Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
THO
SELLREMOVETHOR Industries, Inc. · Consumer Cyclical · United States · $4.2B · Avg Vol: $60M/d
Thor Industries is a highly cyclical consumer discretionary business. Despite decent quality metrics, it faces headwinds from high interest rates dampening RV demand.
COMPANY DESCRIPTION
THOR Industries, Inc. is the world's largest manufacturer of recreational vehicles (RVs), encompassing travel trailers, fifth wheels, and motorhomes sold under a broad portfolio of well-known brands. The company's competitive moat is its dominant market share, scale advantages in purchasing and manufacturing, and an extensive dealer network that provides wide market access. THOR benefits from strong consumer demand for outdoor recreation and diversified product offerings across multiple price points.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 16.3B | 11.1B | 10.0B | 9.6B | -16.3% |
| EPS | 20.67 | 7.00 | 4.98 | 4.87 | -38.2% |
| Shares | 66M | 66M | 67M | 67M | +1.9% |
| Debt | 1.8B | 1.3B | 1.1B | 923M | -19.5% |
| Equity | 3.6B | 4.0B | 4.1B | 4.3B | 6.1% |
| Op CF | 990M | 982M | 546M | 578M | -16.4% |
| Inv CF | -1.0B | -222M | -147M | -64M | — |
| Fin CF | -48M | -636M | -338M | -426M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of THO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| THO | THOR Industries, Inc.(you) | $4.2B | 31 | SELL |
| PATK | Patrick Industries, Inc. | $3.1B | 39 | HOLD |
| PII | Polaris Inc. | $4.0B | 51 | HOLD |
| BC | Brunswick Corporation | $5.4B | 60 | HOLD |
| HOG | Harley-Davidson, Inc. | $2.5B | 71 | BUY |
| LCII | LCI Industries | $2.7B | 75 | BUY |
| WGO | Winnebago Industries, Inc. | $857M | 53 | HOLD |
| MBUU | Malibu Boats, Inc. | $467M | 45 | HOLD |
| MCFT | MasterCraft Boat Holdings, Inc. | $582M | 56 | HOLD |
| PLNT | Planet Fitness, Inc. | $4.2B | 32 | SELL |
Peer medians: ROE 10.2% · P/E 22.9x · Gross margin 38.1%