THOR Industries, Inc. (THO) Stock Price & Analysis
THOR Industries, Inc. (THO) closed at USD 70.71 on Thursday, October 22, 2026, up 6.44% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 66.43; the Oct 22, 2026 session ranged USD 65.4–71.12 on volume of 875,473 shares. Market capitalization is $3.65B, with a 52-week range of USD 62.83–122.83 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:25 UTC.
Also available as compact Markdown for AI agents: nexqual.com/THO.md
Key facts (THO)
- Last four reported quarters (through Jul 31, 2026): revenue $9.61B, net income $178M (1.8% margin) (SEC filings).
- Valuation: P/E 20.6x (avg 20.8x at the last 3 fiscal year-ends), net debt $386M.
- Earnings quality: non-operating income $78.5M vs operating income null over the last four quarters; P/E excluding non-operating income ≈30.4x (estimate: non-operating income taxed at the company's 26.8% effective rate).
- 2 of 80 tracked superinvestors hold THO (13F, Q2 2026): 1 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Hold (mean 2.76 on a 1–5 scale) (17 analysts), mean target USD 83.2 (range 53–126).
- Total return with dividends: 1Y -33.9% vs S&P 500 +14.9%; 5Y -24.7% vs S&P 500 +80.3%.
- Next earnings: 2026-12-02, EPS estimate USD 0.14, revenue estimate $2.27B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (THO)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $16.3B | $11.1B | $10.0B | $9.58B | $9.61B | $9.61B |
| Gross profit | $2.81B | $1.60B | $1.45B | $1.34B | $1.21B | — |
| Net income | $1.14B | $374M | $265M | $259M | $178M | $178M |
| EPS (diluted) | $20.59 | $6.95 | $4.94 | $4.84 | $3.38 | — |
| Free cash flow | $750M | $773M | $406M | $456M | — | — |
| Gross margin | 17.2% | 14.4% | 14.5% | 14.0% | 12.6% | — |
| Net margin | 7.0% | 3.4% | 2.6% | 2.7% | 1.8% | 1.8% |
| Revenue growth | +32.4% | -31.8% | -9.7% | -4.6% | +0.3% | — |
| Cash + short-term investments | $312M | $441M | $501M | $587M | $482M | — |
| Total debt | $1.77B | $1.30B | $1.13B | $923M | $868M | — |
Fiscal years end Jul. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 31, 2026) (THO)
P/E 20.6x · P/E ex non-operating (est.) ≈30.4x · P/S 0.4x · EV/Sales 0.4x · P/B 0.9x · Earnings yield 4.86% · Buyback yield (TTM) 3.15% · Net debt $386M · EV $4.04B
P/E at fiscal year-ends: Jul 2026 22.2x, Jul 2025 18.8x, Jul 2024 21.5x.
Superinvestors (SEC 13F-HR, Q2 2026) (THO)
2 of 80 tracked investors hold THO. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Tweedy Browne | 0.15% | $2.0M | New position | |
| Bill Nygren | Oakmark Funds | 0.09% | $69.4M | Reduced -4.0% |
Analysts (THO)
Consensus Hold (mean 2.76 on a 1–5 scale), 17 analysts; mean target USD 83.2 (low 53, high 126).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-13 | Citigroup | Target lowered | Neutral | $76 → $70 |
| 2026-10-08 | Truist Securities | Target raised | Hold | $80 → $87 |
| 2026-09-23 | Baird | Target lowered | Neutral | $90 → $80 |
| 2026-09-21 | B of A Securities | Target lowered | Buy | $96 → $86 |
| 2026-09-16 | Citigroup | Target lowered | Neutral | $79 → $76 |
| 2026-09-15 | BMO Capital | Target lowered | Outperform | $110 → $95 |
| 2026-07-24 | Citigroup | Target lowered | Neutral | $80 → $79 |
| 2026-07-08 | Truist Securities | Target lowered | Hold | $109 → $80 |
Total return (dividends reinvested) (THO)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -33.9% | -24.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -34.0% | -5.5% |
| Volatility (annualized) | 38.8% | 39.3% |
| Max drawdown | -46.2% (Feb 2026→Oct 2026) | -47.7% (Feb 2024→Oct 2026) |
Companies that name THO in their SEC reports
| Relationship to THO | Company | Filing | Sentence |
|---|---|---|---|
| supplier | LCI INDUSTRIES (LCII) | 10-K Feb 26, 2026 | “Major customers include Thor Industries, Inc. (symbol: THO), Forest River, Inc. (a Berkshire Hathaway company, symbol: BRKA), and Winnebago Industries (symbol: WGO), as well as other RV OEMs.” |
| supplier | PATRICK INDUSTRIES INC (PATK) | 10-K Feb 19, 2026 | “Its revenues from the RV market include sales to two major manufacturers of RVs that each account for over 10% of the Company's net sales, Forest River and Thor.” |
THO analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $0.14 | $0.59 | -76.2% | $2.27B | 12 |
| Next quarter (ends Jan 2027) | $0.24 | $0.42 | -41.9% | $2.11B | 10 |
| Current fiscal year (ends Jul 2027) | $3.63 | $4.66 | -22.0% | $9.68B | 12 |
| Next fiscal year (ends Jul 2028) | $4.80 | $5.71 | -16.0% | $10.13B | 12 |
Key Statistics (as of October 23, 2026 at 09:25 UTC)
| Price | USD 70.71 |
|---|---|
| Change | ▲ 6.44% (up) |
| Previous Close | USD 66.43 |
| Open | USD 66.38 |
| Day Range | USD 65.4 – 71.12 |
| 52-Week Range | USD 62.83 – 122.83 |
| Volume | 875,473 shares |
| Market Cap | $3.65B |
| Exchange | NYQ |
Technical Analysis (THO)
Nexqual's technical model rates THO "SELL" based on 2 bullish and 4 bearish signals across 127 daily candles, as of October 23, 2026 at 09:25 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 52.73 (neutral) |
| vs SMA50 | Below (USD 72.09) |
| MACD | -1.16 (negative) |
Analyst Ratings (THO)
Wall Street analysts rate THO "Hold" based on 17 analysts, with a mean price target of USD 83.2 (range USD 53–126), per Nexqual as of October 23, 2026 at 09:25 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 17 |
| Mean Target | USD 83.2 |
| High Target | USD 126 |
| Low Target | USD 53 |
| Buy / Hold / Sell | 5 / 11 / 1 |
Earnings (THO)
| Next Earnings Date | 2026-12-02 |
|---|---|
| EPS Estimate | USD 0.14 |
| Revenue Estimate | $2.27B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 0.78 vs est 0.92 ▼ miss |
| 2026-04-30 | USD 1.86 vs est 1.93 ▼ miss |
| 2026-01-31 | USD 0.34 vs est 0.04 ▲ beat |
| 2025-10-31 | USD 0.41 vs est -0.07 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financials & Fundamentals (THO)
| Total Revenue | $9.61B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -8.40% |
| Gross Margin | +12.62% |
| Operating Margin | +2.19% |
| Profit Margin | +1.85% |
| ROE | +4.09% |
| Debt / Equity | 0.21 |
| Current Ratio | 1.77 |
| Total Cash | $481.99M |
| Total Debt | $909.97M |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financial Health Score (THO)
Nexqual rates THOR Industries, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:25 UTC.
| Growth | Mixed — Revenue +0.3% YoY (annual), slow |
|---|---|
| Profitability | Weak — Gross margin 13%, operating 2% (last 12 months) |
| Balance Sheet | Strong — $482M cash and investments vs $868M debt (Jul 2026, SEC) |
| Cash Flow | Solid — Operating cash flow $321M (FY ended Jul 2026, 10-K) |
| Efficiency | Weak — ROE 4%, ROA 1.8% |
Ownership (THO)
| Insider Ownership | +4.98% |
|---|---|
| Institutional Ownership | +109.14% |
| Shares Outstanding | 51.61M |
| Float | 49.06M |
| Short % of Float | +14.33% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Leadership (THO)
THOR Industries, Inc. is led by Robert W. Martin, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:25 UTC.
| President, CEO & Director | Robert W. Martin |
|---|---|
| Co-Founder & Chairman Emeritus | Peter B. Orthwein |
| Senior VP & CFO | Colleen A. Zuhl |
| Senior VP & COO | W. Todd Woelfer |
| Director of Investor Relations & International Finance | Daniel Martin |
Major Backers & Investors (THO)
Notable institutional backers of THOR Industries, Inc. include Acr Alpine Capital Research, Llc, Life Cycle Investment Partners Ltd, Kayne Anderson Rudnick Investment Management LLC, according to Nexqual as of October 23, 2026 at 09:25 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Acr Alpine Capital Research, Llc | 10.71% |
| Life Cycle Investment Partners Ltd | 7.94% |
| Kayne Anderson Rudnick Investment Management LLC | 7.02% |
| Timucuan Asset Management Inc/fl | 4.96% |
| Capital Group | 2.75% |
| SmallCap World Fund Inc | 2.67% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 9.6% |
| BlackRock | 9.36% |
| Dimensional Fund Advisors | 5.99% |
| State Street | 3.27% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| PII | Polaris Inc. | USD 56.69 | ▲ 4.42% |
| DOO | BRP Inc. | USD 58.54 | ▲ 4.78% |
| HOG | Harley-Davidson, Inc. | USD 29.11 | ▲ 6.47% |
| BC | Brunswick Corporation | USD 68.29 | ▲ 4.29% |
| PATK | Patrick Industries, Inc. | USD 70.27 | ▲ 4.41% |
| LCII | LCI Industries | USD 86.6 | ▲ 4.15% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:25 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt