View ValuationTHOR Industries 将来の成長Future 基準チェック /16THOR Industries利益と収益がそれぞれ年間14.7%と5.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.3% 14.2%なると予測されています。主要情報14.7%収益成長率14.23%EPS成長率Auto 収益成長37.1%収益成長率5.2%将来の株主資本利益率9.25%アナリストカバレッジGood最終更新日20 Apr 2026今後の成長に関する最新情報お知らせ • Mar 03THOR Industries, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year 2026THOR Industries, Inc. provided consolidated earnings guidance for the fiscal year 2026. For the year, the company expects consolidated net sales to be in the range of $9.0 billion to $9.5 billion. Diluted earnings per share to be in the range of $3.75 to $4.25.お知らせ • Sep 24THOR Industries, Inc. Provides Earnings Guidance for the Full Fiscal Year 2026THOR Industries, Inc. provided earnings guidance for the full fiscal year 2026. For fiscal year, the company expects consolidated net sales in the range of $9.0 billion to $9.5 billion and diluted earnings per share in the range of $3.75 to $4.25.お知らせ • Jun 04THOR Industries, Inc. Reaffirms Earnings Guidance for the Full-Year Fiscal of 2025THOR Industries, Inc. reaffirmed earnings guidance for the full-year fiscal of 2025. For fiscal year, the company expects consolidated net sales in the range of $9.0 billion to $9.5 billion and diluted earnings per share in the range of $3.30 to $4.00.Price Target Changed • Mar 06Price target decreased by 11% to US$96.45Down from US$109, the current price target is an average from 11 analysts. New target price is 12% above last closing price of US$86.43. Stock is down 19% over the past year. The company is forecast to post earnings per share of US$3.61 for next year compared to US$4.98 last year.お知らせ • Mar 05THOR Industries, Inc. Revises Earnings Guidance for the Fiscal Year of 2025THOR Industries, Inc. revised earnings guidance for the fiscal year of 2025. For fiscal 2025, the Company’s updated full-year financial guidance now includes: Consolidated net sales in the range of $9.0 billion to $9.5 billion (narrowing the previous range of $9.0 billion to $9.8 billion). Diluted earnings per share in the range of $3.30 to $4.00 (previously in the range of $4.00 to $5.00).お知らせ • Dec 04THOR Industries, Inc. Reiterates Earnings Guidance for the Full Year 2025THOR Industries, Inc. reiterated earnings guidance for the full year 2025. for the year, the company expects consolidated net sales in the range of $9.0 billion to $9.8 billion and Diluted earnings per share in the range of $4.00 to $5.00.すべての更新を表示Recent updatesお知らせ • Apr 01THOR Industries, Inc. Announces Appointment of Andy Murray as Senior Vice President of Strategy and Business DevelopmentTHOR Industries, Inc. announced the appointment of Andy Murray as Senior Vice President of Strategy and Business Development, a newly created role reflecting THOR's continued focus on strengthening its supply chain capabilities and supporting long-term value creation across the RV industry. Murray joins THOR with prior executive-level experience from LCI Industries, where he served for twenty years and most recently as Chief Sales Officer. He is widely respected across the RV and specialty manufacturing industries for his experience and leadership. In his new role, Murray will focus on enhancing operational and financial performance, identifying both organic and M&A growth opportunities, and strengthening collaboration across OEM customers, supply partners, and the broader RV ecosystem.お知らせ • Mar 25THOR Industries, Inc. Declares Regular Quarterly Cash Dividend, Payable on April 20, 2026THOR Industries, Inc. announced that its Board of Directors approved, at its March 24, 2026, meeting, the payment of a regular quarterly cash dividend of $0.52 per share. The regular cash dividend is payable on April 20, 2026, to shareholders of record at the close of business on April 6, 2026.お知らせ • Mar 03THOR Industries, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year 2026THOR Industries, Inc. provided consolidated earnings guidance for the fiscal year 2026. For the year, the company expects consolidated net sales to be in the range of $9.0 billion to $9.5 billion. Diluted earnings per share to be in the range of $3.75 to $4.25.お知らせ • Mar 02THOR Industries, Inc. Announces the Promotion of Ryan Biren to Chief Information OfficerTHOR Industries, Inc. announced the promotion of Ryan Biren to Chief Information Officer (CIO), a newly created Executive Officer position. The appointment underscores THOR's decisive commitment to advancing its enterprise data, digital, and artificial intelligence strategies. Biren joined THOR in February of 2024 as Vice President of Corporate Development. In this role, he has developed key data platforms utilized by the Company to improve its performance. Prior to joining THOR, Biren was with Camping World Holdings where he served as a Senior Vice President. As CIO and Executive Officer, Biren will lead THOR's North American IT, data, analytics, IT controls, and digital platform strategy—with a clear mandate: unlock enterprise-wide value from data, accelerate AI-driven innovation and strengthen THOR's competitive advantage in an increasingly digital marketplace. Under Biren's leadership, THOR has built and deployed a robust enterprise data platform now serving all operating companies, including THOR's European operations. The platform has enhanced enterprise visibility, improved speed to insight, and enabled advanced analytics across sales, operations, market intelligence and customer engagement. With the CIO role formalized at the Executive Officer level, THOR is accelerating into its next phase: Scaling AI-enabled analytics across brands and regions; Advancing predictive market intelligence capabilities; Expanding digital dealer and customer experiences; Strengthening enterprise cybersecurity and data governance; Reducing system friction and duplication across the organization.お知らせ • Feb 24+ 1 more updateTHOR Industries, Inc. Announces Strategic Evolution of North American Operating Model with Formation of Two RV GroupsTHOR Industries, Inc. announced that effective February 23, 2026, THOR will organize the majority of its North American RV OEM operations into two operating Groups. Ken Walters, President of Jayco, will lead one group. As part of this next step in THOR's evolution, Tiffin Motorhomes will be added to the group led by Walters. The second Group will be led by Jeff Kime, President of Thor Motor Coach, and will include Thor Motor Coach, Keystone, Dutchmen and Crossroads brands. Within this Group, Jeff Runels will continue in his role as President of Keystone. THOR's remaining North American OEMs, Airstream and KZ, will continue to operate independently, but THOR will continue to enhance collaboration across all brands to fully support and maximize the value of enterprise initiatives. As THOR advances its Group operating model, the Company expects to realize meaningful structural benefits over time through enhanced enterprise coordination and capability alignment. These benefits are expected to be driven by: Strategic sourcing coordination and supplier alignment, supporting long-term cost discipline and supply continuity; Operational standardization and process improvement, improving efficiency, quality, and consistency across brands; Brand and portfolio alignment, enabling more focused capital allocation and product investment; and Enterprise-wide data, systems, and digital integration, strengthening analytics, forecasting, customer engagement capabilities, and enabling a unified dealer portal experience across the THOR family of companies. These actions are designed to enhance THOR's long-term competitiveness, reinforce operational resilience across market cycles and support continued investment in product innovation, quality and customer experience while also ensuring each of the North American RV operating companies maintain their unique identity.お知らせ • Feb 18THOR Industries, Inc. to Report Q2, 2026 Results on Mar 03, 2026THOR Industries, Inc. announced that they will report Q2, 2026 results at 9:30 AM, US Eastern Standard Time on Mar 03, 2026分析記事 • Feb 13THOR Industries, Inc.'s (NYSE:THO) P/E Is On The MarkWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...お知らせ • Feb 10THOR Industries, Inc. Announces Departure of Seth Woolf as Head of Corporate Development & Investor RelationsTHOR Industries, Inc. announced that Seth Woolf, Head of Corporate Development & Investor Relations, will be departing the Company to pursue a role outside of the organization. Mr. Woolf will continue supporting THOR in a consulting capacity through the end of the Company's fiscal year to ensure a smooth and seamless transition. Seth joined THOR with a deep background in the investment industry and a strong understanding of the financial markets. Over the past several months, Seth has contributed meaningfully to investor engagement efforts and has helped strengthen communication with the investment community. THOR Industries expects to provide additional updates regarding its investor relations function in due course.Recent Insider Transactions • Jan 18Senior VP & COO recently sold US$524k worth of stockOn the 15th of January, W. Woelfer sold around 5k shares on-market at roughly US$115 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. W. has been a net seller over the last 12 months, reducing personal holdings by US$703k.分析記事 • Dec 31Estimating 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...Declared Dividend • Dec 19First quarter dividend of US$0.52 announcedShareholders will receive a dividend of US$0.52. Ex-date: 5th January 2026 Payment date: 19th January 2026 Dividend yield will be 1.9%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 6.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 50% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 17THOR Industries, Inc. Announces Quarterly Cash Dividend, Payable on January 19, 2026THOR Industries, Inc. announced that its Board of Directors approved, at its December 16, 2025, meeting, the payment of a regular quarterly cash dividend of $0.52 per share. The regular cash dividend is payable on January 19, 2026, to shareholders of record at the close of business on January 5, 2026.Board Change • Dec 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Jeff Lorenger was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 04First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.41 (up from US$0.035 loss in 1Q 2025). Revenue: US$2.39b (up 12% from 1Q 2025). Net income: US$21.7m (up US$23.5m from 1Q 2025). Profit margin: 0.9% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Auto industry in the US. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Seeking Alpha • Dec 04THOR Industries Opened The Year With Thunderous Performance, But Fully ValuedSummary 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お知らせ • Nov 20THOR Industries, Inc. to Report Q1, 2026 Results on Dec 03, 2025THOR Industries, Inc. announced that they will report Q1, 2026 results Pre-Market on Dec 03, 2025お知らせ • Nov 04THOR Industries, Inc., Annual General Meeting, Dec 17, 2025THOR Industries, Inc., Annual General Meeting, Dec 17, 2025.Upcoming Dividend • Oct 18Upcoming dividend of US$0.52 per shareEligible shareholders must have bought the stock before 23 October 2025. Payment date: 06 November 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (3.4%).Buy Or Sell Opportunity • Oct 14Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to US$105. The fair value is estimated to be US$84.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 62%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Declared Dividend • Oct 10Fourth quarter dividend increased to US$0.52Dividend of US$0.52 is 4.0% higher than last year. Ex-date: 23rd October 2025 Payment date: 6th November 2025 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 08Thor Industries Announces Regular Quarterly Dividend, Payable on November 6, 2025THOR Industries, Inc. announced that its Board of Directors approved, at its October 8, 2025, meeting, the payment of a regular quarterly cash dividend of $0.52 per share. The regular cash dividend is payable on November 6, 2025, to shareholders of record at the close of business on October 23, 2025.Reported Earnings • Sep 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$4.87 (down from US$4.98 in FY 2024). Revenue: US$9.58b (down 4.6% from FY 2024). Net income: US$258.6m (down 2.5% from FY 2024). Profit margin: 2.7% (up from 2.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Auto industry in the US. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Sep 24THOR Industries, Inc. Provides Earnings Guidance for the Full Fiscal Year 2026THOR Industries, Inc. provided earnings guidance for the full fiscal year 2026. For fiscal year, the company expects consolidated net sales in the range of $9.0 billion to $9.5 billion and diluted earnings per share in the range of $3.75 to $4.25.お知らせ • Sep 22THOR Industries, Inc. Introduces Range Extended Electric Class A MotorhomeTHOR Industries, Inc. solidified its position as the recreational vehicle (RV) industry innovation leader by introducing the world's first range extended electric Class A motorhome, the Embark, manufactured by Entegra Coach. Commercialization of Embark marks an important milestone in THOR's 5-year journey to electrification. The European design inspired Embark delivers the ultimate in travel freedom, comfort and sustainability while elevated range anxiety. The vehicle, built on an electric vehicle (EV) platform developed exclusively for the THOR family of companies by Harbinger Motors, integrates a low emission gasoline range extender that can recharge the electric battery system, delivering up to 450 miles of range. The motorhome also delivers 105 miles of range on electric battery alone - perfect for shorter trips or daily exploration. The range extended electric chassis is powered by a center-mounted 140-kWh battery pack, delivering elevated driving stability and smooth and responsive handling. The EV drivetrain delivers instant torque, reduced sway, and a quieter ride - giving more control and comfort on the road. And smart safety comes standard with advanced safety features including backup camera with dynamic trajectory, front and rear ultrasonic collision warnings and real-time tire pressure monitoring. Embark's 800-volt electrical architecture allows for rapid charging at DC Fast Charger locations, facilitating more time on the road. The batteries can also be charged at traditional campsites, at home, or utilizing the range extender, providing RVers the flexibility to charge when and where it's convenient. The electric motorhome can also serve as a mobile energy backup system to power home in the case of emergency - offboarding power to keep essential systems running. Embark is commercially available with full production commencing in 2026. Consumers interested in experiencing an electric Class A motorhome will be able to rent an Embark from THL in 2026. Entegra Coach will maximize consumer feedback from THL's rental fleet to make continuous product improvements throughout 2026.分析記事 • Sep 12THOR Industries, Inc. (NYSE:THO) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 26.4x THOR Industries, Inc. ( NYSE:THO ) may be sending bearish signals at...お知らせ • Sep 11THOR Industries, Inc. to Report Q4, 2025 Results on Sep 24, 2025THOR Industries, Inc. announced that they will report Q4, 2025 results Pre-Market on Sep 24, 2025分析記事 • Aug 16THOR Industries (NYSE:THO) Is Reinvesting At Lower Rates Of ReturnNYSE:THO 1 Year Share Price vs Fair Value Explore THOR Industries's Fair Values from the Community and select yours If...分析記事 • Jul 08Is 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...Declared Dividend • Jun 22Third quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 1st July 2025 Payment date: 15th July 2025 Dividend yield will be 2.3%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 04THOR Industries, Inc. Reaffirms Earnings Guidance for the Full-Year Fiscal of 2025THOR Industries, Inc. reaffirmed earnings guidance for the full-year fiscal of 2025. For fiscal year, the company expects consolidated net sales in the range of $9.0 billion to $9.5 billion and diluted earnings per share in the range of $3.30 to $4.00.お知らせ • May 23THOR Industries, Inc. to Report Q3, 2025 Results on Jun 04, 2025THOR Industries, Inc. announced that they will report Q3, 2025 results Pre-Market on Jun 04, 2025Seeking Alpha • Mar 29THOR Industries: Fairly Priced, But Consumer Confidence Could Delay RecoverySummary 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お知らせ • Mar 26THOR Industries, Inc. Approves Regular Quarterly Cash Dividend, Payable on April 22, 2025THOR Industries, Inc. announced that its Board of Directors approved, at its March 25, 2025, meeting, the payment of a regular quarterly cash dividend of $0.50 per share. The regular cash dividend is payable on April 22, 2025, to shareholders of record at the close of business on April 8, 2025.お知らせ • Mar 20THOR Industries, Inc. Announces Strategic Realignment of Heartland Recreational Vehicle CompanyTHOR Industries, Inc. announced a strategic organizational restructuring aimed at optimizing its enterprise structure and strengthening its brand portfolio. As part of this realignment, Heartland Recreational Vehicles will now be integrated under Jayco, Inc., enhancing operational efficiencies and streamlining business processes. As part of the restructuring, certain private label brands manufactured by Heartland will be transferred to Dutchmen Manufacturing, a division of THOR’s subsidiary Keystone RV Company. These moves are expected to provide strategic benefits, including improved synergies across brands, reduced operating costs, enhanced customer service capabilities, and a more efficient distribution strategy to a consolidated dealer base, all of which should drive improved margins for the THOR companies. The transition will take place over the coming months, with a focus on ensuring a seamless integration process for employees, dealers, and customers.Price Target Changed • Mar 06Price target decreased by 11% to US$96.45Down from US$109, the current price target is an average from 11 analysts. New target price is 12% above last closing price of US$86.43. Stock is down 19% over the past year. The company is forecast to post earnings per share of US$3.61 for next year compared to US$4.98 last year.Reported Earnings • Mar 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Net income: (down US$7.22m from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Mar 05Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to US$81.40. The fair value is estimated to be US$116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 61%.お知らせ • Mar 05THOR Industries, Inc. Revises Earnings Guidance for the Fiscal Year of 2025THOR Industries, Inc. revised earnings guidance for the fiscal year of 2025. For fiscal 2025, the Company’s updated full-year financial guidance now includes: Consolidated net sales in the range of $9.0 billion to $9.5 billion (narrowing the previous range of $9.0 billion to $9.8 billion). Diluted earnings per share in the range of $3.30 to $4.00 (previously in the range of $4.00 to $5.00).分析記事 • Feb 23Calculating 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...お知らせ • Feb 20THOR Industries, Inc. to Report Q2, 2025 Results on Mar 05, 2025THOR Industries, Inc. announced that they will report Q2, 2025 results Pre-Market on Mar 05, 2025分析記事 • Feb 07Is 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...お知らせ • Feb 03Patrick Industries, Inc. (NasdaqGS:PATK) acquired Elkhart Composites, Inc. from THOR Industries, Inc. (NYSE:THO).Patrick Industries, Inc. (NasdaqGS:PATK) acquired Elkhart Composites, Inc. from THOR Industries, Inc. (NYSE:THO) on February 3, 2025. Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Elkhart Composites, Inc. from THOR Industries, Inc. (NYSE:THO) on February 3, 2025.分析記事 • Jan 21Earnings 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 07THOR Industries: A Cautious DowngradeSummary 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分析記事 • Jan 06THOR Industries (NYSE:THO) Could Be Struggling To Allocate CapitalIf 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...Declared Dividend • Dec 23First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 6th January 2025 Payment date: 17th January 2025 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Dec 22At 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...お知らせ • Dec 20THOR Industries, Inc. Approves Regular Quarterly Cash Dividend, Payable on January 17, 2025THOR Industries, Inc. announced that its Board of Directors approved, at its December 19, 2024, meeting, the payment of a regular quarterly cash dividend of $0.50 per share. The regular cash dividend is payable on January 17, 2025, to shareholders of record at the close of business on January 6, 2025.Reported Earnings • Dec 05First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.035 loss per share (down from US$1.01 profit in 1Q 2024). Revenue: US$2.14b (down 14% from 1Q 2024). Net loss: US$1.83m (down 103% from profit in 1Q 2024). Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Auto industry in the US. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Dec 04THOR Industries, Inc. Reiterates Earnings Guidance for the Full Year 2025THOR Industries, Inc. reiterated earnings guidance for the full year 2025. for the year, the company expects consolidated net sales in the range of $9.0 billion to $9.8 billion and Diluted earnings per share in the range of $4.00 to $5.00.お知らせ • Nov 20THOR Industries, Inc. to Report Q1, 2025 Results on Dec 04, 2024THOR Industries, Inc. announced that they will report Q1, 2025 results Pre-Market on Dec 04, 2024お知らせ • Nov 07THOR Industries, Inc., Annual General Meeting, Dec 20, 2024THOR Industries, Inc., Annual General Meeting, Dec 20, 2024.分析記事 • Oct 26These 4 Measures Indicate That THOR Industries (NYSE:THO) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Upcoming Dividend • Oct 25Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 01 November 2024. Payment date: 15 November 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (2.2%).Buy Or Sell Opportunity • Oct 21Now 20% undervaluedOver the last 90 days, the stock has risen 12% to US$110. The fair value is estimated to be US$139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 39%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.分析記事 • Oct 11THOR Industries (NYSE:THO) Will Pay A Larger Dividend Than Last Year At $0.50The board of THOR Industries, Inc. ( NYSE:THO ) has announced that the dividend on 15th of November will be increased...Declared Dividend • Oct 10Fourth quarter dividend increased to US$0.50Dividend of US$0.50 is 4.2% higher than last year. Ex-date: 1st November 2024 Payment date: 15th November 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 08THOR Industries, Inc. Announces Regular Quarterly Dividend, Payable on November 15, 2024THOR Industries, Inc. announced that its Board of Directors approved, at its October 8, 2024 meeting, the payment of a regular quarterly cash dividend of $0.50 per share. The new quarterly dividend amount represents a 4.2% increase from the previous quarterly dividend amount of $0.48. The regular cash dividend is payable on November 15, 2024, to shareholders of record at the close of business on November 1, 2024.Seeking Alpha • Oct 07THOR Industries: Still Believe It Can OutperformSummary 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分析記事 • Sep 26THOR Industries, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsThe yearly results for THOR Industries, Inc. ( NYSE:THO ) were released last week, making it a good time to revisit its...Buy Or Sell Opportunity • Sep 25Now 21% undervaluedOver the last 90 days, the stock has risen 16% to US$106. The fair value is estimated to be US$135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 39%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.Reported Earnings • Sep 24Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$4.98 (down from US$7.00 in FY 2023). Revenue: US$10.0b (down 9.7% from FY 2023). Net income: US$265.3m (down 29% from FY 2023). Profit margin: 2.6% (down from 3.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.9%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Auto industry in the US. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Sep 24THOR Industries, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year 2025THOR Industries, Inc. provided consolidated earnings guidance for the fiscal year 2025. For the fiscal year 2025, the company expected consolidated net sales in the range of $9.0 billion to $9.8 billion, Consolidated gross profit margin in the range of 14.7% to 15.2% and Diluted earnings per share in the range of $4.00 to $5.00.分析記事 • Sep 23Why Investors Shouldn't Be Surprised By THOR Industries, Inc.'s (NYSE:THO) P/ETHOR Industries, Inc.'s ( NYSE:THO ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a sell right...お知らせ • Sep 11THOR Industries, Inc. to Report Q4, 2024 Results on Sep 24, 2024THOR Industries, Inc. announced that they will report Q4, 2024 results Pre-Market on Sep 24, 2024分析記事 • Sep 04Is 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 31Thor Industries: The Best House On A Terrible BlockSummary 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分析記事 • Jul 30THOR Industries (NYSE:THO) Has More To Do To Multiply In Value Going ForwardIf 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...Declared Dividend • Jun 21Third quarter dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 3rd July 2024 Payment date: 18th July 2024 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to grow by 89% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 19THOR Industries, Inc. Announces Regular Quarterly Dividend, Payable on July 18, 2024THOR Industries, Inc. announced that its Board of Directors approved, at its June 19, 2024 meeting, the payment of a regular quarterly cash dividend of $0.48 per share. The regular cash dividend is payable on July 18, 2024, to shareholders of record at the close of business on July 3, 2024.Reported Earnings • Jun 06Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$2.15 (down from US$2.26 in 3Q 2023). Revenue: US$2.80b (down 4.4% from 3Q 2023). Net income: US$114.5m (down 5.1% from 3Q 2023). Profit margin: 4.1% (in line with 3Q 2023). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Auto industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Jun 06Thor Industries, Inc. Revises Consolidated Earnings Guidance for the Full Fiscal Year 2024THOR Industries, Inc. revised consolidated earnings guidance for the full fiscal year 2024. For fiscal 2024, the Company’s updated full-year guidance now includes: Consolidated net sales in the range of $9.8 billion to $10.1 billion (previously $10.0 billion to $10.5 billion) and Diluted earnings per share in the range of $4.50 to $4.75 (previously $5.00 to $5.50).分析記事 • May 24Is 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 24The Worst Looks Over For THOR IndustriesSummary 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分析記事 • Apr 24Investors Could Be Concerned With THOR Industries' (NYSE:THO) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Declared Dividend • Mar 29Second quarter dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 8th April 2024 Payment date: 23rd April 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 27THOR Industries, Inc. Approves Regular Quarterly Cash Dividend, Payable on April 23, 2024THOR Industries, Inc. announced that its Board of Directors approved, at its March 26, 2024 meeting, the payment of a regular quarterly cash dividend of $0.48 per share. The regular cash dividend is payable on April 23, 2024, to shareholders of record at the close of business on April 9, 2024.分析記事 • Mar 09THOR Industries, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAs you might know, THOR Industries, Inc. ( NYSE:THO ) last week released its latest second-quarter, and things did not...Reported Earnings • Mar 08Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: US$0.14 (down from US$0.51 in 2Q 2023). Revenue: US$2.21b (down 5.9% from 2Q 2023). Net income: US$7.22m (down 73% from 2Q 2023). Profit margin: 0.3% (down from 1.2% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Auto industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 9% per year.お知らせ • Mar 07THOR Industries, Inc. Revises Earnings Guidance for the Full Year 2024THOR Industries, Inc. revised earnings guidance for the full year 2024. The company now expects consolidated net sales in the range of $10.0 billion to $10.5 billion (previously $10.5 billion to $11.0 billion). Diluted earnings per share in the range of $5.00 to $5.50 (previously $6.25 to $7.25).Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$107, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 2x in the Auto industry in the US. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$79.06 per share.分析記事 • Feb 23THOR Industries, Inc.'s (NYSE:THO) P/E Still Appears To Be ReasonableWith a price-to-earnings (or "P/E") ratio of 22.4x THOR Industries, Inc. ( NYSE:THO ) may be sending bearish signals at...お知らせ • Feb 23THOR Industries, Inc. to Report Q2, 2024 Results on Mar 06, 2024THOR Industries, Inc. announced that they will report Q2, 2024 results Pre-Market on Mar 06, 2024分析記事 • Feb 08At 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...お知らせ • Feb 05Thor Industries, Inc. Appoints Jeffrey D. Lorenger to Its Board of DirectorsTHOR Industries, Inc. announced the appointment of Jeffrey D. Lorenger to its Board of Directors, effective February 1, 2024. Mr. Lorenger, age 58, is the President, Chief Executive Officer, and Chairman of the Board for HNI Corporation, a leading manufacturer of workplace furnishings and residential building products. Mr. Lorenger has served in his role of President and CEO since June 2018 and has been Chairman of the HNI Board of Directors since February 2020. Mr. Lorenger has a wide array of experience during his 25 years at HNI including President of Office Furniture, President of Allsteel, and General Counsel of HNI prior to assuming his current role. Mr. Lorenger fills the Board seat recently vacated upon Wilson Jones’ retirement from the Board in December 2023. With his appointment, THOR’s Board of Directors has nine members. Mr. Lorenger holds three degrees from the University of Iowa, having received a BBA in Marketing, a Juris Doctorate, and an MBA.Seeking Alpha • Jan 29THOR Industries: Analysts Betting On A Rebound, But Not Until FY2025Summary 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お知らせ • Jan 23Thor Industries Announces Appointment of Michele Mcdermott as Chief Human Resources OfficerTHOR Industries, Inc. announced the appointment of Michele McDermott as Chief Human Resources Officer (CHRO). In this role, Ms. McDermott will be responsible for the Company's human resources strategy and operations; talent management; inclusion; safety; and compensation and benefits. She will join the executive leadership team reporting to THOR President and Chief Executive Officer Bob Martin. Ms. McDermott brings more than 25 years of experience in human resources leadership with large-scale, global enterprises and publicly traded companies. Most recently, she served as Executive Vice President and CHRO of Hub Group. Her previous leadership roles include positions of increasing responsibility at Assurance, National Express Group and United Service Companies. Ms. McDermott brings more than 25 years of experience in human resources leadership with large-scale, global enterprises and publicly traded companies. Most recently, she served as Executive Vice President and CHRO of Hub Group. Her previous leadership roles include positions of increasing responsibility at Assurance, National Express Group and United Service Companies.分析記事 • Jan 08Is 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...Upcoming Dividend • Dec 20Upcoming dividend of US$0.48 per share at 1.6% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 11 January 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (2.0%).お知らせ • Dec 15THOR Industries, Inc. Announces Regular Quarterly Dividend, Payable on January 11, 2024THOR Industries, Inc. announced that its Board of Directors approved, at its December 14, 2023 meeting, the payment of a regular quarterly cash dividend of $0.48 per share. The regular cash dividend is payable on January 11, 2024, to shareholders of record at the close of business on December 28, 2023.Price Target Changed • Dec 12Price target increased by 8.6% to US$104Up from US$95.82, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of US$109. Stock is up 32% over the past year. The company is forecast to post earnings per share of US$6.65 for next year compared to US$7.00 last year.分析記事 • Dec 09Shareholders Will Probably Hold Off On Increasing THOR Industries, Inc.'s (NYSE:THO) CEO Compensation For The Time BeingKey Insights THOR Industries will host its Annual General Meeting on 15th of December CEO Bob Martin's total...Price Target Changed • Dec 07Price target increased by 7.8% to US$103Up from US$95.82, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$104. Stock is up 31% over the past year. The company is forecast to post earnings per share of US$6.72 for next year compared to US$7.00 last year.Reported Earnings • Dec 07First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: US$1.01 (down from US$2.54 in 1Q 2023). Revenue: US$2.50b (down 20% from 1Q 2023). Net income: US$53.6m (down 61% from 1Q 2023). Profit margin: 2.1% (down from 4.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Auto industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.お知らせ • Dec 06THOR Industries, Inc. Reaffirms Consolidated Earnings Guidance for the Fiscal Year 2024THOR Industries, Inc. reaffirmed consolidated earnings guidance for the fiscal year 2024. for the year, the company expects consolidated net sales in the range of $10.5 billion to $11.0 billion and diluted earnings per share in the range of $6.25 to $7.25.分析記事 • Nov 27Be Wary Of THOR Industries (NYSE:THO) And Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Nov 23THOR Industries, Inc. to Report Q1, 2024 Results on Dec 06, 2023THOR Industries, Inc. announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Dec 06, 2023業績と収益の成長予測NYSE:THO - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数7/31/202810,77035641254467/31/202710,053297304492177/31/20269,565219159338171/31/20269,934300228359N/A10/31/20259,826282373502N/A7/31/20259,579259455578N/A4/30/20259,590223539657N/A1/31/20259,496202539651N/A10/31/20249,685210390517N/A7/31/202410,043265406546N/A4/30/202410,247266551715N/A1/31/202410,375272566752N/A10/31/202310,514292757947N/A7/31/202311,122374773982N/A4/30/202312,205565605827N/A1/31/202313,934792652877N/A10/31/202215,4621,0327871,042N/A7/31/202216,3131,138748990N/A4/30/202216,0841,087771989N/A1/31/202214,885922715913N/A10/31/202113,738788502650N/A7/31/202112,317660398526N/A4/30/202111,049549368479N/A1/31/20219,271390345447N/A10/31/20208,547286411512N/A7/31/20208,168223434541N/A4/30/20208,155196446569N/A1/31/20208,980204250379N/A10/31/20198,268170N/A472N/A7/31/20197,865133N/A508N/A4/30/20197,427129N/A445N/A1/31/20197,172231N/A544N/A10/31/20187,853316N/A437N/A7/31/20188,329430N/A467N/A4/30/20188,389461N/A434N/A1/31/20188,153439N/A423N/A10/31/20177,770424N/A431N/A7/31/20177,247374N/A419N/A4/30/20176,605338N/A379N/A1/31/20175,874306N/A342N/A10/31/20165,260286N/A324N/A7/31/20164,582258N/A341N/A4/30/20164,348244N/A301N/A1/31/20164,238229N/A247N/A10/31/20154,115214N/A217N/A7/31/20154,007202N/A248N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: THOの予測収益成長率 (年間14.7% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: THOの収益 ( 14.7% ) US市場 ( 16.6% ) よりも低い成長が予測されています。高成長収益: THOの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: THOの収益 ( 5.2% ) US市場 ( 11.5% ) よりも低い成長が予測されています。高い収益成長: THOの収益 ( 5.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: THOの 自己資本利益率 は、3年後には低くなると予測されています ( 9.3 %)。成長企業の発掘7D1Y7D1Y7D1YAutomobiles 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 19:56終値2026/05/07 00:00収益2026/01/31年間収益2025/07/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋THOR Industries, Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24 アナリスト機関null nullArgus Research CompanyCraig KennisonBairdMichael AlbaneseBenchmark Company21 その他のアナリストを表示
お知らせ • Mar 03THOR Industries, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year 2026THOR Industries, Inc. provided consolidated earnings guidance for the fiscal year 2026. For the year, the company expects consolidated net sales to be in the range of $9.0 billion to $9.5 billion. Diluted earnings per share to be in the range of $3.75 to $4.25.
お知らせ • Sep 24THOR Industries, Inc. Provides Earnings Guidance for the Full Fiscal Year 2026THOR Industries, Inc. provided earnings guidance for the full fiscal year 2026. For fiscal year, the company expects consolidated net sales in the range of $9.0 billion to $9.5 billion and diluted earnings per share in the range of $3.75 to $4.25.
お知らせ • Jun 04THOR Industries, Inc. Reaffirms Earnings Guidance for the Full-Year Fiscal of 2025THOR Industries, Inc. reaffirmed earnings guidance for the full-year fiscal of 2025. For fiscal year, the company expects consolidated net sales in the range of $9.0 billion to $9.5 billion and diluted earnings per share in the range of $3.30 to $4.00.
Price Target Changed • Mar 06Price target decreased by 11% to US$96.45Down from US$109, the current price target is an average from 11 analysts. New target price is 12% above last closing price of US$86.43. Stock is down 19% over the past year. The company is forecast to post earnings per share of US$3.61 for next year compared to US$4.98 last year.
お知らせ • Mar 05THOR Industries, Inc. Revises Earnings Guidance for the Fiscal Year of 2025THOR Industries, Inc. revised earnings guidance for the fiscal year of 2025. For fiscal 2025, the Company’s updated full-year financial guidance now includes: Consolidated net sales in the range of $9.0 billion to $9.5 billion (narrowing the previous range of $9.0 billion to $9.8 billion). Diluted earnings per share in the range of $3.30 to $4.00 (previously in the range of $4.00 to $5.00).
お知らせ • Dec 04THOR Industries, Inc. Reiterates Earnings Guidance for the Full Year 2025THOR Industries, Inc. reiterated earnings guidance for the full year 2025. for the year, the company expects consolidated net sales in the range of $9.0 billion to $9.8 billion and Diluted earnings per share in the range of $4.00 to $5.00.
お知らせ • Apr 01THOR Industries, Inc. Announces Appointment of Andy Murray as Senior Vice President of Strategy and Business DevelopmentTHOR Industries, Inc. announced the appointment of Andy Murray as Senior Vice President of Strategy and Business Development, a newly created role reflecting THOR's continued focus on strengthening its supply chain capabilities and supporting long-term value creation across the RV industry. Murray joins THOR with prior executive-level experience from LCI Industries, where he served for twenty years and most recently as Chief Sales Officer. He is widely respected across the RV and specialty manufacturing industries for his experience and leadership. In his new role, Murray will focus on enhancing operational and financial performance, identifying both organic and M&A growth opportunities, and strengthening collaboration across OEM customers, supply partners, and the broader RV ecosystem.
お知らせ • Mar 25THOR Industries, Inc. Declares Regular Quarterly Cash Dividend, Payable on April 20, 2026THOR Industries, Inc. announced that its Board of Directors approved, at its March 24, 2026, meeting, the payment of a regular quarterly cash dividend of $0.52 per share. The regular cash dividend is payable on April 20, 2026, to shareholders of record at the close of business on April 6, 2026.
お知らせ • Mar 03THOR Industries, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year 2026THOR Industries, Inc. provided consolidated earnings guidance for the fiscal year 2026. For the year, the company expects consolidated net sales to be in the range of $9.0 billion to $9.5 billion. Diluted earnings per share to be in the range of $3.75 to $4.25.
お知らせ • Mar 02THOR Industries, Inc. Announces the Promotion of Ryan Biren to Chief Information OfficerTHOR Industries, Inc. announced the promotion of Ryan Biren to Chief Information Officer (CIO), a newly created Executive Officer position. The appointment underscores THOR's decisive commitment to advancing its enterprise data, digital, and artificial intelligence strategies. Biren joined THOR in February of 2024 as Vice President of Corporate Development. In this role, he has developed key data platforms utilized by the Company to improve its performance. Prior to joining THOR, Biren was with Camping World Holdings where he served as a Senior Vice President. As CIO and Executive Officer, Biren will lead THOR's North American IT, data, analytics, IT controls, and digital platform strategy—with a clear mandate: unlock enterprise-wide value from data, accelerate AI-driven innovation and strengthen THOR's competitive advantage in an increasingly digital marketplace. Under Biren's leadership, THOR has built and deployed a robust enterprise data platform now serving all operating companies, including THOR's European operations. The platform has enhanced enterprise visibility, improved speed to insight, and enabled advanced analytics across sales, operations, market intelligence and customer engagement. With the CIO role formalized at the Executive Officer level, THOR is accelerating into its next phase: Scaling AI-enabled analytics across brands and regions; Advancing predictive market intelligence capabilities; Expanding digital dealer and customer experiences; Strengthening enterprise cybersecurity and data governance; Reducing system friction and duplication across the organization.
お知らせ • Feb 24+ 1 more updateTHOR Industries, Inc. Announces Strategic Evolution of North American Operating Model with Formation of Two RV GroupsTHOR Industries, Inc. announced that effective February 23, 2026, THOR will organize the majority of its North American RV OEM operations into two operating Groups. Ken Walters, President of Jayco, will lead one group. As part of this next step in THOR's evolution, Tiffin Motorhomes will be added to the group led by Walters. The second Group will be led by Jeff Kime, President of Thor Motor Coach, and will include Thor Motor Coach, Keystone, Dutchmen and Crossroads brands. Within this Group, Jeff Runels will continue in his role as President of Keystone. THOR's remaining North American OEMs, Airstream and KZ, will continue to operate independently, but THOR will continue to enhance collaboration across all brands to fully support and maximize the value of enterprise initiatives. As THOR advances its Group operating model, the Company expects to realize meaningful structural benefits over time through enhanced enterprise coordination and capability alignment. These benefits are expected to be driven by: Strategic sourcing coordination and supplier alignment, supporting long-term cost discipline and supply continuity; Operational standardization and process improvement, improving efficiency, quality, and consistency across brands; Brand and portfolio alignment, enabling more focused capital allocation and product investment; and Enterprise-wide data, systems, and digital integration, strengthening analytics, forecasting, customer engagement capabilities, and enabling a unified dealer portal experience across the THOR family of companies. These actions are designed to enhance THOR's long-term competitiveness, reinforce operational resilience across market cycles and support continued investment in product innovation, quality and customer experience while also ensuring each of the North American RV operating companies maintain their unique identity.
お知らせ • Feb 18THOR Industries, Inc. to Report Q2, 2026 Results on Mar 03, 2026THOR Industries, Inc. announced that they will report Q2, 2026 results at 9:30 AM, US Eastern Standard Time on Mar 03, 2026
分析記事 • Feb 13THOR Industries, Inc.'s (NYSE:THO) P/E Is On The MarkWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
お知らせ • Feb 10THOR Industries, Inc. Announces Departure of Seth Woolf as Head of Corporate Development & Investor RelationsTHOR Industries, Inc. announced that Seth Woolf, Head of Corporate Development & Investor Relations, will be departing the Company to pursue a role outside of the organization. Mr. Woolf will continue supporting THOR in a consulting capacity through the end of the Company's fiscal year to ensure a smooth and seamless transition. Seth joined THOR with a deep background in the investment industry and a strong understanding of the financial markets. Over the past several months, Seth has contributed meaningfully to investor engagement efforts and has helped strengthen communication with the investment community. THOR Industries expects to provide additional updates regarding its investor relations function in due course.
Recent Insider Transactions • Jan 18Senior VP & COO recently sold US$524k worth of stockOn the 15th of January, W. Woelfer sold around 5k shares on-market at roughly US$115 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. W. has been a net seller over the last 12 months, reducing personal holdings by US$703k.
分析記事 • Dec 31Estimating 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...
Declared Dividend • Dec 19First quarter dividend of US$0.52 announcedShareholders will receive a dividend of US$0.52. Ex-date: 5th January 2026 Payment date: 19th January 2026 Dividend yield will be 1.9%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 6.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 50% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 17THOR Industries, Inc. Announces Quarterly Cash Dividend, Payable on January 19, 2026THOR Industries, Inc. announced that its Board of Directors approved, at its December 16, 2025, meeting, the payment of a regular quarterly cash dividend of $0.52 per share. The regular cash dividend is payable on January 19, 2026, to shareholders of record at the close of business on January 5, 2026.
Board Change • Dec 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Jeff Lorenger was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 04First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.41 (up from US$0.035 loss in 1Q 2025). Revenue: US$2.39b (up 12% from 1Q 2025). Net income: US$21.7m (up US$23.5m from 1Q 2025). Profit margin: 0.9% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Auto industry in the US. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Seeking Alpha • Dec 04THOR Industries Opened The Year With Thunderous Performance, But Fully ValuedSummary 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
お知らせ • Nov 20THOR Industries, Inc. to Report Q1, 2026 Results on Dec 03, 2025THOR Industries, Inc. announced that they will report Q1, 2026 results Pre-Market on Dec 03, 2025
お知らせ • Nov 04THOR Industries, Inc., Annual General Meeting, Dec 17, 2025THOR Industries, Inc., Annual General Meeting, Dec 17, 2025.
Upcoming Dividend • Oct 18Upcoming dividend of US$0.52 per shareEligible shareholders must have bought the stock before 23 October 2025. Payment date: 06 November 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (3.4%).
Buy Or Sell Opportunity • Oct 14Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to US$105. The fair value is estimated to be US$84.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 62%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Declared Dividend • Oct 10Fourth quarter dividend increased to US$0.52Dividend of US$0.52 is 4.0% higher than last year. Ex-date: 23rd October 2025 Payment date: 6th November 2025 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 08Thor Industries Announces Regular Quarterly Dividend, Payable on November 6, 2025THOR Industries, Inc. announced that its Board of Directors approved, at its October 8, 2025, meeting, the payment of a regular quarterly cash dividend of $0.52 per share. The regular cash dividend is payable on November 6, 2025, to shareholders of record at the close of business on October 23, 2025.
Reported Earnings • Sep 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$4.87 (down from US$4.98 in FY 2024). Revenue: US$9.58b (down 4.6% from FY 2024). Net income: US$258.6m (down 2.5% from FY 2024). Profit margin: 2.7% (up from 2.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Auto industry in the US. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Sep 24THOR Industries, Inc. Provides Earnings Guidance for the Full Fiscal Year 2026THOR Industries, Inc. provided earnings guidance for the full fiscal year 2026. For fiscal year, the company expects consolidated net sales in the range of $9.0 billion to $9.5 billion and diluted earnings per share in the range of $3.75 to $4.25.
お知らせ • Sep 22THOR Industries, Inc. Introduces Range Extended Electric Class A MotorhomeTHOR Industries, Inc. solidified its position as the recreational vehicle (RV) industry innovation leader by introducing the world's first range extended electric Class A motorhome, the Embark, manufactured by Entegra Coach. Commercialization of Embark marks an important milestone in THOR's 5-year journey to electrification. The European design inspired Embark delivers the ultimate in travel freedom, comfort and sustainability while elevated range anxiety. The vehicle, built on an electric vehicle (EV) platform developed exclusively for the THOR family of companies by Harbinger Motors, integrates a low emission gasoline range extender that can recharge the electric battery system, delivering up to 450 miles of range. The motorhome also delivers 105 miles of range on electric battery alone - perfect for shorter trips or daily exploration. The range extended electric chassis is powered by a center-mounted 140-kWh battery pack, delivering elevated driving stability and smooth and responsive handling. The EV drivetrain delivers instant torque, reduced sway, and a quieter ride - giving more control and comfort on the road. And smart safety comes standard with advanced safety features including backup camera with dynamic trajectory, front and rear ultrasonic collision warnings and real-time tire pressure monitoring. Embark's 800-volt electrical architecture allows for rapid charging at DC Fast Charger locations, facilitating more time on the road. The batteries can also be charged at traditional campsites, at home, or utilizing the range extender, providing RVers the flexibility to charge when and where it's convenient. The electric motorhome can also serve as a mobile energy backup system to power home in the case of emergency - offboarding power to keep essential systems running. Embark is commercially available with full production commencing in 2026. Consumers interested in experiencing an electric Class A motorhome will be able to rent an Embark from THL in 2026. Entegra Coach will maximize consumer feedback from THL's rental fleet to make continuous product improvements throughout 2026.
分析記事 • Sep 12THOR Industries, Inc. (NYSE:THO) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 26.4x THOR Industries, Inc. ( NYSE:THO ) may be sending bearish signals at...
お知らせ • Sep 11THOR Industries, Inc. to Report Q4, 2025 Results on Sep 24, 2025THOR Industries, Inc. announced that they will report Q4, 2025 results Pre-Market on Sep 24, 2025
分析記事 • Aug 16THOR Industries (NYSE:THO) Is Reinvesting At Lower Rates Of ReturnNYSE:THO 1 Year Share Price vs Fair Value Explore THOR Industries's Fair Values from the Community and select yours If...
分析記事 • Jul 08Is 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...
Declared Dividend • Jun 22Third quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 1st July 2025 Payment date: 15th July 2025 Dividend yield will be 2.3%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 04THOR Industries, Inc. Reaffirms Earnings Guidance for the Full-Year Fiscal of 2025THOR Industries, Inc. reaffirmed earnings guidance for the full-year fiscal of 2025. For fiscal year, the company expects consolidated net sales in the range of $9.0 billion to $9.5 billion and diluted earnings per share in the range of $3.30 to $4.00.
お知らせ • May 23THOR Industries, Inc. to Report Q3, 2025 Results on Jun 04, 2025THOR Industries, Inc. announced that they will report Q3, 2025 results Pre-Market on Jun 04, 2025
Seeking Alpha • Mar 29THOR Industries: Fairly Priced, But Consumer Confidence Could Delay RecoverySummary 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
お知らせ • Mar 26THOR Industries, Inc. Approves Regular Quarterly Cash Dividend, Payable on April 22, 2025THOR Industries, Inc. announced that its Board of Directors approved, at its March 25, 2025, meeting, the payment of a regular quarterly cash dividend of $0.50 per share. The regular cash dividend is payable on April 22, 2025, to shareholders of record at the close of business on April 8, 2025.
お知らせ • Mar 20THOR Industries, Inc. Announces Strategic Realignment of Heartland Recreational Vehicle CompanyTHOR Industries, Inc. announced a strategic organizational restructuring aimed at optimizing its enterprise structure and strengthening its brand portfolio. As part of this realignment, Heartland Recreational Vehicles will now be integrated under Jayco, Inc., enhancing operational efficiencies and streamlining business processes. As part of the restructuring, certain private label brands manufactured by Heartland will be transferred to Dutchmen Manufacturing, a division of THOR’s subsidiary Keystone RV Company. These moves are expected to provide strategic benefits, including improved synergies across brands, reduced operating costs, enhanced customer service capabilities, and a more efficient distribution strategy to a consolidated dealer base, all of which should drive improved margins for the THOR companies. The transition will take place over the coming months, with a focus on ensuring a seamless integration process for employees, dealers, and customers.
Price Target Changed • Mar 06Price target decreased by 11% to US$96.45Down from US$109, the current price target is an average from 11 analysts. New target price is 12% above last closing price of US$86.43. Stock is down 19% over the past year. The company is forecast to post earnings per share of US$3.61 for next year compared to US$4.98 last year.
Reported Earnings • Mar 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Net income: (down US$7.22m from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Mar 05Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to US$81.40. The fair value is estimated to be US$116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 61%.
お知らせ • Mar 05THOR Industries, Inc. Revises Earnings Guidance for the Fiscal Year of 2025THOR Industries, Inc. revised earnings guidance for the fiscal year of 2025. For fiscal 2025, the Company’s updated full-year financial guidance now includes: Consolidated net sales in the range of $9.0 billion to $9.5 billion (narrowing the previous range of $9.0 billion to $9.8 billion). Diluted earnings per share in the range of $3.30 to $4.00 (previously in the range of $4.00 to $5.00).
分析記事 • Feb 23Calculating 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...
お知らせ • Feb 20THOR Industries, Inc. to Report Q2, 2025 Results on Mar 05, 2025THOR Industries, Inc. announced that they will report Q2, 2025 results Pre-Market on Mar 05, 2025
分析記事 • Feb 07Is 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...
お知らせ • Feb 03Patrick Industries, Inc. (NasdaqGS:PATK) acquired Elkhart Composites, Inc. from THOR Industries, Inc. (NYSE:THO).Patrick Industries, Inc. (NasdaqGS:PATK) acquired Elkhart Composites, Inc. from THOR Industries, Inc. (NYSE:THO) on February 3, 2025. Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Elkhart Composites, Inc. from THOR Industries, Inc. (NYSE:THO) on February 3, 2025.
分析記事 • Jan 21Earnings 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 07THOR Industries: A Cautious DowngradeSummary 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
分析記事 • Jan 06THOR Industries (NYSE:THO) Could Be Struggling To Allocate CapitalIf 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...
Declared Dividend • Dec 23First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 6th January 2025 Payment date: 17th January 2025 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Dec 22At 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...
お知らせ • Dec 20THOR Industries, Inc. Approves Regular Quarterly Cash Dividend, Payable on January 17, 2025THOR Industries, Inc. announced that its Board of Directors approved, at its December 19, 2024, meeting, the payment of a regular quarterly cash dividend of $0.50 per share. The regular cash dividend is payable on January 17, 2025, to shareholders of record at the close of business on January 6, 2025.
Reported Earnings • Dec 05First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.035 loss per share (down from US$1.01 profit in 1Q 2024). Revenue: US$2.14b (down 14% from 1Q 2024). Net loss: US$1.83m (down 103% from profit in 1Q 2024). Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Auto industry in the US. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Dec 04THOR Industries, Inc. Reiterates Earnings Guidance for the Full Year 2025THOR Industries, Inc. reiterated earnings guidance for the full year 2025. for the year, the company expects consolidated net sales in the range of $9.0 billion to $9.8 billion and Diluted earnings per share in the range of $4.00 to $5.00.
お知らせ • Nov 20THOR Industries, Inc. to Report Q1, 2025 Results on Dec 04, 2024THOR Industries, Inc. announced that they will report Q1, 2025 results Pre-Market on Dec 04, 2024
お知らせ • Nov 07THOR Industries, Inc., Annual General Meeting, Dec 20, 2024THOR Industries, Inc., Annual General Meeting, Dec 20, 2024.
分析記事 • Oct 26These 4 Measures Indicate That THOR Industries (NYSE:THO) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Upcoming Dividend • Oct 25Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 01 November 2024. Payment date: 15 November 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (2.2%).
Buy Or Sell Opportunity • Oct 21Now 20% undervaluedOver the last 90 days, the stock has risen 12% to US$110. The fair value is estimated to be US$139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 39%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
分析記事 • Oct 11THOR Industries (NYSE:THO) Will Pay A Larger Dividend Than Last Year At $0.50The board of THOR Industries, Inc. ( NYSE:THO ) has announced that the dividend on 15th of November will be increased...
Declared Dividend • Oct 10Fourth quarter dividend increased to US$0.50Dividend of US$0.50 is 4.2% higher than last year. Ex-date: 1st November 2024 Payment date: 15th November 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 08THOR Industries, Inc. Announces Regular Quarterly Dividend, Payable on November 15, 2024THOR Industries, Inc. announced that its Board of Directors approved, at its October 8, 2024 meeting, the payment of a regular quarterly cash dividend of $0.50 per share. The new quarterly dividend amount represents a 4.2% increase from the previous quarterly dividend amount of $0.48. The regular cash dividend is payable on November 15, 2024, to shareholders of record at the close of business on November 1, 2024.
Seeking Alpha • Oct 07THOR Industries: Still Believe It Can OutperformSummary 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
分析記事 • Sep 26THOR Industries, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsThe yearly results for THOR Industries, Inc. ( NYSE:THO ) were released last week, making it a good time to revisit its...
Buy Or Sell Opportunity • Sep 25Now 21% undervaluedOver the last 90 days, the stock has risen 16% to US$106. The fair value is estimated to be US$135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 39%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
Reported Earnings • Sep 24Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$4.98 (down from US$7.00 in FY 2023). Revenue: US$10.0b (down 9.7% from FY 2023). Net income: US$265.3m (down 29% from FY 2023). Profit margin: 2.6% (down from 3.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.9%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Auto industry in the US. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 24THOR Industries, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year 2025THOR Industries, Inc. provided consolidated earnings guidance for the fiscal year 2025. For the fiscal year 2025, the company expected consolidated net sales in the range of $9.0 billion to $9.8 billion, Consolidated gross profit margin in the range of 14.7% to 15.2% and Diluted earnings per share in the range of $4.00 to $5.00.
分析記事 • Sep 23Why Investors Shouldn't Be Surprised By THOR Industries, Inc.'s (NYSE:THO) P/ETHOR Industries, Inc.'s ( NYSE:THO ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a sell right...
お知らせ • Sep 11THOR Industries, Inc. to Report Q4, 2024 Results on Sep 24, 2024THOR Industries, Inc. announced that they will report Q4, 2024 results Pre-Market on Sep 24, 2024
分析記事 • Sep 04Is 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 31Thor Industries: The Best House On A Terrible BlockSummary 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
分析記事 • Jul 30THOR Industries (NYSE:THO) Has More To Do To Multiply In Value Going ForwardIf 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...
Declared Dividend • Jun 21Third quarter dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 3rd July 2024 Payment date: 18th July 2024 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to grow by 89% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 19THOR Industries, Inc. Announces Regular Quarterly Dividend, Payable on July 18, 2024THOR Industries, Inc. announced that its Board of Directors approved, at its June 19, 2024 meeting, the payment of a regular quarterly cash dividend of $0.48 per share. The regular cash dividend is payable on July 18, 2024, to shareholders of record at the close of business on July 3, 2024.
Reported Earnings • Jun 06Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$2.15 (down from US$2.26 in 3Q 2023). Revenue: US$2.80b (down 4.4% from 3Q 2023). Net income: US$114.5m (down 5.1% from 3Q 2023). Profit margin: 4.1% (in line with 3Q 2023). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Auto industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 06Thor Industries, Inc. Revises Consolidated Earnings Guidance for the Full Fiscal Year 2024THOR Industries, Inc. revised consolidated earnings guidance for the full fiscal year 2024. For fiscal 2024, the Company’s updated full-year guidance now includes: Consolidated net sales in the range of $9.8 billion to $10.1 billion (previously $10.0 billion to $10.5 billion) and Diluted earnings per share in the range of $4.50 to $4.75 (previously $5.00 to $5.50).
分析記事 • May 24Is 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 24The Worst Looks Over For THOR IndustriesSummary 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
分析記事 • Apr 24Investors Could Be Concerned With THOR Industries' (NYSE:THO) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Declared Dividend • Mar 29Second quarter dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 8th April 2024 Payment date: 23rd April 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 27THOR Industries, Inc. Approves Regular Quarterly Cash Dividend, Payable on April 23, 2024THOR Industries, Inc. announced that its Board of Directors approved, at its March 26, 2024 meeting, the payment of a regular quarterly cash dividend of $0.48 per share. The regular cash dividend is payable on April 23, 2024, to shareholders of record at the close of business on April 9, 2024.
分析記事 • Mar 09THOR Industries, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAs you might know, THOR Industries, Inc. ( NYSE:THO ) last week released its latest second-quarter, and things did not...
Reported Earnings • Mar 08Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: US$0.14 (down from US$0.51 in 2Q 2023). Revenue: US$2.21b (down 5.9% from 2Q 2023). Net income: US$7.22m (down 73% from 2Q 2023). Profit margin: 0.3% (down from 1.2% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Auto industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • Mar 07THOR Industries, Inc. Revises Earnings Guidance for the Full Year 2024THOR Industries, Inc. revised earnings guidance for the full year 2024. The company now expects consolidated net sales in the range of $10.0 billion to $10.5 billion (previously $10.5 billion to $11.0 billion). Diluted earnings per share in the range of $5.00 to $5.50 (previously $6.25 to $7.25).
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$107, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 2x in the Auto industry in the US. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$79.06 per share.
分析記事 • Feb 23THOR Industries, Inc.'s (NYSE:THO) P/E Still Appears To Be ReasonableWith a price-to-earnings (or "P/E") ratio of 22.4x THOR Industries, Inc. ( NYSE:THO ) may be sending bearish signals at...
お知らせ • Feb 23THOR Industries, Inc. to Report Q2, 2024 Results on Mar 06, 2024THOR Industries, Inc. announced that they will report Q2, 2024 results Pre-Market on Mar 06, 2024
分析記事 • Feb 08At 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...
お知らせ • Feb 05Thor Industries, Inc. Appoints Jeffrey D. Lorenger to Its Board of DirectorsTHOR Industries, Inc. announced the appointment of Jeffrey D. Lorenger to its Board of Directors, effective February 1, 2024. Mr. Lorenger, age 58, is the President, Chief Executive Officer, and Chairman of the Board for HNI Corporation, a leading manufacturer of workplace furnishings and residential building products. Mr. Lorenger has served in his role of President and CEO since June 2018 and has been Chairman of the HNI Board of Directors since February 2020. Mr. Lorenger has a wide array of experience during his 25 years at HNI including President of Office Furniture, President of Allsteel, and General Counsel of HNI prior to assuming his current role. Mr. Lorenger fills the Board seat recently vacated upon Wilson Jones’ retirement from the Board in December 2023. With his appointment, THOR’s Board of Directors has nine members. Mr. Lorenger holds three degrees from the University of Iowa, having received a BBA in Marketing, a Juris Doctorate, and an MBA.
Seeking Alpha • Jan 29THOR Industries: Analysts Betting On A Rebound, But Not Until FY2025Summary 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
お知らせ • Jan 23Thor Industries Announces Appointment of Michele Mcdermott as Chief Human Resources OfficerTHOR Industries, Inc. announced the appointment of Michele McDermott as Chief Human Resources Officer (CHRO). In this role, Ms. McDermott will be responsible for the Company's human resources strategy and operations; talent management; inclusion; safety; and compensation and benefits. She will join the executive leadership team reporting to THOR President and Chief Executive Officer Bob Martin. Ms. McDermott brings more than 25 years of experience in human resources leadership with large-scale, global enterprises and publicly traded companies. Most recently, she served as Executive Vice President and CHRO of Hub Group. Her previous leadership roles include positions of increasing responsibility at Assurance, National Express Group and United Service Companies. Ms. McDermott brings more than 25 years of experience in human resources leadership with large-scale, global enterprises and publicly traded companies. Most recently, she served as Executive Vice President and CHRO of Hub Group. Her previous leadership roles include positions of increasing responsibility at Assurance, National Express Group and United Service Companies.
分析記事 • Jan 08Is 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...
Upcoming Dividend • Dec 20Upcoming dividend of US$0.48 per share at 1.6% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 11 January 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (2.0%).
お知らせ • Dec 15THOR Industries, Inc. Announces Regular Quarterly Dividend, Payable on January 11, 2024THOR Industries, Inc. announced that its Board of Directors approved, at its December 14, 2023 meeting, the payment of a regular quarterly cash dividend of $0.48 per share. The regular cash dividend is payable on January 11, 2024, to shareholders of record at the close of business on December 28, 2023.
Price Target Changed • Dec 12Price target increased by 8.6% to US$104Up from US$95.82, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of US$109. Stock is up 32% over the past year. The company is forecast to post earnings per share of US$6.65 for next year compared to US$7.00 last year.
分析記事 • Dec 09Shareholders Will Probably Hold Off On Increasing THOR Industries, Inc.'s (NYSE:THO) CEO Compensation For The Time BeingKey Insights THOR Industries will host its Annual General Meeting on 15th of December CEO Bob Martin's total...
Price Target Changed • Dec 07Price target increased by 7.8% to US$103Up from US$95.82, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$104. Stock is up 31% over the past year. The company is forecast to post earnings per share of US$6.72 for next year compared to US$7.00 last year.
Reported Earnings • Dec 07First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: US$1.01 (down from US$2.54 in 1Q 2023). Revenue: US$2.50b (down 20% from 1Q 2023). Net income: US$53.6m (down 61% from 1Q 2023). Profit margin: 2.1% (down from 4.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Auto industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.
お知らせ • Dec 06THOR Industries, Inc. Reaffirms Consolidated Earnings Guidance for the Fiscal Year 2024THOR Industries, Inc. reaffirmed consolidated earnings guidance for the fiscal year 2024. for the year, the company expects consolidated net sales in the range of $10.5 billion to $11.0 billion and diluted earnings per share in the range of $6.25 to $7.25.
分析記事 • Nov 27Be Wary Of THOR Industries (NYSE:THO) And Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Nov 23THOR Industries, Inc. to Report Q1, 2024 Results on Dec 06, 2023THOR Industries, Inc. announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Dec 06, 2023