Added to YB: 2026-09-25
Pitch date: 2026-09-22
THO [neutral]
THOR Industries, Inc.
-0.67%
current return
Author Info
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Company Info
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.
Market Cap
$3.6B
Pitch Price
$71.41
Price Target
N/A
Dividend
2.82%
EV/EBITDA
8.69
P/E
20.69
EV/Sales
0.42
Sector
Automobiles
Category
turnaround
Consumer Spec - Pre Market Wrap - $THO
THO (earnings): THOR’s soft, low-quality print argues for patience: revenue of $2.312B beat a lowered $2.170B bar, but adjusted EPS missed by 7.4% at $0.78 and fell 66.9% year over year. North American Towable sales dropped 22.7%, while company gross margin compressed to 12.4%; management then withheld FY2027 guidance pending better retail visibility and quantified restructuring benefits. Europe and disciplined dealer inventory remain positives, but Towable may have further downside.
Read full article (3 min)