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Thor Industries Inc Stock Research

THO

95.44USD+0.31(+0.33%)Market Closed
Watchlist

Market Summary

USD95.44+0.31
Market Closed
0.33%

THO Alerts

THO Stock Price

THO RSI Chart

THO Valuation

Market Cap

5.1B

Price/Earnings (Trailing)

13.62

Price/Sales (Trailing)

0.46

EV/EBITDA

6.47

Price/Free Cashflow

5.19

THO Price/Sales (Trailing)

THO Profitability

EBT Margin

5.78%

Return on Equity

14.49%

Return on Assets

7.48%

Free Cashflow Yield

19.25%

THO Fundamentals

THO Revenue

Revenue (TTM)

11.1B

Revenue Y/Y

-28.36%

Revenue Q/Q

-6.51%

THO Earnings

Earnings (TTM)

374.3M

Earnings Y/Y

-67.86%

Earnings Q/Q

-25.21%

Price Action

52 Week Range

67.87116.31
(Low)(High)

Last 7 days

0.7%

Last 30 days

-11.7%

Last 90 days

-7.7%

Trailing 12 Months

37.2%

THO Financial Health

Current Ratio

1.79

Debt/Equity

0.46

Debt/Cashflow

0.51

THO Investor Care

Dividend Yield

1.89%

Dividend/Share (TTM)

1.8

Buy Backs (1Y)

2.70%

Diluted EPS (TTM)

6.95

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for THO

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-07-18
JULIAN KENNETH D
sold
-1,107,220
110
-10,000
svp of admin and hr
2023-07-03
ORTHWEIN PETER BUSCH
gifted
-
-
-1,750
-
2023-06-28
ORTHWEIN PETER BUSCH
gifted
-
-
350
-
2023-06-28
ORTHWEIN PETER BUSCH
gifted
-
-
-8,500
-
2022-12-09
ORTHWEIN PETER BUSCH
gifted
-
-
-400
-
2022-10-17
ORTHWEIN PETER BUSCH
gifted
-476,160
79.36
-6,000
-
2022-10-11
MARTIN ROBERT W
acquired
-
-
56,418
chief exec. and pres.
2022-10-11
KLEIN CHRISTOPHER J
acquired
-
-
1,658
-
2022-10-11
Graves Andrew E
acquired
-
-
1,658
-
2022-10-11
ZUHL COLLEEN A
acquired
-
-
21,603
sr. vp and chief fin. officer

1–10 of 50

Which funds bought or sold THO recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-21
Baystate Wealth Management LLC
sold off
-
-70.00
92.00
-%
2023-09-20
BARCLAYS PLC
added
58.13
3,380,000
6,583,000
-%
2023-09-12
Farther Finance Advisors, LLC
added
1,450
3,050
3,209
-%
2023-08-24
Harvest Investment Advisors, LLC
reduced
-0.4
410,425
1,804,520
1.55%
2023-08-24
Alberta Investment Management Corp
unchanged
-
319,724
1,386,900
0.01%
2023-08-23
WOLVERINE TRADING, LLC
new
-
499,982
499,982
-%
2023-08-22
VIRGINIA RETIREMENT SYSTEMS ET AL
reduced
-51.95
-690,834
1,148,850
0.01%
2023-08-21
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
added
10.25
302,000
1,000,000
0.01%
2023-08-21
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
reduced
-6.77
1,131,660
6,478,380
0.01%
2023-08-21
OSAIC HOLDINGS, INC.
added
23.5
2,099,080
5,556,820
0.01%

1–10 of 41

Latest Funds Activity

Are funds buying THO calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own THO
No. of Funds

Schedule 13G FIlings of Thor Industries

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
May 26, 2023
royal london asset management ltd
0336%
2,693,923
SC 13G/A
May 03, 2023
royal london asset management ltd
9445%
2,686,357
SC 13D
Mar 28, 2023
royal london asset management ltd
6645%
2,647,395
SC 13D
Mar 27, 2023
royal london asset management ltd
0283%
2,686,805
SC 13D
Feb 14, 2023
harris associates l p
5.3%
2,861,284
SC 13G
Feb 14, 2023
kayne anderson rudnick investment management llc
9.57%
5,119,657
SC 13G/A
Feb 13, 2023
capital research global investors
4.7%
2,526,116
SC 13G/A
Feb 09, 2023
royal london asset management ltd
7165%
2,658,377
SC 13D
Feb 09, 2023
vanguard group inc
9.90%
5,296,944
SC 13G/A
Feb 03, 2023
royal london asset management ltd
-
12
SC 13D/A

Recent SEC filings of Thor Industries

View All Filings
Date Filed Form Type Document
Sep 25, 2023
8-K
Current Report
Sep 25, 2023
10-K
Annual Report
Jul 27, 2023
8-K
Current Report
Jul 20, 2023
4
Insider Trading
Jul 20, 2023
4
Insider Trading
Jul 19, 2023
144
Notice of Insider Sale Intent
Jul 06, 2023
4
Insider Trading
Jun 30, 2023
4
Insider Trading

Peers (Alternatives to Thor Industries)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
798.6B
94.0B
2.69% -5.15%
65.48
8.49
39.99% 28.15%
49.3B
169.8B
1.40% 17.99%
12.31
0.29
14.72% -65.56%
45.0B
169.7B
-3.19% 1.65%
4.4
0.26
28.48% 17.97%
27.5B
19.3B
-6.93% 24.34%
28.83
1.43
20.28% 442.05%
9.3B
16.9B
-3.46% 27.89%
9.8
0.55
14.72% 48.05%
MID-CAP
8.2B
9.8B
-3.43% 44.13%
21.03
0.84
19.51% 15.13%
7.2B
2.1B
-2.12% 35.53%
22.03
3.62
21.15% 13.96%
5.1B
11.1B
-11.75% 37.16%
13.62
0.46
-31.82% -67.11%
-
6.0B
-5.58% -7.40%
-
-
12.70% 25.69%
SMALL-CAP
1.8B
3.9B
-11.04% 11.61%
7.09
0.46
-19.02% -35.03%
833.8M
6.0B
-7.53% 4.25%
19.26
0.14
12.58% 274.60%
532.0M
966.1M
-8.21% 14.04%
-56.48
0.55
16.77% 70.13%
226.0M
2.7B
-14.79% 125.00%
-0.81
0.08
15.58% 12.70%
7.4M
7.5M
-16.07% -39.18%
-0.14
0.98
70.01% 18.96%

Thor Industries News

MarketBeat
Louisiana State Employees Retirement System Purchases 1400 ....
MarketBeat,
3 hours ago
Marketscreener.com
Investor's Business Daily
英为财情 Investing.com
Investing.com UK
The Rochester Sentinel
Investing.com Indonesia

Returns for THO

Cumulative Returns on THO

7.2%


10-Year Cumulative Returns

3.3%


7-Year Cumulative Returns

4.8%


5-Year Cumulative Returns

-0.2%


3-Year Cumulative Returns

Risks for THO

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

69.2%


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

50.8%


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.

Drawdowns

Financials for Thor Industries

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22018Q42018Q32018Q2
Revenue-8.9%11,12212,20513,93415,46216,31316,08414,88513,73812,31711,0499,2718,5478,1688,1558,9809,3037,8658,1827,8538,3298,389
Gross Profit-14.6%1,5961,8702,2452,6372,8062,7342,4322,1721,8951,6461,3471,1881,1181,1031,1891,2449739921,0391,1651,222
  S&GA Expenses-6.6%8709321,0031,0621,1161,0951,045984870775671627634650699622536471446477480
EBITDA-100.0%-8331,1381,5011,6791,7841,5451,3431,1701,013788654576543578------
EBITDA Margin-100.0%-0.07*0.08*0.10*0.10*0.11*0.10*0.10*0.09*0.09*0.09*0.08*0.07*0.07*0.06*------
Interest Expenses-100.0%-84.0088.0089.0091.00-48.421.0049.0094.0010010110410711312295.0068.0038.005.005.006.00
Earnings Before Taxes-29.3%4997061,0131,3261,4601,4231,1931,011845691480351273234255293185263477633685
EBT Margin-100.0%-0.06*0.07*0.09*0.09*0.09*0.08*0.07*0.07*0.06*0.05*0.04*0.03*0.03*0.03*------
Net Income-33.7%3745657921,0321,1381,087922788660549390286223196204170133129316430461
Net Income Margin-100.0%-0.05*0.06*0.07*0.07*0.07*0.06*0.06*0.05*0.05*0.04*0.03*0.03*0.02*0.02*------
Free Cashflow-100.0%-8278781,042990989913650526349317382411439249------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q3
Assets-3.9%7,2617,5547,3127,2817,4087,7367,6657,7696,6546,7146,3705,8615,7715,6125,6285,6085,6605,9722,7302,8002,779
  Current Assets-9.4%2,7943,0852,8632,9943,0623,3593,2013,2142,8042,8462,4962,2402,1022,0892,0681,9932,0372,3341,2481,3251,312
    Cash Equivalents24.9%441353282292312329305336449295184337539651242232451461306225275
  Inventory-11.4%1,6531,8651,8651,8531,7551,7341,6791,6721,3691,4841,3001,038716868927915828963562565538
  Net PPE---------1,185--1,0921,1081,0801,0891,1051,0921,088550544522
  Goodwill0.2%1,8001,7971,7841,7841,8041,8351,8891,9151,5631,5781,5821,4811,4771,3961,3531,3611,3581,3501,010378378
  Current Liabilities-0.2%1,7161,7211,4661,6221,7561,9721,9042,0371,7951,9521,6721,5971,5151,2661,4951,4391,4481,512751800769
    LT Debt, Current0.9%11.0011.0011.0010.0013.0011.0012.0012.0012.0013.0013.0013.0014.0017.0018.0018.0017.0030.00---
    LT Debt, Non Current-21.3%1,2911,6411,7591,7151,7541,9842,1682,2321,5951,7181,8221,5851,6531,9661,7471,7801,8852,182---
Shareholder's Equity2.4%3,9833,8923,7883,6513,5933,4413,2543,1322,9482,7582,5972,4212,3462,1122,1222,1252,0952,0401,9071,9281,938
  Retained Earnings1.6%4,0924,0253,9283,9253,8133,5563,2312,9892,7702,5632,4022,2922,2012,1042,1022,0962,0671,9961,9852,0112,023
  Additional Paid-In Capital2.2%539527518510498491480474460454448443437432427423416412264259252
Shares Outstanding-100.0%-53.0054.0054.00-55.0055.0055.00-55.0055.0055.00-55.0055.0055.00-55.0053.0053.00-
Minority Interest15.7%7.006.007.009.008.007.0028.0029.0026.0025.0026.0028.0026.0025.009.0011.0011.0011.00---
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q3
Cashflow From Operations18.7%9828278781,042990989913650526479447512541569379472508445544437467
  Share Based Compensation12.0%40.0035.0035.0034.0031.0032.0030.0031.0031.0027.0023.0021.0020.0019.0020.0019.0019.0018.0018.0017.0017.00
Cashflow From Investing10.6%-222-248-264-316-1,049-1,019-969-1,173-428-409-404-116-84.25-104-1,844-1,844-1,865-1,858-183-187-183
Cashflow From Financing-12.6%-635-564-640-744-47.84105215524-188-460-132-346-392-2911,4121,4241,5391,756-165-176-231
  Dividend Payments-100.0%-95.0095.00--95.0091.00--91.0088.00--87.0086.00-84.0082.0078.00-78.00
  Buy Backs-61.4%42.0010913219116598.0058.00--------------

THO Income Statement

2023-07-31
Consolidated Statements of Income and Comprehensive Income - USD ($)
$ in Thousands
12 Months Ended
Jul. 31, 2023
Jul. 31, 2022
Jul. 31, 2021
Income Statement [Abstract]   
Net sales$ 11,121,605$ 16,312,525$ 12,317,380
Cost of products sold9,525,25213,506,49510,422,407
Gross profit1,596,3532,806,0301,894,973
Selling, general and administrative expenses870,0541,116,462869,916
Amortization of intangible assets140,808156,946117,183
Interest expense, net97,44790,09293,545
Other income, net11,30917,33430,252
Income before income taxes499,3531,459,864844,581
Income taxes125,113321,621183,711
Net income374,2401,138,243660,870
Less: Net income (loss) attributable to non-controlling interests(31)439998
Net income attributable to THOR Industries, Inc.$ 374,271$ 1,137,804$ 659,872
Weighted-average common shares outstanding:   
Basic (in shares)53,478,31055,034,65355,333,959
Diluted (in shares)53,857,14355,264,04655,687,253
Earnings per common share:   
Basic (in dollars per share)$ 7.00$ 20.67$ 11.93
Diluted (in dollars per share)$ 6.95$ 20.59$ 11.85
Comprehensive income:   
Net income$ 374,240$ 1,138,243$ 660,870
Other comprehensive income (loss), net of tax   
Foreign currency translation gain (loss), net of tax114,164(239,038)7,723
Unrealized gain (loss) on derivatives, net of tax(675)9,33010,168
Other income (loss), net of tax(807)2,047(180)
Total other comprehensive income (loss), net of tax112,682(227,661)17,711
Total comprehensive income486,922910,582678,581
Comprehensive income (loss) attributable to non-controlling interest(409)(994)1,081
Comprehensive income attributable to THOR Industries, Inc.$ 487,331$ 911,576$ 677,500

THO Balance Sheet

2023-07-31
Consolidated Balance Sheets - USD ($)
$ in Thousands
Jul. 31, 2023
Jul. 31, 2022
Current assets:  
Cash and cash equivalents$ 441,232$ 311,553
Accounts receivable, trade, net543,865848,814
Accounts receivable, other, net99,35495,367
Inventories, net1,653,0701,754,773
Prepaid income taxes, expenses and other56,05951,972
Total current assets2,793,5803,062,479
Property, plant and equipment, net1,387,8081,258,159
Other assets:  
Goodwill1,800,4221,804,151
Amortizable intangible assets, net996,9791,117,492
Deferred income tax assets, net5,7707,950
Equity investments126,90910,811
Other149,362147,090
Total other assets3,079,4423,087,494
TOTAL ASSETS7,260,8307,408,132
Current liabilities:  
Accounts payable736,275822,449
Current portion of long-term debt11,36813,190
Short-term financial obligations49,43321,403
Accrued liabilities:  
Compensation and related items189,324254,772
Product warranties345,197317,908
Income and other taxes100,63157,391
Promotions and rebates163,410134,298
Product, property and related liabilities54,72061,700
Other66,12472,805
Total current liabilities1,716,4821,755,916
Long-term debt1,291,3111,754,239
Deferred income tax liabilities, net75,668115,931
Unrecognized tax benefits14,83517,243
Other liabilities179,136164,149
Total long-term liabilities1,560,9502,051,562
Contingent liabilities and commitments
Stockholders’ equity:  
Preferred stock—authorized 1,000,000 shares; none outstanding00
Common stock—par value of $.10 per share; authorized 250,000,000 shares; issued 66,344,340 and 66,059,403 shares, respectively6,6346,606
Additional paid-in capital539,032497,946
Retained earnings4,091,5633,813,261
Accumulated other comprehensive (loss), net of tax(68,547)(181,607)
Less treasury shares of 13,030,030 and 12,382,441, respectively, at cost(592,667)(543,344)
Stockholders’ equity attributable to THOR Industries, Inc.3,976,0153,592,862
Non-controlling interests7,3837,792
Total stockholders’ equity3,983,3983,600,654
TOTAL LIABILITIES AND STOCKHOLDERS’ EQUITY$ 7,260,830$ 7,408,132
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.