Zacks Research Comments on Thor Industries FY2026 Earnings

Thor Industries, Inc. (NYSE:THO) – Investment analysts at Zacks Research issued their FY2026 earnings per share (EPS) estimates for shares of Thor Industries in a report released on Wednesday, March 18th. Zacks Research analyst Team anticipates that the RV manufacturer will post earnings per share of $3.94 for the year. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Thor Industries’ current full-year earnings is $4.64 per share. Zacks Research also issued estimates for Thor Industries’ Q2 2027 earnings at $0.39 EPS.

Several other equities research analysts have also commented on THO. UBS Group set a $97.00 price objective on Thor Industries in a research report on Thursday, December 4th. Citigroup decreased their target price on shares of Thor Industries from $116.00 to $100.00 and set a “neutral” rating for the company in a research note on Wednesday, March 4th. DA Davidson lowered their price target on shares of Thor Industries from $102.00 to $100.00 and set a “neutral” rating on the stock in a report on Wednesday, March 4th. Weiss Ratings restated a “hold (c)” rating on shares of Thor Industries in a research report on Wednesday, January 21st. Finally, Loop Capital set a $133.00 price target on shares of Thor Industries in a research report on Tuesday, January 13th. Three equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $106.10.

Thor Industries Stock Down 1.5%

Shares of THO stock opened at $75.23 on Monday. Thor Industries has a twelve month low of $63.15 and a twelve month high of $122.83. The stock has a market cap of $3.96 billion, a P/E ratio of 23.36, a P/E/G ratio of 1.43 and a beta of 1.43. The stock has a 50 day moving average of $104.87 and a 200 day moving average of $104.75. The company has a current ratio of 1.76, a quick ratio of 0.73 and a debt-to-equity ratio of 0.20.

Thor Industries (NYSE:THO) last issued its quarterly earnings data on Tuesday, March 3rd. The RV manufacturer reported $0.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.03 by $0.31. Thor Industries had a return on equity of 6.96% and a net margin of 3.02%.The business had revenue of $2.13 billion during the quarter, compared to analysts’ expectations of $1.96 billion. During the same quarter in the previous year, the firm posted ($0.01) EPS. The company’s revenue for the quarter was up 5.3% on a year-over-year basis. Thor Industries has set its FY 2026 guidance at 3.750-4.250 EPS.

Hedge Funds Weigh In On Thor Industries

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Parallel Advisors LLC grew its position in shares of Thor Industries by 16.9% in the fourth quarter. Parallel Advisors LLC now owns 621 shares of the RV manufacturer’s stock valued at $64,000 after purchasing an additional 90 shares during the period. Kingsview Wealth Management LLC raised its position in shares of Thor Industries by 3.9% during the 3rd quarter. Kingsview Wealth Management LLC now owns 2,659 shares of the RV manufacturer’s stock worth $276,000 after purchasing an additional 99 shares during the last quarter. BNP Paribas Financial Markets raised its position in shares of Thor Industries by 1.7% during the 2nd quarter. BNP Paribas Financial Markets now owns 6,072 shares of the RV manufacturer’s stock worth $539,000 after purchasing an additional 99 shares during the last quarter. Country Trust Bank lifted its stake in Thor Industries by 50.0% in the 2nd quarter. Country Trust Bank now owns 300 shares of the RV manufacturer’s stock valued at $27,000 after buying an additional 100 shares in the last quarter. Finally, Cibc World Market Inc. boosted its holdings in Thor Industries by 0.7% in the 3rd quarter. Cibc World Market Inc. now owns 14,773 shares of the RV manufacturer’s stock worth $1,532,000 after buying an additional 104 shares during the last quarter. 96.71% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Thor Industries

In other news, COO W. Todd Woelfer sold 4,567 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $114.84, for a total value of $524,474.28. Following the completion of the sale, the chief operating officer directly owned 104,109 shares in the company, valued at $11,955,877.56. The trade was a 4.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Peter Busch Orthwein bought 2,600 shares of Thor Industries stock in a transaction dated Friday, March 6th. The shares were acquired at an average cost of $88.25 per share, with a total value of $229,450.00. Following the completion of the purchase, the director owned 139,000 shares in the company, valued at approximately $12,266,750. This trade represents a 1.91% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 4.70% of the stock is currently owned by company insiders.

Key Headlines Impacting Thor Industries

Here are the key news stories impacting Thor Industries this week:

• Positive Sentiment: Zacks raised several mid‑/longer‑term outlook items — including Q3 2026, Q4 2026, Q3 2027, Q4 2027, Q2 2028 and slightly higher FY2027 and FY2028 EPS forecasts — signaling modestly improved longer‑term earnings expectations (FY2028 nudged to $5.45). These upward revisions support upside to future earnings.
• Positive Sentiment: Analysts’ consensus target remains well above the current trading level: a $106.10 consensus target was published by analysts — a reference point for upside potential. Article Title
• Neutral Sentiment: Despite the estimate changes, Zacks keeps a “Hold” rating on THO and the broader consensus full‑year EPS sits near $4.64 — indicating analysts see neither a strong buy nor sell catalyst currently.
• Negative Sentiment: Zacks trimmed near‑term quarterly forecasts: Q1 2027 and Q1 2028 estimates were lowered (Q1 2027 to $0.56, Q1 2028 to $1.05), which creates near‑term earnings risk and may pressure the stock if seasonally weak results materialize.
• Negative Sentiment: Independent analysis warns valuation/market risks could offset positive technicals and fundamentals — a reminder that macro or sector headwinds (credit, consumer spending, supply chains) could weigh on share performance. Article Title

About Thor Industries

Thor Industries, Inc is a leading manufacturer of recreational vehicles (RVs) and related components for the leisure travel market. Through its family of well-known brands—such as Airstream, Heartland, Jayco, Keystone RV and Thor Motor Coach—the company designs, manufactures and sells a broad range of motorized and towable RVs, complemented by aftermarket parts and service solutions. Thor offers products that span travel trailers, fifth wheels, toy haulers and Class A, B and C motorhomes, addressing both entry-level and premium segments.

Founded in 1980 when Wade Thompson and Peter Orthwein acquired Airstream from Beatrice Foods, Thor Industries has grown organically and through strategic acquisitions to become one of the largest RV producers in the world.