Core Insights - Thor Industries, Inc. is a leading player in the recreational vehicle (RV) industry, recognized for its diverse range of RV manufacturing and strong market position [1] Financial Performance - The company reported earnings per share (EPS) of $0.40, significantly exceeding the estimated loss of $0.11, resulting in a 472.73% positive surprise compared to analyst estimates [2][6] - Thor Industries achieved revenue of approximately $2.39 billion for the quarter ended October 2025, surpassing the estimated $1.98 billion and reflecting an 11.5% year-over-year growth [3][6] - The gross profit for the quarter grew by 14% year over year to $321 million, with the gross margin expanding by 30 basis points to 13.4% [4] - The adjusted EBITDA rose by 21.5% year over year to $131 million, indicating strong operational efficiency [4][6] Cash Flow and Financial Stability - Despite reporting an operating cash outflow of $44.9 million for the quarter, the company ended the period with $509.9 million in cash and equivalents, demonstrating a strong liquidity position [5] - Thor Industries maintains a low debt-to-equity ratio of nearly 0.00066, highlighting its financial stability and attractiveness to investors [5]

Thor Industries (THO) reported $2.39 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 11.5%. EPS of $0.41 for the same period compares to $0.26 a year ago.The reported revenue represents a surprise of +12.9% over the Zacks Consensus Estimate of $2.12 billion. With the consensus EPS estimate being -$0.11, the EPS surprise was +472.73%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to det ...

Forward-Looking Statements Financial Results First Quarter Fiscal 2026 This presentation includes certain statements that are "forward-looking" statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements are made based on management's current expectations and beliefs regarding future and anticipated developments and their ...

Core Viewpoint - Thor Industries reported quarterly earnings of $0.41 per share, significantly exceeding the Zacks Consensus Estimate of a loss of $0.11 per share, and showing an increase from $0.26 per share a year ago, resulting in an earnings surprise of +472.73% [1] - The company posted revenues of $2.39 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 12.90% and increasing from $2.14 billion year-over-year [2] Financial Performance - Over the last four quarters, Thor Industries has surpassed consensus EPS estimates three times and topped revenue estimates four times [2] - The current consensus EPS estimate for the upcoming quarter is $0.06 on revenues of $2.02 billion, and for the current fiscal year, it is $4.03 on revenues of $9.48 billion [7] Stock Performance and Outlook - Thor Industries shares have increased by approximately 15.2% since the beginning of the year, compared to the S&P 500's gain of 16.1% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future due to unfavorable estimate revisions prior to the earnings release [6] Industry Context - The Building Products - Mobile Homes and RV Builders industry, to which Thor Industries belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Winnebago Industries, another company in the same industry, is expected to report quarterly earnings of $0.12 per share, reflecting a year-over-year change of +500% [9]

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition period from ____ to ____. COMMISSION FILE NUMBER 001-09235 THOR INDUSTRIES, INC. ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the quarterly period ended October 31, 2025. UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Exact name of registrant as specified in its charter) | Delaware | 93-0768752 | | --- | --- | | (St ...

REPORTS STRONG RESULTS, IMPROVING MARKET SHARE AMIDST CHALLENGING BACKDROP Financial Highlights 52700 Independence Court, Elkhart, Indiana 46514 THOR INDUSTRIES ANNOUNCES FISCAL 2026 FIRST QUARTER RESULTS Elkhart, Indiana, December 3, 2025 – THOR Industries, Inc. (NYSE: THO) today announced financial results for its fiscal 2026 first quarter ended October 31, 2025. "The quarter finished stronger than we expected, and we are excited about the impact of the actions we are taking to improve the strength of our ...

Core Insights - THOR Industries reported strong financial results for the first quarter of fiscal 2026, with net sales of $2.39 billion, a 11.5% increase from the previous year, and net income attributable to THOR of $21.7 million, compared to a loss of $1.8 million in the same period last year [1][2][3] - The company improved its North American market share for the second consecutive quarter, driven by better-than-expected retail performance and strategic initiatives [1][2] - Despite challenges in the European market, THOR's overall performance indicates a positive outlook for the fiscal year, with expectations of continued traction from company-specific initiatives [2][3] Financial Highlights - Net Sales: $2,389,123 (2025) vs. $2,142,784 (2024), an increase of 11.5% [1] - Gross Profit: $320,974 (2025) vs. $281,442 (2024), a 14.0% increase [1] - Gross Profit Margin: 13.4% (2025) vs. 13.1% (2024), an improvement of 30 basis points [1] - Net Income: $21,669 (2025) vs. $(1,832) (2024), a significant turnaround [1] - Adjusted EBITDA: $131,005 (2025) vs. $107,782 (2024), a 21.5% increase [1][4] Segment Performance North American Towable RVs - Net Sales: $897,090 (2025) vs. $898,778 (2024), a slight decline of 0.2% [2] - Unit Shipments: 25,807 (2025) vs. 30,018 (2024), a decrease of 14.0% [2] - Gross Profit Margin: 13.3% (2025) vs. 12.5% (2024), an increase of 80 basis points [2] North American Motorized RVs - Net Sales: $661,096 (2025) vs. $505,208 (2024), an increase of 30.9% [2] - Unit Shipments: 4,950 (2025) vs. 3,741 (2024), an increase of 32.3% [2] - Gross Profit Margin: 10.8% (2025) vs. 8.5% (2024), an increase of 230 basis points [2] European RVs - Net Sales: $655,479 (2025) vs. $604,903 (2024), an increase of 8.4% [2] - Unit Shipments: 8,723 (2025) vs. 8,635 (2024), a slight increase of 1.0% [2] - Gross Profit Margin: 11.9% (2025) vs. 15.3% (2024), a decrease of 340 basis points [2] Market Outlook - The company anticipates consolidated net sales for fiscal 2026 to be in the range of $9.0 billion to $9.5 billion, with stable gross margins expected [2][3] - Diluted earnings per share are projected to be between $3.75 and $4.25, reflecting a cautious but optimistic outlook amid consumer uncertainty [2][3] - The company is prepared to manage risks and protect profitability, with a focus on stock repurchases if necessary [1][2]

Wall Street analysts forecast that Thor Industries (THO) will report quarterly loss of -$0.10 per share in its upcoming release, pointing to a year-over-year decline of 138.5%. It is anticipated that revenues will amount to $2.12 billion, exhibiting a decrease of 1.2% compared to the year-ago quarter.The consensus EPS estimate for the quarter has been revised 8.7% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial e ...

Accessibility StatementSkip Navigation ELKHART, Ind., Nov. 19, 2025 /PRNewswire/ -- THOR Industries, Inc. (NYSE: THO) today announced that the date for its fiscal 2026 first quarter earnings release will be on Wednesday, December 3, 2025, before the market opens. These and other risks and uncertainties are discussed more fully in Item 1A of our Annual Report on Form 10-K for the year ended July 31, 2025. We disclaim any obligation or undertaking to disseminate any updates or revisions to any forward-looki ...

Core Viewpoint - Thor Industries reported strong earnings for Q4 fiscal 2025, significantly beating expectations, but experienced a slight decline in revenues year-over-year [2][8]. Financial Performance - Earnings per share for Q4 fiscal 2025 were $2.31, surpassing the Zacks Consensus Estimate of $1.16 and up from $1.68 in Q4 fiscal 2024 [2]. - Total revenues for Q4 were $2.52 billion, exceeding the Zacks Consensus Estimate of $2.31 billion, but down 0.4% from the previous year [2]. Segmental Results - **North American Towable RVs**: Revenues were $888.7 million, a decrease of 4.6% year-over-year, but above the estimate of $825.6 million [3]. - **North American Motorized RVs**: Revenues increased by 7.8% year-over-year to $557.4 million, exceeding the estimate of $504 million [5]. - **European RVs**: Revenues were $923 million, down 2.2% year-over-year, but above the estimate of $856.3 million [6]. Profitability Metrics - Gross profit for the company totaled $118.6 million, a 1% increase year-over-year, driven by reduced warranty and promotional expenses [4]. - Pretax income rose to $74.5 million from $50.9 million in the previous year, primarily due to improved gross profits [4]. Backlog and Cash Position - Total backlog at the end of the quarter was $525 million, down from $552.4 million a year earlier [4]. - Cash and cash equivalents stood at $586.6 million, with long-term debt of $919.6 million as of July 31, 2025 [7]. Guidance and Future Outlook - For fiscal 2026, Thor Industries projects consolidated net sales between $9 billion and $9.5 billion, down from $9.6 billion in fiscal 2025, with EPS expected to range from $3.75 to $4.25 compared to $4.84 in fiscal 2025 [8]. - There has been a downward trend in estimates revisions, with the consensus estimate shifting down by 9.43% [9][10]. Investment Scores - Thor Industries holds a strong Growth Score of A but has a lower Momentum Score of C, with an overall VGM Score of A [11].