{"schema_version":"secwatch.filing_event.v1","accession":"0001171843-23-005852","form_type":"8-K","ticker":"THO","cik":"0000730263","company_name":"THOR INDUSTRIES INC","filed_at":"2023-09-25T23:59:59+00:00","discovered_at":"2026-05-14T18:03:36.530717+00:00","generated_at":"2026-06-10T09:22:27.988630+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"THOR Q4 FY2023 EPS $1.68, revenue $2.74B; FY2024 guidance EPS $6.25-$7.25","bullets":["Q4 net sales $2.74B (-28.4% YoY); net income $90.3M vs $280.9M; diluted EPS $1.68 vs $5.15.","European RV segment net sales $1.02B (+26.3% YoY), record quarter income before tax $101.7M.","North American Towable net sales -48.2%; Motorized -36.0% YoY; both segments margin compressed.","FY2024 guidance: net sales $10.5B-$11.0B, gross margin 14.5%-15.0%, diluted EPS $6.25-$7.25.","Generated $507.5M operating cash flow in Q4; paid down $300M on Term Loan, $50M on ABL."],"urls":{"canonical":"https://secwatch.observer/filing/0001171843-23-005852","json":"https://secwatch.observer/filing/0001171843-23-005852.json","markdown":"https://secwatch.observer/filing/0001171843-23-005852.md","text":"https://secwatch.observer/filing/0001171843-23-005852.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/730263/000117184323005852/0001171843-23-005852-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/730263/000117184323005852/f8k_092523.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-10T09:22:27.988630+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"4235665e6ecacb0aa93cc9f64fd509524bfa85e9","claim":"THOR INDUSTRIES INC reported the fourth quarter ended July 31, 2023 results: revenue $2.74 billion, net income $90.3 million, EPS $1.68.","evidence_excerpt":"Capital Management Including Investments in Growth, Repaying Debt and Returning Cash to Shareholders Fiscal Fourth Quarter 2023 Highlights Net sales for the fourth quarter were $2.74 billion, a decrease of 28.4% compared to the record fourth quarter of fiscal 2022. Consolidated gross profit margin for the fourth quarter was 14.4%, a decrease of 310 basis points when","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/730263/000117184323005852/0001171843-23-005852-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter ended July 31, 2023"},{"label":"Revenue","value":"$2.74 billion"},{"label":"Net income","value":"$90.3 million"},{"label":"EPS","value":"$1.68"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"a2896afe829ebbe9a9c294b8388ae2857b21b4c9","claim":"THOR INDUSTRIES INC reported the full fiscal year ended July 31, 2023 results: revenue $11.12 billion, net income $374.3 million, EPS $6.95. Guidance initiated.","evidence_excerpt":"Net sales for fiscal year 2023 were $11.12 billion, a decrease of 31.8% compared to the record fiscal 2022. Net income attributable to THOR Industries and diluted earnings per share for fiscal year 2023 were $374.3 million and $6.95, respectively, compared to $1.14 billion and $20.59, respectively, for fiscal 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/730263/000117184323005852/0001171843-23-005852-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the full fiscal year ended July 31, 2023"},{"label":"Revenue","value":"$11.12 billion"},{"label":"Net income","value":"$374.3 million"},{"label":"EPS","value":"$6.95"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}