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THO THOR INDUSTRIES INC

Trailing twelve months to 2026-04-30 · as filed 2026-06-03, not restated
Consumer Disc

Scale

Market cap
$4.0bn
Revenue TTM
$9.8bn
Net income TTM
$262m
Free cash flow
Composite score
Sector rank
#1215

Valuation

P / E
15.4
EV / EBITDA
EV / sales
0.5
FCF yield
Earnings yield vs 10-yr
1.75pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
2.7%
EBITDA margin
ROE
6.1%
ROIC
Revenue growth
2.4%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

THOR’s North American RV backlog as of April 30, 2026 decreased $365,952, or 24.1%, to $1,152,105 compared to $1,518,057 as of April 30, 2025. The decrease in backlog is primarily a result of a decrease in year-over-year orders for North American Towable products. The growth in industry-wide RV sales during late calendar year 2020 through early calendar year 2023 resulted in exposing a wider range of consumers to the RV lifestyle. …THOR INDUSTRIES INC, 10-Q, period ended 2026-04-30, filed 2026-06-03

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