Thor Industries (THO) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Thor Industries reported revenue of $2.52 billion for the quarter ended July 2025, a decrease of 0.4% year-over-year, but exceeded the Zacks Consensus Estimate by 9.03% [1] - The company's EPS was $2.31, significantly higher than the $1.68 reported in the same quarter last year, representing a surprise of 99.14% over the consensus estimate of $1.16 [1] Financial Performance - Revenue and EPS performance indicates a strong surprise against analyst expectations, with revenue surpassing estimates and EPS showing substantial growth [1] - The stock has returned -6.4% over the past month, underperforming the Zacks S&P 500 composite, which increased by 3.1% [3] Unit Sales and Net Sales - Recreational Vehicles unit sales in Europe were 12,873, below the estimated 13,647 [4] - North American Towable unit sales were 25,682, also below the estimate of 26,945 [4] - Total unit sales were 42,934, compared to the average estimate of 43,995 [4] - North American Motorized unit sales were 4,379, exceeding the estimate of 3,403 [4] - Net Sales for Recreational Vehicles in Europe were $923.05 million, above the estimate of $861.41 million, but down 2.2% year-over-year [4] - Total North American Recreational Vehicles net sales were $1.45 billion, slightly down 0.2% year-over-year, but above the estimate of $1.31 billion [4] - North American Towable net sales were $888.74 million, down 4.6% year-over-year, but above the estimate of $853.43 million [4] - Total Recreational Vehicles net sales were $2.37 billion, down 1% year-over-year, exceeding the estimate of $2.17 billion [4] - North American Motorized net sales were $557.41 million, up 7.8% year-over-year, surpassing the estimate of $455.49 million [4] - Intercompany eliminations were reported at $-67.44 million, worse than the estimate of $-57.19 million, but showed a year-over-year improvement of 14.9% [4] - Other net sales were $222.02 million, above the estimate of $201.27 million, with a year-over-year increase of 10.9% [4]