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THOR Industries, Inc.Informe acción NYSE:THO

Capitalización bursátil US$4.1b
Precio de las acciones
US$78.87
US$102.5
23.1% infravalorado descuento intrínseco
1Y-3.0%
7D5.5%
1D
Valor de la cartera
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THOR Industries, Inc.

Informe acción NYSE:THO

Capitalización de mercado: US$4.1b

THOR Industries (THO) Resumen de Acciones

THOR Industries, Inc. diseña, fabrica y vende vehículos recreativos (RV) y piezas y accesorios relacionados en Estados Unidos, Alemania, resto de Europa, Canadá e internacionalmente. Saber más

Análisis fundamental de THO
Puntuación del snowflake
Valoración5/6
Crecimiento futuro1/6
Rendimiento pasado4/6
Salud financiera6/6
Dividendos5/6

THO Community Fair Values

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Competidores de THOR Industries, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del THOR Industries
Precios históricos de las acciones
Precio actual de la acciónUS$78.87
Máximo en las últimas 52 semanasUS$122.83
Mínimo de 52 semanasUS$70.56
Beta1.34
Cambio en 1 mes0.24%
Variación en 3 meses-18.72%
Cambio de 1 año-2.97%
Variación en 3 años0.77%
Variación en 5 años-33.17%
Variación desde la OPV11,568.44%

Noticias y actualizaciones recientes

Recent updates

Artículo de análisis 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...
Artículo de análisis 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
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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
Artículo de análisis 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...
Artículo de análisis 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
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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
Artículo de análisis 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...
Artículo de análisis 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...

Rentabilidad de los accionistas

THOUS AutoMercado US
7D5.5%6.1%1.3%
1Y-3.0%22.8%27.7%

Rentabilidad vs. Industria: Los resultados de THO fueron inferiores a los de la industria US Auto, que obtuvo un rendimiento del 22.8% el año pasado.

Rentabilidad vs. Mercado: THO obtuvo unos resultados inferiores a los del mercado US, que fueron del 27.7% el año pasado.

Volatilidad de los precios

Is THO's price volatile compared to industry and market?
THO volatility
THO Average Weekly Movement5.4%
Auto Industry Average Movement9.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.0%

Precio estable de las acciones: THO no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de THO (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
198020,900Bob Martinwww.thorindustries.com

THOR Industries, Inc. diseña, fabrica y vende vehículos recreativos (RV) y piezas y accesorios relacionados en Estados Unidos, Alemania, resto de Europa, Canadá e internacionalmente. La empresa ofrece remolques de viaje; autocaravanas de gasolina y diésel de clase A, clase B y clase C; remolques de viaje y quintas ruedas convencionales; autocaravanas convencionales; quintas ruedas de lujo; y autocaravanas, autocaravanas, vehículos urbanos y caravanas, así como otros productos y servicios relacionados con los vehículos recreativos. También suministra productos de extrusión de aluminio y componentes especializados a fabricantes de vehículos recreativos y de otro tipo.

Resumen de fundamentos de THOR Industries, Inc.

¿Cómo se comparan los beneficios e ingresos de THOR Industries con su capitalización de mercado?
Estadísticas fundamentales de THO
Capitalización bursátilUS$4.11b
Beneficios(TTM)US$300.41m
Ingresos (TTM)US$9.93b
13.8x
Ratio precio-beneficio (PE)
0.4x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de THO
IngresosUS$9.93b
Coste de los ingresosUS$8.55b
Beneficio brutoUS$1.39b
Otros gastosUS$1.09b
BeneficiosUS$300.41m

Últimos beneficios comunicados

Jan 31, 2026

Próxima fecha de beneficios

Jun 03, 2026

Beneficios por acción (BPA)5.71
Margen bruto13.96%
Margen de beneficio neto3.02%
Ratio deuda/patrimonio20.4%

¿Cómo se ha desempeñado THO a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

2.6%
Rentabilidad actual por dividendo
36%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/27 13:42
Precio de las acciones al final del día2026/05/27 00:00
Beneficios2026/01/31
Ingresos anuales2025/07/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

THOR Industries, Inc. está cubierta por 24 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullArgus Research Company
Craig KennisonBaird
Michael AlbaneseBenchmark Company