THOR Industries, Inc.

NYSE:THO Lagerbericht

Marktkapitalisierung: US$4.1b

THOR Industries Management

Management Kriterienprüfungen 2/4

THOR Industries CEO ist Bob Martin , ernannt in Aug 2013, hat eine Amtszeit von 12.75 Jahren. Die jährliche Gesamtvergütung beträgt $14.61M , bestehend aus 5.1% Gehalt und 94.9% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.65% der Aktien des Unternehmens, im Wert von $26.27M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.5 Jahre bzw. 7.6 Jahre.

Wichtige Informationen

Bob Martin

Geschäftsführender

US$14.6m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts5.13%
Amtszeit als Geschäftsführer12.8yrs
Eigentum des Geschäftsführers0.6%
Durchschnittliche Amtszeit des Managements4.5yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder7.6yrs

Jüngste Management Updates

Recent updates

Analyseartikel • Feb 13

THOR Industries, Inc.'s (NYSE:THO) P/E Is On The Mark

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Analyseartikel • Dec 31

Estimating The Fair Value Of THOR Industries, Inc. (NYSE:THO)

Key Insights THOR Industries' estimated fair value is US$106 based on 2 Stage Free Cash Flow to Equity With US$104...
Seeking Alpha • Dec 04

THOR Industries Opened The Year With Thunderous Performance, But Fully Valued

Summary THOR Industries delivered a strong Q1 2026, with net sales up 11.5% YoY and improved margins driven by Motorized and European RV segments. THO’s balance sheet remains robust, with $510M in cash, manageable debt (Net Debt/EBITDA 0.8x), and inventory strategies supporting resilience against inflation and tariffs. Despite operational momentum, THO trades at 1.35x book value—near its five-year average—indicating limited upside and a fully valued stock. I reiterate a Hold rating on THO, as technicals and valuation suggest caution despite recent bullish signals and operational improvements. Read the full article on Seeking Alpha
Analyseartikel • Sep 12

THOR Industries, Inc. (NYSE:THO) Not Lagging Market On Growth Or Pricing

With a price-to-earnings (or "P/E") ratio of 26.4x THOR Industries, Inc. ( NYSE:THO ) may be sending bearish signals at...
Analyseartikel • Aug 16

THOR Industries (NYSE:THO) Is Reinvesting At Lower Rates Of Return

NYSE:THO 1 Year Share Price vs Fair Value Explore THOR Industries's Fair Values from the Community and select yours If...
Analyseartikel • Jul 08

Is It Too Late To Consider Buying THOR Industries, Inc. (NYSE:THO)?

THOR Industries, Inc. ( NYSE:THO ), might not be a large cap stock, but it saw a significant share price rise of 41% in...
Seeking Alpha • Mar 29

THOR Industries: Fairly Priced, But Consumer Confidence Could Delay Recovery

Summary THOR Industries experienced a 38% revenue decline YoY due to post-pandemic demand normalization, overstocked dealers, higher interest rates, and inflation pressures. Management is reducing debt and repurchasing shares, showing long-term confidence. Structural growth drivers include increasing interest from Millennials and Gen Z, more remote workers, and long-term lifestyle shifts toward outdoor recreation. The current macro environment remains challenging, with high-interest rates, persistent inflation, tariff uncertainty, and declining consumer confidence may delay recovery in RV demand. Discounted EPS valuation suggests modest upside, but risks around execution and macro environment remain high, which is why my rating is HOLD. Read the full article on Seeking Alpha
Analyseartikel • Feb 23

Calculating The Intrinsic Value Of THOR Industries, Inc. (NYSE:THO)

Key Insights Using the 2 Stage Free Cash Flow to Equity, THOR Industries fair value estimate is US$105 Current share...
Analyseartikel • Feb 07

Is THOR Industries (NYSE:THO) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel • Jan 21

Earnings Tell The Story For THOR Industries, Inc. (NYSE:THO)

THOR Industries, Inc.'s ( NYSE:THO ) price-to-earnings (or "P/E") ratio of 25.8x might make it look like a sell right...
Seeking Alpha • Jan 07

THOR Industries: A Cautious Downgrade

Summary THOR Industries, Inc., a key player in the RV market, experienced a significant decline in financial performance due to weak orders post-COVID-19. Revenue dropped 9.7% in 2024, with North American sales particularly hit, while European sales saw a modest increase due to currency fluctuations and product mix. Profitability metrics, including net income and operating cash flow, also fell sharply, prompting a downgrade from a ‘buy’ to a ‘hold’ rating. Despite the long-term potential, current market conditions and economic uncertainties suggest better investment opportunities than THO stock elsewhere in the near term. Read the full article on Seeking Alpha
Analyseartikel • Jan 06

THOR Industries (NYSE:THO) Could Be Struggling To Allocate Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Analyseartikel • Dec 22

At US$97.26, Is It Time To Put THOR Industries, Inc. (NYSE:THO) On Your Watch List?

While THOR Industries, Inc. ( NYSE:THO ) might not have the largest market cap around , it saw significant share price...
Analyseartikel • Oct 26

These 4 Measures Indicate That THOR Industries (NYSE:THO) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analyseartikel • Oct 11

THOR Industries (NYSE:THO) Will Pay A Larger Dividend Than Last Year At $0.50

The board of THOR Industries, Inc. ( NYSE:THO ) has announced that the dividend on 15th of November will be increased...
Seeking Alpha • Oct 07

THOR Industries: Still Believe It Can Outperform

Summary THOR Industries' long-term outperformance is driven by strategic acquisitions, a decentralized business model, and a highly variable cost structure. Recent underperformance is due to industry volatility, valuation compression, and macroeconomic challenges, but the company remains fundamentally strong. THOR's current valuation is attractive, with potential for long-term growth, especially as acquisitions resume and the European segment recovers. Risks include changing consumer preferences, but strong interest and favorable demographics suggest continued demand for RVs. Read the full article on Seeking Alpha
Analyseartikel • Sep 26

THOR Industries, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

The yearly results for THOR Industries, Inc. ( NYSE:THO ) were released last week, making it a good time to revisit its...
Analyseartikel • Sep 23

Why Investors Shouldn't Be Surprised By THOR Industries, Inc.'s (NYSE:THO) P/E

THOR Industries, Inc.'s ( NYSE:THO ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a sell right...
Analyseartikel • Sep 04

Is It Time To Consider Buying THOR Industries, Inc. (NYSE:THO)?

THOR Industries, Inc. ( NYSE:THO ), is not the largest company out there, but it saw a double-digit share price rise of...
Seeking Alpha • Aug 31

Thor Industries: The Best House On A Terrible Block

Summary Thor Industries' revenue and earnings have declined, with a significant drop in backlog, indicating weakened demand in the RV market. Despite better performance than peers, Thor's valuation is extremely high, trading at a steep premium to its historical average. Thor's dividend appears safe, but growth is likely to remain low due to current business challenges and market conditions. Given market pressures, deteriorating fundamentals, and high valuation, I rate Thor Industries as a sell. Read the full article on Seeking Alpha
Analyseartikel • Jul 30

THOR Industries (NYSE:THO) Has More To Do To Multiply In Value Going Forward

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Analyseartikel • May 24

Is It Too Late To Consider Buying THOR Industries, Inc. (NYSE:THO)?

While THOR Industries, Inc. ( NYSE:THO ) might not have the largest market cap around , it received a lot of attention...
Seeking Alpha • Apr 24

The Worst Looks Over For THOR Industries

Summary THOR Industries, a company that sells RVs and recreational vehicles, has experienced weakness in the market as of late due to decreased demand. While painful, the picture is showing signs of improvement. Add on top of this how shares are priced and the company makes for an interesting prospect moving forward. Read the full article on Seeking Alpha
Analyseartikel • Apr 24

Investors Could Be Concerned With THOR Industries' (NYSE:THO) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Analyseartikel • Mar 09

THOR Industries, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

As you might know, THOR Industries, Inc. ( NYSE:THO ) last week released its latest second-quarter, and things did not...
Analyseartikel • Feb 23

THOR Industries, Inc.'s (NYSE:THO) P/E Still Appears To Be Reasonable

With a price-to-earnings (or "P/E") ratio of 22.4x THOR Industries, Inc. ( NYSE:THO ) may be sending bearish signals at...
Analyseartikel • Feb 08

At US$115, Is THOR Industries, Inc. (NYSE:THO) Worth Looking At Closely?

THOR Industries, Inc. ( NYSE:THO ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...
Seeking Alpha • Jan 29

THOR Industries: Analysts Betting On A Rebound, But Not Until FY2025

Summary Today, we take a close look at THOR Industries, a recreational vehicle manufacturer with a market capitalization of over $6 billion. The company's first-quarter results showed a decline in sales and order backlog, but with strong growth coming from European Operations. THOR Industries has a solid balance sheet and has increased its annual dividend payout for 14 straight years. An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Analyseartikel • Jan 08

Is THOR Industries (NYSE:THO) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analyseartikel • Dec 09

Shareholders Will Probably Hold Off On Increasing THOR Industries, Inc.'s (NYSE:THO) CEO Compensation For The Time Being

Key Insights THOR Industries will host its Annual General Meeting on 15th of December CEO Bob Martin's total...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Bob Martin im Vergleich zu den Einnahmen von THOR Industries verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Jan 31 2026n/an/a

US$300m

Oct 31 2025n/an/a

US$282m

Jul 31 2025US$15mUS$750k

US$259m

Apr 30 2025n/an/a

US$223m

Jan 31 2025n/an/a

US$202m

Oct 31 2024n/an/a

US$210m

Jul 31 2024US$11mUS$750k

US$265m

Apr 30 2024n/an/a

US$266m

Jan 31 2024n/an/a

US$272m

Oct 31 2023n/an/a

US$292m

Jul 31 2023US$11mUS$750k

US$374m

Apr 30 2023n/an/a

US$565m

Jan 31 2023n/an/a

US$792m

Oct 31 2022n/an/a

US$1b

Jul 31 2022US$16mUS$750k

US$1b

Apr 30 2022n/an/a

US$1b

Jan 31 2022n/an/a

US$922m

Oct 31 2021n/an/a

US$788m

Jul 31 2021US$19mUS$750k

US$660m

Apr 30 2021n/an/a

US$549m

Jan 31 2021n/an/a

US$390m

Oct 31 2020n/an/a

US$286m

Jul 31 2020US$7mUS$635k

US$223m

Apr 30 2020n/an/a

US$196m

Jan 31 2020n/an/a

US$204m

Oct 31 2019n/an/a

US$170m

Jul 31 2019US$9mUS$750k

US$133m

Vergütung im Vergleich zum Markt: BobDie Gesamtvergütung ($USD14.61M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD7.00M).

Entschädigung vs. Einkommen: BobDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.

Geschäftsführer

Bob Martin (56 yo)

12.8yrs
Amtszeit
US$14,613,718
Vergütung

Mr. Robert W. Martin, also known as Bob, has been the Chief Executive Officer of Thor Industries Inc. since August 1, 2013 and serves as its President. Mr. Martin served as the President and Chief Operatin...

Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Robert Martin
President12.8yrsUS$14.61m0.65%
$ 26.3m
Peter Orthwein
Co-Founder & Chairman Emeritus46.3yrsUS$299.94k3.49%
$ 141.3m
Colleen Zuhl
Senior VP & CFO12.6yrsUS$6.66m0.22%
$ 8.7m
W. Woelfer
Senior VP & COO4.5yrsUS$6.48m0.15%
$ 6.0m
Trevor Gasper
Senior VP4.5yrsUS$3.18m0.017%
$ 699.9k
Michele McDermott
Senior VP & CHRO2.3yrsUS$2.23m0.0025%
$ 100.9k
Ryan Biren
Chief Information Officerless than a yearkeine Datenkeine Daten
Renee Jones
Vice President of Marketing6.8yrsUS$389.97kkeine Daten
Troy James
COO & Senior Vice President of International Business Operations7.3yrskeine Datenkeine Daten
McKay Featherstone
Senior Vice President of Global Innovation4yrskeine Datenkeine Daten
Seth Woolf
Advisorless than a yearkeine Datenkeine Daten
Andy Murray
Senior Vice President of Strategy & Business Developmentless than a yearkeine Datenkeine Daten
4.5yrs
Durchschnittliche Betriebszugehörigkeit
57yo
Durchschnittliches Alter

Erfahrenes Management: THODas Führungsteam des Unternehmens gilt als erfahren (4.5 Jahre durchschnittliche Betriebszugehörigkeit).

Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Robert Martin
President12.8yrsUS$14.61m0.65%
$ 26.3m
Peter Orthwein
Co-Founder & Chairman Emeritus46.3yrsUS$299.94k3.49%
$ 141.3m
Andrew Graves
Independent Chairman15.4yrsUS$549.94k0.042%
$ 1.7m
Christopher Klein
Independent Director8.4yrsUS$319.94k0.017%
$ 685.7k
Jeffrey Lorenger
Independent Director2.3yrsUS$299.94k0.0036%
$ 147.4k
Amelia Huntington
Independent Director7.6yrsUS$319.94k0.018%
$ 720.2k
William Kelley
Independent Director5.5yrsUS$324.94k0.0089%
$ 360.5k
Laurel Hurd
Independent Director4.7yrsUS$299.94k0.0074%
$ 298.5k
A. Hennington
Independent Director4.7yrsUS$299.94k0.0074%
$ 298.5k
7.6yrs
Durchschnittliche Betriebszugehörigkeit
60yo
Durchschnittliches Alter

Erfahrener Vorstand: THODie Vorstandsmitglieder gelten als erfahren (7.6 Jahre durchschnittliche Amtszeit).

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/26 14:37
Aktienkurs zum Tagesende2026/05/26 00:00
Gewinne2026/01/31
Jährliche Einnahmen2025/07/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

THOR Industries, Inc. wird von 24 Analysten beobachtet. 17 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
null nullArgus Research Company
Craig KennisonBaird
Michael AlbaneseBenchmark Company