THOR INDUSTRIES INCTHO決算レポート
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 2026 Key Financial Metrics
売上高
$2.4B
粗利益
$321.0M
営業利益
$32.5M
純利益
$21.7M
粗利益率
13.4%
営業利益率
1.4%
純利益率
0.9%
前年比成長
11.5%
EPS
$0.41
資金フロー
THOR INDUSTRIES INC Q1 2026 財務サマリー
THOR INDUSTRIES INC reported revenue of $2.4B (up 11.5% YoY) for Q1 2026, 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.
主要財務指標
| 総売上高 | $2.4B |
|---|---|
| 純利益 | $21.7M |
| 粗利益率 | 13.4% |
| 営業利益率 | 1.4% |
| 報告期間 | Q1 2026 |
売上内訳
THOR INDUSTRIES INC Q1 2026 revenue of $2.4B breaks down across 10 segments, led by Other at $417.1M (17.5% of total).
| セグメント | 売上高 | 構成比 |
|---|---|---|
| Other | $417.1M | 17.5% |
| Travel Trailers | $403.6M | 16.9% |
| Motorcaravan | $391.9M | 16.4% |
| Fifth Wheels Towables | $306.9M | 12.8% |
| Classc Motorized | $297.2M | 12.4% |
| Campervan | $188.3M | 7.9% |
| Classa Motorized | $169.9M | 7.1% |
| Classb Motorized | $110.0M | 4.6% |
| Other Rv Related | $70.0M | 2.9% |
| Caravan | $34.3M | 1.4% |
THOR INDUSTRIES INC セグメント別売上 — 四半期推移
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.
| セグメント | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| 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 年度売上推移
THOR INDUSTRIES INC annual revenue history includes year-by-year totals (for example, 2025 revenue was $9.6B). Click any linked year to see what changed vs the prior 10-K.
THOR INDUSTRIES INC 四半期売上・純利益の履歴
THOR INDUSTRIES INC quarterly results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| 四半期 | 売上高 | 売上前年比 | 純利益 | 純利益率 |
|---|---|---|---|---|
| Q1 2026 | $2.4B | +11.5% | $21.7M | 0.9% |
| Q4 2025 | $2.5B | -0.4% | $125.8M | 5.0% |
| Q3 2025 | $2.9B | +3.3% | $135.2M | 4.7% |
| Q2 2025 | $2.0B | -8.6% | $-551.0K | -0.0% |
| Q1 2025 | $2.1B | -14.3% | $-1.8M | -0.1% |
| Q4 2024 | $2.5B | -7.4% | $90.0M | 3.6% |
| Q3 2024 | $2.8B | -4.4% | $114.5M | 4.1% |
| Q2 2024 | $2.2B | -5.9% | $7.2M | 0.3% |
損益計算書
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| 売上高 | $2.21B | $2.80B | $2.53B | $2.14B | $2.02B | $2.89B | $2.52B | $2.39B |
| 前年比成長 | -5.9% | -4.4% | -7.4% | -14.3% | -8.6% | 3.3% | -0.4% | 11.5% |
貸借対照表
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| 総資産 | $7.23B | $7.22B | $7.02B | $6.87B | $6.71B | $7.17B | $7.07B | $6.99B |
| 総負債 | $3.29B | $3.21B | $2.95B | $2.82B | $2.76B | $2.95B | $2.78B | N/A |
| 株主資本 | $3.94B | $4.00B | $4.07B | $4.05B | $3.95B | $4.22B | $4.29B | $4.30B |
キャッシュフロー
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| 営業CF | $-103.9M | $251.7M | $338.0M | $30.7M | $30.8M | $257.7M | $258.7M | $-44.9M |