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Consumer Cyclical - Auto - Recreational Vehicles - NYSE - US
$ 76.13
-1.23 %
$ 4.05 B
Market Cap
20.19
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Mar, 31, 2025.

The intrinsic value of one THO stock under the worst case scenario is HIDDEN Compared to the current market price of 76.1 USD, Thor Industries, Inc. is HIDDEN

This DCF valuation model was last updated on Mar, 31, 2025.

The intrinsic value of one THO stock under the base case scenario is HIDDEN Compared to the current market price of 76.1 USD, Thor Industries, Inc. is HIDDEN

This DCF valuation model was last updated on Mar, 31, 2025.

The intrinsic value of one THO stock under the best case scenario is HIDDEN Compared to the current market price of 76.1 USD, Thor Industries, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart THO

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$120.0$120.0$115.0$115.0$110.0$110.0$105.0$105.0$100.0$100.0$95.0$95.0$90.0$90.0$85.0$85.0$80.0$80.0$75.0$75.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 Mar
FINANCIALS
10 B REVENUE
-9.69%
424 M OPERATING INCOME
-28.97%
265 M NET INCOME
-29.08%
546 M OPERATING CASH FLOW
-44.42%
-147 M INVESTING CASH FLOW
34.01%
-338 M FINANCING CASH FLOW
46.88%
2.02 B REVENUE
-5.82%
39 M OPERATING INCOME
-5.50%
-3.09 M NET INCOME
-253.84%
30.8 M OPERATING CASH FLOW
0.33%
-9.12 M INVESTING CASH FLOW
64.01%
-102 M FINANCING CASH FLOW
-58.44%
Balance Sheet Thor Industries, Inc.
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Current Assets 2.65 B
Cash & Short-Term Investments 501 M
Receivables 701 M
Other Current Assets 1.45 B
Non-Current Assets 4.37 B
Long-Term Investments 137 M
PP&E 1.39 B
Other Non-Current Assets 2.84 B
7.14 %9.98 %20.62 %19.81 %40.49 %Total Assets$7.0b
Current Liabilities 1.57 B
Accounts Payable 628 M
Short-Term Debt 32.6 M
Other Current Liabilities 906 M
Non-Current Liabilities 1.38 B
Long-Term Debt 1.14 B
Other Non-Current Liabilities 245 M
21.32 %30.75 %38.52 %8.30 %Total Liabilities$2.9b
EFFICIENCY
Earnings Waterfall Thor Industries, Inc.
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Revenue 10 B
Cost Of Revenue 8.59 B
Gross Profit 1.45 B
Operating Expenses 1.03 B
Operating Income 424 M
Other Expenses 158 M
Net Income 265 M
12b12b10b10b8b8b6b6b4b4b2b2b0010b(9b)1b(1b)424m(158m)265mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
14.46% GROSS MARGIN
14.46%
4.22% OPERATING MARGIN
4.22%
2.64% NET MARGIN
2.64%
6.52% ROE
6.52%
3.78% ROA
3.78%
5.88% ROIC
5.88%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Thor Industries, Inc.
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800m800m700m700m600m600m500m500m400m400m300m300m200m200m100m100m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 265 M
Depreciation & Amortization 277 M
Capital Expenditures -140 M
Stock-Based Compensation 37.9 M
Change in Working Capital -18.6 M
Others -84.8 M
Free Cash Flow 406 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Thor Industries, Inc.
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Wall Street analysts predict an average 1-year price target for THO of $99.4 , with forecasts ranging from a low of $80 to a high of $120 .
THO Lowest Price Target Wall Street Target
80 USD 5.08%
THO Average Price Target Wall Street Target
99.4 USD 30.62%
THO Highest Price Target Wall Street Target
120 USD 57.63%
Price
Max Price Target
Min Price Target
Average Price Target
12012011511511011010510510010095959090858580807575May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26
4. DIVIDEND ANALYSIS
0.49% DIVIDEND YIELD
0.5 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
1.601.601.401.401.201.201.001.000.800.800.600.600.400.400.200.200.000.000.30.330.370.410.50.270.270.30.330.370.390.390.40.40.430.450.480.410.430.450.480.31.280.31.330.331.450.331.550.371.240.370.760.390.780.390.790.40.800.40.830.410.860.410.890.430.430.430.430.450.450.450.450.480.480.480.480.50.502015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
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6. Ownership
Insider Ownership Thor Industries, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
501 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
THOR Announces Strategic Realignment of Heartland Recreational Vehicle Company ELKHART, Ind., March 19, 2025 (GLOBE NEWSWIRE) -- THOR Industries, Inc. (NYSE: THO), the global leader in the recreational vehicle (RV) industry, today announced a strategic organizational restructuring aimed at optimizing its enterprise structure and strengthening its brand portfolio. As part of this realignment, Heartland Recreational Vehicles will now be integrated under Jayco, Inc., enhancing operational efficiencies and streamlining business processes. globenewswire.com - 2 weeks ago
Why Thor Industries Stock Lost Nearly 14% of Its Value This Week The stock of the world's largest recreational vehicle (RV) maker, Thor Industries (THO -0.84%), was looking a bit diminished over the past five trading days. After it posted financial results that disappointed the market, investors traded out of the veteran company. fool.com - 4 weeks ago
Thor Q2 Earnings Miss Expectations, Revenues Decline Y/Y THO reports mixed results for the fiscal second quarter and expects fiscal 2025 consolidated net sales in the range of $9-$9.5 billion. zacks.com - 4 weeks ago
Should Value Investors Buy Thor Industries (THO) Stock? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 4 weeks ago
Thor Industries Stock Sinks After RV Maker Swings to Loss, Cuts Outlook Shares of Thor Industries (THO) tumbled 15% after the recreational vehicle (RV) manufacturer reported a surprising loss and lowered its outlook on a continuing slowdown in consumer demand. investopedia.com - 4 weeks ago
Thor Industries (THO) Reports Q2 Earnings: What Key Metrics Have to Say While the top- and bottom-line numbers for Thor Industries (THO) give a sense of how the business performed in the quarter ended January 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 4 weeks ago
Thor Industries (THO) Reports Q2 Loss, Tops Revenue Estimates Thor Industries (THO) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of $0.07. This compares to earnings of $0.40 per share a year ago. zacks.com - 1 month ago
THOR Industries Announces Second Quarter Fiscal 2025 Results POISED FOR A MARKET RETURN Fiscal 2025 Second Quarter Highlights                                                 ($ in thousands, except for per share data) Three Months Ended January 31,   Change     Six Months Ended January 31,   Change     2025       2024           2025       2024     Net Sales $ 2,018,107     $ 2,207,369     (8.6 )%     $ 4,160,891     $ 4,708,128     (11.6 )% Gross Profit $ 245,197     $ 270,847     (9.5 )%     $ 526,639     $ 628,779     (16.2 )% Gross Profit Margin %   12.1 %     12.3 %   (20) bps         12.7       13.4     (70) bps   Net Income (Loss) Attributable to THOR $ (551 )   $ 7,217     (107.6 )%     $ (2,383 )   $ 60,782     (103.9 )% Diluted Earnings (Loss) Per Share $ (0.01 )   $ 0.13     (107.7 )%     $ (0.04 )   $ 1.13     (103.5 )% Cash Flows from Operations $ 30,842     $ (103,868 )   129.7 %     $ 61,582     $ (44,200 )   239.3 %                           EBITDA(1) $ 76,344     $ 103,242           $ 158,077     $ 263,299       Adjusted EBITDA(1) $ 87,015     $ 108,686           $ 194,797     $ 275,604       (1) See reconciliation of non-GAAP measures to most directly comparable GAAP financial measures included in this release Key Takeaways from Fiscal 2025 Second Quarter Second quarter performance was aligned with expectations due to continued macroeconomic headwinds Margins remained resilient while contending with market challenges Robust cash generation as a result of management's execution of our proven operating model Continued strategic actions to deepen dealer relationships and create competitive advantage so as to maximize performance upon the eventual return of a stronger market The Company narrowed and revised its full-year fiscal 2025 financial guidance Consolidated net sales in the range of $9.0 billion to $9.5 billion Consolidated gross profit margin in the range of 13.8% to 14.5% Diluted earnings per share in the range of $3.30 to $4.00 ELKHART, Ind., March 05, 2025 (GLOBE NEWSWIRE) -- THOR Industries, Inc. (NYSE: THO) today announced financial results for its fiscal 2025 second quarter, ended January 31, 2025. globenewswire.com - 1 month ago
Wall Street Predicts This Stock Will Gain 25% In 12 Months Thor Industries (NYSE: THO) stock closed Monday trading below $100, but one analyst thinks it could be worth a lot more than that. 247wallst.com - 1 month ago
THOR Industries Announces Participation in Upcoming Investor Conferences ELKHART, Ind., March 03, 2025 (GLOBE NEWSWIRE) -- THOR Industries, Inc. (NYSE: THO) today announced that its management team will be participating in two upcoming investor conferences. THOR management will be hosting fireside chats along with one-on-one meetings with analysts and institutional investors at the following events: globenewswire.com - 1 month ago
Seeking Clues to Thor Industries (THO) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Thor Industries (THO), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended January 2025. zacks.com - 1 month ago
Earnings Preview: Thor Industries (THO) Q2 Earnings Expected to Decline Thor Industries (THO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 1 month ago
8. Profile Summary

Thor Industries, Inc. THO

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COUNTRY US
INDUSTRY Auto - Recreational Vehicles
MARKET CAP $ 4.05 B
Dividend Yield 0.49%
Description 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.
Contact 601 East Beardsley Avenue, Elkhart, IN, 46514-3305 https://www.thorindustries.com
IPO Date Jan. 10, 1984
Employees 22300
Officers Mr. Peter B. Orthwein Co-Founder & Chairman Emeritus Ms. Michele L. McDermott Senior Vice President & CHRO Ms. Colleen A. Zuhl CPA Senior Vice President & Chief Financial Officer Mr. Troy James Senior Vice President of International Operations Mr. W. Todd Woelfer Senior Vice President & Chief Operating Officer Mr. Trevor Q. Gasper J.D. Senior Vice President, General Counsel & Secretary Mr. McKay Featherstone Senior Vice President of Global Innovation Mr. Ryan Juday President of KZ Recreational Vehicles Mr. Robert W. Martin President, Chief Executive Officer & Director Ms. Renee Jones Vice President of Marketing