Earnings PerformanceTHO reported F4Q EPS of $2.36 as North America towables and motorized net sales and gross margins came in higher than expectations.
Industry TrendsThor benefits from RV industry tailwinds, including an aging population, ongoing replacement cycle, and popularity of RVs among millennials.
Market Share And Growth OpportunitiesTHOR Industries has several potential idiosyncratic growth drivers, such as motorhome momentum and Heartland consolidation, which could lead to market share gains and margin improvement.