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THOR Industries generated consolidated net sales of $9.61 billion in fiscal 2026. It returned $223.9 million to shareholders through $115.1 million of share repurchases and $108.8 million of dividend payments, while reducing debt by $59.7 million.
THOR Industries reported Fiscal Year 2026 net sales of $9.61 billion, net income attributable to THOR of $177.5 million and cash from operations of $321.2 million; it raised the annual dividend 4% to $2.08 per share and repurchased 1,274,538 shares.
Thor Industries, Inc.’s 2026 Annual Meeting on December 16, 2026 includes director elections, ratification of Deloitte & Touche LLP for Fiscal Year 2027, and a non-binding advisory vote on named executive officer compensation.
THOR Industries, Inc. increased its regular quarterly cash dividend to $0.54 per share, a 3.8% increase from $0.52, payable November 10, 2026 to shareholders of record October 27, 2026.
THOR’s fourth-quarter net sales were $2,311,628 thousand, down (8.4)%, while Adjusted EBITDA was $131,737 thousand, down (37.1)%; strategic initiatives are expected to improve its earnings profile in excess of $100 million annually.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Fiscal 2026 net sales exceeded the high end of guidance, restructuring is expected to improve annual earnings by more than $100 million once fully implemented, and European sales and market share remained resilient. However, consolidated fourth-quarter and full-year gross profit, net income, diluted EPS, EBITDA and adjusted EBITDA declined; supplier inflation and affordability pressures continued to weigh on results, North American segment performance weakened, and fiscal 2027 guidance was deferred.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 544.36M | Fiscal Year Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP EBITDA (Non-GAAP) 541.91M
+26.58M Stock-based compensation expense
+2.28M Change in LIFO reserve, net
-3.74M Non-cash foreign currency loss (gain)
-23.31M Investment-related gain
+0K Weather-related gain
+45.92M Strategic initiatives
-45.29M Other gain, including on sales of PP&E
= Adjusted EBITDA 544.36M
|
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| Adjusted EBITDA Margin non-GAAP | 5.7% | Q4 FY2026 | — |
| Capital acquisitions | $154.63M | fiscal 2026 filing | — |
| Capital expenditures | $152.4M | Fiscal 2026 | — |
| Cash from Operations | $321.2M | Fiscal 2026 | — |
| Consolidated Shipments | 159,956 | Fiscal 2026 | — |
| EBITDA | 541.91M | Fiscal Year Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income 174.65M
+36.84M Interest expense, net
+64.07M Income tax provision
+266.36M Depreciation and amortization of intangible assets
= EBITDA 541.91M
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| European All RV Categories Retail Market Share | 24.7% | six months ended June 30, 2026 | — |
| European Avg. Sales Price | $72,490 | Q4 FY2026 | — |
| European Backlog | $1.65B | as of 7/31/26 | — |
| European Campervan unit shipments | 16,397 | Fiscal 2026 filing | — |
| European Campervan Units | 4,933 | Q4 FY2026 | — |
| European Caravan unit shipments | 6,037 | Fiscal 2026 filing | — |
| European Caravan Units | 1,503 | Q4 FY2026 | — |
| European Dealer Inventory | 20,520 | as of 7/31/26 | — |
| European independent dealer inventory | 20,500 | fiscal 2026 fourth quarter | — |
| European independent dealer inventory change | 7.7% | fiscal 2026 fourth quarter | — |
| European motorcaravan and campervan retail market share | 27% | six months ended June 30, 2026 | — |
| European Motorcaravan unit shipments | 23,189 | Fiscal 2026 filing | — |
| European Motorcaravan Units | 6,934 | Q4 FY2026 | — |
| European Shipments | 13,370 | Q4 FY2026 | — |
| European Shipments (FY) | 45,623 | Fiscal 2026 | — |
| Fifth wheel net sales change | -30.5% | fiscal 2026 fourth quarter | — |
| North American Class B Retail Market Share | 41.5% | six months ended June 30, 2026 | — |
| North American Class C Retail Market Share | 52.6% | six months ended June 30, 2026 | — |
| North American Fifth Wheels Retail Market Share | 36.9% | six months ended June 30, 2026 | — |
| North American independent dealer inventory of THOR products | 64,000 | 7/31/26 | — |
| North American independent dealer inventory of THOR products (prior year) | 73,300 | 7/31/25 | — |
| North American Motorized Avg. Sales Price | $131,176 | Q4 FY2026 | — |
| North American Motorized Backlog | $728.2M | as of 7/31/26 | — |
| North American Motorized Class A unit shipments | 3,375 | Fiscal 2026 filing | — |
| North American Motorized Class A Units | 644 | Q4 FY2026 | — |
| North American Motorized Class B unit shipments | 4,229 | Fiscal 2026 filing | — |
| North American Motorized Class B Units | 977 | Q4 FY2026 | — |
| North American Motorized Class C unit shipments | 11,684 | Fiscal 2026 filing | — |
| North American Motorized Class C Units | 2,185 | Q4 FY2026 | — |
| North American Motorized Dealer Inventory | 10,639 | as of 7/31/26 | — |
| North American Motorized market share gain | 70 | twelve months ended June 30, 2026 | — |
| North American Motorized Shipments | 3,806 | Q4 FY2026 | — |
| North American Motorized Shipments (FY) | 19,288 | Fiscal 2026 | — |
| North American Towable Dealer Inventory | 53,330 | as of 7/31/26 | — |
| North American Towable Fifth Wheels unit shipments | 20,046 | Fiscal 2026 filing | — |
| North American Towable retail market share (trailing twelve months prior) | 37.5% | TTM ended June 30, 2025 | — |
| North American Towable retail market share (trailing twelve months) | 36.6% | TTM ended June 30, 2026 | — |
| North American Towable Shipments | 20,616 | Q4 FY2026 | — |
| North American Towable Shipments (FY) | 95,045 | Fiscal 2026 | — |
| North American Towable Travel Trailers unit shipments | 74,999 | Fiscal 2026 filing | — |
| North American Travel Trailer Retail Market Share | 36.8% | six months ended June 30, 2026 | — |
| Outstanding Debt | $875.8M | as of 7/31/26 | — |
| Restructuring costs | $58.9M | fiscal 2026 full year | +39.9% |
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|
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| RV Backlog | 3.3B | 7/31/26 | — |
| Shares repurchased | $115.1M | Fiscal 2026 | — |
| Shares repurchased (count) | 1,274,538 | Fiscal 2026 | — |
| Total Liquidity | $1.3B | as of 7/31/26 | — |
| Total North America units | 114,333 | Fiscal 2026 filing | — |
| Campervan units | 4,984 | Three Months Ended April 30, 2026 filing | — |
| Caravan European unit registrations (Company, OEM-reporting countries) | 1,712 | the three months ended March 31, 2026 filing | — |
| Caravan units | 1,972 | Three Months Ended April 30, 2026 filing | — |
| Class A units | 1,008 | Three Months Ended April 30, 2026 filing | — |
| Class B units | 1,129 | Three Months Ended April 30, 2026 filing | — |
| Class C units | 3,871 | Three Months Ended April 30, 2026 filing | — |
| Common stock repurchases | $50,500 | the three months ended April 30, 2026 filing | — |
| European market share, caravans | 16.7% | the three months ended March 31, 2026 filing | — |
| European market share, motorcaravans and campervans combined | 26.3% | the three months ended March 31, 2026 filing | — |
| European net price per unit change | 7.6% | Three Months Ended April 30, 2026 filing | — |
| European unit shipments change | 4.2% | Three Months Ended April 30, 2026 filing | — |
| Fifth Wheels units | 5,252 | Three Months Ended April 30, 2026 filing | — |
| Motorcaravan and Campervan European unit registrations (Company, OEM-reporting countries) | 10,875 | the three months ended March 31, 2026 filing | — |
| Motorcaravan units | 7,109 | Three Months Ended April 30, 2026 filing | — |
| North American Motorized unit shipments change | 9.1% | Three Months Ended April 30, 2026 filing | — |
| North American Motorized units (Company retail unit registrations) | 3,456 | the three months ended March 31, 2026 filing | — |
| North American Motorized units (Company wholesale unit shipments) | 5,789 | the three months ended March 31, 2026 filing | — |
| North American Towable net price per unit change | 0.4% | Three Months Ended April 30, 2026 filing | — |
| North American Towable units (Company retail unit registrations) | 18,620 | the three months ended March 31, 2026 filing | — |
| North American Towable units (Company wholesale unit shipments) | 26,908 | the three months ended March 31, 2026 filing | — |
| THOR combined U.S. and Canadian market share based on units sold, motorhomes | 47.8% | the three months ended March 31, 2026 filing | — |
| THOR combined U.S. and Canadian market share based on units sold, travel trailers and fifth whee | 36.2% | the three months ended March 31, 2026 filing | — |
| Total # of units | 47,118 | three months ended April 30, 2026 filing | — |
| Total North American retail unit registrations (Company) | 22,076 | the three months ended March 31, 2026 filing | — |
| Total North American wholesale unit shipments (Company) | 32,697 | the three months ended March 31, 2026 filing | — |
| Total OEM-Reporting Countries European unit registrations (Company) | 12,587 | the three months ended March 31, 2026 filing | — |
| Travel Trailers units | 21,793 | Three Months Ended April 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
THO
this stock
Thor Industries Inc
|
$3.98B | -25.0% | +0.3% | 22.8 | 9.4% |
|
BC
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|
$4.89B | +2.6% | +2.4% | — | 8.5% |
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DOO
BRP Inc.
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$4.50B | -10.6% | — | — | 2.1% |
|
PII
Polaris Inc.
|
$3.67B | +1.9% | -0.3% | — | 9.5% |
|
HOG
Harley-Davidson, Inc.
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$3.27B | +58.0% | -13.8% | — | 19.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
THOR Industries reported Fiscal Year 2026 net sales of $9.61 billion, net income attributable to THOR of $177.5 million and cash from operations of $321.2 million; it raised the annual dividend 4% to $2.08 per share and repurchased 1,274,538 shares.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| THO | -4.6% | +12.6% | -1.5% | +4.3% | -25.0% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -7.2% | +13.7% | -2.0% | +4.4% | -35.6% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
