THOR Industries, Inc. (THO)Consumer Cyclical | Recreational Vehicles | Elkhart, United States | NYSE
71.96 USD
-0.90
(-1.235%) ⇩
(July 13, 2026, 4 p.m.
EDT)
|
Hot Take ↕ | July 11, 2026, 3:04 a.m. EDT
The investment case for THO is currently fractured by a disconnect between its attractive valuation metrics and deteriorating operational reality. Fundamentally, the company is struggling; revenue has contracted by nearly 4% annually, and earnings have plummeted by over 26%. This is compounded by a multi-year price trajectory where the stock has failed to recover from its lows, sitting below its 200-day average despite a recent, albeit volatile, bounce. The market appears to be pricing in a 'value trap' scenario where the low P/E and P/S ratios reflect persistent structural issues rather than a bargain opportunity. However, the balance sheet remains a key stabilizer. With a payout ratio of just 41.7%, the company retains significant cash to navigate the downturn, and the dividend yield of 2.84% offers a tangible floor for income investors, though it is not yet a high-yield defensive play. The short-term outlook is murky; while the recent price action shows some resilience, the statistical forecast leans slightly negative, and the heavy put option positioning suggests institutional players are locking in losses or hedging against further declines. Until revenue growth turns positive and the price trajectory breaks decisively above its moving averages, the risk of further downside outweighs the potential for a quick rebound. |
| Model | MAE |
|---|---|
| AutoTheta ✓ | 0.026078 |
| AutoETS | 0.031256 |
| AutoARIMA | 0.032475 |
| MSTL | 0.033134 |
Forecast horizon: 45 days | Selected: AutoTheta
| Forecast Reliability | |
|---|---|
| Score | 49% |
| H-stat | 1.65 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.556 |
| Excess Kurtosis | -0.79 |
| Attribute | Value |
|---|---|
| Sector | Consumer Cyclical |
| Ex Dividend Date | 2026-06-30 |
| Last Dividend Date | 2026-06-30 |
| Debt to Equity Ratio | 21.316 |
| Revenue per Share | 186.517 |
| Market Cap | 3,746,048,512 |
| Trailing P/E | 14.57 |
| Forward P/E | 15.45 |
| Beta | 1.33 |
| Profit Margins | 2.67% |
| Website | https://www.thorindustries.com |
As of July 11, 2026, 3:04 a.m. EDT: Speculators are heavily positioned for downside protection, evidenced by massive open interest in out-of-the-money puts (strikes 65, 70, 80) compared to negligible call volume. While there is some speculative call activity at distant strikes (130, 135) suggesting a long-term recovery thesis, the immediate term is dominated by hedging and bearish bets, with implied volatility significantly elevated for downside moves.
| Last Yield | 1yr Yield | 3yr Avg | 5yr Avg |
|---|---|---|---|
| 0.69% | 2.34% | 2.18% | 2.12% |
| Date | Dividend | Yield % |
|---|---|---|
| 2026-07-01 | 0.520000 | 0.692318 |
| 2026-04-06 | 0.520000 | 0.672704 |
| 2026-01-05 | 0.520000 | 0.495144 |
| 2025-10-23 | 0.520000 | 0.476933 |
| 2025-07-01 | 0.500000 | 0.550540 |
| 2025-04-08 | 0.500000 | 0.771248 |
| 2025-01-06 | 0.500000 | 0.521268 |
| 2024-11-01 | 0.500000 | 0.478103 |
| 2024-07-03 | 0.480000 | 0.515796 |
| 2024-04-08 | 0.480000 | 0.426894 |
| 2023-12-27 | 0.480000 | 0.397944 |
| 2023-10-31 | 0.480000 | 0.545889 |
| 2023-07-06 | 0.450000 | 0.445104 |
| 2023-04-11 | 0.450000 | 0.556380 |
| 2022-12-29 | 0.450000 | 0.596738 |
| 2022-10-25 | 0.450000 | 0.559006 |
| 2022-07-01 | 0.430000 | 0.563565 |
| 2022-04-05 | 0.430000 | 0.533830 |
| 2021-12-29 | 0.430000 | 0.419103 |
| 2021-10-21 | 0.430000 | 0.402320 |
| 2021-07-01 | 0.410000 | 0.352840 |
| 2021-03-31 | 0.410000 | 0.304290 |
| 2020-12-31 | 0.410000 | 0.440908 |
| 2020-10-22 | 0.410000 | 0.452489 |
| 2020-06-29 | 0.400000 | 0.373902 |
| 2020-04-01 | 0.400000 | 1.058481 |
| 2019-12-24 | 0.400000 | 0.531632 |
| 2019-10-24 | 0.400000 | 0.615479 |
| 2019-06-28 | 0.390000 | 0.667237 |
| 2019-04-03 | 0.390000 | 0.636319 |
| 2018-12-26 | 0.390000 | 0.772583 |
| 2018-10-24 | 0.390000 | 0.553741 |
| 2018-06-29 | 0.370000 | 0.379916 |
| 2018-03-28 | 0.370000 | 0.329211 |
| 2017-12-22 | 0.370000 | 0.243694 |
| 2017-10-23 | 0.370000 | 0.283481 |
| 2017-06-21 | 0.330000 | 0.308325 |
| 2017-03-28 | 0.330000 | 0.334245 |
| 2016-12-21 | 0.330000 | 0.315367 |
| 2016-10-20 | 0.330000 | 0.406304 |
| 2016-06-16 | 0.300000 | 0.464756 |
| 2016-03-30 | 0.300000 | 0.470884 |
| 2015-12-18 | 0.300000 | 0.544662 |
| 2015-10-14 | 0.300000 | 0.559388 |
| 2015-06-24 | 0.270000 | 0.469892 |
| 2015-04-01 | 0.270000 | 0.428776 |
| 2014-12-19 | 0.270000 | 0.490820 |
| 2014-10-15 | 0.270000 | 0.536566 |
| 2014-06-11 | 0.230000 | 0.396825 |
| 2014-03-26 | 0.230000 | 0.384615 |
| 2013-12-24 | 0.230000 | 0.434536 |
| 2013-11-01 | 1.000000 | 1.768034 |
| 2013-10-16 | 0.230000 | 0.400139 |
| 2013-06-14 | 0.180000 | 0.376490 |
| 2013-04-05 | 0.180000 | 0.498753 |
| 2012-12-19 | 1.680000 | 4.541768 |
| 2012-09-20 | 0.180000 | 0.507328 |
| 2012-06-15 | 0.150000 | 0.536673 |
| 2012-03-30 | 0.150000 | 0.475285 |
| 2011-12-27 | 0.150000 | 0.557414 |
| 2011-09-28 | 0.150000 | 0.738552 |
| 2011-06-16 | 0.100000 | 0.361795 |
| 2011-04-06 | 0.100000 | 0.299670 |
| 2010-12-21 | 0.100000 | 0.288767 |
| 2010-10-14 | 0.100000 | 0.312305 |
| 2010-06-24 | 0.070000 | 0.289735 |
| 2010-03-18 | 0.070000 | 0.224000 |
| 2009-12-21 | 0.070000 | 0.227568 |
| 2009-10-14 | 0.570000 | 1.771837 |
| 2009-06-18 | 0.070000 | 0.356415 |
| 2009-03-18 | 0.070000 | 0.500357 |
| 2008-12-19 | 0.070000 | 0.529101 |
| 2008-10-15 | 0.070000 | 0.377970 |
| 2008-06-12 | 0.070000 | 0.268714 |
| 2008-03-18 | 0.070000 | 0.225952 |
| 2007-12-05 | 0.070000 | 0.199772 |
| 2007-09-25 | 2.070000 | 4.953338 |
| 2007-06-13 | 0.070000 | 0.155556 |
| 2007-03-15 | 0.070000 | 0.172117 |
| 2006-12-06 | 0.070000 | 0.151943 |
| 2006-09-25 | 1.070000 | 2.686417 |
| 2006-06-13 | 0.070000 | 0.157480 |
| 2006-03-15 | 0.070000 | 0.135135 |
| 2005-12-14 | 0.050000 | 0.124254 |
| 2005-09-14 | 0.050000 | 0.148588 |
| 2005-07-20 | 0.250000 | 0.705418 |
| 2005-06-13 | 0.030000 | 0.092535 |
| 2005-03-16 | 0.030000 | 0.095602 |
| 2004-12-15 | 0.030000 | 0.079428 |
| 2004-10-04 | 0.030000 | 0.108303 |
| 2004-06-14 | 0.030000 | 0.105895 |
| 2004-03-10 | 0.030000 | 0.113852 |
| 2003-12-17 | 0.015000 | 0.052402 |
| 2003-10-02 | 0.015000 | 0.050934 |
| 2003-06-12 | 0.010000 | 0.047540 |
| 2003-03-12 | 0.005000 | 0.045872 |
| 2002-12-18 | 0.005000 | 0.029940 |
| 2002-09-26 | 0.005000 | 0.028090 |
| 2002-06-12 | 0.005000 | 0.030769 |
| 2002-03-13 | 0.005000 | 0.040900 |
| 2001-12-19 | 0.005000 | 0.050633 |
| 2001-09-27 | 0.005000 | 0.078958 |
| 2001-06-13 | 0.005000 | 0.074267 |
| 2001-03-14 | 0.005000 | 0.083857 |
| 2000-12-20 | 0.005000 | 0.102894 |
| 2000-09-27 | 0.005000 | 0.084881 |
| 2000-06-14 | 0.005000 | 0.091168 |
| 2000-03-15 | 0.005000 | 0.082687 |
| 1999-12-21 | 0.005000 | 0.068817 |
| 1999-09-23 | 0.005000 | 0.074941 |
| 1999-06-15 | 0.005000 | 0.080000 |
| 1999-03-17 | 0.005000 | 0.083770 |
| 1998-12-21 | 0.005000 | 0.083551 |
| 1998-09-24 | 0.005000 | 0.094395 |
| 1998-06-15 | 0.005000 | 0.076739 |
| 1998-03-18 | 0.005000 | 0.072398 |
| 1997-12-19 | 0.005000 | 0.091082 |
| 1997-09-25 | 0.005000 | 0.098160 |
| 1997-06-13 | 0.005000 | 0.120000 |
| 1997-03-19 | 0.005000 | 0.123711 |
| 1996-12-19 | 0.005000 | 0.117073 |
| 1996-09-18 | 0.005000 | 0.131148 |
| 1996-06-13 | 0.005000 | 0.142012 |
| 1996-03-20 | 0.005000 | 0.177778 |
| 1995-12-20 | 0.005000 | 0.154839 |
| 1995-09-20 | 0.005000 | 0.163265 |
| 1995-06-15 | 0.005000 | 0.151899 |
| 1995-03-16 | 0.005000 | 0.149068 |
| 1994-12-14 | 0.005000 | 0.156863 |
| 1994-09-19 | 0.005000 | 0.137143 |
| 1994-06-13 | 0.005000 | 0.137143 |
| 1994-03-16 | 0.005000 | 0.104804 |
| 1993-12-14 | 0.005000 | 0.121212 |
| 1993-09-20 | 0.005000 | 0.145455 |
| 1993-06-14 | 0.005000 | 0.179104 |
| 1993-03-16 | 0.005000 | 0.118227 |
| 1992-12-14 | 0.005000 | 0.113208 |
| 1992-09-18 | 0.005000 | 0.222222 |
| 1992-06-15 | 0.005000 | 0.195122 |
| 1992-03-16 | 0.003333 | 0.108097 |
| 1991-12-16 | 0.003333 | 0.148133 |
| 1991-09-23 | 0.003333 | 0.263710 |
| 1991-06-17 | 0.003333 | 0.258039 |
| 1991-03-15 | 0.003333 | 0.303767 |
| 1990-12-14 | 0.003333 | 0.315758 |
| 1990-09-24 | 0.003333 | 0.393403 |
| 1990-06-15 | 0.003333 | 0.328734 |
| 1990-03-15 | 0.003333 | 0.315758 |
| 1989-12-14 | 0.003333 | 0.296267 |
| 1989-09-21 | 0.003333 | 0.275835 |
| 1989-06-15 | 0.003333 | 0.275835 |
| 1989-03-15 | 0.003333 | 0.258039 |
| 1988-12-14 | 0.003333 | 0.252606 |
| 1988-09-21 | 0.003333 | 0.230746 |
| 1988-06-15 | 0.003333 | 0.239976 |
| 1988-03-15 | 0.003333 | 0.255294 |
| 1987-12-14 | 0.003333 | 0.292654 |
| 1987-09-08 | 0.003333 | 0.153831 |
| Attribute | Value |
|---|---|
| 52 Week Change | -0.2090751 |
| Address1 | 2,900 Independence Court |
| All Time High | 161.48 |
| All Time Low | 0.555556 |
| Ask | 0.0 |
| Ask Size | 100 |
| Audit Risk | 2 |
| Average Analyst Rating | 2.6 - Hold |
| Average Daily Volume10 Day | 761,630 |
| Average Daily Volume3 Month | 764,244 |
| Average Volume | 764,244 |
| Average Volume10Days | 761,630 |
| Beta | 1.326 |
| Bid | 64.7 |
| Bid Size | 300 |
| Board Risk | 1 |
| Book Value | 82.198 |
| City | Elkhart |
| Compensation As Of Epoch Date | 1,767,139,200 |
| Compensation Risk | 4 |
| Country | United States |
| Crypto Tradeable | 0 |
| Currency | USD |
| Current Price | 71.96 |
| Current Ratio | 1.707 |
| Custom Price Alert Confidence | HIGH |
| Date Short Interest | 1,782,777,600 |
| Day High | 74.47 |
| Day Low | 71.88 |
| Debt To Equity | 21.316 |
| Display Name | THOR Industries |
| Dividend Date | 1,784,073,600 |
| Dividend Rate | 2.08 |
| Dividend Yield | 2.89 |
| Earnings Growth | -0.265 |
| Earnings Quarterly Growth | -0.281 |
| Earnings Timestamp | 1,780,489,800 |
| Earnings Timestamp End | 1,780,489,800 |
| Earnings Timestamp Start | 1,780,489,800 |
| Ebitda | 524,067,008 |
| Ebitda Margins | 0.05337 |
| Enterprise To Ebitda | 8.189 |
| Enterprise To Revenue | 0.437 |
| Enterprise Value | 4,291,479,552 |
| Eps Current Year | 3.51041 |
| Eps Forward | 4.65669 |
| Eps Trailing Twelve Months | 4.94 |
| Esg Populated | 0 |
| Ex Dividend Date | 1,782,864,000 |
| Exchange | NYQ |
| Exchange Data Delayed By | 0 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 75.9858 |
| Fifty Day Average Change | -4.0258026 |
| Fifty Day Average Change Percent | -0.052980985 |
| Fifty Two Week Change Percent | -20.907509 |
| Fifty Two Week High | 122.83 |
| Fifty Two Week High Change | -50.870003 |
| Fifty Two Week High Change Percent | -0.41414964 |
| Fifty Two Week Low | 69.71 |
| Fifty Two Week Low Change | 2.25 |
| Fifty Two Week Low Change Percent | 0.032276575 |
| Fifty Two Week Range | 69.71 - 122.83 |
| Financial Currency | USD |
| First Trade Date Milliseconds | 442,593,000,000 |
| Five Year Avg Dividend Yield | 1.96 |
| Float Shares | 49,575,798 |
| Forward Eps | 4.65669 |
| Forward P E | 15.453035 |
| Free Cashflow | 148,253,872 |
| Full Exchange Name | NYSE |
| Full Time Employees | 20,900 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Governance Epoch Date | 1,782,864,000 |
| Gross Margins | 0.13216 |
| Gross Profits | 1,297,880,960 |
| Has Pre Post Market Data | 1 |
| Held Percent Insiders | 0.046869997 |
| Held Percent Institutions | 1.05566 |
| Implied Shares Outstanding | 52,057,373 |
| Industry | Recreational Vehicles |
| Industry Disp | Recreational Vehicles |
| Industry Key | recreational-vehicles |
| Ir Website | http://www.thorindustries.com/ |
| Is Earnings Date Estimate | 0 |
| Language | en-US |
| Last Dividend Date | 1,782,864,000 |
| Last Dividend Value | 0.52 |
| Last Fiscal Year End | 1,753,920,000 |
| Last Split Date | 1,075,161,600 |
| Last Split Factor | 2:1 |
| Long Business Summary | THOR Industries, Inc. designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Germany, rest of Europe, Canada, and internationally. The company offers travel trailers; gasoline and diesel Class A, Class B, and Class C motorhomes; conventional travel trailers and fifth wheels; conventional motorhomes; luxury fifth wheels; and motorcaravans, campervans, urban vehicles, and caravans, as well as other RV-related products and services. It also provides aluminum extrusion and specialized component products to RV and other manufacturers. The company sells its products to independent and non-franchise dealers. THOR Industries, Inc. was founded in 1980 and is based in Elkhart, Indiana. |
| Long Name | THOR Industries, Inc. |
| Market | us_market |
| Market Cap | 3,746,048,512 |
| Market State | PRE |
| Max Age | 86,400 |
| Message Board Id | finmb_308299 |
| Most Recent Quarter | 1,777,507,200 |
| Net Income To Common | 262,458,000 |
| Next Fiscal Year End | 1,785,456,000 |
| Non Diluted Market Cap | 3,792,900,196 |
| Number Of Analyst Opinions | 12 |
| Open | 73.53 |
| Operating Cashflow | 335,720,000 |
| Operating Margins | 0.03452 |
| Overall Risk | 1 |
| Payout Ratio | 0.417 |
| Peg Ratio | 0.71 |
| Phone | 574 970 7460 |
| Previous Close | 72.86 |
| Price Eps Current Year | 20.49903 |
| Price Hint | 2 |
| Price To Book | 0.8754471 |
| Price To Sales Trailing12 Months | 0.38145968 |
| Profit Margins | 0.026730001 |
| Quick Ratio | 0.74 |
| Quote Source Name | Delayed Quote |
| Quote Type | EQUITY |
| Recommendation Key | hold |
| Recommendation Mean | 2.55556 |
| Region | US |
| Regular Market Change | -0.900002 |
| Regular Market Change Percent | -1.23525 |
| Regular Market Day High | 74.47 |
| Regular Market Day Low | 71.88 |
| Regular Market Day Range | 71.88 - 74.47 |
| Regular Market Open | 73.53 |
| Regular Market Previous Close | 72.86 |
| Regular Market Price | 71.96 |
| Regular Market Time | 1,783,972,802 |
| Regular Market Volume | 549,020 |
| Return On Assets | 0.02232 |
| Return On Equity | 0.06091 |
| Revenue Growth | -0.039 |
| Revenue Per Share | 186.517 |
| Sand P52 Week Change | 0.20847368 |
| Sector | Consumer Cyclical |
| Sector Disp | Consumer Cyclical |
| Sector Key | consumer-cyclical |
| Share Holder Rights Risk | 1 |
| Shares Outstanding | 52,057,373 |
| Shares Percent Shares Out | 0.0998 |
| Shares Short | 5,197,871 |
| Shares Short Previous Month Date | 1,780,012,800 |
| Shares Short Prior Month | 4,444,715 |
| Short Name | Thor Industries, Inc. |
| Short Percent Of Float | 0.1365 |
| Short Ratio | 5.41 |
| Source Interval | 15 |
| State | IN |
| Symbol | THO |
| Target High Price | 138.0 |
| Target Low Price | 59.0 |
| Target Mean Price | 90.58333 |
| Target Median Price | 90.0 |
| Total Cash | 371,945,984 |
| Total Cash Per Share | 7.145 |
| Total Debt | 919,264,000 |
| Total Revenue | 9,820,300,288 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 2.06 |
| Trailing Annual Dividend Yield | 0.0282734 |
| Trailing Eps | 4.94 |
| Trailing P E | 14.566801 |
| Trailing Peg Ratio | 0.7089 |
| Triggerable | 1 |
| Two Hundred Day Average | 93.9785 |
| Two Hundred Day Average Change | -22.018501 |
| Two Hundred Day Average Change Percent | -0.23429297 |
| Type Disp | Equity |
| Volume | 549,020 |
| Website | https://www.thorindustries.com |
| Zip | 46,514-8155 |