Thor Industries(US:THO) ZACKS·2026-03-03 15:31Core Insights - Thor Industries reported revenue of $2.13 billion for the quarter ended January 2026, reflecting a 5.3% increase year-over-year and a surprise of +7.43% over the Zacks Consensus Estimate of $1.98 billion [1] - The company's EPS was $0.04, a significant improvement from -$0.01 in the same quarter last year, resulting in an EPS surprise of +60% compared to the consensus estimate of $0.03 [1] Financial Performance - Thor Industries' shares have returned -15.3% over the past month, contrasting with the Zacks S&P 500 composite's -1.3% change, and the stock currently holds a Zacks Rank 2 (Buy) indicating potential outperformance in the near term [3] - Unit shipments for recreational vehicles in Europe reached 9,465, exceeding the average estimate of 9,124 [4] - North American motorized recreational vehicle unit shipments were 4,524, surpassing the average estimate of 3,858 [4] - North American towable recreational vehicle unit shipments totaled 21,577, falling short of the average estimate of 24,222 [4] Sales and Profit Metrics - Net sales for European recreational vehicles were $684.47 million, exceeding the estimated $609.91 million and representing an 11.8% year-over-year increase [4] - North American towable recreational vehicle net sales were $710.49 million, below the average estimate of $774.12 million, reflecting a year-over-year decline of 14.2% [4] - North American motorized recreational vehicle net sales reached $577.07 million, surpassing the average estimate of $460.8 million, with a year-over-year increase of 29.3% [4] - Gross profit for North American towable recreational vehicles was $75.5 million, below the average estimate of $88.85 million [4] - Gross profit for North American motorized recreational vehicles was $54.64 million, exceeding the average estimate of $45.74 million [4]