THOR Industries, Inc.

Report azionario NYSE:THO

Capitalizzazione di mercato: US$3.8b

THOR Industries Performance degli utili passati

Criteri Il passato verificati 4/6

Gli utili di THOR Industries sono diminuiti a un tasso medio annuo di -30.7%, mentre il settore Auto ha visto gli utili diminuire a un tasso medio annuo di 17.5%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 9.5%. Il ritorno sul capitale proprio di THOR Industries è 6% e ha margini netti di 2.7%.

Informazioni chiave

-30.70%

Tasso di crescita degli utili

-29.73%

Tasso di crescita dell'EPS

Auto Crescita del settore23.94%
Tasso di crescita dei ricavi-9.51%
Rendimento del capitale proprio6.03%
Margine netto2.67%
Prossimo aggiornamento sugli utili22 Sep 2026

Aggiornamenti sulle prestazioni recenti

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
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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
Articolo di analisi • 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...
Articolo di analisi • 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
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...

Ripartizione dei ricavi e delle spese

Come THOR Industries guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.

Storico di utili e ricavi

NYSE:THO Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
30 Apr 269,8202629280
31 Jan 269,9343009240
31 Oct 259,8262829230
31 Jul 259,5792599160
30 Apr 259,5902239090
31 Jan 259,4962028970
31 Oct 249,6852109110
31 Jul 2410,0432658890
30 Apr 2410,2472668740
31 Jan 2410,3752728580
31 Oct 2310,5142928460
31 Jul 2311,1223748700
30 Apr 2312,2055659320
31 Jan 2313,9347921,0030
31 Oct 2215,4621,0321,0620
31 Jul 2216,3131,1381,1160
30 Apr 2216,0841,0871,0950
31 Jan 2214,8859221,0450
31 Oct 2113,7387889840
31 Jul 2112,3176608700
30 Apr 2111,0495497750
31 Jan 219,2713906710
31 Oct 208,5472866270
31 Jul 208,1682236340
30 Apr 208,1551966500
31 Jan 208,9802046990
31 Oct 198,2681706220
31 Jul 197,8651335360
30 Apr 197,4271294710
31 Jan 197,1722314140
31 Oct 187,8533164460
31 Jul 188,3294304770
30 Apr 188,3894614800
31 Jan 188,1534394720
31 Oct 177,7704244520
31 Jul 177,2473744200
30 Apr 176,6053384000
31 Jan 175,8743063700
31 Oct 165,2602863400
31 Jul 164,5822583060
30 Apr 164,3482442860
31 Jan 164,2382292740
31 Oct 154,1152142610

Guadagni di qualità: THO ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di THO (2.7%) THO sono più alti rispetto allo scorso anno (2.3%).

Flusso di cassa libero e analisi degli utili

Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di THO sono diminuiti del 30.7% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di THO nell'ultimo anno ( 17.8% ) supera la media quinquennale ( -30.7% all'anno).

Guadagni vs Settore: La crescita degli utili THO nell'ultimo anno ( 17.8% ) ha superato la percentuale del settore Auto -16.5%.

Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 6% ) di THO è considerato basso.

Rendimento delle attività

Rendimento del capitale investito

Scoprire le aziende con forti performance passate

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/15 07:09
Prezzo dell'azione a fine giornata2026/09/15 00:00
Utili2026/04/30
Utili annuali2025/07/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

THOR Industries, Inc. è coperta da 24 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullArgus Research Company
Craig KennisonBaird
Tristan Thomas-MartinBMO Capital Markets Equity Research