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Companies / Consumer Discretionary / THOR Industries, Inc.
THO

THOR Industries, Inc.

Consumer DiscretionaryTransportation Equipment
Ticker THOELKHART, INFiscal year ends JulyBook value per share $81.07Diluted shares 52.6M

THOR Industries, Inc. (NYSE: THO) manufactures recreational vehicles in North America and Europe, selling vehicles and related parts and accessories primarily to independent dealers in the United States, Canada and Europe. Its products include travel trailers, fifth wheels, motorhomes, European caravans,… From the company’s description.

In fiscal 2026, THOR Industries, Inc. reported revenue of $9.61B, up 0.3% from fiscal 2025, and net income of $174.65M. Its operating margin was 2.1%, and operations generated $321.22M in cash.

Fiscal year 2026 · ends 07-31Changes are against fiscal 2025
Sales & profitability
$9.61BFY2026
+0.3% year over year
2.05%FY2026
−1.1 percentage points
$174.65MFY2026
−31.9% year over year
4.17%FY2026
−1.9 percentage points
Cash & financing
$321.22MFY2026
−44.4% year over year
$168.84MFY2026
−62.9% year over year
0.22FY2026
Was 0.23× a year earlier
52.6MFY2026
−1.6% year over year

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure.

What THOR Industries, Inc. does

In the company’s own words

THOR Industries, Inc. (NYSE: THO) manufactures recreational vehicles in North America and Europe, selling vehicles and related parts and accessories primarily to independent dealers in the United States, Canada and Europe. Its products include travel trailers, fifth wheels, motorhomes, European caravans, motorcaravans, campervans and urban vehicles. The company reports three segments: North American Towable Recreational Vehicles, North American Motorized Recreational Vehicles and European Recreational Vehicles, which accounted for 33.1%, 25.6% and 34.3% of fiscal 2026 net sales, respectively. Its supply operations include Airxcel, which makes RV components for original equipment manufacturers and aftermarket customers, and Postle, which supplies aluminum extrusions and specialized components to RV and other manufacturers. Major brands include Airstream, Jayco, Keystone, Thor Motor Coach, Tiffin, Hymer, Dethleffs and Bürstner. Founded in 1980, THOR reported fiscal 2026 net sales of $9.6 billion and employed approximately 19,500 people worldwide as of July 31, 2026. Its website is www.thorindustries.com.

Company details
Sector
Consumer Discretionary
Industry (SIC)
Transportation Equipment
Headquarters
ELKHART, IN
Fiscal year end
July
CIK
730263
SIC
3716

Financial performance, year by year

Fiscal 2012–2026 · USD
$-1.63B$3.26B$8.16B$13.05B$17.94B201220132014201520162017201820192020202120222023202420252026

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns THOR Industries, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

308
funds hold it
2 of 35
superinvestors hold it
$1.45B
held by funds, at market
36.6%
of shares held by funds
1
bond issues held by funds

Superinvestors in THOR Industries, Inc. · what they did last quarter

Bill NygrenDECREASED -4.0%
Harris Associates (Oakmark)
0.1%of 13F portfolio
Tweedy BrowneNEW
Tweedy, Browne
0.2%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · THOR Industries, Inc.’s weight in each

iShares Core S&P Mid-Cap ETF
IJH · iShares Trust
0.11%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%of fund net assets
0.11%of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.05%of fund net assets
U.S. SMALL CAP VALUE PORTFOLIO
DFSVX · DFA INVESTMENT DIMENSIONS GROUP INC
—of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

THOR Industries, Inc.’s bonds, as funds hold them

Funds report holding 1 issues of THOR Industries, Inc.’s debt, $90.55M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 4.00%, maturing 2029 to 2029.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do THOR Industries, Inc. and its peers compare on margins and cash generation over ten years?”
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