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THO

90.44USD+3.31(+3.80%)Delayed

Thor Industries Inc

Market Summary

USD90.44+3.31Delayed
3.80%

THO Stock Price

RSI Chart

Valuation

Market Cap

4.4B

Price/Earnings

3.9

Price/Sales

0.27

Price/Cashflow

4.48

MarketCap/EBT

3.04

Price/Sales

Profitability

EBT Margin

8.95%

Return on Equity

31.67%

Return on Assets

15.36%

Fundamentals

Revenue

Revenue (TTM)

16.3B

Revenue Y/Y

6.37%

Revenue Q/Q

-17.94%

Earnings

Earnings (TTM)

1.1B

Earnings Y/Y

22%

Earnings Q/Q

-19.28%

Price Action

52 Week Range

108.69
(Low)(High)

Last 7 days

4.6%

Last 30 days

17.7%

Last 90 days

16.8%

Trailing 12 Months

-13.9%

Financial Health

Current Ratio

1.74

Debt/Equity

0.49

Debt/Cashflow

0.56

Investor Care

Dividend Yield

2.08%

Dividend/Share (TTM)

1.72

Buy Backs (1Y)

3.05%

Diluted EPS (TTM)

20.59

Peers (Alternatives to Thor Industries)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
721.7B
74.9B
-9.36% -46.10%
64.49
9.64
59.80% 222.66%
56.6B
147.2B
3.58% -34.46%
5.85
0.38
12.43% -13.01%
53.3B
151.7B
7.23% -27.97%
4.59
0.35
12.72% 239.89%
24.5B
16.0B
17.87% -37.43%
139.38
1.53
1.99% -83.33%
MID-CAP
9.0B
15.3B
17.45% -2.79%
10.96
0.58
1.58% 6.79%
7.0B
8.6B
9.39% -11.43%
18.34
0.81
-0.02% -25.02%
6.3B
5.3B
9.57% 29.07%
10.14
1.18
10.33% 27.30%
6.2B
1.8B
10.69% -16.72%
19.26
3.53
0.22% -24.57%
4.4B
16.3B
17.73% -13.90%
3.9
0.27
32.44% 72.43%
SMALL-CAP
1.8B
5.0B
6.58% -17.04%
4.7
0.37
36.58% 38.59%
1.6B
18.6B
8.17% 58.15%
-9.15
0.09
1.85% -200.42%
1.1B
5.6B
12.07% 13.19%
-44.57
0.21
5.33% -95.35%
561.8M
872.4M
14.55% 4.54%
-17.82
0.68
15.31% -204.35%
160.8M
2.5B
-2.43% -70.61%
-0.5
0.07
2.13% 7.40%
31.9M
5.0M
1166.92% -4.20%
-0.49
7.2
17.40% -129.43%

Financials for Thor Industries

Income Statement (Last 12 Months)
(In Millions)
Description(%) Q/Q2022Q32022Q22022Q12021Q42021Q3
Revenue1.4%16,31316,08414,88513,73812,317
Gross Profit2.6%2,8062,7342,4322,1721,895
  S&GA Expenses1.9%1,1161,0951,045984870
Earnings Before Taxes2.6%1,4601,4231,1931,011845
Net Income4.7%1,1381,087922788660
Balance Sheet
(In Millions)
Description(%) Q/Q2022Q32022Q22022Q12021Q42021Q3
Assets-4.2%7,4087,7367,6657,7696,654
  Current Assets-8.8%3,0623,3593,2013,2142,804
    Cash Equivalents-5.4%312329305336446
  Inventory1.2%1,7551,7341,6791,6721,369
  Net PPE-1,185----
  Goodwill-1.7%1,8041,8351,8891,9151,563
  Current Liabilities-10.9%1,7561,9721,9042,0371,795
  Long Term Debt-11.4%1,7671,9952,1792,2441,607
    LT Debt, Current20.0%1311121212
    LT Debt, Non Current-11.6%1,7541,9842,1682,2321,595
Shareholder's Equity4.6%3,5933,4343,2263,1032,922
  Retained Earnings7.2%3,8133,5563,2312,9892,770
  Additional Paid-In Capital1.5%498491480474460
Shares Outstanding-1.1%555555--
Minority Interest6.9%87282926
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2022Q32022Q22022Q12021Q42021Q3
Cashflow From Operations0.1%990989913650526
  Share Based Compensation-1.3%3132303131
Cashflow From Investing-2.9%-1,049.26-1,019.31-969.87-1,173.08-428.49
Cashflow From Financing-145.6%-47.84105215524-188.44
  Dividend Payments4.2%9591
  Buy Backs106.4%1658000
* denotes actual numbers (not divided by Millions)

Risks

What is the probability of a big loss on THO?

100%


Probability that Thor Industries stock will be more than 20% underwater in next one year

78.5%


Probability that Thor Industries stock will be more than 30% underwater in next one year.

59.2%


Probability that Thor Industries stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does THO drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Thor Industries was unfortunately bought at previous high price.

Returns

Cumulative Returns on THO

12.2%


10-Year Cumulative Returns

8.5%


7-Year Cumulative Returns

-8.0%


5-Year Cumulative Returns

14.7%


3-Year Cumulative Returns

What are the long-term rolling returns for THO?

FIve years rolling returns for Thor Industries.

Which funds bought or sold THO recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2022-11-23
Eagle Bay Advisors LLC
ADDED
1,452.46
62,431
67,000
0.04%
2022-11-22
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
NEW
-
1,749,000
1,749,000
0.02%
2022-11-22
Capital Impact Advisors, LLC
-
-
16,000
191,000
0.19%
2022-11-22
CVA Family Office, LLC
-
-
-1,000
5,000
-%
2022-11-21
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
-
-
-460,000
4,826,000
0.01%
2022-11-21
Parallax Volatility Advisers, L.P.
ADDED
264.67
301,000
426,000
-%
2022-11-21
FourThought Financial, LLC
-
-
-1,000
1,000
-%
2022-11-18
Industrial Alliance Investment Management Inc.
NEW
-
10,000
10,000
-%
2022-11-17
CENTRAL TRUST Co
UNCHANGED
-
-
6,000
-%
2022-11-16
CAPTRUST FINANCIAL ADVISORS
ADDED
92.27
141,000
318,000
-%

1–10 of 42

Latest Funds Activity

Are funds buying THO calls or puts?
Are funds bullish or bearish(Calls - Puts)?
No. of funds that own THO

Thor Industries News

Investor's Business Daily

Investing Action Plan: Blue Chips, China Stocks On Radar As Dow Eyes 35000.20 hours ago

THO Fair Value

Recent SEC filings of Thor Industries

View All Filings
Date Filed Form Type Document
Nov 30, 2022
DEFA14A
DEFA14A
Nov 02, 2022
DEF 14A
DEF 14A
Nov 02, 2022
DEFA14A
DEFA14A
Oct 19, 2022
4
Insider Trading
Oct 13, 2022
4
Insider Trading
Oct 12, 2022
4
Insider Trading
Oct 12, 2022
4
Insider Trading
Oct 12, 2022
4
Insider Trading
Oct 12, 2022
4
Insider Trading
Oct 12, 2022
4
Insider Trading

Latest Insider Trading transactions for THO

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2022-10-17
ORTHWEIN PETER BUSCH
GIFTED
-476,160
79.36
-6,000
-
2022-10-11
ORTHWEIN PETER BUSCH
ACQUIRED
-
-
1,658
-
2022-10-11
HENNINGTON CHRISTINA
ACQUIRED
-
-
1,658
-
2022-10-11
Huntington Amelia
ACQUIRED
-
-
1,658
-
2022-10-11
MARTIN ROBERT W
ACQUIRED
-
-
56,418
CHIEF EXEC. AND PRES.
2022-10-11
Graves Andrew E
ACQUIRED
-
-
1,658
-
2022-10-11
Hurd Laurel
ACQUIRED
-
-
1,658
-
2022-10-11
KLEIN CHRISTOPHER J
ACQUIRED
-
-
1,658
-
2022-10-11
ZUHL COLLEEN A
ACQUIRED
-
-
21,603
SR. VP AND CHIEF FIN. OFFICER
2022-10-11
Kelley William J. JR
ACQUIRED
-
-
1,658
-

1–10 of 50

Robert W. Martin
31000
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. It also provides aluminum extrusion and specialized component products to RV and other manufacturers; and digital products and services for RVs. The company provides its products through independent and non-franchise dealers. The company was founded in 1980 and is based in Elkhart, Indiana.

THO Income Statement

2022-07-31
Consolidated Statements of Income and Comprehensive Income - USD ($)
$ in Thousands
12 Months Ended
Jul. 31, 2022
Jul. 31, 2021
Jul. 31, 2020
Income Statement [Abstract]   
Net sales$ 16,312,525$ 12,317,380$ 8,167,933
Cost of products sold13,506,49510,422,4077,049,726
Gross profit2,806,0301,894,9731,118,207
Selling, general and administrative expenses1,116,462869,916634,119
Amortization of intangible assets156,946117,18397,234
Impairment charges0010,057
Interest income1,1307973,116
Interest expense91,22294,342107,322
Other income, net17,33430,252305
Income before income taxes1,459,864844,581272,896
Income taxes321,621183,71151,512
Net income1,138,243660,870221,384
Less: Net income (loss) attributable to non-controlling interests439998(1,590)
Net income attributable to THOR Industries, Inc.$ 1,137,804$ 659,872$ 222,974
Weighted-average common shares outstanding:   
Basic (in shares)55,034,65355,333,95955,172,694
Diluted (in shares)55,264,04655,687,25355,397,376
Earnings per common share:   
Basic (in dollars per share)$ 20.67$ 11.93$ 4.04
Diluted (in dollars per share)$ 20.59$ 11.85$ 4.02
Comprehensive income:   
Net income$ 1,138,243$ 660,870$ 221,384
Other comprehensive income (loss), net of tax   
Foreign currency translation gain (loss), net of tax(239,038)7,72392,735
Unrealized gain (loss) on derivatives, net of tax9,33010,168(9,351)
Other income (loss), net of tax2,047(180)352
Total other comprehensive income (loss), net of tax(227,661)17,71183,736
Total comprehensive income910,582678,581305,120
Comprehensive income (loss) attributable to non-controlling interest(994)1,081(1,851)
Comprehensive income attributable to THOR Industries, Inc.$ 911,576$ 677,500$ 306,971

THO Balance Sheet

2022-07-31
Consolidated Balance Sheets - USD ($)
$ in Thousands
Jul. 31, 2022
Jul. 31, 2021
Current assets:  
Cash and cash equivalents$ 311,553$ 445,852
Restricted cash1372,854
Accounts receivable, trade, net848,814796,489
Accounts receivable, other, net95,367153,443
Inventories, net1,754,7731,369,384
Prepaid income taxes, expenses and other51,83535,501
Total current assets3,062,4792,803,523
Property, plant and equipment, net1,258,1591,185,131
Other assets:  
Goodwill1,804,1511,563,255
Amortizable intangible assets, net1,117,492937,171
Deferred income tax assets, net7,95041,216
Other157,901123,792
Total other assets3,087,4942,665,434
TOTAL ASSETS7,408,1326,654,088
Current liabilities:  
Accounts payable822,449915,045
Current portion of long-term debt13,19012,411
Short-term financial obligations21,40325,720
Accrued liabilities:  
Compensation and related items254,772249,761
Product warranties317,908267,620
Income and other taxes57,39185,789
Promotions and rebates134,298128,869
Product, property and related liabilities61,70038,590
Other72,80570,980
Total current liabilities1,755,9161,794,785
Long-term debt1,754,2391,594,821
Deferred income tax liabilities, net115,931113,598
Unrecognized tax benefits17,24315,844
Other liabilities164,149186,934
Total long-term liabilities2,051,5621,911,197
Contingent liabilities and commitments
Stockholders’ equity:  
Preferred stock—authorized 1,000,000 shares; none outstanding00
Common stock—par value of $.10 per share; authorized 250,000,000 shares; issued 66,059,403 and 65,651,570 shares, respectively6,6066,565
Additional paid-in capital497,946460,482
Retained earnings3,813,2612,770,401
Accumulated other comprehensive income (loss), net of tax(181,607)44,621
Less treasury shares of 12,382,441 and 10,285,329, respectively, at cost(543,344)(360,226)
Stockholders’ equity attributable to THOR Industries, Inc.3,592,8622,921,843
Non-controlling interests7,79226,263
Total stockholders’ equity3,600,6542,948,106
TOTAL LIABILITIES AND STOCKHOLDERS’ EQUITY$ 7,408,132$ 6,654,088