Thor Industries (THO) Reports Q2 Earnings: What Key Metrics Have to Say

Core Insights - Thor Industries reported revenue of $2.02 billion for the quarter ended January 2025, reflecting an 8.6% decline year-over-year, with an EPS of -$0.01 compared to $0.40 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.97 billion by 2.34%, while the EPS fell short of the consensus estimate of $0.07 by 114.29% [1] Financial Performance Metrics - Total unit sales for recreational vehicles reached 40,981, surpassing the three-analyst average estimate of 36,524 [4] - European recreational vehicle unit sales were 9,442, below the average estimate of 10,799 [4] - North American towable unit sales were 28,013, exceeding the average estimate of 22,587 [4] - Net sales for recreational vehicles in Europe were $612.47 million, falling short of the average estimate of $730.31 million, representing a year-over-year decline of 21.7% [4] - Total North American net sales for recreational vehicles were $1.27 billion, exceeding the average estimate of $1.10 billion, but reflecting a 2.1% decline year-over-year [4] - Net sales for North American towable recreational vehicles were $828.27 million, surpassing the average estimate of $664.70 million, with a year-over-year increase of 13.3% [4] - Total net sales for recreational vehicles were $1.89 billion, slightly above the average estimate of $1.83 billion, but down 9.4% from the previous year [4] - North American motorized recreational vehicle net sales were $446.30 million, exceeding the average estimate of $431.70 million, with a year-over-year decline of 21.8% [4] - Intercompany eliminations reported a net sales figure of -$54.58 million, worse than the average estimate of -$42.45 million, reflecting a 27.4% increase year-over-year [4] - Other net sales were $185.65 million, above the average estimate of $170.45 million, with an 11.5% year-over-year increase [4] Stock Performance - Thor Industries' shares have returned -6.4% over the past month, compared to a -4.1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]