Thor Industries (THO) AI Stock Analysis

• Market Cap: $3.30B
• Dividend Yield: 3.25%
• Average Volume (3M): 824.56K
• Price to Earnings (P/E): 18.9
• Beta (1Y): 1.04
• Revenue Growth: 0.31%
• EPS Growth: -30.23%
• Country: US
• Employees: 19,500
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Auto - Recreational Vehicles
• EPS (TTM): 3.39
• Shares Outstanding: 51,614,360
• 10 Day Avg. Volume: 856,331
• 30 Day Avg. Volume: 824,561
• PEG Ratio: -0.73
• Price to Book (P/B): 0.92
• Price to Sales (P/S): 0.41
• P/FCF Ratio: 23.25
• Enterprise Value/Market Cap: 1.33
• Enterprise Value/Revenue: 0.46
• Enterprise Value/Gross Profit: 3.62
• Enterprise Value/Ebitda: 8.10
• 1Y Price Target: $82.00
• Price Target Upside: 7.46% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 6
• EPS Forecast (FY): 3.71
• Revenue Forecast (FY): $9.71B

• Rating: 54 Neutral
• Price Target: $65.00 ▼(-14.82% Downside)
• Action: Reiterated
• Date: 09/23/26

Positive Factors

Improving balance sheet

Thor’s substantially lower leverage provides financial resilience during the RV downturn and preserves flexibility for investment, restructuring, or shareholder returns. A debt-to-equity ratio near 0.20 reduces balance-sheet strain and gives the company more capacity to manage cyclical demand.

Negative Factors

Revenue and margin compression

Several years of declining revenue and materially lower gross and net margins show that Thor’s earnings power remains under pressure. Thin profitability leaves limited cushion against further volume, pricing, or cost challenges and may constrain reinvestment until industry conditions improve.

Thor Industries Business Overview & Revenue Model

Company Description

Thor Industries, Inc. specializes in the design, production, and sale of recreational vehicles (RVs), complemented by a range of related parts and accessories. Its operations span the United States, Canada, and Europe. The company offers an extens...

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Thor Industries, Inc. specializes in the design, production, and sale of recreational vehicles (RVs), complemented by a range of related parts and accessories. Its operations span the United States, Canada, and Europe. The company offers an extens...

How the Company Makes Money

Thor Industries primarily makes money by manufacturing RVs and selling them to a network of independent dealers, who then sell to retail customers. Its core revenue stream is the sale of towable RVs and motorized RVs across its brand portfolio; re...

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Thor Industries primarily makes money by manufacturing RVs and selling them to a network of independent dealers, who then sell to retail customers. Its core revenue stream is the sale of towable RVs and motorized RVs across its brand portfolio; re...

Thor Industries Financial Statement Overview

Breakdown	Jul 2026	Jul 2025	Jul 2024	Jul 2023	Jul 2022
Income Statement
Total Revenue	9.61B	9.58B	10.04B	11.12B	16.31B
Gross Profit	1.21B	1.20B	1.59B	1.46B	2.99B
EBITDA	541.91M	615.84M	714.65M	873.73M	1.84B
Net Income	177.54M	258.56M	265.31M	374.27M	1.14B
Balance Sheet
Total Assets	6.96B	7.07B	7.02B	7.26B	7.41B
Cash, Cash Equivalents and Short-Term Investments	481.99M	586.60M	501.32M	441.23M	311.69M
Total Debt	867.96M	922.98M	1.13B	1.30B	1.82B
Total Liabilities	2.70B	2.78B	2.95B	3.28B	3.81B
Stockholders Equity	4.26B	4.29B	4.07B	3.98B	3.57B
Cash Flow
Free Cash Flow	168.84M	454.94M	405.91M	773.44M	747.90M
Operating Cash Flow	321.22M	577.92M	545.55M	981.63M	990.25M
Investing Cash Flow	-125.44M	-64.47M	-146.81M	-222.48M	-1.05B
Financing Cash Flow	-296.62M	-426.31M	-337.68M	-635.68M	-47.84M

Thor Industries Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 76.31
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For THO, the sentiment is Negative. The current price of 76.31 is above the 20-day moving average (MA) of 69.03, above the 50-day MA of 73.99, and below the 200-day MA of 83.73, indicating a bearish trend. The MACD of -2.46 indicates Positive momentum. The RSI at 30.63 is Neutral, neither overbought nor oversold. The STOCH value of 11.35 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for THO.

Thor Industries Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
LCII	67 Neutral	$1.92B	9.11	15.25%	5.81%	4.05%	44.68%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
WGO	61 Neutral	$656.12M	17.07	3.13%	6.07%	3.44%	―
PII	60 Neutral	$2.91B	-11.16	-29.22%	5.29%	8.43%	-143.55%
HOG	56 Neutral	$2.85B	16.49	6.27%	2.71%	-5.25%	-14.29%
THO	54 Neutral	$3.30B	18.87	4.13%	3.25%	0.31%	-30.23%
BC	54 Neutral	$4.03B	-48.17	-5.32%	2.82%	10.46%	-305.37%

Thor Industries Corporate Events