earnings
confidence high
sentiment neutral
materiality 0.65
THOR reports Q2 revenue up 5.3% to $2.13B; EPS $0.34 vs loss; FY guidance unchanged
THOR INDUSTRIES INC
2026-Q2 EPS reported
$0.75
revenue$4,514,979,000
- Net income $17.8M (diluted EPS $0.34) vs $(0.6M) loss a year ago; Adjusted EBITDA $98.1M, up 12.7%.
- Towable sales fell 14.2% on 23% fewer shipments; Motorized sales surged 29.3% with 170 bps margin expansion.
- European segment posted pretax loss of $12.3M on restructuring and price pressure; margins down 220 bps.
- FY2026 guidance unchanged: net sales $9.0-$9.5B, diluted EPS $3.75-$4.25, stable gross margin at midpoint.
- Company reduced debt $47.1M, repurchased $25.2M stock, paid $54.8M dividends in Q2.