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 - Stocks priced between $10 and $50 present a balance of affordability and stability, but investors should be cautious as some may have weak business models [1] Group 1: Stocks to Sell - **Camping World (CWH)**: - Current share price is $12.12, with a forward P/E of 15.5x [2][4] - The company has faced challenges in attracting new customers to its physical locations, leading to poor same-store sales performance [8] - **Lincoln Financial Group (LNC)**: - Current share price is $40.84, trading at 0.8x forward P/B [5][7] - The company has seen a decline in book value per share, which fell by 14.9% annually over the last five years, indicating unfavorable trends in the insurance sector [9] Group 2: Stock to Buy - **Upwork (UPWK)**: - Current share price is $16.52 [10] - The company has experienced a 9.4% annual growth in average revenue per customer over the last two years, indicating successful monetization efforts [11] - Earnings per share have grown by 123% annually over the last three years, outpacing revenue growth and enhancing profitability [11] - Free cash flow margin has increased by 29.3 percentage points in recent years, providing the company with more financial flexibility [11]

Core Insights - Director Sara E Armbruster acquired 2,700 shares of Winnebago Industries, valued at approximately $108,700, indicating confidence in the company's future performance [1][2][10] Transaction Summary - The acquisition increased Armbruster's direct ownership by 23.03%, bringing her total directly held shares to 14,426 [3] - This transaction is her only open-market purchase recorded, with no prior open-market buys or sells disclosed [4] - As of October 28, 2025, her direct stake is valued at approximately $585,700 based on a share price of $40.60 [5] Company Overview - Winnebago Industries has a market capitalization of $1.14 billion and reported trailing twelve-month revenue of $2.80 billion with a net income of $25.70 million [6] - The company's stock price was $40.27 as of market close on October 24, 2025 [6] Business Model - Winnebago manufactures and sells recreational vehicles (RVs) and marine products under various brands, focusing on wholesale sales to independent dealers [7][8] - The company targets outdoor recreation consumers and RV enthusiasts across the United States, Canada, and select international regions [8] Market Context - RV sales are cyclical, and the COVID-19 pandemic has influenced consumer behavior, leading to a significant decline in share prices since their peak in 2021 [9][10] - Sales on a trailing twelve-month basis have decreased by about 44% from their peak in 2022, but recent stock purchases by insiders may indicate expectations of recovery [10] - Revenue has shown a slight growth of 1.7% since the beginning of 2025, and adjusted EBITDA grew by 33% year over year in the fiscal fourth quarter ending September [11]

Core Insights - Winnebago Industries reported quarterly earnings of $0.71 per share, exceeding the Zacks Consensus Estimate of $0.58 per share, and showing a significant increase from $0.28 per share a year ago, resulting in an earnings surprise of +22.41% [1] - The company achieved revenues of $777.3 million for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 7.50% and up from $720.9 million year-over-year [2] Earnings Performance - Over the last four quarters, Winnebago has surpassed consensus EPS estimates two times [2] - The company had an earnings surprise of +2.53% in the previous quarter, with actual earnings of $0.81 per share against an expected $0.79 [1][2] Stock Performance - Winnebago shares have declined approximately 33.8% since the beginning of the year, contrasting with the S&P 500's gain of 14.5% [3] - The current Zacks Rank for Winnebago is 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.18 on revenues of $655.62 million, while the estimate for the current fiscal year is $2.32 on revenues of $2.94 billion [7] - The outlook for the industry, specifically the Building Products - Mobile Homes and RV Builders sector, is currently in the bottom 11% of Zacks industries, which may impact Winnebago's stock performance [8]

Core Viewpoint - Winnebago Industries (WGO) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results being crucial for its near-term stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on October 22, with a consensus estimate of quarterly earnings at $0.58 per share, reflecting a year-over-year increase of +107.1% [3]. - Revenues are projected to reach $723.09 million, which is a slight increase of 0.3% compared to the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 3.53%, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Winnebago is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +18.56% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a favorable Zacks Rank [10]. - Winnebago currently holds a Zacks Rank of 5, which complicates the prediction of an earnings beat despite the positive Earnings ESP [12]. Historical Performance - In the last reported quarter, Winnebago exceeded the expected earnings of $0.79 per share by delivering $0.81, resulting in a surprise of +2.53% [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Conclusion - While Winnebago is not positioned as a compelling earnings-beat candidate, investors should consider various factors beyond earnings expectations when making investment decisions [17].

Core Insights - Thor Industries, Inc. shares increased by 5% following the release of fourth-quarter earnings that significantly surpassed analyst expectations [1] - The company reported adjusted earnings per share of $2.36 for the quarter ending July 31, 2025, exceeding the consensus estimate of $1.25 [1] - Revenue for the quarter was $2.52 billion, which was above the expected $2.34 billion but represented a 0.4% decline from $2.53 billion in the same quarter last year [1] Segment Performance - North American Motorized RV sales increased by 7.8% to $557.4 million, supported by a 15.9% rise in unit shipments [2] - Towable RV sales decreased by 4.6% to $888.7 million, with unit shipments down by 10.1% as inventory was managed [2] - European RV revenue fell by 2.2% to $923.1 million [2] Future Projections - For fiscal 2026, Thor Industries projected revenue between $9.0 billion and $9.5 billion, aligning with analyst estimates of $9.32 billion [2] - The company guided earnings per share for fiscal 2026 to be between $3.75 and $4.25, compared to expectations of $3.82 [2]

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]

Financial Performance - THOR Industries reported net sales of $2.52 billion for the fourth quarter of fiscal 2025, a slight decrease of 0.4% compared to $2.53 billion in the same quarter of fiscal 2024 [1][4] - The company's gross profit for the fourth quarter was $370.9 million, down 7.6% from $401.3 million year-over-year, resulting in a gross profit margin of 14.7% [1][21] - Net income attributable to THOR increased by 39.7% to $125.8 million in the fourth quarter, compared to $90.0 million in the prior year [1][21] - Diluted earnings per share rose by 40.5% to $2.36, up from $1.68 in the same quarter last year [1][21] Segment Performance - North American Towable RVs segment net sales decreased by 4.6% to $888.7 million in the fourth quarter, with unit shipments down 10.1% [9][10] - The North American Motorized RVs segment saw a 7.8% increase in net sales to $557.4 million, driven by a 15.9% rise in unit shipments [10][11] - European RVs segment net sales fell by 2.2% to $923.1 million, impacted by a 14.1% decline in unit shipments [12] Operational Highlights - The company generated $577.9 million in cash from operations for the fiscal year, which was used to invest in the business, return capital to shareholders, and reduce debt [6][7] - THOR reduced total debt obligations by approximately $237.0 million during fiscal 2025 [6] - The company launched a strategic organizational restructuring plan aimed at optimizing its enterprise structure and strengthening its brand portfolio [6][7] Future Outlook - For fiscal 2026, THOR Industries provided guidance for consolidated net sales in the range of $9.0 billion to $9.5 billion, with diluted earnings per share projected between $3.75 and $4.25 [13][14] - The guidance assumes a low- to mid-single digit retail decline in North America while maintaining stable market share [14]

Core Insights - Thor Industries (THO) is expected to report quarterly earnings of $1.16 per share, reflecting a year-over-year decline of 31% [1] - Revenue projections stand at $2.31 billion, down 8.7% from the same quarter last year [1] - Analysts have adjusted the consensus EPS estimate upward by 30.9% over the past 30 days, indicating a reassessment of initial projections [1][2] Revenue and Sales Projections - The consensus estimate for 'Net Sales- Recreational Vehicles- North American Towable' is $853.43 million, indicating a decline of 8.4% year-over-year [4] - 'Net Sales- Total Recreational Vehicles' is projected to reach $2.17 billion, down 9.3% from the prior year [4] - 'Net Sales- Recreational Vehicles- North American Motorized' is expected to be $455.49 million, reflecting a 12% decrease from the previous year [5] - 'Net Sales- Other' is estimated at $201.27 million, suggesting a slight increase of 0.5% year-over-year [5] - 'Net Sales- Recreational Vehicles- European' is projected at $861.41 million, down 8.7% from the year-ago quarter [5] - Combined 'Net Sales- Recreational Vehicles- Total North America' is expected to be $1.31 billion, indicating a decline of 9.7% year-over-year [6] Units Sales Projections - 'Units sales - Recreational Vehicles - European' is estimated at 13,647, down from 14,982 in the same quarter last year [6] - 'Units sales - Recreational Vehicles - North American Towable' is projected to be 26,945, compared to 28,572 reported last year [7] - Total 'Units sales - Total' is expected to reach 43,995, down from 47,331 in the same quarter last year [7] - 'Units sales - Total Recreational Vehicles (Total North America)' is forecasted at 30,348, down from 32,349 in the same quarter last year [8] - 'Units sales - Recreational Vehicles - North American Motorized' is estimated at 3,403, compared to 3,777 reported last year [8] Profit Projections - 'Gross Profit- Recreational Vehicles- European' is expected to be $143.84 million, down from $176.14 million in the previous year [9] Stock Performance - Over the past month, shares of Thor Industries have returned -1.3%, while the Zacks S&P 500 composite has increased by 3% [10] - Currently, THO holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [10]

Core Viewpoint - Thor Industries (THO) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended July 2025, with the consensus outlook indicating potential impacts on the stock price based on actual results compared to estimates [1][2]. Earnings Expectations - The earnings report is scheduled for release on September 24, and better-than-expected key numbers could lead to a stock price increase, while a miss may result in a decline [2]. - The consensus estimate for quarterly earnings is $1.16 per share, reflecting a year-over-year decrease of 31%, with revenues expected to be $2.31 billion, down 8.7% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 28.4% higher, indicating a reassessment by analysts of the company's earnings prospects [4]. - The Most Accurate Estimate for Thor Industries is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.43%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, with positive readings being more reliable [9][10]. - Thor Industries currently holds a Zacks Rank of 3, which complicates predictions of an earnings beat given the negative Earnings ESP [12]. Historical Performance - In the last reported quarter, Thor Industries exceeded expectations by posting earnings of $2.77 per share against an expected $1.79, resulting in a surprise of +54.75% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Conclusion - While Thor Industries does not appear to be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [17].