Thor Industries, Inc.

Thor Industries, Inc.

THOยทNYSE

$79.76

+2.5%
Consumer CyclicalAuto - Recreational Vehicles

Thor Industries, Inc. designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Canada, and Europe. The company offers travel trailers; gasoline and diesel Class A, Class B, and Class C motorhomes; conventional travel trailers and fifth wheels; luxury fifth wheels; and motorcaravans, caravans, campervans, and urban vehicles. It also provides aluminum extrusion and specialized component products to RV and other manufacturers; and digital products and services for RVs. The company provides its products through independent and non-franchise dealers. The company was founded in 1980 and is based in Elkhart, Indiana.

At a Glance

Live Snapshot
Market Cap$4.20B
EPS4.8700
P/E Ratio16.38
Earnings Date06/03/2026
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Thor Industries, Inc. Street Expectations Map

THO ยท NYSE

Wall Street analysts project that THO stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 114.25, with estimates ranging from a low of 97.00 to a high of 133.00.

Lowest Target
97.00
21.61%
Consensus Target
114.25
43.24%
Highest Target
133.00
66.75%

The consensus 1-year price target stands at 114.25, with estimates ranging from a low of 97.00 to a high of 133.00.

Analyst Consensus Analysis

Upside Potential

+43.2%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

31.5% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Thor Industries, Inc. Forward Estimates of Revenue

THO ยท NYSE
Latest Revenue
9.58B
FY 2025
Avg Estimate
9.53B
FY 2026
Estimate Range
9.35B - 9.75B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.6%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Thor Industries, Inc. Forward Estimates of Net Income

THO ยท NYSE
Latest Net Income
258.56M
FY 2025
Avg Estimate
215.21M
FY 2026
Estimate Range
193.33M - 226.32M
Analyst Spread

Forward Growth Analysis

Projected Growth-16.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Thor Industries, Inc. Forward Estimates of EPS

THO ยท NYSE
Latest EPS
4.87
FY 2025
Avg Estimate
$4.01
FY 2026
Estimate Range
$3.62 - $4.24
Analyst Spread

Forward Growth Analysis

Projected Growth-17.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Thor Industries, Inc. Forward Estimates of EBIT

THO ยท NYSE
Latest EBIT
299.62M
FY 2025
Avg Estimate
559.88M
FY 2026
Estimate Range
549.28M - 572.83M
Analyst Spread

Forward Growth Analysis

Projected Growth+86.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Thor Industries, Inc. Forward Estimates of EBITDA

THO ยท NYSE
Latest EBITDA
570.83M
FY 2025
Avg Estimate
782.74M
FY 2026
Estimate Range
767.92M - 800.84M
Analyst Spread

Forward Growth Analysis

Projected Growth+37.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Thor Industries, Inc. Forward Estimates of SG&A Expense

THO ยท NYSE
Latest SG&A Expense
848.55M
FY 2025
Avg Estimate
720.30M
FY 2026
Estimate Range
706.67M - 736.96M
Analyst Spread

Forward Growth Analysis

Projected Growth-15.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Thor Industries, Inc. Insider Positioning

THO ยท NYSE

During the last 12 months, insiders have purchased $486K and sold $703K worth of THO shares, resulting in $217K of net selling activity.

3 Months

Bought

2.6K

229.45K

Sold

0

0.00

Net Activity

+229K

+$229K

3-6 Months

Bought

0

0.00

Sold

6.3K

702.84K

Net Activity

-703K

-$703K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

3.0K

256.20K

Sold

0

0.00

Net Activity

+256K

+$256K

Top Buyers

1
OPB

Orthwein Peter Busch

Director

5.6K sharesโ€ข2 transactions

$486K

Top Sellers

1
WWT

Woelfer W. Todd

Officer: Svp, Chief Operating Officer

6.3K sharesโ€ข2 transactions

$703K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $217K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.69:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Recent Trend (3 Months)

$229K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Balanced

1 insider buyers and 1 sellers. Equal participation suggests mixed or neutral insider views.