THOR INDUSTRIES (THO) Company Report

THOR Industries reported total net sales of $2,389,123 thousand for Q1 FY 2026, an 11.5% increase compared to the prior-year period, with net income of $21,669 thousand and diluted earnings per share of $0.41.
The North American Motorized segment's net sales grew by 30.9% to $661,096 thousand in Q1 FY 2026.
As of October 31, 2025, the company reported total liquidity of $1,439,878 thousand and a Net Debt / TTM Adjusted EBITDA ratio of 0.6x.
THOR increased its regular quarterly dividend to $0.52 in October 2025 and repurchased 50,235 shares totaling approximately $5.0 million during Q1 FY26.
For Fiscal Year 2026, the company projects consolidated net sales between $9.0 billion and $9.5 billion and diluted earnings per share between $3.75 and $4.25.

1 day ago

Presentation

THOR Industries Announces Strong Fiscal 2026 First Quarter Results and Reaffirms Full-Year Guidance

THO

Earnings

Guidance Update

Demand Weakening

THOR Industries reported strong financial results for the first quarter of fiscal 2026, with net sales increasing 11.5% to $2.39 billion and diluted earnings per share of $0.41, compared to a loss of $(0.03) in the prior-year period.
The company's Adjusted EBITDA rose 21.5% to $131.0 million, and the consolidated gross profit margin expanded by 30 basis points to 13.4% for the three months ended October 31, 2025.
THOR Industries reaffirmed its full-year fiscal 2026 guidance, projecting consolidated net sales between $9.0 billion and $9.5 billion and diluted earnings per share in the range of $3.75 to $4.25.
The North American Motorized RVs segment saw net sales increase 30.9% to $661.1 million, driven by a 32.3% increase in unit shipments and an expanded gross profit margin of 10.8% for the three months ended October 31, 2025.
Despite the strong start to the fiscal year, the company maintains a cautious outlook due to macroeconomic conditions and weakening consumer sentiment, leading dealers to continue placing orders closer to need and maintaining conservative inventory levels.

2 days ago

8-K

THOR Industries Announces Strong Fiscal 2026 First Quarter Results

THO

Earnings

Guidance Update

Revenue Acceleration/Inflection

THOR Industries announced strong fiscal 2026 first-quarter results for the period ended October 31, 2025, reporting net sales of $2.39 billion, an 11.5% increase compared to the prior year.
The company achieved net income attributable to THOR of $21.7 million and diluted earnings per share of $0.41, significantly improving from a net loss of $(1.83) million and $(0.03) diluted EPS in the prior-year period.
Adjusted EBITDA grew by 21.5% to $131.0 million, and the consolidated gross profit margin expanded by 30 basis points to 13.4%.
For fiscal 2026, the company provided guidance for consolidated net sales in the range of $9.0 billion to $9.5 billion and diluted earnings per share between $3.75 and $4.25.
North American market share improved for the second consecutive fiscal quarter, with dealer inventory turns remaining at appropriate levels heading into the winter months.

2 days ago

Press Release

Dragonfly Energy Announces Preliminary Third Quarter 2025 Results

THO

Earnings

Guidance Update

Revenue Acceleration/Inflection

Dragonfly Energy Holdings Corp. (DFLI) announced preliminary third quarter 2025 Net Sales of $16.0 million and Adjusted EBITDA of $(2.2) million.
These preliminary results exceeded the company's guidance for the quarter, which was $15.9 million for Net Sales and $(2.7) million for Adjusted EBITDA.
The company reported 26% year-over-year growth in Net Sales and an approximately $3.3 million reduction in Adjusted EBITDA loss.
The CEO noted these results underscore a focus on near-term revenue growth and strategic actions, including a recent equity raise, aimed at enhancing financial flexibility and positioning for sustained growth and profitability.
The preliminary financial results are subject to finalization and adjustment in connection with the preparation of the Company’s Quarterly Report on Form 10-Q.

Oct 13, 2025, 11:30 AM

Press Release

THOR Industries Announces Fiscal 2025 Fourth Quarter and Full Year Results

THO

Earnings

Guidance Update

Demand Weakening

For fiscal year 2025, THOR Industries reported net sales of $9.58 billion and diluted earnings per share of $4.84.
In the fourth quarter of fiscal 2025, the company achieved net sales of $2.52 billion and diluted earnings per share of $2.36.
THOR Industries generated $577.9 million in cash from operations for fiscal 2025, which was used to reduce total debt obligations by approximately $237.0 million and return $158.8 million to shareholders through dividends and stock repurchases.
The company provided fiscal year 2026 guidance, projecting consolidated net sales in the range of $9.0 billion to $9.5 billion and diluted earnings per share between $3.75 and $4.25.
The North American Towable and Motorized segments experienced market share inflection during the fourth quarter of fiscal 2025, with improved dealer inventory turns and appropriate channel positioning.

Sep 24, 2025, 10:30 AM

8-K

THOR Industries Introduces World's First Range Extended Electric Class A Motorhome

THO

Product Launch

New Projects/Investments

THOR Industries (THO) announced the debut of the world's first range extended electric Class A motorhome, the Embark, manufactured by Entegra Coach, marking a significant milestone in the company's 5-year journey to electrification.
The Embark offers up to 450 miles of driving range with an integrated range extender, and 105 miles on electric battery alone, built on an EV platform developed by Harbinger Motors.
The electric motorhome is commercially available, with full production commencing in 2026, and will undergo extensive consumer testing through THL's rental fleet.

Sep 22, 2025, 12:00 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for THOR INDUSTRIES.

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