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THOR Industries, Inc.NYSE:THO Rapport sur les actions

Capitalisation boursière US$4.1b
Prix de l'action
US$78.87
US$102.5
23.1% sous-évalué décote intrinsèque
1Y-3.0%
7D5.5%
1D
Valeur du portefeuille
Voir

THOR Industries, Inc.

NYSE:THO Rapport sur les actions

Capitalisation boursière : US$4.1b

THOR Industries (THO) Aperçu de l'action

THOR Industries, Inc. conçoit, fabrique et vend des véhicules de loisirs (VR), ainsi que les pièces et accessoires correspondants, aux États-Unis, en Allemagne, dans le reste de l'Europe, au Canada et dans le monde entier. Plus de détails

THO analyse fondamentale
Score flocon de neige
Évaluation5/6
Croissance future1/6
Performances passées4/6
Santé financière6/6
Dividendes5/6

THO Community Fair Values

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See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

THOR Industries, Inc. Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 THOR Industries
Historique des cours de bourse
Prix actuel de l'actionUS$78.87
Plus haut sur 52 semainesUS$122.83
Plus bas sur 52 semainesUS$70.56
Bêta1.34
Variation sur 1 mois0.24%
Variation sur 3 mois-18.72%
Variation sur 1 an-2.97%
Variation sur 3 ans0.77%
Variation sur 5 ans-33.17%
Évolution depuis l'introduction en bourse11,568.44%

Nouvelles et mises à jour récentes

Recent updates

Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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...

Rendement pour les actionnaires

THOUS AutoUS Marché
7D5.5%6.1%1.3%
1Y-3.0%22.8%27.7%

Rendement vs Industrie: THO a sous-performé le secteur US Auto qui a rapporté 22.8 % au cours de l'année écoulée.

Rendement vs marché: THO a sous-performé le marché US qui a rapporté 27.7 % au cours de l'année écoulée.

Volatilité des prix

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%

Cours de l'action stable: THO n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de THO ( 5% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
198020,900Bob Martinwww.thorindustries.com

THOR Industries, Inc. conçoit, fabrique et vend des véhicules de loisirs (VR), ainsi que les pièces et accessoires correspondants aux États-Unis, en Allemagne, dans le reste de l'Europe, au Canada et à l'étranger. L'entreprise propose des caravanes de voyage, des camping-cars essence et diesel de classe A, de classe B et de classe C, des caravanes de voyage conventionnelles et des caravanes à sellette, des camping-cars conventionnels, des caravanes à sellette de luxe, des camping-cars, des véhicules urbains et des caravanes, ainsi que d'autres produits et services liés aux véhicules de loisirs. Elle fournit également des extrusions d'aluminium et des composants spécialisés aux fabricants de véhicules de loisirs et à d'autres fabricants.

THOR Industries, Inc. Résumé des fondamentaux

Comment les bénéfices et les revenus de THOR Industries se comparent-ils à sa capitalisation boursière ?
THO statistiques fondamentales
Capitalisation boursièreUS$4.11b
Bénéfices(TTM)US$300.41m
Recettes(TTM)US$9.93b
13.8x
Ratio P/E
0.4x
Ratio P/S

Le site THO est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
THO compte de résultat (TTM)
RecettesUS$9.93b
Coût des recettesUS$8.55b
Marge bruteUS$1.39b
Autres dépensesUS$1.09b
Les revenusUS$300.41m

Derniers bénéfices déclarés

Jan 31, 2026

Prochaine date de publication des résultats

Jun 03, 2026

Résultat par action (EPS)5.71
Marge brute13.96%
Marge bénéficiaire nette3.02%
Ratio dettes/capitaux propres20.4%

Quelles ont été les performances à long terme de THO?

Voir les performances historiques et les comparaisons

Dividendes

2.6%
Rendement actuel des dividendes
36%
Ratio de distribution

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/27 15:43
Cours de l'action en fin de journée2026/05/27 00:00
Les revenus2026/01/31
Revenus annuels2025/07/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

THOR Industries, Inc. est couverte par 24 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullArgus Research Company
Craig KennisonBaird
Michael AlbaneseBenchmark Company