Thor Industries Q3 EPS Estimate Boosted by Zacks Research

Thor Industries, Inc. (NYSE:THO) – Equities research analysts at Zacks Research raised their Q3 2026 earnings estimates for shares of Thor Industries in a report released on Wednesday, March 18th. Zacks Research analyst Team now forecasts that the RV manufacturer will post earnings of $1.94 per share for the quarter, up from their previous forecast of $1.93. Zacks Research 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’ Q4 2026 earnings at $1.55 EPS, Q1 2027 earnings at $0.56 EPS, Q3 2027 earnings at $2.01 EPS, Q4 2027 earnings at $1.20 EPS, FY2027 earnings at $4.15 EPS, Q1 2028 earnings at $1.05 EPS, Q2 2028 earnings at $1.21 EPS and FY2028 earnings at $5.45 EPS.

A number of other equities research analysts have also recently issued reports on THO. Weiss Ratings reiterated a “hold (c)” rating on shares of Thor Industries in a research note on Wednesday, January 21st. Roth Mkm raised their target price on shares of Thor Industries from $93.00 to $97.00 and gave the company a “neutral” rating in a research note on Thursday, December 4th. Loop Capital set a $133.00 target price on shares of Thor Industries in a report on Tuesday, January 13th. Truist Financial dropped their price target on shares of Thor Industries from $112.00 to $109.00 and set a “hold” rating on the stock in a research report on Wednesday, March 11th. Finally, DA Davidson cut their price target on shares of Thor Industries from $102.00 to $100.00 and set a “neutral” rating for the company in a research note on Wednesday, March 4th. Three analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $106.10.

Thor Industries Stock Performance

Shares of NYSE THO opened at $75.23 on Friday. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.73 and a current ratio of 1.76. The stock has a 50 day moving average price of $104.87 and a 200 day moving average price of $104.80. The stock has a market capitalization of $3.96 billion, a PE ratio of 23.36, a price-to-earnings-growth ratio of 1.45 and a beta of 1.43. Thor Industries has a 52 week low of $63.15 and a 52 week high of $122.83.

Thor Industries (NYSE:THO) last announced its quarterly earnings data on Tuesday, March 3rd. The RV manufacturer reported $0.34 earnings per share for the quarter, beating the consensus estimate of $0.03 by $0.31. The company had revenue of $2.13 billion during the quarter, compared to analysts’ expectations of $1.96 billion. Thor Industries had a return on equity of 6.96% and a net margin of 3.02%.Thor Industries’s revenue for the quarter was up 5.3% compared to the same quarter last year. During the same quarter last year, the company earned ($0.01) EPS. Thor Industries has set its FY 2026 guidance at 3.750-4.250 EPS.

Insider Activity at Thor Industries

In other news, Director Peter Busch Orthwein bought 2,600 shares of the stock in a transaction dated Friday, March 6th. The shares were bought at an average price of $88.25 per share, for a total transaction of $229,450.00. Following the completion of the purchase, the director owned 139,000 shares in the company, valued at approximately $12,266,750. This trade represents a 1.91% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO W. Todd Woelfer sold 4,567 shares of Thor Industries stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $114.84, for a total value of $524,474.28. Following the sale, the chief operating officer directly owned 104,109 shares of the company’s stock, valued at approximately $11,955,877.56. The trade was a 4.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 4.70% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Parallel Advisors LLC lifted its holdings in shares of Thor Industries by 16.9% during the fourth quarter. Parallel Advisors LLC now owns 621 shares of the RV manufacturer’s stock worth $64,000 after buying an additional 90 shares in the last quarter. Kingsview Wealth Management LLC grew its stake in shares of Thor Industries by 3.9% in the third quarter. Kingsview Wealth Management LLC now owns 2,659 shares of the RV manufacturer’s stock valued at $276,000 after acquiring an additional 99 shares in the last quarter. BNP Paribas Financial Markets increased its position in Thor Industries by 1.7% during the second quarter. BNP Paribas Financial Markets now owns 6,072 shares of the RV manufacturer’s stock worth $539,000 after acquiring an additional 99 shares during the period. Country Trust Bank increased its position in Thor Industries by 50.0% during the second quarter. Country Trust Bank now owns 300 shares of the RV manufacturer’s stock worth $27,000 after acquiring an additional 100 shares during the period. Finally, Cibc World Market Inc. raised its stake in Thor Industries by 0.7% in the 3rd quarter. Cibc World Market Inc. now owns 14,773 shares of the RV manufacturer’s stock worth $1,532,000 after purchasing an additional 104 shares in the last quarter. 96.71% of the stock is owned by institutional investors and hedge funds.

Thor Industries News Roundup

Here are the key news stories impacting Thor Industries this week:

• Positive Sentiment: Zacks raised several mid‑/longer‑term outlook items — including Q3 2026, Q4 2026, Q3 2027, Q4 2027, Q2 2028 and slightly higher FY2027 and FY2028 EPS forecasts — signaling modestly improved longer‑term earnings expectations (FY2028 nudged to $5.45). These upward revisions support upside to future earnings.
• Positive Sentiment: Analysts’ consensus target remains well above the current trading level: a $106.10 consensus target was published by analysts — a reference point for upside potential. Article Title
• Neutral Sentiment: Despite the estimate changes, Zacks keeps a “Hold” rating on THO and the broader consensus full‑year EPS sits near $4.64 — indicating analysts see neither a strong buy nor sell catalyst currently.
• Negative Sentiment: Zacks trimmed near‑term quarterly forecasts: Q1 2027 and Q1 2028 estimates were lowered (Q1 2027 to $0.56, Q1 2028 to $1.05), which creates near‑term earnings risk and may pressure the stock if seasonally weak results materialize.
• Negative Sentiment: Independent analysis warns valuation/market risks could offset positive technicals and fundamentals — a reminder that macro or sector headwinds (credit, consumer spending, supply chains) could weigh on share performance. Article Title

About Thor Industries

Thor Industries, Inc is a leading manufacturer of recreational vehicles (RVs) and related components for the leisure travel market. Through its family of well-known brands—such as Airstream, Heartland, Jayco, Keystone RV and Thor Motor Coach—the company designs, manufactures and sells a broad range of motorized and towable RVs, complemented by aftermarket parts and service solutions. Thor offers products that span travel trailers, fifth wheels, toy haulers and Class A, B and C motorhomes, addressing both entry-level and premium segments.

Founded in 1980 when Wade Thompson and Peter Orthwein acquired Airstream from Beatrice Foods, Thor Industries has grown organically and through strategic acquisitions to become one of the largest RV producers in the world.