European Market ChallengesEurope continues to struggle with softer demand, margin pressure, and the need for improved affordability heading into the spring selling season.
Guidance ConcernsEven with the beat, THO maintained prior FY2026 guidance, which pressured shares on the day.
Valuation ConcernsTHOR Industries is trading well above its 5-year average forward P/E multiple, indicating that much of the potential upside may already be reflected in the stock price.