THOR Industries (NYSE: THO) furnishes Q1 results update and 2026 earnings outlook

Rhea-AI Filing Summary

THOR Industries, Inc. reported that it released financial results for its first quarter ended October 31, 2025 and shared these details through a press release, an investor slide presentation, and a set of investor questions and answers. These materials, which are attached as exhibits, include both GAAP figures and non-GAAP financial measures, along with reconciliations and explanations of how management uses those non-GAAP metrics. The company also used these materials to provide earnings guidance for its fiscal year 2026 and to share updated industry information, including data on wholesale shipments and retail market share. All of this information is being furnished, rather than filed, under the securities laws.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): December 3, 2025

THOR Industries, Inc.

(Exact Name of Registrant as Specified in Charter)

Delaware

1-9235

93-0768752

(State or Other Jurisdiction of incorporation)

(Commission File Number)

(IRS Employee Identification No.)

52700 Independence Court,

Elkhart, Indiana

46514-8155

(Address of Principal Executive Office)

(Zip Code)

Registrant’s Telephone Number, Including Area Code: (574) 970-7460

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to satisfy the filing obligation of the registrant under any of the following provisions:

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Ticker symbol(s)

Name of each exchange on which registered

Common stock (Par value $.10 Per Share)

THO

New York Stock Exchange

Indicate by check mark whether the registrant is in an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934.

☐

Emerging Growth Company

If an emerging growth company, indicate by check if the registrant has elected not to use this extended transition period of complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02    Results of Operations and Financial Condition

On December 3, 2025, THOR Industries, Inc. (the “Company”) issued a press release announcing certain financial results for the first quarter ended October 31, 2025. A copy of the Company’s press release is attached hereto as Exhibit 99.1 and is incorporated by reference herein. The Company also posted an updated investor slide presentation and a list of investor questions and answers to the “Investors” section of its website. A copy of the Company’s slide presentation and investor questions and answers are attached hereto as Exhibit 99.2 and 99.3, respectively, and are incorporated by reference herein. Exhibits 99.1, 99.2, and 99.3 include non-GAAP financial measures related to our operations along with a reconciliation of these GAAP to non-GAAP measures and an explanation of why these non-GAAP measures provide useful information to investors and how management uses these non-GAAP measures. These non-GAAP measures should not be considered a substitute for, or superior to, financial measures calculated in accordance with GAAP, and the financial results calculated in accordance with GAAP and reconciliations from our results should be carefully evaluated.

Item 7.01    Regulation FD Disclosure

The press release attached hereto as Exhibit 99.1 provides earnings guidance for the Company’s fiscal year 2026 along with updated industry information. The slide presentation attached hereto as Exhibit 99.2, and incorporated by reference herein, also provides earnings guidance as well as updated information on industry wholesale shipments and retail market share. The Company also posted an updated list of investor questions and answers to the “Investors” section of its website. A copy of the Company's investor questions and answers is attached hereto as Exhibit 99.3 and is incorporated by reference herein.

In accordance with general instruction B.2 to Form 8-K, the information set forth in Items 2.02 and 7.01 of this Form 8-K (including Exhibits 99.1, 99.2, and 99.3) shall be deemed “furnished” and not “filed” with the Securities and Exchange Commission for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, and shall not be incorporated by reference into any filing thereunder or under the Securities Act of 1933, as amended.

Item 9.01    Financial Statements and Exhibits    

(d)

Exhibits

Exhibit Number

Description

99.1

Copy of press release, dated December 3, 2025, issued by the Company

99.2

Copy of investor slide presentation, posted on the Company’s website on December 3, 2025

99.3

Copy of investor questions and answers posted on the Company’s website on December 3, 2025

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

THOR Industries, Inc.

Date:

December 3, 2025

By:

/s/ Colleen Zuhl

Name:

Colleen Zuhl

Title:

Senior Vice President and Chief Financial Officer

FAQ

What did THOR Industries (THO) announce in this 8-K filing?

THOR Industries announced that it issued a press release with certain financial results for the first quarter ended October 31, 2025, and provided related investor materials, including a slide presentation and investor questions and answers.

Does this THOR Industries (THO) filing include earnings guidance?

Yes. The press release and investor slide presentation include earnings guidance for THOR Industries’ fiscal year 2026, along with updated industry information.

What exhibits are attached to this THOR Industries (THO) 8-K?

The filing includes a press release as Exhibit 99.1, an investor slide presentation as Exhibit 99.2, a list of investor questions and answers as Exhibit 99.3, and a cover page interactive data file as Exhibit 104.

How does THOR Industries (THO) use non-GAAP financial measures in this disclosure?

The attached exhibits include non-GAAP financial measures, together with reconciliations to GAAP figures and explanations of why these measures are useful to investors and how management uses them.

Are the financial and guidance details in this THOR Industries 8-K considered filed with the SEC?

No. The information in Items 2.02 and 7.01, including Exhibits 99.1, 99.2, and 99.3, is being furnished, not filed, under the Securities Exchange Act of 1934 and is not incorporated by reference into other filings.

Where can investors access THOR Industries’ updated investor materials?

THOR Industries posted the investor slide presentation and investor questions and answers in the Investors section of its website, and copies are also attached to this report as Exhibits 99.2 and 99.3.