THO

What a brutal six months it’s been for THOR Industries. The stock has dropped 27% and now trades at $75.50, rattling many shareholders. This may have investors wondering how to approach the situation. Is there a buying opportunity in THOR Industries, or does it present a risk to your portfolio? Check out our in-depth research report to see what our analysts have to say, it’s free. Even with the cheaper entry price, we're sitting this one out for now. Here are three reasons you should be careful with THO and a stock we'd rather own. A company’s long-term performance is an indicator of its overall quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Over the last five years, THOR Industries grew its sales at a weak 1.4% compounded annual growth rate. This was below our standards. We track the long-term change in earnings per share (EPS) because it highlights whether a company’s growth is profitable. Sadly for THOR Industries, its EPS declined by 4.3% annually over the last five years while its revenue grew by 1.4%. This tells us the company became less profitable on a per-share basis as it expanded. We like to invest in businesses with high returns, but the trend in a company’s ROIC is what often surprises the market and moves the stock price. Unfortunately, THOR Industries’s ROIC has decreased significantly over the last few years. We like what management has done in the past, but its declining returns are perhaps a symptom of fewer profitable growth opportunities. We cheer for all companies making their customers lives easier, but in the case of THOR Industries, we’ll be cheering from the sidelines. After the recent drawdown, the stock trades at 16.7× forward P/E (or $75.50 per share). While this valuation is fair, the upside isn’t great compared to the potential downside. There are better stocks to buy right now. Let us point you toward our favorite semiconductor picks and shovels play. ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren't just high-quality businesses. Something is happening with them right now. Elite fundamentals meeting near-term momentum - both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week's Strong Momentum stocks - FREE. Get Our Strong...

ELKHART, Ind., May 20, 2026 /PRNewswire/ -- THOR Industries, Inc. (NYSE: THO) today announced that the date for its fiscal 2026 third quarter earnings release will be on Wednesday, June 3, 2026, before the market opens. Upon the release of THOR's fiscal 2026 third quarter earnings, the Company will concurrently publish a copy of the earnings release, a comprehensive question and answer document and a slide presentation on the Company's website. To view the quarterly earnings documents, please go to http://ir.thorindustries.com/. About THOR Industries, Inc. THOR Industries is the sole owner of operating companies which, combined, represent the world's largest manufacturer of recreational vehicles. For more information on the Company and its products, please go to www.thorindustries.com. Forward-Looking Statements This release includes certain statements that are "forward-looking" statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements are made based on management's current expectations and beliefs regarding future and anticipated developments and their effects upon THOR, and inherently involve uncertainties and risks. These forward-looking statements are not a guarantee of future performance. We cannot assure you that actual results will not differ materially from our expectations. Factors which could cause materially different results include, among others: the impact of inflation on the cost of our products as well as on general consumer demand; the effect of raw material and commodity price fluctuations, including the impact of tariffs, and/or raw material, commodity or chassis supply constraints; the impact of war, military conflict, terrorism and/or cyber-attacks, including state-sponsored or ransom attacks; the impact of sudden or significant adverse changes in the cost and/or availability of energy or fuel, including those caused by geopolitical events, on our costs of operation, on raw material prices, on our suppliers, on our independent dealers or on retail customers; the dependence on a small group of suppliers for certain components used in production, including chassis; interest rates and interest rate fluctuations and their potential impact on the general e...

CarMax, Inc. KMX is slated to release fourth-quarter fiscal 2026 results on April 14, before market open. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings per share (EPS) and revenues is pegged at 19 cents and $5.69 billion, respectively. The consensus estimate for CarMax’s quarterly earnings has moved down a penny in the past 30 days. The bottom-line estimate implies a 70.3% decline from the year-ago reported numbers. The Zacks Consensus Estimate for KMX’s quarterly revenues suggests a 5.2% year-over-year decline. The company's earnings beat estimates in two of the trailing four quarters, missed once and met in the other, delivering an average surprise of 9.62%. This is depicted in the graph below: CarMax, Inc. price-eps-surprise | CarMax, Inc. Quote In the third quarter of fiscal 2026, KMX’s adjusted EPS of 51 cents beat the Zacks Consensus Estimate of 32 cents and declined from 81 cents reported in the year-ago quarter. The company reported net sales of $5.8 billion, which marginally exceeded the Zacks Consensus Estimate of $5.7 billion. The top line fell 6.9% year over year. CarMax is riding high on strategic buyouts and collaborations. The acquisition of Edmunds has bolstered its position in the used auto market, enhancing digital capabilities and technology expertise. The collaboration with Recurrent provides unique insights into used EV batteries, reinforcing CarMax's leadership in the used EV sales sector. The auto retailer is taking strategic steps to streamline operations and enhance profitability. CarMax aims to cut at least $150 million in SG&A expenses by the end of fiscal 2027. In the fiscal third quarter, the company made its first significant move toward this goal by trimming its CEC workforce by roughly 30%, supported by process enhancements and technology upgrades. Acquisition strength and reduction in operating expenses are likely to have improved the company’s performance in the to-be-reported quarter. However, CarMax’s service margins were negative in the fiscal third quarter and remained under pressure due to softer sales volumes, as margins tend to deteriorate when sales slow. The company also projected continued pressure on fourth-quarter sales, which likely impacted its service margins. Here are our estimates for the company’s key performance metrics. The Zacks Consensus Estimate for used vehicle units sold for...

It has been about a month since the last earnings report for Thor Industries (THO). Shares have lost about 14.3% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Thor Industries due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Thor Industries, Inc. before we dive into how investors and analysts have reacted as of late. THOR reported earnings of 4 cents per share for the second quarter of fiscal 2026 (ended Jan. 31), beating the Zacks Consensus Estimate of 3 cents. In the year-ago quarter, the company posted a loss of 1 cent per share. THOR registered revenues of $2.13 billion for the fiscal second quarter, surpassing the Zacks Consensus Estimate of $1.98 billion. The top line increased 5.3% year over year. North American Towable RVs: Segment revenues declined 14.2% year over year to $710.49 million due to a drop in unit shipments. The revenues missed our estimate of $719.2 million. Unit shipments in the quarter under review totaled 21,577, down from 28,013 units in the year-ago period. Gross profit totaled $75.5 million, down 17.6% year over year due to higher material and overhead costs. Pretax income increased to $31.2 million from $28.2 million in the prior-year quarter, thanks to higher gains on asset sales. The unit’s backlog stood at $621.5 million at quarter-end, compared with $1.07 billion as of Jan. 31, 2025. North American Motorized RVs: Segment revenues totaled $577.07 million, up 29.3% year over year, driven by an increase in unit shipments. The figure also surpassed our estimate of $465.9 million. Unit shipments totaled 4,524 compared with 3,526 reported a year ago. Gross profit totaled $54.64 million, up 57.3% year over year, driven by volume leverage and lower labor costs. Pretax profit rose sharply to $20.9 million from the year-ago period. The segment’s backlog stood at $1.04 billion, down from $1.12 billion as of Jan. 31, 2025. European RVs: Segment revenues totaled $684.47 million, up 11.8% year over year due to an increase in unit shipments. The figure also surpassed our estimate of $599.3. Unit shipments totaled 9,465 compared with 9,442 reported a year ago. Gross profit totaled $75.1 million, down 7.2% year over year...

ELKHART, Ind., March 24, 2026 /PRNewswire/ -- THOR Industries, Inc. (NYSE: THO) today announced that its Board of Directors approved, at its March 24, 2026, meeting, the payment of a regular quarterly cash dividend of $0.52 per share. The regular cash dividend is payable on April 20, 2026, to shareholders of record at the close of business on April 6, 2026. About THOR Industries, Inc. THOR Industries is the sole owner of operating companies which, combined, represent the world's largest manufacturer of recreational vehicles. For more information on the Company and its products, please go to www.thorindustries.com. Forward-Looking Statements This release includes certain statements that are "forward-looking" statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements are made based on management's current expectations and beliefs regarding future and anticipated developments and their effects upon THOR, and inherently involve uncertainties and risks. These forward-looking statements are not a guarantee of future performance. We cannot assure you that actual results will not differ materially from our expectations. Factors which could cause materially different results include, among others: the impact of inflation on the cost of our products as well as on general consumer demand; the effect of raw material and commodity price fluctuations, including the impact of tariffs, and/or raw material, commodity or chassis supply constraints; the impact of war, military conflict, terrorism and/or cyber-attacks, including state-sponsored or ransom attacks; the impact of sudden or significant adverse changes in the cost and/or availability of energy or fuel, including those caused by geopolitical events, on our costs of operation, on raw material prices, on our suppliers, on our independent dealers or on retail customers; the dependence on a small group of suppliers for certain components used in production, including chassis; interest rates and interest rate fluctuations and their potential impact on the general economy and, specifically, on our independent dealers and consumers and our profitability; the ability to ramp production up or down quickly in response to rapid changes in dem...

Winnebago Industries WGO is set to release second-quarter fiscal 2026 results on March 25, before the market opens. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings and revenues is pegged at 27 cents per share and $625.03 million, respectively. The consensus mark for second-quarter earnings per share has declined 7 cents in the past 90 days. The estimate for the bottom line implies 42.1% growth from the year-ago levels. The Zacks Consensus Estimate for quarterly revenues suggests year-over-year growth of 0.8%. Winnebago reported adjusted earnings of 38 cents per share in the first quarter of fiscal 2026 (ended Nov. 29, 2025), beating the Zacks Consensus Estimate of 12 cents. WGO incurred a loss of 3 cents in the year-ago period. It reported revenues of $703 million for the fiscal first quarter, which surpassed the Zacks Consensus Estimate of $631 million. The top line increased 12.3% year over year. Winnebago's earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and matched once, delivering an average surprise of 60.4%. Winnebago Industries, Inc. price-eps-surprise | Winnebago Industries, Inc. Quote Winnebago's strategic acquisitions have strengthened its business portfolio. The Grand Design acquisition has solidified its towable RV offerings, while the Newmar purchase has enhanced the high-end motorized product lineup. Entry into the marine segment through the Chris-Craft buyout has broadened Winnebago's market reach. The Barletta acquisition has further strengthened Winnebago's position in the marine market, augmenting its network, portfolio and revenues. The company is expected to have reported a slight uptick in second-quarter sales compared with the corresponding quarter of last year, supported mainly by gains in the Motorhome segment. Accordingly, it has revised its full-year fiscal 2026 outlook upward and now projects consolidated net revenues of $2.8-$3 billion compared to its previous forecast of $2.75-$2.95 billion. For the second quarter of fiscal 2026, revenues from the Towable RV segment are expected to be $304.3 million, implying an increase of 5.6% year over year. We expect revenues from the Marine segment to be $103.1 million, representing a rise of 26.2% year over year. Anticipated growth in sales is likely to have boosted WGO performance in the to-be-reported quarter. Winnebago’s warranty...

THOR Industries, Inc. THO, the sole owner of operating companies that, combined, represent the world's largest manufacturer of recreational vehicles, delivered second-quarter fiscal 2026 results. It reported earnings of 4 cents per share for the second quarter of fiscal 2026 (ended Jan. 31, 2026). In the year-ago quarter, the company posted a loss of 1 cent per share. THOR registered revenues of $2.13 billion for the fiscal second quarter, up 5.3% year over year. While THO expects some hiccups due to weak backlog, macroeconomic uncertainty and demand softness in Europe, strategic acquisitions and operating model transformation are expected to support long-term growth. Strategic EV initiatives, supply-chain strength and a solid balance sheet are likely to strengthen its prospects. Strategic expansion and operational restructuring are strengthening THOR’s long-term growth outlook. The company’s acquisitions, including Erwin Hymer Group (EHG) and TiffinHomes, have expanded its product portfolio and helped make THOR the world’s largest RV manufacturer. The EHG deal significantly strengthened its presence in Europe, while the acquisition of Airxcel enhanced supply-chain capabilities and added a steady aftermarket revenue stream. The Elkhart buyout also secured an unconstrained supply of Elkboard, supporting production stability. Complementing its acquisition strategy, THOR is evolving its North American RV operating model to better leverage scale. The company is reorganizing most of its North American OEM brands into two operating groups, while brands such as Airstream and KZ RV will continue operating independently. This structure preserves THOR’s decentralized culture while enabling stronger coordination across brands. Over time, the model is expected to improve strategic sourcing, operational standardization, brand alignment and enterprise-wide data integration, delivering long-term structural efficiencies. A strong balance sheet further supports THOR’s growth strategy. The company’s debt-to-capital ratio of 0.17 is significantly lower than the auto sector average of 0.34, providing financial flexibility to pursue growth opportunities. THOR is also committed to shareholder returns, raising its quarterly dividend to 52 cents per share in October 2025. The company’s five-year annualized dividend growth rate stands at 5.03%, and it paid $54.8 million in dividends...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. THOR Industries (THO) caught investors' attention after reporting fiscal Q2 earnings per share of US$0.34, which was far above market expectations, while keeping full year sales and earnings guidance unchanged and highlighting external risks. See our latest analysis for THOR Industries. The strong Q2 beat and cautious guidance arrived after a tough stretch for the share price. The 30 day share price return was a 19.59% decline and the year to date share price return was a 13.82% decline, even though the 1 year total shareholder return was a 14.17% gain. This suggests longer term holders have still come out ahead despite fading recent momentum, driven in part by guidance that fell short of earlier expectations and fresh warnings on tariffs, inflation and geopolitical risks. If this earnings update has you rethinking where growth could come from next, it may be worth checking our screener of 24 power grid technology and infrastructure stocks as another way to spot companies tied to infrastructure and energy demand trends. With THOR trading at US$90.86 and sitting about 18% below the average analyst price target, plus an indicated intrinsic value discount of roughly 14%, you have to ask: is there real upside here, or is future growth already priced in? THOR Industries is trading on a P/E of 15.9x, which our checks flag as good value compared both to peers and to an estimated fair P/E closer to 20.5x. The P/E ratio links the current share price to earnings. For a manufacturer like THOR it reflects what investors are currently willing to pay for each dollar of profit. A lower P/E than similar companies can suggest the market is not giving full credit to its earnings profile, especially when those earnings are described as high quality and have been growing. Here, THOR looks inexpensive against several yardsticks. It trades on a P/E of 15.9x versus a peer average of 21.3x and a Global Auto industry average of 18.3x, which is a clear discount. Our fair P/E estimate of 20.5x signals a level the market could move towards if earnings momentum and quality stay aligned with current assessments. Explore the SWS fair ratio for THOR Industries Result: Price-to-Earnings of 15.9x (UNDERVALUED) However, the 5 year total shareholder return...

THOR Industries, Inc. THO reported earnings of 4 cents per share for the second quarter of fiscal 2026 (ended Jan. 31), beating the Zacks Consensus Estimate of 3 cents. In the year-ago quarter, the company posted a loss of 1 cent per share. THOR registered revenues of $2.13 billion for the fiscal second quarter, surpassing the Zacks Consensus Estimate of $1.98 billion. The top line increased 5.3% year over year. Thor Industries, Inc. price-consensus-eps-surprise-chart | Thor Industries, Inc. Quote North American Towable RVs: Segment revenues declined 14.2% year over year to $710.49 million due to a drop in unit shipments. The revenues missed our estimate of $719.2 million. Unit shipments in the quarter under review totaled 21,577, down from 28,013 units in the year-ago period. Gross profit totaled $75.5 million, down 17.6% year over year due to higher material and overhead costs. Pretax income increased to $31.2 million from $28.2 million in the prior-year quarter, thanks to higher gains on asset sales. The unit’s backlog stood at $621.5 million at quarter-end, compared with $1.07 billion as of Jan. 31, 2025. North American Motorized RVs: Segment revenues totaled $577.07 million, up 29.3% year over year, driven by an increase in unit shipments. The figure also surpassed our estimate of $465.9 million. Unit shipments totaled 4,524 compared with 3,526 reported a year ago. Gross profit totaled $54.64 million, up 57.3% year over year, driven by volume leverage and lower labor costs. Pretax profit rose sharply to $20.9 million from the year-ago period. The segment’s backlog stood at $1.04 billion, down from $1.12 billion as of Jan. 31, 2025. European RVs: Segment revenues totaled $684.47 million, up 11.8% year over year due to an increase in unit shipments. The figure also surpassed our estimate of $599.3. Unit shipments totaled 9,465 compared with 9,442 reported a year ago. Gross profit totaled $75.1 million, down 7.2% year over year due to a greater share of lower-margin special-edition motorcaravans and higher warranty costs. The segment reported a pretax loss of $12.3 million compared with pretax income of $2.21 million in the year-ago period. The backlog stood at $1.83 billion, up from $1.64 billion as of Jan. 31, 2025. As of Jan. 31, 2026, THOR had cash and cash equivalents of $242.2 million and long-term debt of $877.7 million. THOR expects its fiscal 2026...

For the quarter ended January 2026, Thor Industries (THO) reported revenue of $2.13 billion, up 5.3% over the same period last year. EPS came in at $0.04, compared to -$0.01 in the year-ago quarter. The reported revenue represents a surprise of +7.43% over the Zacks Consensus Estimate of $1.98 billion. With the consensus EPS estimate being $0.03, the EPS surprise was +60%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Thor Industries performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Unit Shipments - Recreational vehicles - European: 9,465 compared to the 9,124 average estimate based on two analysts. Unit Shipments - Recreational vehicles - North American Motorized: 4,524 compared to the 3,858 average estimate based on two analysts. Unit Shipments - Recreational vehicles - North American Towable: 21,577 versus the two-analyst average estimate of 24,222. Net Sales- Recreational vehicles- European: $684.47 million versus $609.91 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +11.8% change. Net Sales- Recreational vehicles- North American Towable: $710.49 million versus the four-analyst average estimate of $774.12 million. The reported number represents a year-over-year change of -14.2%. Net Sales- Recreational vehicles- North American Motorized: $577.07 million compared to the $460.8 million average estimate based on four analysts. The reported number represents a change of +29.3% year over year. Gross Profit- Recreational vehicles- North American Towable: $75.5 million versus the two-analyst average estimate of $88.85 million. Gross Profit- Recreational vehicles- North American Motorized: $54.64 million versus $45.74 million estimated by two analysts on average. View all Key Company Metrics for Thor Industries here>>> Shares of Thor Industries have returned -15.3% ov...

(Updates with stock movement in the headline and first paragraph.) Thor Industries (THO) shares

Thor Industries (THO) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to a loss of $0.01 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +60.00%. A quarter ago, it was expected that this recreational vehicle maker would post a loss of $0.11 per share when it actually produced earnings of $0.41, delivering a surprise of +472.73%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Thor Industries, which belongs to the Zacks Building Products - Mobile Homes and RV Builders industry, posted revenues of $2.13 billion for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 7.43%. This compares to year-ago revenues of $2.02 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Thor Industries shares have lost about 6.8% since the beginning of the year versus the S&P 500's gain of 0.5%. While Thor Industries has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Thor Industries was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see t...