$THO

THOR INDUSTRIES INC

No enriched coverage for $THO in the last 7 days.

No SEC Form 4 filings for $THO in the last 30 days.

European stock markets mostly declined, while DAX and FTSE MIB hit record highs

European stocks mostly fell as eurozone sovereign bond yields rose. Stoxx Europe 600 fell 0.35% to 650.5; FTSE 100 -0.26%, CAC 40 -0.33%, IBEX 35 -0.85%, while Germany’s DAX +0.15% and Italy’s FTSE MIB +0.27% hit records on NATO defense-spending news. easyJet +9.3% on Castlelake takeover; BE Semiconductor -5.5% amid Nvidia supply-chain concerns; Novartis -2.2% on Myricx Bio deal up to $1.5B.

THOR INDUSTRIES ANNOUNCES FISCAL 2026 THIRD QUARTER RESULTS

THOR Industries reported fiscal 2026 third-quarter results for the quarter ended April 30, 2026: net sales of $2.78 billion, net income attributable to THOR of $97.2 million, and EBITDA of $209.1 million (adjusted EBITDA $183.6 million). The company said Motorized and European demand remained resilient, while Towable faced weaker volumes and higher costs. THOR repurchased $50.5 million of shares and revised full-year diluted EPS guidance to $3.30–$3.80 (from $3.75–$4.25), keeping net sales guida

THO sentiment & insider activity

Recent THO coverage spans financial news and earnings.

What's driving THO

  • This is an analyst-forecast snapshot rather than a new company disclosure, but it can still inform near-term positioning around consensus expectations.

    tradingkey.com · Jul 25, 2026

  • Thales is supported by the same defense-budget tailwind described for the sector.

    news.am · Jul 7, 2026

  • Guidance cut plus segment pressure (notably Towable) increases downside risk to earnings expectations, partially offset by Motorized/Europe resilience and buybacks.

    prnewswire.com · Jun 3, 2026

  • Pre-earnings positioning hinges on whether THO can sustain revenue/EPS momentum despite a projected YoY revenue decline.

    finance.yahoo.com · Jun 2, 2026

  • Timucuan Asset Management sold approximately $4.89 million worth of Thor Industries shares, reducing its position by about 7.5%. Despite this, the firm maintains a significant stake, indicating continued confidence in Thor's long-term prospects.

    The Globe and Mail · May 22, 2026

alphai scores every news story that mentions THO with an AI model for sentiment and relevance, and aggregates insider trades from THOR INDUSTRIES INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $THO

Score
$ASMLMed

European stock markets mostly declined, while DAX and FTSE MIB hit record highs

European stocks mostly fell as eurozone sovereign bond yields rose. Stoxx Europe 600 fell 0.35% to 650.5; FTSE 100 -0.26%, CAC 40 -0.33%, IBEX 35 -0.85%, while Germany’s DAX +0.15% and Italy’s FTSE MIB +0.27% hit records on NATO defense-spending news. easyJet +9.3% on Castlelake takeover; BE Semiconductor -5.5% amid Nvidia supply-chain concerns; Novartis -2.2% on Myricx Bio deal up to $1.5B.

$THOMedAI 9/10

THOR INDUSTRIES ANNOUNCES FISCAL 2026 THIRD QUARTER RESULTS

THOR Industries reported fiscal 2026 third-quarter results for the quarter ended April 30, 2026: net sales of $2.78 billion, net income attributable to THOR of $97.2 million, and EBITDA of $209.1 million (adjusted EBITDA $183.6 million). The company said Motorized and European demand remained resilient, while Towable faced weaker volumes and higher costs. THOR repurchased $50.5 million of shares and revised full-year diluted EPS guidance to $3.30–$3.80 (from $3.75–$4.25), keeping net sales guida

$THOMedAI 8/10

THOR Industries (THO) To Report Earnings Tomorrow: Here Is What To Expect

Thor Industries (NYSE:THO) will report earnings Wednesday before market open, according to the article. Last quarter it reported revenue of $2.13 billion, up 5.3% YoY, and beat analysts’ EPS and EBITDA estimates. For the upcoming quarter, revenue is expected to fall 8.3% YoY. The article cites an average analyst price target of $102.08 vs. $77.78 current.

Timucuan Asset Management Trims $5 Million From Thor Industries Position

Timucuan Asset Management sold 47,996 shares of Thor Industries (NYSE: THO), valued at an estimated $4.89 million, during the first quarter of 2026. Despite this sale, Thor Industries remains a significant holding for the fund, representing 7.5% of its reportable AUM and making it the fifth-largest position. The article suggests that investors should not overreact to this minor trim, as Timucuan has historically held its favorite stocks for extended periods and still maintains a substantial stake in Thor Industries, a company with a strong long-term performance record in the cyclical RV industry.

$THOMed

Vanguard reports 2.67M-share stake in Thor Industries (NYSE: THO)

Vanguard Capital Management disclosed a 5.07% passive ownership stake in Thor Industries (NYSE: THO), totaling 2,670,866 shares of common stock as of March 31, 2026, through a Schedule 13G filing. The filing indicates Vanguard has sole dispositive power over all these shares and sole voting power over 400,685 shares, consistent with its role as a large index/asset manager. This disclosure reflects holdings managed across various Vanguard affiliates and funds.

A Look At THOR Industries (THO) Valuation After Recent Share Price Weakness

THOR Industries (THO) has experienced significant share price weakness recently, with a 31.6% decline over three months, despite a 7.1% gain in the past month. The company, which generates US$9.93 billion in revenue and US$300.41 million in net income, appears undervalued according to its P/E ratio of 14.1x compared to industry averages and an estimated fair P/E of 16.5x. A Discounted Cash Flow (DCF) model suggests an even deeper discount, indicating the market might be overly cautious with its valuation of $80.52 against an estimated future cash flow value of $132.76.

$THOMed

Deprince Race & Zollo Inc. Lowers Stake in Thor Industries, Inc. $THO

Deprince Race & Zollo Inc. significantly reduced its stake in Thor Industries (NYSE:THO) by 24.1% in the fourth quarter, selling 117,441 shares and resulting in an ownership of 369,569 shares valued at approximately $37.94 million. Despite the reduction, Thor Industries exceeded quarterly earnings and revenue expectations, reporting $0.34 EPS and $2.13 billion in revenue, and declared a quarterly dividend of $0.52. The company also saw insider trading activity, including a director purchasing shares and a COO selling shares, while analysts have a consensus "Hold" rating with a target price of $106.10.

$THOMed

THOR Industries declares $0.52 quarterly dividend

THOR Industries (NYSE:THO) has announced a regular quarterly cash dividend of $0.52 per share, payable on April 20, 2026, to shareholders of record as of April 6, 2026. Despite a recent stock decline, InvestingPro analysis indicates the company is undervalued. The dividend declaration follows a strong Q2 earnings report where adjusted EBITDA and revenues surpassed analyst expectations, though the company's guidance fell short of Wall Street forecasts, leading to mixed analyst ratings.

Related tickers