Consumer Cyclical
Thor Industries, Inc.(THO)
Live Price
Offline$77.53
+1.04% today
1Y Change
-9.36%
Window
Jun 20, 2025 β Jun 8, 2026
- Market Cap
- $4.11B
- Revenue Growth
- -4.6%
- EPS Growth
- -2.2%
- Dividend Yield
- 2.6%
Coverage: 242 bars Β· Jun 20, 2025 β Jun 8, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Thor Industries, Inc. (THO) is a Consumer Cyclical stock with a market cap of $4.11B and listed on NYSE. The stock last traded around $77.53 and down 9.4% across the available one-year price window (Jun 20, 2025 β Jun 8, 2026). Baseline metrics include revenue growth of -4.6%, EPS growth of -2.2%, a dividend yield of 2.6%. What stands out right now is revenue -4.6%, EPS -2.2%, free cash flow +12.1% with operating margin 3.3% and ROIC 5.0%. The dividend matters to the case here, with a current yield around 2.6%. Valuation is more restrained than many high-expectation growth names at P/E 13.7 and price/sales 0.4. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines THO price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-4.6% vs +7.5% peer median
Operating Margin
Below sector median
+3.3% vs +8.4% peer median
P/E
Below sector median
13.7 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Jun 3, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -4.6% and EPS is at -2.2%, with operating margin around 3.3%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.6%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.6% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Jun 3, 2026 | β | -6.2% | β | β |
2026 Mar 3, 2026 | +33.3% | +0.5% | -6.3% | -11.6% |
2025 Dec 3, 2025 | +652.2% | +2.3% | +7.4% | +5.3% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
THO
β
Normalized return
SPY
β
S&P 500
Excess Return
β
Relative to SPY
THO Max Drawdown
-40.06%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for THO and SPY.
Company Overview
Thor Industries, Inc.
New York Stock Exchange
Thor Industries, Inc. designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Canada, and Europe. The company offers travel trailers; gasoline and diesel Class A, Class B, and Class C motorhomes; conventional travel trailers and fifth wheels; luxury fifth wheels; and motorcaravans, caravans, campervans, and urban vehicles. It also provides aluminum extrusion and specialized component products to RV and other manufacturers; and digital products and services for RVs. The company provides its products through independent and non-franchise dealers. The company was founded in 1980 and is based in Elkhart, Indiana.
- Leadership
- Robert W. Martin
- IPO Date
- Jan 10, 1984
- Employees
- 22.3k
- Street Address
- 601 East Beardsley Avenue
- Mailing
- Elkhart, IN, 46514-3305
- Region
- Elkhart, IN, US
- Reporting Currency
- USD
- Investor Line
- 574 970 7460
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 13.7
- EV/EBITDA
- 8.1
- Price/Sales
- 0.4
- Price/Book
- 1.0
Growth
- Revenue
- -4.6%
- EPS
- -2.2%
- Free Cash Flow
- +12.1%
Profitability
- Gross Margin
- 13.5%
- Operating Margin
- 3.3%
- Net Margin
- 3.0%
- ROE
- 7.0%
- ROIC
- 5.0%
Balance Sheet
- Debt/Equity
- 0.23
- Current Ratio
- 1.76
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.