Zacks Research Predicts Reduced Earnings for Thor Industries

Thor Industries, Inc. (NYSE:THO) – Stock analysts at Zacks Research cut their FY2025 earnings per share estimates for Thor Industries in a research report issued to clients and investors on Thursday, September 4th. Zacks Research analyst Team now anticipates that the construction company will post earnings per share of $4.06 for the year, down from their previous estimate of $4.35. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Thor Industries’ current full-year earnings is $4.64 per share. Zacks Research also issued estimates for Thor Industries’ Q3 2026 earnings at $2.20 EPS, Q4 2026 earnings at $1.94 EPS, FY2026 earnings at $4.45 EPS, Q2 2027 earnings at $1.14 EPS, Q4 2027 earnings at $1.73 EPS and FY2027 earnings at $5.92 EPS.

THO has been the subject of a number of other reports. KeyCorp raised Thor Industries from an “underweight” rating to a “sector weight” rating in a research note on Friday, August 1st. Truist Financial increased their price target on Thor Industries from $86.00 to $115.00 and gave the company a “hold” rating in a research note on Wednesday. Roth Capital set a $77.00 price target on Thor Industries and gave the company a “neutral” rating in a research note on Monday, June 9th. Wall Street Zen raised Thor Industries from a “sell” rating to a “hold” rating in a research note on Friday, June 6th. Finally, Citigroup reaffirmed a “neutral” rating and issued a $100.00 price objective (up from $88.00) on shares of Thor Industries in a research note on Tuesday, August 12th. Two investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $94.00.

Thor Industries Price Performance

Shares of Thor Industries stock opened at $112.32 on Friday. The stock has a 50 day moving average of $98.81 and a 200 day moving average of $87.23. Thor Industries has a 12 month low of $63.15 and a 12 month high of $118.85. The firm has a market cap of $5.98 billion, a PE ratio of 26.94, a PEG ratio of 2.23 and a beta of 1.34. The company has a current ratio of 1.71, a quick ratio of 0.90 and a debt-to-equity ratio of 0.24.

Thor Industries (NYSE:THO) last announced its quarterly earnings results on Wednesday, June 4th. The construction company reported $2.53 EPS for the quarter, beating analysts’ consensus estimates of $1.79 by $0.74. Thor Industries had a return on equity of 6.15% and a net margin of 2.32%.The company had revenue of $2.89 billion during the quarter, compared to analyst estimates of $2.60 billion. During the same period in the prior year, the company earned $2.13 earnings per share. The firm’s revenue was up 3.3% on a year-over-year basis.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in Thor Industries by 6.5% during the 1st quarter. Vanguard Group Inc. now owns 5,376,681 shares of the construction company’s stock worth $407,606,000 after purchasing an additional 326,584 shares during the period. ACR Alpine Capital Research LLC increased its holdings in Thor Industries by 22.5% during the 2nd quarter. ACR Alpine Capital Research LLC now owns 4,265,031 shares of the construction company’s stock worth $378,777,000 after purchasing an additional 782,114 shares during the period. Dimensional Fund Advisors LP increased its holdings in Thor Industries by 1.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 2,959,547 shares of the construction company’s stock worth $224,364,000 after purchasing an additional 29,012 shares during the period. Timucuan Asset Management Inc. FL increased its holdings in Thor Industries by 9.2% during the 2nd quarter. Timucuan Asset Management Inc. FL now owns 2,674,398 shares of the construction company’s stock worth $237,513,000 after purchasing an additional 225,997 shares during the period. Finally, Southpoint Capital Advisors LP increased its holdings in Thor Industries by 106.2% during the 1st quarter. Southpoint Capital Advisors LP now owns 1,250,000 shares of the construction company’s stock worth $94,762,000 after purchasing an additional 643,851 shares during the period. 96.71% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, Director Peter Busch Orthwein purchased 3,000 shares of Thor Industries stock in a transaction that occurred on Friday, June 20th. The shares were bought at an average price of $85.40 per share, with a total value of $256,200.00. Following the purchase, the director directly owned 136,400 shares of the company’s stock, valued at approximately $11,648,560. This represents a 2.25% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 4.50% of the stock is owned by corporate insiders.

Thor Industries Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, July 15th. Investors of record on Tuesday, July 1st were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend was Tuesday, July 1st. Thor Industries’s dividend payout ratio (DPR) is currently 47.96%.

Thor Industries declared that its board has approved a stock repurchase program on Monday, June 23rd that permits the company to buyback $400.00 million in outstanding shares. This buyback authorization permits the construction company to purchase up to 8.8% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s leadership believes its stock is undervalued.

Thor Industries Company Profile

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 motorhomes; conventional travel trailers and fifth wheels; luxury fifth wheels; and motorcaravans, caravans, campervans, and urban vehicles.