THOR INDUSTRIES INC (THO) 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 extensive selection of RVs, including various travel trailers (from conventional models to luxury fifth wheels) and gasoline or diesel-powered Class A, Class B, and Class C motorhomes. Additionally, it caters to European markets with motorcaravans, caravans, campervans, and urban recreational vehicles. Beyond finished products, Thor also manufactures aluminum extrusions and specialized component parts for other RV and industrial manufacturers, and provides digital products and services specifically designed for RVs. Its diverse offerings are distributed through independent and non-franchise dealerships. Founded in 1980, Thor Industries is headquartered in Elkhart, Indiana.
Sector: Motor Homes
Industry: Auto - Recreational Vehicles
Thor Industries, Inc. NYSE:THO Consumer Cyclical · Auto - Recreational Vehicles
Mkt Cap $4.18B
Div Yield 2.60%
Pre Pre-market +0.00% $80.77
Close $80.77 0.00% Now $80.77
Close $80.77 -1.89% AH $80.77 +0.00% vs close
Mkt Cap $4.18B
Div Yield 2.60%
Press Release
THOR INDUSTRIES ANNOUNCES INCREASED REGULAR QUARTERLY DIVIDEND
THOR Industries' board approved an increased quarterly cash dividend of $0.54 per share, up 3.8% from $0.52.
The dividend is payable November 10, 2026, to shareholders of record at the close of business on October 27, 2026.
The raise continues THOR's shareholder-return program and modestly signals confidence despite a cyclical RV demand backdrop.
• 26d ago AI analysis › Press Release ● Major ⚠ 6
THOR INDUSTRIES ANNOUNCES FISCAL 2026 FOURTH QUARTER AND FULL YEAR RESULTS
THOR Industries reported fiscal 2026 fourth-quarter net sales of $2.31 billion, down 8.4% year-over-year, with net income attributable to THOR down 67.5% to $40.8 million and diluted EPS of $0.78 versus $2.36 a year ago.
Full-year net sales rose 0.3% to $9.61 billion, exceeding the high end of guidance, but net income fell 31.3% to $177.5 million as gross margin compressed 140 basis points to 12.6% on affordability pressure, higher promotional activity and increased material costs.
Management withheld fiscal 2027 guidance until later this fall, citing the Hershey show and Elkhart Open House for dealer input, while projecting more than $100 million in annual cost savings from strategic and restructuring initiatives once fully implemented.
THOR reduced debt by $59.7 million and repurchased $115.1 million of stock in fiscal 2026; North American Towable order backlog rose 74.6% to $916.6 million while Motorized backlog fell 27.5%, and independent dealer inventories declined 11.5% year-over-year.
• 1mo ago AI analysis › Press Release ⚠ 2
KEYSTONE RV BREAKS MULTIPLE SALES RECORDS AT HERSHEY RV SHOW
Keystone RV, the THOR Industries subsidiary and North America's #1 towable RV manufacturer, delivered its strongest retail sales performance at the Hershey RV Show since before the pandemic and broke multiple fifth-wheel sales records.
Keystone President Troy James credited dealer preparation and execution, new product development, and strong booth traffic for converting customer interest into purchases in what the company called a challenging market.
The release contains no unit or dollar figures, but record retail demand at the industry's largest show is a constructive read-through for THOR's towable segment heading into wholesale order season.
• 1mo ago AI analysis › Press Release ⚠ 3
THOR INDUSTRIES ANNOUNCES ADDITIONAL LEADERSHIP CHANGES PERTAINING TO THE STRATEGIC EVOLUTION OF ITS NORTH AMERICAN RV OPERATING MODEL
THOR Industries promoted Ken Walters, President of Jayco and head of the Jayco and Tiffin Motorhomes group, to President of North American RV operations as it advances its previously announced operating-model evolution.
Several Jayco executives move up alongside him: Nic Martin becomes President of Jayco, Mike Ritchie becomes CFO of North American RV operations reporting to THOR CFO Colleen Zuhl, and Trey Miller becomes Chief Marketing Officer of the North American RV group, while Troy James becomes President of Keystone.
Going forward THOR will run three operating groups — North American RV, European, and Supply — with management saying unified coordination across its RV companies should deliver greater benefits on an accelerated timeline, including cost savings and an enhanced margin profile.
The reorganization deepens THOR's move away from its decades-old decentralized structure, though no quantified savings or financial figures were disclosed, and the COO acknowledged a difficult retail market in which the company intends to absorb rising costs rather than pass them to dealers and customers.
• 1mo ago AI analysis › Press Release
THOR INDUSTRIES ANNOUNCES DATE FOR ITS FISCAL 2026 FOURTH QUARTER EARNINGS RELEASE
THOR Industries announced that its fiscal 2026 fourth quarter earnings release is scheduled for Tuesday, September 22, 2026, before the market opens.
The company will publish the earnings release, a comprehensive Q&A document, and a slide presentation on its investor relations website upon release.
No financial results or guidance were provided in this announcement.
• 2mo ago AI analysis › Press Release
THOR INDUSTRIES ANNOUNCES REGULAR QUARTERLY DIVIDEND
THOR Industries' Board of Directors approved a regular quarterly cash dividend of $0.52 per share.
The dividend is payable on July 15, 2026, to shareholders of record at the close of business on July 1, 2026.
Thor Industries is the world's largest manufacturer of recreational vehicles.
• 4mo ago AI analysis › Press Release
AIRLAB by Airstream Brings Creative Expression to the Streets of New York with Multi-Phase Public Art Activation
Airstream, a subsidiary of THOR Industries, launched AIRLAB, a new creative platform dedicated to fostering collaboration across art, design, and culture.
The debut featured a multi-phase public art activation in New York City, where a white-wrapped Airstream trailer served as a canvas for emerging artists.
The project was executed in partnership with CART Department, an automotive art collective, and culminated in a public exhibition of the completed artwork.
• 4mo ago AI analysis › Press Release ● Major ⚠ 4
THOR INDUSTRIES ANNOUNCES FISCAL 2026 THIRD QUARTER RESULTS
THOR Industries reported Q3 fiscal 2026 revenue of $2.78 billion, down 3.9% year-over-year, with diluted EPS of $1.86, a 26.5% decline from the prior year.
The North American Towable segment was the primary drag, with unit shipments falling 25% and gross margins compressing by 470 basis points due to suppressed consumer sentiment and rising material costs.
Management cut full-year diluted EPS guidance to $3.30-$3.80 from $3.75-$4.25, citing prolonged macroeconomic headwinds, while maintaining net sales guidance of $9.0B-$9.5B.
Despite the weak results, the company repurchased $50.5 million in shares and paid $27.1 million in dividends, highlighting resilience in the Motorized and European segments which saw sales growth.
• 5mo ago AI analysis › Press Release
THOR INDUSTRIES ANNOUNCES DATE FOR ITS FISCAL 2026 THIRD QUARTER EARNINGS RELEASE
THOR Industries announced that its fiscal 2026 third quarter earnings release will be issued on Wednesday, June 3, 2026, before the market opens.
The company will concurrently publish the earnings release, a comprehensive question and answer document, and a slide presentation on its investor relations website.
This release serves solely as a scheduling notice and contains no financial data or forward-looking guidance.
• 5mo ago AI analysis › 
