THOR Industries, Inc.

NYSE:THO 주식 리포트

시가총액: US$3.8b

THOR Industries 경영진

경영진 기준 점검 2/4

THOR Industries CEO는 Bob Martin, Aug2013 에 임명되었습니다 의 임기는 13.08 년입니다. 총 연간 보상은 $14.61M, 5.1% 급여 및 94.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $25.07M 가치에 해당하는 회사 주식의 0.66% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.8 년과 7.9 년입니다.

핵심 정보

Bob Martin

최고경영자

US$14.6m

총 보수

CEO 급여 비율5.13%
CEO 재임 기간13.1yrs
CEO 지분 보유율0.7%
경영진 평균 재임 기간4.8yrs
이사회 평균 재임 기간7.9yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • Aug 20

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

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

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

Recent Performance Snapshot THOR Industries (THO) has seen mixed share performance, with the stock down over the past year and year to date, but showing a gain over the past month and a decline over the past 3 months. At a recent close of US$75.98 and a market value of about US$4.0b, the company reports annual revenue of US$9.82b and net income of US$262.46m. See our latest analysis for THOR Industries. Recent trading shows momentum fading, with the share price down 27.93% year to date and...
분석 기사 • Feb 13

THOR Industries, Inc.'s (NYSE:THO) P/E Is On The Mark

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
분석 기사 • Dec 31

Estimating The Fair Value Of THOR Industries, Inc. (NYSE:THO)

Key Insights THOR Industries' estimated fair value is US$106 based on 2 Stage Free Cash Flow to Equity With US$104...
분석 기사 • Sep 12

THOR Industries, Inc. (NYSE:THO) Not Lagging Market On Growth Or Pricing

With a price-to-earnings (or "P/E") ratio of 26.4x THOR Industries, Inc. ( NYSE:THO ) may be sending bearish signals at...
분석 기사 • Aug 16

THOR Industries (NYSE:THO) Is Reinvesting At Lower Rates Of Return

NYSE:THO 1 Year Share Price vs Fair Value Explore THOR Industries's Fair Values from the Community and select yours If...
분석 기사 • Jul 08

Is It Too Late To Consider Buying THOR Industries, Inc. (NYSE:THO)?

THOR Industries, Inc. ( NYSE:THO ), might not be a large cap stock, but it saw a significant share price rise of 41% in...
Seeking Alpha • Mar 29

THOR Industries: Fairly Priced, But Consumer Confidence Could Delay Recovery

Summary THOR Industries experienced a 38% revenue decline YoY due to post-pandemic demand normalization, overstocked dealers, higher interest rates, and inflation pressures. Management is reducing debt and repurchasing shares, showing long-term confidence. Structural growth drivers include increasing interest from Millennials and Gen Z, more remote workers, and long-term lifestyle shifts toward outdoor recreation. The current macro environment remains challenging, with high-interest rates, persistent inflation, tariff uncertainty, and declining consumer confidence may delay recovery in RV demand. Discounted EPS valuation suggests modest upside, but risks around execution and macro environment remain high, which is why my rating is HOLD. Read the full article on Seeking Alpha
분석 기사 • Feb 23

Calculating The Intrinsic Value Of THOR Industries, Inc. (NYSE:THO)

Key Insights Using the 2 Stage Free Cash Flow to Equity, THOR Industries fair value estimate is US$105 Current share...
분석 기사 • Feb 07

Is THOR Industries (NYSE:THO) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Jan 21

Earnings Tell The Story For THOR Industries, Inc. (NYSE:THO)

THOR Industries, Inc.'s ( NYSE:THO ) price-to-earnings (or "P/E") ratio of 25.8x might make it look like a sell right...
Seeking Alpha • Jan 07

THOR Industries: A Cautious Downgrade

Summary THOR Industries, Inc., a key player in the RV market, experienced a significant decline in financial performance due to weak orders post-COVID-19. Revenue dropped 9.7% in 2024, with North American sales particularly hit, while European sales saw a modest increase due to currency fluctuations and product mix. Profitability metrics, including net income and operating cash flow, also fell sharply, prompting a downgrade from a ‘buy’ to a ‘hold’ rating. Despite the long-term potential, current market conditions and economic uncertainties suggest better investment opportunities than THO stock elsewhere in the near term. Read the full article on Seeking Alpha
분석 기사 • Jan 06

THOR Industries (NYSE:THO) Could Be Struggling To Allocate Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
분석 기사 • Dec 22

At US$97.26, Is It Time To Put THOR Industries, Inc. (NYSE:THO) On Your Watch List?

While THOR Industries, Inc. ( NYSE:THO ) might not have the largest market cap around , it saw significant share price...
분석 기사 • Oct 26

These 4 Measures Indicate That THOR Industries (NYSE:THO) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 • Oct 11

THOR Industries (NYSE:THO) Will Pay A Larger Dividend Than Last Year At $0.50

The board of THOR Industries, Inc. ( NYSE:THO ) has announced that the dividend on 15th of November will be increased...
Seeking Alpha • Oct 07

THOR Industries: Still Believe It Can Outperform

Summary THOR Industries' long-term outperformance is driven by strategic acquisitions, a decentralized business model, and a highly variable cost structure. Recent underperformance is due to industry volatility, valuation compression, and macroeconomic challenges, but the company remains fundamentally strong. THOR's current valuation is attractive, with potential for long-term growth, especially as acquisitions resume and the European segment recovers. Risks include changing consumer preferences, but strong interest and favorable demographics suggest continued demand for RVs. Read the full article on Seeking Alpha
분석 기사 • Sep 26

THOR Industries, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

The yearly results for THOR Industries, Inc. ( NYSE:THO ) were released last week, making it a good time to revisit its...
분석 기사 • Sep 23

Why Investors Shouldn't Be Surprised By THOR Industries, Inc.'s (NYSE:THO) P/E

THOR Industries, Inc.'s ( NYSE:THO ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a sell right...
분석 기사 • Sep 04

Is It Time To Consider Buying THOR Industries, Inc. (NYSE:THO)?

THOR Industries, Inc. ( NYSE:THO ), is not the largest company out there, but it saw a double-digit share price rise of...
Seeking Alpha • Aug 31

Thor Industries: The Best House On A Terrible Block

Summary Thor Industries' revenue and earnings have declined, with a significant drop in backlog, indicating weakened demand in the RV market. Despite better performance than peers, Thor's valuation is extremely high, trading at a steep premium to its historical average. Thor's dividend appears safe, but growth is likely to remain low due to current business challenges and market conditions. Given market pressures, deteriorating fundamentals, and high valuation, I rate Thor Industries as a sell. Read the full article on Seeking Alpha
분석 기사 • Jul 30

THOR Industries (NYSE:THO) Has More To Do To Multiply In Value Going Forward

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
분석 기사 • May 24

Is It Too Late To Consider Buying THOR Industries, Inc. (NYSE:THO)?

While THOR Industries, Inc. ( NYSE:THO ) might not have the largest market cap around , it received a lot of attention...
Seeking Alpha • Apr 24

The Worst Looks Over For THOR Industries

Summary THOR Industries, a company that sells RVs and recreational vehicles, has experienced weakness in the market as of late due to decreased demand. While painful, the picture is showing signs of improvement. Add on top of this how shares are priced and the company makes for an interesting prospect moving forward. Read the full article on Seeking Alpha
분석 기사 • Apr 24

Investors Could Be Concerned With THOR Industries' (NYSE:THO) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
분석 기사 • Mar 09

THOR Industries, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

As you might know, THOR Industries, Inc. ( NYSE:THO ) last week released its latest second-quarter, and things did not...
분석 기사 • Feb 23

THOR Industries, Inc.'s (NYSE:THO) P/E Still Appears To Be Reasonable

With a price-to-earnings (or "P/E") ratio of 22.4x THOR Industries, Inc. ( NYSE:THO ) may be sending bearish signals at...

CEO 보수 분석

Bob Martin의 보수는 THOR Industries의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Apr 30 2026n/an/a

US$262m

Jan 31 2026n/an/a

US$300m

Oct 31 2025n/an/a

US$282m

Jul 31 2025US$15mUS$750k

US$259m

Apr 30 2025n/an/a

US$223m

Jan 31 2025n/an/a

US$202m

Oct 31 2024n/an/a

US$210m

Jul 31 2024US$11mUS$750k

US$265m

Apr 30 2024n/an/a

US$266m

Jan 31 2024n/an/a

US$272m

Oct 31 2023n/an/a

US$292m

Jul 31 2023US$11mUS$750k

US$374m

Apr 30 2023n/an/a

US$565m

Jan 31 2023n/an/a

US$792m

Oct 31 2022n/an/a

US$1b

Jul 31 2022US$16mUS$750k

US$1b

Apr 30 2022n/an/a

US$1b

Jan 31 2022n/an/a

US$922m

Oct 31 2021n/an/a

US$788m

Jul 31 2021US$19mUS$750k

US$660m

Apr 30 2021n/an/a

US$549m

Jan 31 2021n/an/a

US$390m

Oct 31 2020n/an/a

US$286m

Jul 31 2020US$7mUS$635k

US$223m

보상 대 시장: Bob의 총 보수(USD14.61M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.10M)보다 높습니다.

보상과 수익: Bob의 보상은 지난 1년 동안 20% 이상 증가했습니다.

CEO

Bob Martin (57 yo)

13.1yrs
재임 기간
US$14,613,718
보수

Mr. Robert W. Martin, also known as Bob, has been the Chief Executive Officer of Thor Industries Inc. since August 1, 2013 and serves as its President. Mr. Martin served as the President and Chief Operatin...

리더십 팀

이름직위재임 기간보수지분
Robert Martin
President13.1yrsUS$14.61m0.66%
$ 25.1m
Peter Orthwein
Co-Founder & Chairman Emeritus46.7yrsUS$299.94k3.51%
$ 134.1m
Colleen Zuhl
Senior VP & CFO12.9yrsUS$6.66m0.23%
$ 8.8m
W. Woelfer
Senior VP & COO4.8yrsUS$6.48m0.15%
$ 5.7m
Trevor Gasper
Senior VP4.8yrsUS$3.18m0.024%
$ 912.7k
Michele McDermott
Senior VP & CHRO2.7yrsUS$2.23m0.00068%
$ 26.0k
Ryan Biren
Chief Information Officerless than a year데이터 없음데이터 없음
Renee Jones
Vice President of Marketing7.2yrsUS$389.97k데이터 없음
Troy James
President of Keystone7.6yrs데이터 없음데이터 없음
McKay Featherstone
Senior Vice President of Global Innovation4.3yrs데이터 없음데이터 없음
Ken Walters
Pres. of North Am. RV Ops and Group CEO of Jaycono data데이터 없음데이터 없음
Andy Murray
Senior Vice President of Strategy & Business Developmentless than a year데이터 없음데이터 없음
4.8yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 관리: THO의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.8 년).

이사회 구성원

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

경험이 풍부한 이사회: THO의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7.9 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/15 09:57
종가2026/09/15 00:00
수익2026/04/30
연간 수익2025/07/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

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분석가 소스

THOR Industries, Inc.는 24명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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