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THOR Industries, Inc.NYSE:THO Voorraadrapport

Marktkapitalisatie US$3.8b
Prijs aandeel
US$74.76
US$105.5
29.1% ondergewaardeerd intrinsieke korting
1Y-7.5%
7D-0.1%
Portefeuillewaarde
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THOR Industries, Inc.

NYSE:THO Voorraadrapport

Marktkapitalisatie: US$3.8b

THOR Industries (THO) Aandelenoverzicht

THOR Industries, Inc. ontwerpt, produceert en verkoopt recreatievoertuigen en bijbehorende onderdelen en accessoires in de Verenigde Staten, Duitsland, de rest van Europa, Canada en internationaal. Meer informatie

Beloningen

Verhandeld tegen 45.4% onder onze schatting van de reële waarde

De winst zal naar verwachting met 14.71% per jaar groeien

De winst groeide het afgelopen jaar met 48.6%

Betaalt een betrouwbaar dividend van 2.78%

Handelen tegen een goede waarde vergeleken met branchegenoten en branchegenoten

Analisten zijn het erover eens dat de aandelenkoers met 41.1% zal stijgen

Risicoanalyse

THO onze risicocontroles hebben doorstaan.

THO Community Fair Values

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THOR Industries, Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor THOR Industries
Historische aandelenkoersen
Huidige aandelenkoersUS$74.76
52 Week HoogtepuntUS$122.83
52 Week LaagUS$70.56
Bèta1.34
1 maand verandering-7.83%
3 maanden verandering-33.98%
1 Jaar Verandering-7.45%
3 jaar verandering-6.71%
5 jaar verandering-38.46%
Verandering sinds IPO10,960.38%

Recent nieuws en updates

Recent updates

Analyseartikel • 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...
Analyseartikel • Dec 31

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

Key Insights THOR Industries' estimated fair value is US$106 based on 2 Stage Free Cash Flow to Equity With US$104...
Seeking Alpha • Dec 04

THOR Industries Opened The Year With Thunderous Performance, But Fully Valued

Summary THOR Industries delivered a strong Q1 2026, with net sales up 11.5% YoY and improved margins driven by Motorized and European RV segments. THO’s balance sheet remains robust, with $510M in cash, manageable debt (Net Debt/EBITDA 0.8x), and inventory strategies supporting resilience against inflation and tariffs. Despite operational momentum, THO trades at 1.35x book value—near its five-year average—indicating limited upside and a fully valued stock. I reiterate a Hold rating on THO, as technicals and valuation suggest caution despite recent bullish signals and operational improvements. Read the full article on Seeking Alpha
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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
Analyseartikel • 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...
Analyseartikel • 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
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • Feb 08

At US$115, Is THOR Industries, Inc. (NYSE:THO) Worth Looking At Closely?

THOR Industries, Inc. ( NYSE:THO ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...
Seeking Alpha • Jan 29

THOR Industries: Analysts Betting On A Rebound, But Not Until FY2025

Summary Today, we take a close look at THOR Industries, a recreational vehicle manufacturer with a market capitalization of over $6 billion. The company's first-quarter results showed a decline in sales and order backlog, but with strong growth coming from European Operations. THOR Industries has a solid balance sheet and has increased its annual dividend payout for 14 straight years. An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Analyseartikel • Jan 08

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

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analyseartikel • Dec 09

Shareholders Will Probably Hold Off On Increasing THOR Industries, Inc.'s (NYSE:THO) CEO Compensation For The Time Being

Key Insights THOR Industries will host its Annual General Meeting on 15th of December CEO Bob Martin's total...
Analyseartikel • Nov 27

Be Wary Of THOR Industries (NYSE:THO) And Its Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

Rendement voor aandeelhouders

THOUS AutoUS Markt
7D-0.1%-5.8%-0.3%
1Y-7.5%19.9%26.7%

Rendement versus industrie: THO presteerde slechter dan de US Auto -sector, die het afgelopen jaar een rendement van 19.9 % opleverde.

Rendement versus markt: THO presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 26.7 % opleverde.

Prijsvolatiliteit

Is THO's price volatile compared to industry and market?
THO volatility
THO Average Weekly Movement5.7%
Auto Industry Average Movement9.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Stabiele aandelenkoers: THO heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van THO is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
198020,900Bob Martinwww.thorindustries.com

THOR Industries, Inc. ontwerpt, produceert en verkoopt recreatievoertuigen en bijbehorende onderdelen en accessoires in de Verenigde Staten, Duitsland, de rest van Europa, Canada en internationaal. Het bedrijf biedt reistrailers, benzine- en dieselcampers van klasse A, klasse B en klasse C, conventionele reistrailers en vijfde wielen, conventionele campers, luxe vijfde wielen en kampeerauto's, campers, stadsvoertuigen en caravans, evenals andere campergerelateerde producten en diensten. Het bedrijf levert ook aluminium extrusie en gespecialiseerde onderdelen aan camper- en andere fabrikanten.

THOR Industries, Inc. Samenvatting

Hoe verhouden de winst en inkomsten van THOR Industries zich tot de beurswaarde?
THO fundamentele statistieken
MarktkapitalisatieUS$3.79b
Inkomsten(TTM)US$300.41m
Inkomsten(TTM)US$9.93b
13.1x
Koers/Winstverhouding
0.4x
P/S-verhouding

Is THO overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
THO resultatenrekening (TTM)
InkomstenUS$9.93b
Kosten van inkomstenUS$8.55b
BrutowinstUS$1.39b
Overige uitgavenUS$1.09b
InkomstenUS$300.41m

Laatst gerapporteerde inkomsten

Jan 31, 2026

Volgende inkomensdatum

Jun 03, 2026

Winst per aandeel (EPS)5.71
Brutomarge13.96%
Nettowinstmarge3.02%
Schuld/Eigen Vermogen Verhouding20.4%

Hoe presteerde THO op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

2.8%
Huidig dividendrendement
36%
Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 07:16
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2026/01/31
Jaarlijkse inkomsten2025/07/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

THOR Industries, Inc. wordt gevolgd door 24 analisten. 17 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
null nullArgus Research Company
Craig KennisonBaird
Michael AlbaneseBenchmark Company