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 (THO) director Jeffrey D. Lorenger received a grant of 1,482 restricted stock units (RSUs) on 10/07/2025. The RSUs are payable only in shares of common stock and were granted at a grant price of $0, meaning they convert to shares without cash payment. After the grant, Mr. Lorenger beneficially owns 3,397 shares directly. The RSUs vest in full on 10/07/2026, the first anniversary of the grant, but remain subject to forfeiture until that date. The Form 4 was signed on 10/09/2025 by an attorney-in-fact.
THOR Industries (THO) reported an insider equity grant. On October 7, 2025, a director acquired 1,482 shares of common stock at $0 per share through a grant of restricted stock units (RSUs). The RSUs are payable only in an equal number of common shares and are subject to forfeiture.
The award will fully vest on October 7, 2026, the first anniversary of the grant date. Following this transaction, the reporting person beneficially owned 11,594 shares, held directly.
Amelia Huntington, a director of Thor Industries, Inc. (THO), reported a grant of 1,482 restricted stock units on 10/07/2025. The RSUs have a grant price of $0 and will fully vest on 10/07/2026, the first anniversary of grant, subject to forfeiture. Following the grant, Ms. Huntington beneficially owns 10,831 shares of common stock. The Form 4 was signed by an attorney-in-fact on 10/09/2025. The filing discloses a routine equity grant to a director with a one-year time-based vesting condition.
William J. Kelley Jr., a director of Thor Industries, Inc. (THO), received a grant of 1,482 restricted stock units on 10/07/2025. The RSUs have a grant price of $0 and will fully vest on 10/07/2026, the first anniversary of grant, subject to forfeiture. After the grant, Mr. Kelley beneficially owns 7,374 shares of common stock on a direct basis. The filing was executed by an attorney-in-fact and signed on 10/09/2025.
Insider grant and holdings summary: A Form 4 shows that Peter Busch Orthwein, a director of Thor Industries, Inc. (THO), was granted 1,482 restricted stock units on 10/07/2025 that may be settled only in common shares and carry a reported price of $0. The RSUs fully vest on 10/07/2026, subject to forfeiture. After the grant, the reporting person beneficially owns 748,129 shares directly and multiple indirect holdings totaling large additional positions through spouse accounts, trusts, and other entities described in notes. The filing is signed by an attorney-in-fact on behalf of the reporting person.
Laurel Hurd, a director of Thor Industries, Inc. (THO), was granted 1,482 restricted stock units on 10/07/2025 that may be settled only in shares of common stock. The grant price is reported as $0, and the units will fully vest on 10/07/2026, the first anniversary of the grant, subject to forfeiture. After the grant, Ms. Hurd beneficially owns 6,566 shares of common stock in a direct ownership form. The Form 4 was signed on 10/09/2025 by an attorney-in-fact.
THOR Industries, Inc. reported that its Board of Directors declared a regular cash dividend of $0.52 per share on the company’s common stock. The dividend will be paid on November 6, 2025 to shareholders who are on record as of the close of business on October 23, 2025. The company also issued a press release announcing this dividend, which is included as an exhibit.
THOR Industries, Inc. (THO) remains the largest RV manufacturer by units and revenue, operating three reportable segments: North American Towable, North American Motorized and European Recreational Vehicles. For the fiscal year ended July 31, 2025, THOR reported softer demand driven by lower consumer confidence and higher interest rates, which reduced consolidated net sales and drove greater sales discounting. Consolidated gross profit declined $111.3 million to 14.0% of net sales. North American dealer inventory modestly fell to ~73,300 units and North American backlog rose 15.1% to $1,529.6 million, driven by motorized backlog. Operating cash flow improved to $577.9 million, with capital expenditures of $122.99 million and net cash used in financing of $426.3 million, including $106.1 million in dividends and $52.6 million in buybacks. Key balance-sheet notes include $373.8 million of Euro-denominated debt and goodwill of $1,841 million; no goodwill impairment was recorded after annual testing.
THOR Industries, Inc. furnished an update on its business by attaching a press release that announces financial results for the fourth quarter and full year ended July 31, 2025. The company is also providing investors with earnings guidance for its fiscal year 2026.
Alongside the press release, THOR posted an updated investor slide presentation and a detailed investor Q&A, all available via the Investors section of its website and attached as exhibits. These materials include non-GAAP financial measures with reconciliations to GAAP and explanations of how management uses these metrics to evaluate performance.
ACR Alpine Capital Research and its affiliated entities filed Amendment No. 2 to Schedule 13G revealing an aggregate holding of 4,265,031 Thor Industries (THO) common shares (CUSIP 885160101) as of 30 June 2025. This represents 8 % of THO’s 53.2 million shares outstanding reported in the company’s 31 May 2025 10-Q.
The shares are spread across numerous vehicles: ACR Alpine Capital Research, LP, its GP and related LLCs collectively report the full 4.27 million-share position; Alpine Private Capital accounts own 506,211 shares (≈1 %); ACR Opportunity, LP and ACR Opportunity Fund together hold 17,000 shares (<0.1 %). All voting and dispositive powers are shared; no party claims sole authority.
The certification states the securities were not acquired to influence control of the issuer, indicating a passive investment under Rule 13d-1(b)/(c). Other than updated ownership totals, the filing discloses no additional transactions, financing arrangements or governance intentions.