Zacks Research Weighs in on Thor Industries FY2026 Earnings

Thor Industries, Inc. (NYSE:THO) – Analysts at Zacks Research issued their FY2026 earnings per share (EPS) estimates for Thor Industries in a research report issued to clients and investors on Wednesday, March 18th. Zacks Research analyst Team forecasts that the RV manufacturer will post earnings of $3.94 per share for the year. 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’ Q2 2027 earnings at $0.39 EPS.

Several other research firms have also issued reports on THO. UBS Group set a $97.00 price target on shares of Thor Industries in a report on Thursday, December 4th. Benchmark reiterated a “hold” rating on shares of Thor Industries in a report on Wednesday, March 4th. Loop Capital set a $133.00 target price on Thor Industries in a research note on Tuesday, January 13th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Thor Industries in a research report on Wednesday, January 21st. Finally, DA Davidson decreased their price target on 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 investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $106.10.

Thor Industries Trading Down 1.5%

NYSE THO opened at $75.23 on Monday. Thor Industries has a 52 week low of $63.15 and a 52 week high of $122.83. The company has a 50 day moving average price of $104.87 and a 200 day moving average price of $104.75. The company has a quick ratio of 0.73, a current ratio of 1.76 and a debt-to-equity ratio of 0.20. The firm has a market cap of $3.96 billion, a PE ratio of 23.36, a price-to-earnings-growth ratio of 1.43 and a beta of 1.43.

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

Insiders Place Their Bets

In related news, Director Peter Busch Orthwein acquired 2,600 shares of the company’s stock in a transaction dated Friday, March 6th. The shares were purchased at an average cost of $88.25 per share, with a total value of $229,450.00. Following the completion of the acquisition, the director directly owned 139,000 shares of the company’s stock, valued at $12,266,750. This 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 the firm’s stock in a transaction 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 completion of the transaction, the chief operating officer owned 104,109 shares of the company’s stock, valued at $11,955,877.56. This trade represents a 4.20% decrease in their position. 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

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

Thor Industries News Summary

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.