THO · Thor Industries Inc
$69.24
+0.14 (+0.20%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$3.72B
Shares
51.61M
Volume · Oct 1
223.15K
Avg daily vol (3M)
680.34K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$69.10
Open$70.39
Day$68.94–70.70
52W close$67.77–120.34
Avg vol 30d747K
Short int5.5M · 10.7% float · 8.7d
Short vol67%
DataJan 2020–Sep 2026
Filing10-K · Sep 22
Up next
filed Sep 22, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$9.61B
Trailing 12 months
Net income (TTM)
$177.54M
Trailing 12 months
Revenue growth YoY
-8.4%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
20.8
Trailing earnings · reciprocal yield 4.8%
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$385.97M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-1.9%
Year over year · fewer shares
Price change (1Y)
-33.1%
Trailing year
Short interest
10.7%
Latest settlement · 8.7 days to cover
Equibles Rating
blended score · not investment adviceOverall
Sell
SellHoldBuy
Technical
Sell
Momentum
Very Weak
Sentiment
Bearish
Fundamentals
Fair
Quant / Vol
High
Market backdrop
VIX 16.3 · calm
Equity put/call 0.53
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−20%
below
Price vs 50-day avg
−9%
below
RSI (14)
39
neutral
MACD trend
Positive
52-week position
3%
near low
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−7%
trailing
6-month return
−14%
trailing
YTD return
−33%
this year
Relative strength
−26%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $76 › 200d $86 — 200d above 50d
Institutional flow
Distributing
-1% holders QoQ · +66 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
10.66% of float · ▲ +10.3% MoM · 8.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr low
415 holders — near 3-yr low, contrarian setup
Squeeze score
70
high risk · 0–100
Fundamentals
Revenue growth
+0%
Y/Y
Gross margin
13%
contracting
EPS growth
−30%
Y/Y
Free cash flow
$183.0M
Valuation
P/E 21.4
in line
Buyback
$264.2M
remaining
Balance sheet
$386.0M
net debt
Quant / Vol
risk profile
Volatility
38%
annualized · 1-yr
Max drawdown
−44%
past year
ATR
3.6%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Sep 22, 2026
once the initiatives are fully implemented
Cumulative impact of our key strategic initiatives and restructu
at least $100M
annually once the initiatives are fully implemented
Impact of key strategic initiatives and restructuring activities
at least $100M
Prior guidance
period ended
· from the 8-K filed Jun 3, 2026
Consolidated net sales
· fiscal 2026
$9B – $9.5B
Diluted earnings per share
· fiscal 2026
$3.30 – $3.80
Guided vs delivered
· last 4 settled
Consolidated net sales
fiscal 2026
guided $9B – $9.5B
$9.61B
Beat +3.9%
Diluted earnings per share
fiscal 2026
guided $3.30 – $3.80
$3.38
In line
Consolidated net sales
fiscal 2024
guided $9.8B – $10.1B
$10.04B
In line
Diluted earnings per share
fiscal 2024
guided $5.00 – $5.50
$4.94
Miss −5.9%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−20%
Bearish
Price vs 50-day avg
−9%
Bearish
RSI (14)
39
Neutral
MACD trend
Positive
Bullish
52-week position
3%
Bearish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $76 › 200d $86 — 200d above 50d
Institutional flow
Distributing
-1% holders QoQ · +66 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
10.66% of float · ▲ +10.3% MoM · 8.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr low
415 holders — near 3-yr low, contrarian setup
Price context
position in its 52-week range
Range low $68
Now $69 · 3%
Range high $120
vs 200-day avg -20%
vs 50-day avg -9%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| 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
|
|||
| 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
|
|||
| 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% |
|
|
|||
| 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 | — |
| Total units | 159,956 | Fiscal 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
Versus peers
Recreational Vehicles — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
THO
this stock
Thor Industries Inc
|
$3.72B | -32.7% | +0.3% | 21.4 | 10.7% |
|
BC
Brunswick Corp
|
$4.21B | -13.5% | +2.4% | — | 7.6% |
|
DOO
BRP Inc.
|
$4.04B | -20.7% | — | — | 1.9% |
|
PII
Polaris Inc.
|
$3.02B | -17.5% | -0.3% | — | 7.8% |
|
HOG
Harley-Davidson, Inc.
|
$2.65B | +19.2% | -13.8% | — | 17.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| THO | -4.4% | -7.1% | -13.9% | -9.1% | -32.7% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -3.8% | -7.2% | -26.1% | -8.5% | -44.5% |
Capital returns
Buyback program
· as of Jul 31, 2026
Authorized
$400.00M
Spent (derived)
$135.83M
Remaining
$264.17M
Spent
Remaining
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.