earnings
confidence high
sentiment positive
materiality 0.75
THOR Q3 EPS $2.53 beats $2.13 YoY; reaffirms FY2025 guidance
THOR INDUSTRIES INC
2025-Q3 EPS reported
$2.49
revenue$7,055,707,000
- Net sales $2.89B (+3.3% YoY); net income $135.2M (+18.1%); diluted EPS $2.53 (vs $2.13).
- North American Towable segment sales +9.1% to $1.17B, gross margin up 200bps to 14.9%.
- European RV sales -5.1% to $883.5M, units -12.2%; gross margin down 130bps to 16.2%.
- FY2025 guidance reaffirmed: net sales $9.0-$9.5B, EPS $3.30-$4.00, gross margin 13.8%-14.5%.
- Liquidity $1.49B including $508.3M cash; YTD cash from ops $319.2M; reduced debt $139.2M YTD.
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