Thor Industries (THO) reported earnings 30 days ago. What's next for the stock?
THOR Industries reported Q3 '26 results that were mixed to bad, with declining sales and profitability across key segments. NA Towable RV sales dropped nearly 25% y/y, with a 39% decline in backlog, while margins suffered from higher material costs and an unfavorable mix. Operating cash flow fell sharply due to inventory buildup, turning free cash flow negative, and management cut full-year EPS guidance to $3.30-$3.80.
While the top- and bottom-line numbers for Thor Industries (THO) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 2 | $205 | $151.1 | -$53.9 | -26.29% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,815 | $1.11M | $1.03M | -$71,576.18 | -6.47% |
| YA Yinka Akinsola Blue Trust Inc. | 14 | $1,243.34 | $1,047.9 | -$195.44 | -15.72% |
| MD Michelle Dubey Yousif Capital Management LLC | 17,156 | $1.71M | $1.29M | -$425,868.37 | -24.88% |
Kyle P. Smith NewEdge Wealth LLC | 25,687 | $2.22M | $1.92M | -$293,051.86 | -13.23% |
| Automobiles Industry | Consumer Discretionary Sector | Robert W. Martin CEO | NYSE Exchange | 885160101 CUSIP |
| US Country | 22,300 Employees | 1 Jul 2026 Last Dividend | 27 Jan 2004 Last Split | 30 Dec 1987 IPO Date |
Founded in 1980 and headquartered in Elkhart, Indiana, THOR Industries, Inc. is a leading designer, manufacturer, and marketer of recreational vehicles (RVs) in the United States, Canada, and Europe. The company is renowned for its vast range of RVs, along with relevant parts and accessories, catering to a diverse client base. THOR Industries stands out in the industry for its commitment to quality and innovation, offering a wide variety of recreational vehicles that meet the needs of different customers, from adventure seekers to those seeking luxury travel experiences. With a sales model relying on independent and non-franchise dealers, THOR Industries ensures its products are accessible across a broad market spectrum.
THOR Industries, Inc. provides an extensive portfolio of products and services designed to enhance the RV experience for its customers. These include: