Stocks · Consumer Cyclical · Auto - Recreational Vehicles
Thor Industries, Inc. THO
$69.55 +0.72% Close, Oct 2, 2026 · NYSE · Market cap $3.62B
Weak trend
Next earnings report: Dec 2, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- The stock is in a downtrend: below its 200-day average, with the 50-day average below the 200-day.
- Diluted EPS over the last four quarters was $3.38, down 30.2% year over year.
- Over the past year the stock returned -33.2%, behind the S&P 500 by 48.2 percentage points.
PromtFinance scores
Each score is a percentile within the Consumer Cyclical sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
Growth10Very weak
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Bottom 34%
- EPS growth (TTM, YoY)Bottom 29%
- FCF growth (TTM, YoY)Bottom 15%
- Revenue growth, 3-year CAGRBottom 18%
- Revenue growth accelerationBottom 19%
Quality23Very weak
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalBottom 31%
- Gross marginBottom 7%
- Operating marginBottom 24%
- Cash conversion (OCF / net income)Top 47%
- Accruals (lower is better)Bottom 20%
- Net debt / EBITDA (lower is better)Top 31%
- Interest coverTop 43%
Value58Neutral
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 45%
- Free-cash-flow yieldBottom 44%
- EBITDA / enterprise valueBottom 39%
- Sales / enterprise valueTop 7%
- P/E vs own 5-year history (lower is better)Bottom 35%
Momentum20Very weak
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthBottom 20%
- 6-month returnBottom 34%
- 1-year return vs S&P 500Bottom 22%
- Distance from 52-week highBottom 26%
- Trend checklist (0–4)Bottom 18%
Revisions32Weak
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 6%
- Consecutive EPS beatsBottom 13%
- Share of analysts rating BuyBottom 19%
- Upside to consensus price targetBottom 40%
Stability67Positive
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 28%
- Maximum drawdown, 3 yearsTop 42%
- Beta vs S&P 500 (lower is better)Bottom 49%
- Net debt / EBITDA (lower is better)Top 31%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 2.4% | 0.3% | ↓ |
| EPS growth (YoY) | 19.3% | -30.2% | ↓ |
| Gross margin | 14.7% | 12.6% | ↓ |
| Operating margin | 3.1% | 2.1% | ↓ |
| FCF margin | 4.7% | 1.8% | ↓ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 0.3% | 2.4% | ↓ | Bottom 34% |
| EPS growth (TTM, YoY) | -30.2% | 19.3% | ↓ | Bottom 29% |
| Gross margin | 12.6% | 14.7% | ↓ | Bottom 7% |
| Operating margin | 2.1% | 3.1% | ↓ | Bottom 24% |
| Net margin | 1.8% | 2.7% | ↓ | — |
| Free-cash-flow margin | 1.8% | 4.7% | ↓ | — |
| Return on invested capital | 2.6% | — | Bottom 31% | |
| Revenue growth, 3-year CAGR | -4.8% | — | Bottom 18% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 1.81×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -2.1%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.3%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- -31.5 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 1.40×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 5.4×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 3.00%
- Net buyback yield (TTM)
- 3.18%
- Shareholder yield
- 6.18%
- Share count change, 1 year
- -1.4%
- Share count change, 3-year CAGR
- -0.8%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jul 31, 2026 (filed Sep 22, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 0
- Beats in the last 8 reports
- 4 of 8
- Average EPS surprise, last 4
- +100.0%
- Average 2-day reaction, last 8
- -1.8%
- Positive 20 days after report
- 2 of 7
Analysts
- Consensus price target
- $86.83
- Target vs current price
- +24.8%
- Analysts with a rating
- 41
- Share rating Buy or Strong Buy
- 32%
- Consensus rating
- Hold
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Sep 22, 2026 | -11.5% | +5.5% | +2.1% | — | — |
| Jun 3, 2026 | -3.1% | +2.9% | +1.6% | -3.1% | -1.6% |
| Mar 3, 2026 | +1033.3% | -5.6% | -10.2% | -18.2% | -17.6% |
| Dec 3, 2025 | +652.2% | -9.5% | -6.0% | -6.8% | -13.2% |
| Sep 24, 2025 | +99.1% | +6.1% | +1.4% | +4.9% | +1.9% |
| Jun 4, 2025 | +54.7% | +4.2% | +7.5% | +13.8% | +33.1% |
| Mar 5, 2025 | -114.3% | -14.5% | -17.3% | -19.5% | -14.2% |
| Dec 4, 2024 | -62.9% | -3.2% | -1.8% | -12.9% | -12.2% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Sep 22, 2026 | $0.78 | $0.88 | -11.5% | $2.31B |
| Jun 3, 2026 | $1.86 | $1.92 | -3.1% | $2.78B |
| Mar 3, 2026 | $0.34 | $0.03 | +1033.3% | $2.13B |
| Dec 3, 2025 | $0.41 | -$0.07 | +652.2% | $2.39B |
| Sep 24, 2025 | $2.31 | $1.16 | +99.1% | $2.52B |
| Jun 4, 2025 | $2.77 | $1.79 | +54.7% | $2.89B |
| Mar 5, 2025 | -$0.01 | $0.07 | -114.3% | $2.02B |
| Dec 4, 2024 | $0.26 | $0.70 | -62.9% | $2.14B |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 20.6× | 16.1× | 67th | Top 45% |
| P/E (forward) | 18.7× | — | — | — |
| EV / EBITDA | 14.5× | — | — | Bottom 39% |
| EV / Sales | 0.42× | — | — | Top 7% |
| Free-cash-flow yield | 4.66% | — | — | Bottom 44% |
| Earnings yield | 4.86% | — | — | Top 45% |
P/E over the past five years
Range 3.6× – 26.9× since Jul 31, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- -33.2%
- Earnings per share growth (TTM)
- -30.2%
- Change in P/E multiple
- -2.5%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✗ Price above 200-day average
- ✗ 50-day average above 200-day
- ✗ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 0
- 50-day average slope (20 days)
- -2.1%
- 200-day average slope (20 days)
- -3.5%
- Distance from 50-day average
- -7.7%
- Distance from 200-day average
- -18.7%
- RSI (14)
- 41.1
- Relative volume
- 0.74×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 33.3%
- Volatility vs own 5-year history
- 19th percentile · Low for this stock
- Beta vs S&P 500 (2 years, weekly)
- 1.05
- Correlation with S&P 500
- 0.44
- Current drawdown from 1-year high
- -42.2%
- Maximum drawdown, 3 years
- -49.8%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Mar 17, 2021 | Apr 8, 2025 | -57.4% | 1020 days | Not yet recovered |
| Oct 7, 2020 | Nov 9, 2020 | -22.4% | 23 days | 45 days (Jan 14, 2021) |
| Feb 9, 2021 | Feb 22, 2021 | -10.4% | 8 days | 10 days (Mar 8, 2021) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $3.62B
- P/E (TTM)
- 20.6
- EPS, diluted (TTM)
- $3.38
- Revenue (TTM)
- $9.61B
- Dividend yield
- 2.99%
- 52-week range
- $67.31 – $122.83
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Revenue | $16.31B | $11.12B | $10.04B | $9.58B | $9.61B |
| Gross profit | $2.99B | $1.46B | $1.59B | $1.20B | $1.21B |
| Operating income | $1.53B | $585.0M | $424.8M | $299.6M | $197.1M |
| Net income | $1.14B | $374.3M | $265.3M | $258.6M | $177.5M |
| EPS (diluted) | $20.59 | $6.95 | $4.94 | $4.84 | $3.38 |
| Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | Q4 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.14B | $2.02B | $2.89B | $2.52B | $2.39B | $2.13B | $2.78B | $2.31B |
| Net income | -$1.8M | -$551,000 | $135.2M | $125.8M | $21.7M | $17.8M | $95.5M | $42.5M |
| EPS (diluted) | -$0.03 | -$0.01 | $2.53 | $2.36 | $0.41 | $0.34 | $1.86 | $0.77 |
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Operating cash flow | $990.3M | $981.6M | $545.5M | $577.9M | $321.2M |
| Capital expenditure | -$242.4M | -$208.2M | -$139.6M | -$123.0M | -$152.4M |
| Free cash flow | $747.9M | $773.4M | $405.9M | $454.9M | $168.8M |
| Dividends paid | -$94.9M | -$96.0M | -$102.1M | -$106.1M | -$108.8M |
| Net share buybacks | -$165.1M | -$42.0M | -$68.4M | -$52.6M | -$115.1M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $482.0M
- Total assets
- $6.96B
- Total liabilities
- $2.70B
- Total debt
- $868.0M
- Net debt
- $386.0M
- Shareholders’ equity
- $4.26B
As of Jul 31, 2026 (filed Sep 22, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Jul 1, 2026 | $0.52 | Jul 15, 2026 |
| Apr 6, 2026 | $0.52 | Apr 20, 2026 |
| Jan 5, 2026 | $0.52 | Jan 19, 2026 |
| Oct 23, 2025 | $0.52 | Nov 6, 2025 |
| Jul 1, 2025 | $0.50 | Jul 15, 2025 |
| Apr 8, 2025 | $0.50 | Apr 22, 2025 |
| Jan 6, 2025 | $0.50 | Jan 17, 2025 |
| Nov 1, 2024 | $0.50 | Nov 15, 2024 |
Short interest
- Shares sold short
- 5,500,133
- Days to cover
- 8.68
- Change vs previous report
- +10.3%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- Jan 27, 2004
- 2-for-1
- Jul 9, 2002
- 2-for-1
- Apr 7, 1998
- 3-for-2
- May 12, 1992
- 3-for-2
- Apr 1, 1986
- 3-for-2