THOR Industries, Inc.

NYSE:THO Rapport sur les actions

Capitalisation boursière : US$3.8b

THOR Industries Gestion

Gestion contrôle des critères 2/4

Le PDG THOR Industries est Bob Martin, nommé en Aug2013, a un mandat de 13.08 ans. La rémunération annuelle totale est $ 14.61M, composée du salaire de 5.1% et des bonus 94.9%, y compris les actions et options de la société. détient directement 0.66% des actions de la société, d'une valeur de $ 25.07M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.8 ans et 7.9 ans.

Informations clés

Bob Martin

Directeur général

US$14.6m

Rémunération totale

Pourcentage du salaire du PDG5.13%
Durée du mandat du directeur général13.1yrs
Propriété du PDG0.7%
Durée moyenne d'occupation des postes de direction4.8yrs
Durée moyenne du mandat des membres du conseil d'administration7.9yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha • Aug 20

Thor Industries: Limited Upside, Negative Operating Leverage (Rating Downgrade)

Summary Thor Industries is rated 'Hold' now with a $60/share price target, reflecting limited upside amid stalled US RV recovery and negative operating leverage. Current US RV market trends show demand and shipments well below COVID-19 peaks, with 2026 recovery forecasts proving overly optimistic and industry deliveries cut to under 315k units. THO's financial profile is challenged by declining EPS, a BB credit rating, and sub-2.6% yield, while European operations provide stability but insufficient offset to US weakness. Valuation is unattractive above $80–$90/share; meaningful upside requires margin normalization and US towables recovery, neither of which are visible in near-term forecasts. Read the full article on Seeking Alpha
Article d’analyse • Jun 16

Thor Industries (THO) Stock Valuation Weighs Undervalued P/E Against Bearish Cash Flow Signals

Recent Performance Snapshot THOR Industries (THO) has seen mixed share performance, with the stock down over the past year and year to date, but showing a gain over the past month and a decline over the past 3 months. At a recent close of US$75.98 and a market value of about US$4.0b, the company reports annual revenue of US$9.82b and net income of US$262.46m. See our latest analysis for THOR Industries. Recent trading shows momentum fading, with the share price down 27.93% year to date and...
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...
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...

Analyse de la rémunération des PDG

Comment la rémunération de Bob Martin a-t-elle évolué par rapport aux bénéfices de THOR Industries?
DateRémunération totaleSalaireBénéfices de l'entreprise
Apr 30 2026n/an/a

US$262m

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

Rémunération vs marché: La rémunération totale de Bob ($USD 14.61M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.10M ).

Rémunération et revenus: La rémunération de Bob a augmenté de plus de 20 % au cours de l'année écoulée.

PDG

Bob Martin (57 yo)

13.1yrs
Titularisation
US$14,613,718
Compensation

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...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Robert Martin
President13.1yrsUS$14.61m0.66%
$ 25.1m
Peter Orthwein
Co-Founder & Chairman Emeritus46.7yrsUS$299.94k3.51%
$ 134.1m
Colleen Zuhl
Senior VP & CFO12.9yrsUS$6.66m0.23%
$ 8.8m
W. Woelfer
Senior VP & COO4.8yrsUS$6.48m0.15%
$ 5.7m
Trevor Gasper
Senior VP4.8yrsUS$3.18m0.024%
$ 912.7k
Michele McDermott
Senior VP & CHRO2.7yrsUS$2.23m0.00068%
$ 26.0k
Ryan Biren
Chief Information Officerless than a yearpas de donnéespas de données
Renee Jones
Vice President of Marketing7.2yrsUS$389.97kpas de données
Troy James
President of Keystone7.6yrspas de donnéespas de données
McKay Featherstone
Senior Vice President of Global Innovation4.3yrspas de donnéespas de données
Ken Walters
Pres. of North Am. RV Ops and Group CEO of Jaycono datapas de donnéespas de données
Andy Murray
Senior Vice President of Strategy & Business Developmentless than a yearpas de donnéespas de données
4.8yrs
Durée moyenne de l'emploi
58yo
Âge moyen

Gestion expérimentée: L'équipe de direction de THO est considérée comme expérimentée (ancienneté moyenne 4.8 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Robert Martin
President13.1yrsUS$14.61m0.66%
$ 25.1m
Peter Orthwein
Co-Founder & Chairman Emeritus46.7yrsUS$299.94k3.51%
$ 134.1m
Andrew Graves
Independent Chairman15.8yrsUS$549.94k0.044%
$ 1.7m
Christopher Klein
Independent Director8.8yrsUS$319.94k0.020%
$ 757.0k
Jeffrey Lorenger
Independent Director2.6yrsUS$299.94k0.0037%
$ 140.8k
Amelia Huntington
Independent Director7.9yrsUS$319.94k0.018%
$ 687.0k
William Kelley
Independent Director5.8yrsUS$324.94k0.011%
$ 433.0k
Laurel Hurd
Independent Director5yrsUS$299.94k0.0098%
$ 373.7k
A. Hennington
Independent Director5yrsUS$299.94k0.0098%
$ 373.7k
7.9yrs
Durée moyenne de l'emploi
61yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de THO sont considérés comme expérimentés (ancienneté moyenne 7.9 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/15 06:22
Cours de l'action en fin de journée2026/09/15 00:00
Les revenus2026/04/30
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 sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' 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
Tristan Thomas-MartinBMO Capital Markets Equity Research