Thor Industries (THO)
Consumer Discretionary · recreational vehicle manufacturing
Thor Industries is a market-leading recreational vehicle manufacturer producing motorhomes, travel trailers, and fifth wheels sold through a network of independent dealers.
What Thor Industries does
Thor Industries is a leading manufacturer of recreational vehicles (RVs) and other specialized vehicles founded in 1980. The company designs, manufactures, and sells motorhomes, travel trailers, fifth wheels, and other leisure vehicles primarily through independent dealers. Thor operates multiple product lines across different vehicle categories and price segments, serving consumers seeking recreational and leisure transportation solutions.
Themes: ["recreational vehicles","RV manufacturing","leisure vehicles","consumer discretionary","dealer distribution"]
Fundamentals
- Price$73.24 as of 2026-07-09 close
- Market cap$3.8B as of 2026-07-10
- 1-year return-21.4% as of 2026-07-09 close
- P/E14.42 as of 2026-07-10
- Net margin+2.7% as of 2026-07-10
- Gross margin+13.2% as of 2026-07-10
- ROE+6.1% as of 2026-07-10
- Debt / equity0.22 as of 2026-07-10
- Revenue growth (YoY)+2.4% as of 2026-07-10
- Revenue CAGR (3y)-16.3% SEC XBRL
- Beta1.34 as of 2026-07-10
Dividend: yield +2.8%; 3-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Dependence on independent dealers and their financial health and stocking level decisions","Exposure to raw material and commodity price fluctuations, tariffs, and chassis supply constraints","Sensitivity to consumer discretionary spending, inflation, and interest rates affecting dealer and consumer financing"]
Competitors & peers
- Winnebago Industries (WGO)
- REV Group
- LCI Industries
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.