Consumer Cyclical
Live Price
Offline$72.38
+0.64% today
1Y Change
-10.99%
Window
Jun 23, 2025 → Jun 8, 2026
Coverage: 241 bars · Jun 23, 2025 → 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 $72.38 and down 11.0% across the available one-year price window (Jun 23, 2025 → 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.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
THO
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
THO Max Drawdown
-40.06%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for THO and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$12.3B
-24.5% YoY
FY Net Income
$659.9M
-42.0% YoY
Free Cash Flow
$397.6M
-46.8% YoY
Revenue Growth
-4.6%
EPS Growth
-2.2%
Gross Margin
13.5%
Net Margin
3.0%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 9.6B | 10.0B | 11.1B | 16.3B | 12.3B |
| Gross Profit | 1.2B | 1.6B | 1.5B | 3.0B | 1.8B |
| Operating Income | 300M | 425M | 585M | 1.5B | 908M |
| EBITDA | 571M | 702M | 862M | 1.8B | 1.1B |
| Net Income | 259M | 265M | 374M | 1.1B | 660M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 587M | 501M | 441M | 312M | 446M |
| Total Assets | 7.1B | 7.0B | 7.3B | 7.4B | 6.7B |
| Total Liabilities | 2.8B | 2.9B | 3.3B | 3.8B | 3.7B |
| Shareholder Equity | 4.3B | 4.1B | 4.0B | 3.6B | 2.9B |
| Total Debt | 923M | 1.1B | 1.3B | 1.8B | 1.6B |
| Net Debt | 336M | 633M | 861M | 1.5B | 1.1B |
Cash flow positioning
Latest Full Year
Operating Cash Flow
526M
-46.8% YoY
Capital Expenditures
129M
+46.8% YoY
Free Cash Flow
398M
-46.8% YoY
Key ratios
Gross Margin
13.5%
Operating Margin
3.3%
Net Margin
3.0%
ROE
7.0%
Debt / Equity
0.23x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.