earnings
confidence high
sentiment neutral
materiality 0.80
THOR Industries Q1 revenue $2.39B (+11.5% YoY), net income $21.7M vs loss, EPS $0.41; FY2026 guidance $9.0-9.5B sales
THOR INDUSTRIES INC
2026-Q1 EPS reported
$0.41
revenue$2,389,123,000
- Net income $21.7M (diluted EPS $0.41) vs year-ago loss of $(1.8M) ($(0.03)).
- Revenue $2.39B (+11.5% YoY); gross margin 13.4% (+30bps).
- N.A. Motorized revenue $661M (+30.9%, units +32.3%); Towable revenue $897M (flat, margin +80bps to 13.3%).
- European RV segment loss $26.6M vs profit $1.2M; gross margin 11.9% (-340bps).
- FY2026 guidance: net sales $9.0-9.5B, diluted EPS $3.75-4.25.