THOR Industries, Inc. filings document a NYSE-listed Delaware operating company with common stock trading under THO and a business centered on recreational vehicle manufacturing. Recent Form 8-K reports record quarterly and annual operating results, investor presentation materials, non-GAAP reconciliations, industry shipment and retail market-share information, earnings guidance and regular cash dividend declarations.
Proxy and shareholder-meeting filings cover board elections, auditor ratification, advisory executive compensation votes and the company's amended and restated equity and incentive plan. The filing record also identifies governance matters, executive compensation disclosures, registered securities and board actions that affect THOR's capital-return and public-company reporting framework.
Thor Industries Inc. (THO) senior vice president and chief financial officer Colleen A. Zuhl reported 5,179 shares of common stock withheld in three transactions on October 7, 2026. The shares were withheld to fulfill tax withholding obligations associated with vesting of a previously granted restricted stock unit award. The transactions involved her directly held shares.
THOR Industries Inc. Chief Information Officer Ryan Aaron Biren reported 509 common shares withheld across two entries on October 7, 2026: 251 shares and 258 shares. The shares were withheld to fulfill tax-withholding obligations tied to vesting of a previously granted restricted stock unit award. Both entries list $65.84 per share.
THOR Industries, Inc. (THO) reported fiscal 2026 fourth-quarter net sales of $2.31 billion, down 8.4%, with net income attributable to THOR falling to $40.8 million and diluted EPS to $0.78, both down about two-thirds due to margin pressure and higher promotions.
For fiscal 2026, net sales were broadly flat at $9.61 billion, while net income declined 31.3% to $177.5 million and diluted EPS decreased 30.2% to $3.38. Gross margin contracted to 12.6% from 14.0%, and Adjusted EBITDA fell 17.4% to $544.4 million, reflecting cost inflation and a weak RV retail environment, especially in North American towables.
European RV net sales grew 9.0% for the year and 5.0% in Q4 with relatively stable margins, providing geographic diversification. THOR reduced debt by $59.7 million, ended with net debt of $393.8 million (net debt/TTM Adjusted EBITDA 0.7x), and repurchased $115.1 million of stock. Management is evolving a unified North American RV operating model and expects the cumulative impact of strategic initiatives and restructuring to improve the earnings profile by more than $100 million annually once fully implemented; detailed fiscal 2027 guidance will be provided later in the year.
THOR Industries, Inc. (THO) reports fiscal 2026 net sales of $9.61 billion, essentially flat versus 2025, while net income attributable to THOR declined to $177.5 million from $258.6 million and diluted EPS fell to $3.38 from $4.84. Recreational vehicles contributed $8.93 billion of sales, led by European RVs at $3.30 billion, North American Towables at $3.18 billion and North American Motorized at $2.46 billion.
Backlog rose 8.0% year over year to $3.30 billion, with North American Towable backlog up 74.6% and European backlog up 8.4%. Operating cash flow was $321.2 million, supporting dividends of $2.08 per share, share repurchases and capital spending of $152.4 million. Year-end cash totaled $482.0 million against total debt of $867.9 million.
Goodwill stands at $1.92 billion, with approximately 80% in reporting units whose fair values exceeded carrying values by less than 25% in the May 31, 2026 impairment test, indicating sensitivity to future performance. Deloitte & Touche LLP issued unqualified opinions on both the financial statements and internal control over financial reporting.
Kayne Anderson Rudnick Investment Management, LLC reported its beneficial ownership of Thor Industries Inc common stock. The firm beneficially owns 3,624,591 shares, representing 7.0% of the outstanding common stock. It has sole voting power over 2,734,772 shares and shared voting power over 627,382 shares. It also holds sole dispositive power over 2,997,209 shares and shared dispositive power over 627,382 shares.
Life Cycle Investment Partners Ltd, a company organized in England and Wales, reports a passive ownership position in THOR INDUSTRIES INC common stock. The investor beneficially owns 4,099,664 shares, representing 7.9% of the outstanding common stock.
Life Cycle Investment Partners has sole voting power over 2,264,856 shares and sole dispositive power over all 4,099,664 shares, with no shared voting or dispositive power reported. The filing identifies the security as THOR Industries common stock with CUSIP 885160101.
THOR INDUSTRIES INC director Peter Busch Orthwein reported two bona fide gifts of common stock on June 16, 2026, totaling 10,500 shares. One gift transferred 10,000 shares, and a related 500-share portion is separately reported, both at a price of $0.00 per share.
After these gifts, Orthwein’s direct holdings stand at 738,129 shares of common stock. Additional indirect holdings are reported for the benefit of his spouse and various family trusts, including positions such as 71,070 shares and other trust and annuity structures where he serves as settlor, trustee, or has certain investment control.
The filing characterizes these transfers as bona fide gifts rather than market sales, so they do not reflect open-market trading in THOR INDUSTRIES INC shares.
THOR Industries, Inc. announced that its Board of Directors declared a regular quarterly cash dividend of $0.52 per share of common stock. This dividend reflects ongoing cash returns to shareholders.
The dividend is payable on July 15, 2026 to shareholders of record at the close of business on July 1, 2026. The company describes itself as the sole owner of operating companies that together form the world’s largest manufacturer of recreational vehicles.
THOR Industries reported softer fiscal Q3 2026 results and cut earnings guidance. Net sales were $2.78 billion, down 3.9%, with gross margin sliding to 12.8% from 15.3%. Net income attributable to THOR fell to $97.2 million and diluted EPS declined to $1.86 from $2.53.
North American Towable net sales dropped 24.6% and gross margin fell 470 bps, reflecting a weak retail environment, higher material costs and unfavorable mix. Motorized and European segments grew net sales 7.7% and 11.8%, respectively, but both faced margin pressure.
The company repurchased $50.5 million of shares and paid $27.1 million in dividends while maintaining strong liquidity. Full-year FY26 EPS guidance was cut to $3.30–$3.80 from $3.75–$4.25, with management now assuming a mid-teens North American retail decline and a declining gross margin at the midpoint.
THOR Industries reported softer quarterly results in a challenging RV market. For the three months ended April 30, 2026, net sales fell 3.9% to $2,781,538, while diluted EPS declined to $1.86 from $2.53 as gross margin compressed.
For the nine-month period, net sales rose 3.4% to $7,296,517 and net income attributable to THOR inched up to $136,701 from $132,802. Operating cash flow dropped sharply to $77,046 from $319,249, reflecting higher working capital, especially receivables and inventories.
North American towable sales and backlog declined, while motorized and European segments grew revenue but faced margin pressure from higher material costs and product mix. THOR ended the quarter with $371,946 in cash, $882,639 of long-term debt and continued buybacks, repurchasing 831,526 shares for $80,780.