earnings
confidence high
sentiment negative
materiality 0.80
THOR Q4 EPS falls 67% to $0.78; FY sales $9.61B but margins compress
THOR INDUSTRIES INC
2026-FY EPS reported
$3.38
revenue$9,608,145,000
- Q4 net sales $2.31B (-8.4% YoY); diluted EPS $0.78 vs $2.36; net income $40.8M (-67.5%).
- FY net sales $9.61B (+0.3%), exceeding guidance; diluted EPS $3.38 vs $4.84 (-30.2%).
- Q4 gross margin 12.4% (down 230 bps); FY 12.6% (down 140 bps) on material costs, promotions, mix.
- European segment Q4 sales +5.0% to $969.2M; NA Towable Q4 sales -22.7%, unit shipments -19.7%.
- Company expects >$100M annual cost savings from initiatives; FY2027 guidance later this fall.