Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
THO
SellBargain BinTHOR Industries, Inc. · Consumer Cyclical · United States · $4.0B · Avg Vol: $39M/d
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 | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 16.3B | 11.1B | 10.0B | 9.6B | -16.3% | 9.8B | 9.5B | 9.8B | 1.2% |
| EPS | 20.67 | 7.00 | 4.98 | 4.87 | -38.2% | 4.94 | 3.53 | 4.61 | -2.7% |
| Shares | 53.7M | 53.3M | 52.9M | 52.6M | -1.9% | 52.1M | — | — | — |
| Debt | 1.8B | 1.3B | 1.1B | 923.0M | -19.5% | 919.3M | — | — | — |
| Equity | 3.6B | 4.0B | 4.1B | 4.3B | 6.1% | — | — | — | — |
| Op CF | 990.1M | 981.6M | 545.5M | 577.9M | -16.4% | 335.7M | — | — | — |
| Inv CF | -1.0B | -222.5M | -146.8M | -64.5M | — | — | — | — | — |
| Fin CF | -47.8M | -635.7M | -337.7M | -426.3M | — | — | — | — | — |
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) | $4.0B | 31 | Sell |
| PATK | Patrick Industries, Inc. | $2.7B | 32 | Sell |
| PII | Polaris Inc. | $3.6B | 46 | Hold |
| BC | Brunswick Corporation | $5.0B | 44 | Hold |
| LCII | LCI Industries | $2.5B | 60 | Hold |
| WGO | Winnebago Industries, Inc. | $865M | 47 | Hold |
| HOG | Harley-Davidson, Inc. | $2.9B | 75 | Buy |
| MCFT | MasterCraft Boat Holdings, Inc. | $579M | 48 | Hold |
| MBUU | Malibu Boats, Inc. | $467M | 69 | Buy |
| GPK | Graphic Packaging Holding Company | $3.4B | 30 | Sell |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.7%