THOR Q3 EPS down 27% YoY; cuts FY2026 EPS guidance to $3.30-$3.80

THOR INDUSTRIES INC

2026-Q3 EPS reported $2.59 revenue$7,296,517,000

Q3 diluted EPS $1.86 vs $2.53 YoY; net income $97.2M, down 28.1%.
Net sales $2.78B (-3.9%); NA Towable down 24.6%, Motorized up 7.7%, European up 11.8%.
Revised FY2026 diluted EPS guidance to $3.30-$3.80 (from $3.75-$4.25); net sales unchanged $9.0-$9.5B.
Repurchased $50.5M of shares in Q3; paid $27.1M in dividends.
Expects mid-teens NA retail decline; tax rate raised to 26%-28%.

item 2.02 item 7.01 item 9.01

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Earnings Releases SEC 8-K Item 2.02 confidence 1.0

THOR INDUSTRIES INC reported Fiscal 2026 full year results: EPS $3.30 to $3.80. Guidance lowered.

Period: Fiscal 2026 full year
EPS: $3.30 to $3.80
Guidance: lowered
Result: guidance update

Exact text from the filing

Full-year fiscal 2026 diluted EPS guidance has been revised in light of prolonged macroeconomic headwinds ◦ Consolidated net sales in the range of $9.0 billion to $9.5 billion (no revision) ◦ Diluted earnings per share in the range of $3.30 to $3.80 (previously $3.75 to $4.25)

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Source: SEC EDGAR

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