THOR INDUSTRIES ANNOUNCES TRANSITION OF INVESTOR RELATIONS LEADERSHIP

Rhea-AI Summary

THOR Industries (NYSE: THO) announced on Feb. 9, 2026 that Seth Woolf, Head of Corporate Development & Investor Relations, is departing to pursue a role outside the company.

Mr. Woolf will continue supporting THOR in a consulting capacity through the end of the Company's fiscal year while THOR evaluates and announces next steps for its investor relations function.

Positive

• Interim continuity: Mr. Woolf will consult through the end of the fiscal year
• Company commitment to maintain strong, transparent communication with shareholders

Negative

• Departure of the Head of Investor Relations creates short-term leadership gap in IR
• Potential near-term uncertainty for investor engagement until a permanent IR lead is named

Market Reality Check

Price: $120.21 Vol: Volume 341,041 is below t...

low vol

$120.21 Last Close

Volume Volume 341,041 is below the 20-day average of 544,082, indicating muted trading interest pre-announcement. low

Technical Shares at $120.21 are trading above the 200-day MA of $99.07 and about 1.0% below the $121.45 52-week high.

Peers on Argus

Peer moves were mixed: BC and PII were modestly positive while DOOO, HOG, and LC...

Peer moves were mixed: BC and PII were modestly positive while DOOO, HOG, and LCII were slightly negative. With THO up 0.19%, there is no clear sector-wide direction indicated.

Historical Context

5 past events · Latest: Jan 29 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 29	Sustainability report	Positive	+0.9%	Eighth annual sustainability report showing emissions reductions and eMobility progress.
Dec 16	Dividend declaration	Positive	+1.6%	Board declared regular quarterly cash dividend of $0.52 per share.
Dec 09	Product launch	Positive	-0.4%	Introduction of Embark, range-extended electric Class A motorhome with 450-mile range.
Dec 04	Brand collaboration	Positive	+2.3%	Airstream launched Stetson + 6666 Special Edition travel trailer priced at $169,900.
Dec 04	Release correction	Neutral	+2.3%	Correction confirming price and availability details for Airstream special edition trailer.

Pattern Detected

Recent news has generally seen positive alignment between favorable announcements and share price, with one divergence on a major product launch.

Recent Company History

Over the past several months, THOR has highlighted sustainability progress, product innovation, and shareholder returns. The Jan 29, 2026 sustainability report and the Dec 16, 2025 dividend announcement both coincided with modest gains. Launches and collaborations in late 2025, including the Airstream special edition trailer and the Embark electric motorhome, underscored product and brand initiatives, with mostly positive price reactions. Today’s investor relations leadership transition fits into a backdrop of operational and strategic execution rather than a shift in core fundamentals.

Market Pulse Summary

This announcement focuses on the transition of THOR’s investor relations leadership, with continuity...

Analysis

This announcement focuses on the transition of THOR’s investor relations leadership, with continuity supported by consulting through the end of the fiscal year. In recent months, the company has emphasized sustainability progress, dividend payments, and new product initiatives, many of which aligned with positive share reactions. Investors may watch for future updates on the investor relations function and how communication supports the broader strategy highlighted in prior releases.

Key Terms

investor relations

1 terms

investor relations financial

"Head of Corporate Development & Investor Relations, will be departing the Company"

Investor relations is the communication process between a company and its current or potential investors. It involves sharing information about the company's performance, strategies, and outlook to help investors make informed decisions. Effective investor relations build trust and transparency, similar to a clear conversation between a business and someone considering investing, ensuring both parties understand each other's interests and expectations.

AI-generated analysis. Not financial advice.

ELKHART, Ind., Feb. 9, 2026 /PRNewswire/ -- THOR Industries, Inc. (NYSE: THO) today announced that Seth Woolf, Head of Corporate Development & Investor Relations, will be departing the Company to pursue a role outside of the organization.

"Seth joined THOR with a deep background in the investment industry and a strong understanding of the financial markets," said Bob Martin, President and Chief Executive Officer of THOR Industries. "Over the past several months, Seth has contributed meaningfully to our investor engagement efforts and has helped strengthen our communication with the investment community."

Mr. Woolf's departure reflects a personal decision to transition back toward a role that is more similar to the one he has had for the majority of his career. To ensure a smooth and seamless transition, Mr. Woolf will continue supporting THOR in a consulting capacity through the end of the Company's fiscal year.

"I am grateful for the opportunity to work with the THOR team and to gain valuable experience inside a public company," said Mr. Woolf. "THOR is a well-run organization with a strong leadership team and an exciting long-term strategy. I look forward to continuing to support the Company over the coming months and wish the team continued success."

THOR Industries expects to provide additional updates regarding its investor relations function in due course. The Company remains committed to maintaining strong and transparent communication with shareholders and the broader investment community.

About THOR Industries, Inc.

THOR Industries is the sole owner of operating subsidiaries which, combined, represent the world's largest manufacturer of recreational vehicles.

For more information on the Company and its products, please go to www.thorindustries.com.

Forward-Looking Statements

This release includes certain statements that are "forward-looking" statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements are made based on management's current expectations and beliefs regarding future and anticipated developments and their effects upon THOR, and inherently involve uncertainties and risks. These forward-looking statements are not a guarantee of future performance. We cannot assure you that actual results will not differ materially from our expectations. Factors which could cause materially different results include, among others: the impact of inflation on the cost of our products as well as on general consumer demand; the effect of raw material and commodity price fluctuations, including the impact of tariffs, and/or raw material, commodity or chassis supply constraints; the impact of war, military conflict, terrorism and/or cyber-attacks, including state-sponsored or ransom attacks; the impact of sudden or significant adverse changes in the cost and/or availability of energy or fuel, including those caused by geopolitical events, on our costs of operation, on raw material prices, on our suppliers, on our independent dealers or on retail customers; the dependence on a small group of suppliers for certain components used in production, including chassis; interest rates and interest rate fluctuations and their potential impact on the general economy and, specifically, on our independent dealers and consumers and our profitability; the ability to ramp production up or down quickly in response to rapid changes in demand or market share while also managing associated costs, including labor-related costs and production capacity costs; the level and magnitude of warranty and recall claims incurred; the ability of our suppliers to financially support any defects in their products; the financial health of our independent dealers and their ability to successfully manage through various economic conditions; legislative, trade, regulatory and tax law and/or policy developments including their potential impact on our independent dealers, retail customers or on our suppliers; the costs of compliance with governmental regulation; the impact of an adverse outcome or conclusion related to current or future litigation or regulatory audits or investigations; public perception of and the costs related to environmental, social and governance matters; legal and compliance issues including those that may arise in conjunction with recently completed transactions; the ability to realize anticipated benefits of strategic realignments or other reorganizational actions; the level of consumer confidence and the level of discretionary consumer spending; the impact of exchange rate fluctuations; restrictive lending practices which could negatively impact our independent dealers and/or retail consumers; management changes; the success of new and existing products and services; the ability to maintain strong brands and develop innovative products that meet consumer demands; changes in consumer preferences; the risks associated with acquisitions, including: the pace and successful closing of an acquisition, the integration and financial impact thereof, the level of achievement of anticipated operating synergies from acquisitions, the potential for unknown or understated liabilities related to acquisitions, the potential loss of existing customers of acquisitions and our ability to retain key management personnel of acquired companies; a shortage of necessary personnel for production and increasing labor costs and related employee benefits to attract and retain production personnel in times of high demand; the loss or reduction of sales to key independent dealers, and stocking level decisions of our independent dealers; disruption of the delivery of units to independent dealers or the disruption of delivery of raw materials, including chassis, to our facilities; increasing costs for freight and transportation; the ability to protect our information technology systems, including confidential and personal information, from data breaches, cyber-attacks and/or network disruptions; asset impairment charges; competition; the impact of losses under repurchase agreements; the impact of the strength of the U.S. dollar on international demand for products priced in U.S. dollars; general economic, market, public health and political conditions in the various countries in which our products are produced and/or sold; the impact of adverse weather conditions and/or weather-related events; the impact of changing emissions and other related climate change regulations in the various jurisdictions in which our products are produced, used and/or sold; changes to our investment and capital allocation strategies or other facets of our strategic plan; and changes in market liquidity conditions, credit ratings and other factors that may impact our access to future funding and the cost of debt.

These and other risks and uncertainties are discussed more fully in our Quarterly Report on Form 10-Q for the quarter ended October 31, 2025 and in Item 1A of our Annual Report on Form 10-K for the year ended July 31, 2025.

We disclaim any obligation or undertaking to disseminate any updates or revisions to any forward-looking statements contained in this release or to reflect any change in our expectations after the date hereof or any change in events, conditions or circumstances on which any statement is based, except as required by law.

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SOURCE Thor Industries, Inc.

FAQ

Why is Seth Woolf leaving THO (THOR Industries) and what role will he play through the transition?

He is leaving to pursue a role outside the company and will support THOR as a consultant through year-end. According to the company, Mr. Woolf chose to transition back toward the type of role he previously held and will aid a smooth IR handover.

How long will Seth Woolf provide consulting support to THO after his departure?

He will provide consulting support through the end of THOR Industries' fiscal year. According to the company, this consulting period is intended to ensure a smooth and seamless transition of investor relations responsibilities.

Will THO (THOR Industries) immediately replace its Head of Investor Relations following the departure?

THOR Industries has not announced an immediate replacement and will provide updates in due course. According to the company, additional updates regarding its investor relations function will be shared when available.

Does Mr. Woolf's departure affect THO's investor communications or transparency?

THOR says it remains committed to maintaining strong, transparent communication with shareholders and the investment community. According to the company, steps are being taken to support continuity while the IR function is reassessed.

What should THO shareholders expect next after the investor relations leadership change at THO (THO)?

Shareholders should expect additional updates about the investor relations function from THOR in due course. According to the company, management will communicate plans and any changes to support investor engagement during the transition.