Inside the research
THOR Industries, Inc.
THO Research profile · latest available data
Price overview
$72.15
▲ +1.22 (+1.7%)
| 52w hi | $118.70 |
|---|---|
| 52w lo | $67.77 |
| Vol | 846.40K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.64
| Short | -0.41 |
|---|---|
| Medium | -0.76 |
| Long | -0.83 |
computed 2026-09-27
Key fundamentals
THOR Industries, Inc.
Consumer Cyclical · Recreational Vehicles
| Market cap | $3.72B |
|---|---|
| Enterprise value | $4.15B |
| Trailing P/E | 21.35x |
| Forward P/E | 14.10x |
| EV / EBITDA | 8.96x |
| P / S (ttm) | 0.39x |
| Profit margin | 1.8% |
| Return on equity | 4.1% |
| Revenue growth | -8.4% |
| Earnings growth | -66.5% |
| Debt / equity | 21.36 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | -0.00 | |
| Sector | -0.03 | |
| Technical | -0.42 | |
| Earnings | +0.00 | |
| Sentiment | +0.02 |
macro × 1.00 · 2026-09-27
Business overview
THOR Industries, Inc. manufactures and sells recreational vehicles (RVs), and related parts and accessories in the United States, Germany, rest of Europe, Canada, and internationally. It operates through three segments: North American Towable Recreational Vehicles; North American Motorized Recreational Vehicles; and European Recreational Vehicles. The company offers travel trailers and motorhomes; Class A, Class C and Class B motorhomes; and fifth wheels under the Airstream Classic, Globetrotter, International, Tradewind, Flying Cloud, Caravel, Bambi, World Traveler, Basecamp, Interstate, Atlas, Rangeline, Jay Flight, Jay Feather, Eagle, Pinnacle, Colt, Range Lite, 3X, Prowler, North Trail, Big Horn, Odyssey, Esteem, Emblem, Insignia, Montana, Springdale, Hideout, Sprinter, Arcadia, Bullet, Fuzion, Raptor, Reign, Passport, Sprout, Cougar, Coleman, Kodiak, Aspen Trail, Astoria, Voltage, Colorado, Sunset Trail, Zinger, Redwood, Classic, Sportsmen, Connect, Ridgeway, Durango, Durango Gold, Sportster X, Sienna, Sonic, Stratus, and SportTrek brands. It also provides gasoline and diesel Class A products under the ACE, Resonate, Hurricane, Windsport, Outlaw, Indigo, Luminate, Vegas, Axis, Rize, Scope, Sequence, Tellaro, Palladium, Talavera, Sanctuary, Tranquility, Four Winds, Chateau, Compass, Gemini, Magnitude, Omni, Inception, Pasadena, Inception HD, Pasadena SV, Palazzo, Riviera, Aria, Allegro, Allegro Bay, Allegro Breeze, Allegro Bus, Allegro Red, Byway, GH1, GH2, GT1, GT2, Midas, Open Trail, Phaeton, Wayfarer, and Zephyr. In addition, the company offers recreational vehicles; and motorized and towable recreational vehicles, including motorcaravans, campervans, urban vehicles, and caravan. Further, it sells RV-related products; and manufactures and sells aluminum extrusions and specialized component products. The company sells its products to independent and non-franchise dealers. THOR Industries, Inc. was founded in 1980 and is based in Elkhart, Indiana.
Risk Metrics
| Beta vs SPX | 1.07 |
|---|---|
| Corr SPX | 0.44 |
| Annual vol | 39.5% |
| Annual ret | -10.2% |
| Sharpe | -0.26 |
| Max DD | -43.9% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-06-16 | Other Material Event, Exhibits | read |
| 2026-06-03 | Earnings Release, Reg FD Disclosure… | read |
| 2026-03-24 | Other Material Event, Exhibits | read |
| 2026-03-03 | Earnings Release, Reg FD Disclosure… | read |
| 2025-12-17 | Shareholder Vote | read |
| 2025-12-16 | Other Material Event, Exhibits | read |
| 2025-12-03 | Earnings Release, Reg FD Disclosure… | read |
| 2025-10-08 | Other Material Event, Exhibits | read |
| 2025-09-24 | Earnings Release, Reg FD Disclosure… | read |
| 2025-06-23 | Reg FD Disclosure, Exhibits | read |
| 2025-06-18 | Other Material Event, Exhibits | read |
| 2025-06-04 | Earnings Release, Reg FD Disclosure… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-16 | ORTHWEIN PETER BUSCH | Director | Gift | 500 | — |
| 2026-06-16 | ORTHWEIN PETER BUSCH | Director | Gift | 10.00K | — |
| 2026-03-06 | ORTHWEIN PETER BUSCH | Director | Buy | 2.60K | $229.45K |
| 2026-01-15 | WOELFER W. TODD | Officer, SVP, CHIEF OPERA | Sell | 4.57K | $524.50K |
| 2025-12-26 | MARTIN ROBERT W | Director, Officer, CHIEF | Gift | 4.72K | — |
| 2025-12-12 | WOELFER W. TODD | Officer, SVP, CHIEF OPERA | Gift | 4.00K | — |
| 2025-12-12 | WOELFER W. TODD | Officer, SVP, CHIEF OPERA | Sell | 1.73K | $178.34K |
| 2025-10-08 | MARTIN ROBERT W | Director, Officer, CHIEF | Grant | 18.76K | — |
| 2025-10-08 | MARTIN ROBERT W | Director, Officer, CHIEF | Withheld for tax | 13.99K | $1.47M |
| 2025-10-08 | MARTIN ROBERT W | Director, Officer, CHIEF | Withheld for tax | 7.50K | $786.75K |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
Dividends
| Yield (TTM) | 2.16% |
|---|---|
| $ / share (TTM) | $1.56 |
| 5y CAGR | +4.5% |
Annual dividend per share
| 2021 | $1.68 |
|---|---|
| 2022 | $1.76 |
| 2023 | $1.86 |
| 2024 | $1.46 |
| 2025 | $2.02 |
| 2026 | $1.04 |
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $9.58B | +11.7% | |
| Gross profit | $1.45B | +12.0% | |
| Net income | $258.56M | +21.4% | |
| Cash from ops | $981.63M | +24.0% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $71.37 | $72.37 | $70.32 | $72.15 | 846.40K |
| Sep 24 | $72.58 | $72.81 | $70.45 | $70.93 | 969.60K |
| Sep 23 | $71.41 | $72.94 | $70.94 | $72.31 | 1.08M |
| Sep 22 | $72.53 | $74.79 | $69.47 | $73.80 | 1.43M |
| Sep 21 | $68.39 | $70.16 | $67.43 | $69.94 | 1.39M |
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