 122.83 -36.44% |
| 52W Low | 62.83 24.25% |
| Volatility | 5.14% 4.43% |
| ATR (14) | 3.17 |
| RSI (14) | 56.83 |
| Beta | 1.52 |
| Rel Volume | 0.91 |
| Avg Volume | 816.34K |
| Volume | 720,465 |
Performance
| Perf Week | -7.78% |
|---|---|
| Perf Month | 19.68% |
| Perf Quarter | -1.03% |
| Perf Half Y | 4.28% |
| Perf YTD | -23.97% |
| Perf Year | -23.35% |
| Perf 3Y | -14.51% |
| Perf 5Y | -30.38% |
| Perf 10Y | -5.46% |
| Recom | 2.59 |
| Target Price | 79.64 |
| Prev Close | 79.52 |
| Price | 78.07 |
| Change % | -1.83% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Nov 09, 2026 | Resumed | WWells Fargo | Equal Weight | $80 | +2.5% |
| Apr 20, 2026 | Initiated | SSeaport Research Partners | Neutral | ||
| Apr 20, 2026 | Initiated | BBNP Paribas Exane | Neutral | ||
| Jan 13, 2026 | Upgrade | LLoop Capital | Hold → Buy | $133 | +70.4% |
| Oct 31, 2025 | Initiated | LLoop Capital | Hold | $110 | +40.9% |
| Oct 27, 2025 | Upgrade | RRaymond James | Underperform → Mkt Perform | ||
| Aug 01, 2025 | Upgrade | KKeyBanc Capital Markets | Underweight → Sector Weight | ||
| Apr 04, 2025 | Downgrade | RRobert W. Baird | Outperform → Neutral | $85 | +8.9% |
| Mar 20, 2025 | Downgrade | KKeyBanc Capital Markets | Sector Weight → Underweight | $65 | -16.7% |
| Mar 19, 2025 | Downgrade | CCitigroup | Buy → Neutral | $94 → $86 | +10.2% |
Peers
Mkt capInsider trading
4 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| ORTHWEIN PETER BUSCH | Director | Mar 06 '26 | Buy | 88.25 | 2,600 | 229,450 | 139,000 | Mar 09 08:44 PM |
| WOELFER W. TODD | SVP, CHIEF OPERATING OFFICER | Jan 15 '26 | Sale | 114.84 | 4,567 | 524,497 | 104,109 | Jan 16 05:00 PM |
| WOELFER W. TODD | Officer | Jan 14 '26 | Proposed Sale | 113.00 | 4,567 | 516,071 | Jan 14 04:37 PM | |
| WOELFER W. TODD | SVP, CHIEF OPERATING OFFICER | Dec 12 '25 | Sale | 103.15 | 1,729 | 178,339 | 112,680 | Dec 16 05:05 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | AUM: 124.48B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 79.59B |
| DFSV | US Small Cap Value Portfolio ETF Class Shares | AUM: 8.52B |
| DFAT | U.S. Targeted Value Portfolio-ETF Class Shares | AUM: 14.47B |
| VBR | Vanguard Morningstar Small-Cap Value ETF | AUM: 37.76B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
| DFAS | U.S. Small Cap Portfolio-ETF Class Shares | AUM: 15.51B |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | AUM: 26.22B |
| REGL | ProShares S&P MidCap 400 Div Aristocrats ETF | AUM: 1.78B |
News
latest 14 of 200- Winnebago Busts Out of Its Rut Even as High Gas Prices and Loan Rates Drive Away Buyers (Barrons.com)
- THOR INDUSTRIES ANNOUNCES INCREASED REGULAR QUARTERLY DIVIDEND (PR Newswire)
- FedExs $300M Electric Truck Bet Comes as Diesel Costs Soar (Sourcing Journal)
- Earnings Calendar and Analysis for This Week (Kiplinger)
- Still Waters Bring Mixed Pre-Market Levels (Zacks) +5.52%
- Meta, Shopify, AutoZone lead stocks on the move for Sept. 22 (Yahoo Finance Video)
- Thor Industries Shares Fall 2% as Q4 Earnings Miss Estimates Despite Revenue Beat (InvestorsHub)
- Thor Industries Gears Up to Face More Headwinds in Fiscal 2027 (The Wall Street Journal)
- Thor Industries: Fiscal Q4 Earnings Snapshot (Associated Press)
- THOR INDUSTRIES ANNOUNCES FISCAL 2026 FOURTH QUARTER AND FULL YEAR RESULTS (PR Newswire)
- AutoZone headlines Tuesday's earnings slate (MarketWatch)
- KEYSTONE RV BREAKS MULTIPLE SALES RECORDS AT HERSHEY RV SHOW (PR Newswire)
- BUSINESS BRIEFS: Sept. 19, 2026 (Goshen News, Ind.)
- THOR INDUSTRIES ANNOUNCES ADDITIONAL LEADERSHIP CHANGES PERTAINING TO THE STRATEGIC EVOLUTION OF ITS NORTH AMERICAN RV OPERATING MODEL (PR Newswire)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| No quarterly earnings. | |||||||
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| No annual earnings. | |||||
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| No estimate revisions. | ||||||||
Estimate history
| EPS, annual | 8.14 | 2.467 | 4.025 | 11.85 | 20.589 | 6.949 | 4.942 | 4.842 | 3.378 |
|---|---|---|---|---|---|---|---|---|---|
| Period | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
| EPS, quarterly | 1.682 | -0.035 | -0.01 | 2.53 | 2.36 | 0.409 | 0.337 | 1.856 | 0.785 |
| Period | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 |
| Sales, annual | 8328.909 | 7864.629 | 8168.319 | 12317.38 | 16312.525 | 11121.15 | 10044.37 | 9580.049 | 9609.318 |
| Period | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
| Sales, quarterly | 2534.776 | 2143.241 | 2018.064 | 2894.89 | 2523.854 | 2389.211 | 2125.856 | 2781.829 | 2312.422 |
| Period | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 |
| Shares, annual | 52.695 | 55.063 | 55.199 | 55.366 | 53.677 | 53.314 | 52.931 | 52.633 | 51.614 |
| Period | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
| Shares, quarterly | 52.931 | 53.102 | 53.204 | 53.204 | 52.633 | 52.839 | 52.596 | 52.057 | 51.614 |
| Period | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 |
Income statement, annual
No statement data.
Income statement, quarterly
No statement data.
Balance sheet, annual
| Metric | 2026FY | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 481.99 | 586.60 | 501.32 | 441.23 | 311.69 | 448.71 | 541.36 | 451.26 | 275.25 |
| Short Term Receivables | 700.90 | 707.36 | 700.89 | 643.22 | 944.18 | 949.93 | 814.23 | 716.23 | 487.24 |
| Inventories | 1,423.12 | 1,351.80 | 1,366.64 | 1,653.07 | 1,754.77 | 1,369.38 | 716.30 | 827.99 | 537.91 |
| Other Current Assets | 133.93 | 132.22 | 81.18 | 56.06 | 51.84 | 35.50 | 30.38 | 41.88 | 11.28 |
| Total Current Assets | 2,739.93 | 2,777.97 | 2,650.03 | 2,793.58 | 3,062.48 | 2,803.52 | 2,102.28 | 2,037.36 | 1,311.67 |
| Net Property, Plant & Equipment | 1,309.50 | 1,315.73 | 1,390.72 | 1,387.81 | 1,258.16 | 1,185.13 | 1,107.65 | 1,092.47 | 522.05 |
| Total Investments and Advances | 63.81 | 136.78 | 137.27 | 126.91 | 0.00 | 0.00 | 0.00 | 46.18 | 48.46 |
| Intangible Assets | 2,600.82 | 2,599.88 | 2,648.11 | 2,797.40 | 2,921.64 | 2,500.43 | 2,391.26 | 2,328.84 | 766.04 |
| Deferred Tax Assets | 3.71 | 35.67 | 28.41 | 5.77 | 7.95 | 41.22 | 78.74 | 73.18 | 78.44 |
| Other Assets | 238.37 | 199.25 | 166.29 | 149.36 | 157.90 | 123.79 | 91.53 | 82.42 | 51.99 |
| Total Assets | 6,956.15 | 7,065.28 | 7,020.82 | 7,260.83 | 7,408.13 | 6,654.09 | 5,771.46 | 5,660.45 | 2,778.66 |
| Short Term Debt Incl. Current Port. of LT Debt | 75.10 | 76.56 | 116.96 | 72.79 | 45.21 | 48.16 | 55.60 | 61.91 | 0.41 |
| Accounts Payable | 740.55 | 738.14 | 628.13 | 736.27 | 822.45 | 915.04 | 636.51 | 551.83 | 286.97 |
| Income Tax Payable | 58.48 | 59.39 | 74.99 | 100.63 | 57.39 | 85.79 | 83.89 | 61.48 | 19.34 |
| Other Current Liabilities | 675.98 | 710.61 | 746.94 | 806.78 | 830.86 | 745.79 | 739.28 | 773.10 | 462.60 |
| Total Current Liabilities | 1,550.10 | 1,584.70 | 1,567.02 | 1,716.48 | 1,755.92 | 1,794.79 | 1,515.28 | 1,448.33 | 769.33 |
| Long Term Debt | 895.72 | 950.59 | 1,135.14 | 1,330.81 | 1,792.55 | 1,633.44 | 1,686.03 | 1,890.50 | 5.68 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | 60.12 | 66.58 | 86.81 | 90.50 | 133.17 | 129.44 | 136.57 | 146.50 | 12.45 |
| Other Liabilities | 190.23 | 173.87 | 157.80 | 139.64 | 125.84 | 148.32 | 88.01 | 79.89 | 53.46 |
| Total Liabilities | 2,696.17 | 2,775.73 | 2,946.77 | 3,277.43 | 3,807.48 | 3,705.98 | 3,425.89 | 3,565.22 | 840.92 |
| Non-Equity Reserves | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 4,261.46 | 4,288.50 | 4,067.43 | 3,976.01 | 3,592.86 | 2,921.84 | 2,319.78 | 2,084.43 | 1,937.74 |
| Total Shareholders Equity | 4,261.46 | 4,288.50 | 4,067.43 | 3,976.01 | 3,592.86 | 2,921.84 | 2,319.78 | 2,084.43 | 1,937.74 |
| Accumulated Minority Interest | -1.48 | 1.05 | 6.62 | 7.38 | 7.79 | 26.26 | 25.79 | 10.80 | 0.00 |
| Total Equity | 4,259.98 | 4,289.55 | 4,074.05 | 3,983.40 | 3,600.65 | 2,948.11 | 2,345.57 | 2,095.23 | 1,937.74 |
| Total Liabilities & Stockholders Equity | 6,956.15 | 7,065.28 | 7,020.82 | 7,260.83 | 7,408.13 | 6,654.09 | 5,771.46 | 5,660.45 | 2,778.66 |
| Book Value Per Share | 82.56 | 81.48 | 76.84 | 74.58 | 66.93 | 52.77 | 42.03 | 37.85 | 36.77 |
| Tangible Book Value Per Share | 32.17 | 32.08 | 26.81 | 22.11 | 12.50 | 7.61 | -1.30 | -4.44 | 22.24 |
| Full-Time Employees | 19,500 | 20,900 | 22,300 | 24,900 | 32,000 | 31,000 | 22,250 | 21,750 | 17,500 |
| Price to Book Ratio | 0.96 | 1.15 | 1.41 | 1.55 | 1.34 | 2.40 | 2.71 | 1.57 | 2.58 |
| Return on Assets | 2.53 | 3.67 | 3.72 | 5.10 | 16.18 | 10.62 | 3.90 | 3.16 | 16.12 |
| Return on Equity | 4.15 | 6.19 | 6.60 | 9.89 | 34.93 | 25.18 | 10.13 | 6.63 | 24.48 |
| Return on Invested Capital | 3.44 | 4.94 | 5.10 | 7.05 | 21.13 | 14.49 | 5.57 | 3.35 | 22.13 |
| Quick Ratio | 0.85 | 0.90 | 0.82 | 0.66 | 0.74 | 0.80 | 0.91 | 0.84 | 1.01 |
| Current Ratio | 1.77 | 1.75 | 1.69 | 1.63 | 1.74 | 1.56 | 1.39 | 1.41 | 1.70 |
Cash flow, annual
No statement data.
Balance sheet, quarterly
No statement data.
Cash flow, quarterly
No statement data.
Revenue breakdown
| Campervan | 2025: 837.81M 2026: 946.58M |
|---|---|
| Caravan | 2025: 177.75M 2026: 149.50M |
| ClassA Motorized | 2025: 633.42M 2026: 673.30M |
| ClassB Motorized | 2025: 474.07M 2026: 498.04M |
| ClassC Motorized | 2025: 1.07B 2026: 1.28B |
| Consolidation, Policy | 2025: 595.26M 2026: 679.57M |
| Fifth Wheels Towables | 2025: 1.49B 2026: 1.31B |
| Motorcaravan | 2025: 1.66B 2026: 1.83B |
| Other RV Related | 2025: 350.49M 2026: 369.86M |
| Travel Trailers And Other Towables | 2025: 2.30B 2026: 1.87B |
| Canada | 2025: 392.99M 2026: 440.09M |
| Germany | 2025: 1.92B 2026: 2.01B |
| Other Country | 2025: 40.41M 2026: 35.00M |
| Other Europe | 2025: 1.10B 2026: 1.30B |
| United States | 2025: 6.12B 2026: 5.83B |
| Consolidation, Policy | 2025: 595.26M 2026: 679.57M |
| European | 2025: 3.02B 2026: 3.30B |
| North American Motorized | 2025: 2.18B 2026: 2.46B |
| North American Towables | 2025: 3.78B 2026: 3.18B |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| No short interest data. | ||||
Option chain
expiry -| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| No option chain for this symbol. | ||||||||||
Latest SEC filings
0| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| No filings. | ||||
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 229.45K | 1 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 524.50K | 1 |
| 2025-12 | 0 | 0 | 178.34K | 1 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| ACR Alpine Capital Research, LLC | 11.20% |
| BlackRock, Inc. | 9.28% |
| Life Cycle Investment Partners Ltd | 7.88% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6.96% |
| DIMENSIONAL FUND ADVISORS LP | 6.09% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.12% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 4.92% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.39% |
| STATE STREET CORP | 3.25% |
| Capital Research Global Investors | 2.72% |
Funds
| Fund | % owned |
|---|---|
| MFS High Income Fund | 12.32% |
| NYLIM MacKay Short Duration High Income Fund | 5.28% |
| High Yield Fixed Income Fund | 4.42% |
| MFS Global Opportunistic Bond Fund | 4.16% |
| iShares Core S&P Mid-Cap ETF | 3.45% |
| MFS High Yield Pooled Portfolio | 3.45% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 3.06% |
| FlexShares High Yield Value - Scored Bond Index Fund | 2.80% |
| SMALLCAP World Fund Inc | 2.65% |
| Invesco BulletShares 2029 High Yield Corporate Bond ETF | 2.53% |
OakChart. THO. Cached 15 minutes.
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