Thor Industries (THO) AI Stock Analysis

• Market Cap: $4.16B
• Dividend Yield: 1.94%
• Average Volume (3M): 910.50K
• Price to Earnings (P/E): 82.8
• Beta (1Y): 1.12
• Revenue Growth: 1.43%
• EPS Growth: 34.76%
• Country: US
• Employees: 22,300
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Auto - Recreational Vehicles
• EPS (TTM): 0.34
• Shares Outstanding: 52,595,932
• 10 Day Avg. Volume: 694,240
• 30 Day Avg. Volume: 910,502
• PEG Ratio: -8.46
• Price to Book (P/B): 1.13
• Price to Sales (P/S): 0.50
• P/FCF Ratio: 10.62
• Enterprise Value/Market Cap: 1.20
• Enterprise Value/Revenue: 0.50
• Enterprise Value/Gross Profit: 3.73
• Enterprise Value/Ebitda: 8.36
• 1Y Price Target: $110.00
• Price Target Upside: 39.13% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 7
• EPS Forecast (FY): 4.21
• Revenue Forecast (FY): $9.61B

• Rating: 51 Neutral
• Price Target: $83.00 ▲(4.98% Upside)
• Action: Reiterated Date: 03/25/26
• Date: Action: Reiterated 03/25/26

The score is held back primarily by compressed margins and weakening cash-flow trend, plus a clearly bearish technical setup (below major moving averages with negative MACD). Offsetting factors include a conservatively levered balance sheet, some top-line rebound, and supportive corporate actions (dividend/capital return and operational efficiency initiatives), though the very high P/E keeps the valuation component weak.

Positive Factors

Conservative balance sheet and low leverage

Low leverage and a sizable equity base provide durable financial flexibility through RV cycles. This reduces interest burden, supports continued dividends/repurchases, and funds restructuring or capex without forcing distress sales, sustaining strategic options over 2–6 months and beyond.

Negative Factors

Material margin compression from prior-cycle levels

Significant margin erosion versus peak-cycle results suggests structural pressure on pricing power or higher input/operating costs. Persistently lower margins reduce reinvestment capacity and ROE, making sustained profit recovery harder even if top-line stabilizes over the next several quarters.

Thor Industries Business Overview & Revenue Model

Company Description

Thor Industries, Inc. designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Canada, and Europe. The company offers travel trailers; gasoline and diesel Class A, Class B, and Class C m...

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Thor Industries, Inc. designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Canada, and Europe. The company offers travel trailers; gasoline and diesel Class A, Class B, and Class C m...

How the Company Makes Money

Thor Industries primarily makes money by manufacturing RVs and selling them at wholesale prices to independent RV dealers, who then retail the units to end consumers. Its core revenue stream is the sale of RV units across major categories: (1) tow...

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Thor Industries primarily makes money by manufacturing RVs and selling them at wholesale prices to independent RV dealers, who then retail the units to end consumers. Its core revenue stream is the sale of RV units across major categories: (1) tow...

Thor Industries Financial Statement Overview

Breakdown	TTM	Jul 2025	Jul 2024	Jul 2023	Jul 2022	Jul 2021
Income Statement
Total Revenue	9.93B	9.58B	10.04B	11.12B	16.31B	12.32B
Gross Profit	1.34B	1.20B	1.59B	1.46B	2.99B	1.76B
EBITDA	597.06M	570.83M	701.99M	861.96M	1.82B	1.14B
Net Income	300.41M	258.56M	265.31M	374.27M	1.14B	659.87M
Balance Sheet
Total Assets	7.02B	7.07B	7.02B	7.26B	7.41B	6.65B
Cash, Cash Equivalents and Short-Term Investments	242.18M	586.60M	501.32M	441.23M	311.69M	445.85M
Total Debt	994.49M	922.98M	1.13B	1.30B	1.82B	1.59B
Total Liabilities	2.69B	2.78B	2.95B	3.28B	3.81B	3.71B
Stockholders Equity	4.32B	4.29B	4.07B	3.98B	3.57B	2.92B
Cash Flow
Free Cash Flow	227.76M	454.94M	405.91M	773.44M	747.90M	397.65M
Operating Cash Flow	359.23M	577.92M	545.55M	981.63M	990.25M	526.48M
Investing Cash Flow	-61.21M	-64.47M	-146.81M	-222.48M	-1.05B	-428.49M
Financing Cash Flow	-408.76M	-426.31M	-337.68M	-635.68M	-47.84M	-188.44M

Thor Industries Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 79.06
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For THO, the sentiment is Neutral. The current price of 79.06 is below the 20-day moving average (MA) of 79.31, below the 50-day MA of 95.75, and below the 200-day MA of 99.94, indicating a bearish trend. The MACD of -4.64 indicates Negative momentum. The RSI at 39.37 is Neutral, neither overbought nor oversold. The STOCH value of 32.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for THO.

Thor Industries Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
LCII	69 Neutral	$3.07B	15.99	13.76%	3.72%	5.74%	39.40%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
BC	58 Neutral	$4.99B	-35.47	-7.80%	2.27%	-4.78%	-189.89%
WGO	53 Neutral	$910.16M	58.59	3.39%	3.42%	1.38%	―
HOG	52 Neutral	$2.39B	7.26	10.26%	3.47%	-15.99%	-6.76%
THO	51 Neutral	$4.16B	82.80	7.01%	1.94%	1.43%	34.76%
PII	51 Neutral	$3.14B	-7.73	-42.42%	3.99%	-9.39%	-173.86%

Thor Industries Corporate Events