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.
Key figures
- Eps
- 1.86
- Revenue
- 2781538000
- Guidance
- FY26 diluted EPS $3.30-$3.80 (previously $3.75-$4.25); Consolidated net sales $9.0B-$9.5B (no revision)
- Revenue Yoy
- -3.9%
- Ebitda
- 209078000
- Net income
- 97229000
- Gross margin
- 12.8%
- Gross profit
- 354770000
- Adjusted ebitda
- 183561000
- Dividend payments
- 27100000
- European net sales yoy
- 11.8%
- Towable unit shipments
- 27045
- Motorized net sales yoy
- 7.7%
- Shares repurchased value
- 50500000
- Towable unit shipment yoy
- -25.0%
AI analysis
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