Zacks Research Predicts Weaker Earnings for Thor Industries

Thor Industries, Inc. (NYSE:THO) – Investment analysts at Zacks Research lowered their Q2 2027 EPS estimates for shares of Thor Industries in a research note issued on Wednesday, April 8th. Zacks Research analyst Team now expects that the RV manufacturer will post earnings of $0.31 per share for the quarter, down from their prior forecast of $0.39. 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 2027 earnings at $2.09 EPS.

A number of other brokerages also recently issued reports on THO. Weiss Ratings reissued a “hold (c)” rating on shares of Thor Industries in a research report on Wednesday, January 21st. BMO Capital Markets cut their price objective on shares of Thor Industries from $135.00 to $125.00 and set an “outperform” rating for the company in a research report on Wednesday, March 4th. DA Davidson cut their price objective on shares of Thor Industries from $102.00 to $100.00 and set a “neutral” rating for the company in a research report on Wednesday, March 4th. Wall Street Zen downgraded shares of Thor Industries from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Finally, Truist Financial dropped their target price on shares of Thor Industries from $112.00 to $109.00 and set a “hold” rating for the company in a report on Wednesday, March 11th. Three investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $106.10.

Thor Industries Trading Up 1.5%

Shares of THO stock opened at $80.23 on Thursday. Thor Industries has a 1 year low of $65.49 and a 1 year high of $122.83. The firm has a fifty day moving average price of $95.05 and a 200-day moving average price of $102.05. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.76 and a quick ratio of 0.73. The company has a market cap of $4.22 billion, a price-to-earnings ratio of 24.91, a PEG ratio of 1.54 and a beta of 1.45.

Thor Industries (NYSE:THO) last issued its quarterly earnings data on Tuesday, March 3rd. The RV manufacturer reported $0.34 earnings per share (EPS) 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 firm had revenue of $2.13 billion during the quarter, compared to the consensus estimate of $1.96 billion. During the same quarter in the previous year, the firm posted ($0.01) EPS. The company’s revenue for the quarter 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.

Thor Industries Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, April 20th. Investors of record on Monday, April 6th will be issued a $0.52 dividend. The ex-dividend date of this dividend is Monday, April 6th. This represents a $2.08 annualized dividend and a yield of 2.6%. Thor Industries’s dividend payout ratio is currently 64.60%.

Insider Buying and Selling at Thor Industries

In related news, COO W. Todd Woelfer sold 4,567 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were 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 approximately $11,955,877.56. This represents a 4.20% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Peter Busch Orthwein bought 2,600 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The stock was purchased at an average cost of $88.25 per share, with a total value of $229,450.00. Following the acquisition, the director directly owned 139,000 shares in the company, valued at $12,266,750. This trade represents a 1.91% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 4.70% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the company. Parallel Advisors LLC lifted its stake in Thor Industries by 16.9% in the 4th quarter. Parallel Advisors LLC now owns 621 shares of the RV manufacturer’s stock worth $64,000 after purchasing an additional 90 shares in the last quarter. Kingsview Wealth Management LLC lifted its stake 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 purchasing an additional 99 shares in the last quarter. BNP Paribas Financial Markets lifted its stake in Thor Industries by 1.7% in the 2nd quarter. BNP Paribas Financial Markets now owns 6,072 shares of the RV manufacturer’s stock worth $539,000 after purchasing an additional 99 shares in the last quarter. Cibc World Market Inc. lifted 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. Finally, CANADA LIFE ASSURANCE Co lifted its stake in Thor Industries by 0.3% in the 2nd quarter. CANADA LIFE ASSURANCE Co now owns 34,810 shares of the RV manufacturer’s stock worth $3,089,000 after purchasing an additional 104 shares in the last quarter. Institutional investors own 96.71% of the company’s stock.

Thor Industries Company Profile

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.