THOR INDUSTRIES INC

THOR INDUSTRIES INCTHOEarnings & Financial Report

NYSE · Industrials · Motor Homes

Thor Industries, Inc. is an American manufacturer of recreational vehicles (RVs). The company sells towable and motorized RVs through its subsidiaries brands including Airstream, Heartland RV, Jayco, and others. The company's headquarters is in Elkhart, Indiana. It has manufacturing facilities in Michigan, Ohio, Indiana, Idaho and Oregon.

THO Q1 FY2026 Key Financial Metrics

Revenue

$2.4B

Gross Profit

$321.0M

Operating Profit

$32.5M

Net Profit

$21.7M

Gross Margin

13.4%

Operating Margin

1.4%

Net Margin

0.9%

YoY Growth

11.5%

EPS

$0.41

THOR INDUSTRIES INC Q1 FY2026 Financial Summary

THOR INDUSTRIES INC reported revenue of $2.4B (up 11.5% YoY) for Q1 FY2026, with a net profit of $21.7M (up 1282.8% YoY) (0.9% margin). Cost of goods sold was $2.1B, operating expenses totaled $288.5M.

Key Financial Metrics

Total Revenue$2.4B
Net Profit$21.7M
Gross Margin13.4%
Operating Margin1.4%
Report PeriodQ1 FY2026

Revenue Breakdown

THOR INDUSTRIES INC Q1 FY2026 revenue of $2.4B breaks down across 10 segments, led by Other at $417.1M (17.5% of total).

SegmentRevenue% of Total
Other$417.1M17.5%
Travel Trailers$403.6M16.9%
Motorcaravan$391.9M16.4%
Fifth Wheels Towables$306.9M12.8%
Classc Motorized$297.2M12.4%
Campervan$188.3M7.9%
Classa Motorized$169.9M7.1%
Classb Motorized$110.0M4.6%
Other Rv Related$70.0M2.9%
Caravan$34.3M1.4%

THOR INDUSTRIES INC Revenue by Segment — Quarterly Trend

THOR INDUSTRIES INC revenue by segment across the last 4 reported quarters, showing how each business line (such as Other and Travel Trailers) has evolved quarter over quarter.

SegmentQ1 FY2026Q4 FY2025Q3 FY2025Q2 FY2025
Other$417.1M$655.5M$175.7M$131.1M
Travel Trailers$403.6M$676.7M$518.6M
Motorcaravan$391.9M$522.5M$481.6M$335.6M
Fifth Wheels Towables$306.9M$387.8M$492.2M$309.6M
Classc Motorized$297.2M$289.3M$340.5M$204.1M

THOR INDUSTRIES INC Annual Revenue by Year

THOR INDUSTRIES INC annual revenue history includes year-by-year totals (for example, 2025 revenue was $9.6B).

YearAnnual Revenue
2025$9.6Bvs 2024
2024$10.0Bvs 2023
2023$11.1Bvs 2022
2022$16.3B

THOR INDUSTRIES INC Quarterly Revenue & Net Profit History

THOR INDUSTRIES INC results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.

QuarterRevenueRevenue YoYNet ProfitNet Margin
Q1 FY2026$2.4B+11.5%$21.7M0.9%
Q4 FY2025$2.5B-0.4%$125.8M5.0%
Q3 FY2025$2.9B+3.3%$135.2M4.7%
Q2 FY2025$2.0B-8.6%$-551.0K-0.0%
Q1 FY2025$2.1B-14.3%$-1.8M-0.1%
Q4 FY2024$2.5B-7.4%$90.0M3.6%
Q3 FY2024$2.8B-4.4%$114.5M4.1%
Q2 FY2024$2.2B-5.9%$7.2M0.3%

Income Statement

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
Revenue$2.21B$2.80B$2.53B$2.14B$2.02B$2.89B$2.52B$2.39B
YoY Growth-5.9%-4.4%-7.4%-14.3%-8.6%3.3%-0.4%11.5%

Balance Sheet

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
Assets$7.23B$7.22B$7.02B$6.87B$6.71B$7.17B$7.07B$6.99B
Liabilities$3.29B$3.21B$2.95B$2.82B$2.76B$2.95B$2.78BN/A
Equity$3.94B$4.00B$4.07B$4.05B$3.95B$4.22B$4.29B$4.30B

Cash Flow

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
Operating CF$-103.9M$251.7M$338.0M$30.7M$30.8M$257.7M$258.7M$-44.9M