合并财务数据关键指标变化 - 2025财年第二季度合并净销售额为20.2亿美元，较2024财年同期的22.1亿美元下降8.6%[2][8] - 2025财年第二季度合并毛利润率为12.1%，较2024财年同期下降20个基点[2][8] - 2025财年第二季度归属于公司的净收入（亏损）为 - 60万美元，摊薄后每股收益（亏损）为 - 0.01美元，而2024财年同期分别为720万美元和0.13美元[2][9] - 2025财年第二季度EBITDA和调整后EBITDA分别为7634.4万美元和8701.5万美元，2024财年同期分别为1.03242亿美元和1.08686亿美元[2][10] - 公司将2025财年全年财务指引修订为：合并净销售额在90亿至95亿美元之间，合并毛利润率在13.8%至14.5%之间，摊薄后每股收益在3.30至4.00美元之间[6] - 截至2025年1月31日的三个月净销售额为20.18107亿美元，去年同期为22.07369亿美元；六个月净销售额为41.60891亿美元，去年同期为47.08128亿美元[33] - 截至2025年1月31日的三个月净亏损为3089万美元，去年同期净利润为5326万美元；六个月净亏损为3962万美元，去年同期净利润为60359万美元[34] - 2025财年公司更新全年财务指引，合并净销售额范围为90亿 - 95亿美元（此前为90亿 - 98亿美元）[29] - 2025财年合并毛利润率范围为13.8% - 14.5%（此前为14.7% - 15.2%）[29] - 2025财年摊薄后每股收益范围为3.30 - 4.00美元（此前为4.00 - 5.00美元）[29] - 截至2025年1月31日三个月净亏损3,089千美元，2024年同期净利润5,326千美元[38] - 截至2025年1月31日六个月净亏损3,962千美元，2024年同期净利润60,359千美元[38] - 截至2025年1月31日三个月EBITDA为76,344千美元，2024年同期为103,242千美元[38] - 截至2025年1月31日六个月EBITDA为158,077千美元，2024年同期为263,299千美元[38] 各业务线数据关键指标变化 - 2025财年第二季度北美拖挂式房车净销售额增长13.3%，单位发货量增长27.6%，毛利润率从7.4%提升至11.1%，所得税前收入从70万美元增至2820万美元[11] - 2025财年第二季度北美机动房车净销售额下降21.8%，单位发货量下降20.5%，毛利润率从10.6%降至7.8%，所得税前收入从2650万美元降至430万美元[12][14] - 2025财年第二季度欧洲房车净销售额下降21.7%，单位发货量下降27.8%，毛利润率从15.3%降至13.2%，所得税前收入从3805.7万美元降至221万美元[13] - 2025财年第二季度欧洲房车毛利润率从上年同期的15.3%降至13.2%，所得税前收入从3810万美元降至220万美元[23] 现金流与资本相关数据变化 - 公司通过执行成熟运营模式产生了强劲现金流，2025财年第二季度运营现金流为3084.2万美元，而2024财年同期为 - 1.03868亿美元[2] - 第二季度经营活动产生的现金约3080万美元，本财年至今总计6160万美元，与去年上半年相比，经营活动现金流改善超1亿美元[19] - 2025财年上半年资本支出约5150万美元，总债务减少约9050万美元，向股东返还资本主要通过支付5320万美元季度股息[20] 公司财务状况指标变化 - 2025年1月31日公司流动性约为12.3亿美元，其中现金约3.738亿美元，资产循环信贷额度约8.55亿美元[19] - 2025年1月31日现金及等价物为373,819千美元，2024年7月31日为501,316千美元[35] - 2025年1月31日应收账款净额为653,298千美元，2024年7月31日为700,895千美元[37] - 2025年1月31日存货净额为1,379,419千美元，2024年7月31日为1,366,638千美元[37] - 2025年1月31日流动负债为1,474,392千美元，2024年7月31日为1,567,022千美元[35] - 2025年1月31日长期债务净额为1,003,395千美元，2024年7月31日为1,101,265千美元[37] - 2025年1月31日股东权益为3,953,495千美元，2024年7月31日为4,074,053千美元[37] 行业预测与公司战略 - RVIA将2025日历年预测上调，预计批发单位出货量超35万[24] - 公司持续采取战略行动深化与经销商的关系，以在市场复苏时实现业绩最大化[6]

POISED FOR A MARKET RETURN Fiscal 2025 Second Quarter Highlights                        ($ in thousands, except for per share data)Three Months Ended January 31, Change  Six Months Ended January 31, Change  2025   2024     2025   2024  Net Sales$2,018,107  $2,207,369  (8.6)%  $4,160,891  $4,708,128  (11.6)%Gross Profit$245,197  $270,847  (9.5)%  $526,639  $628,779  (16.2)%Gross Profit Margin % 12.1%  12.3% (20) bps    12.7   13.4  (70) bps Net Income (Loss) Attributable to THOR$(551) $7,217  (107.6)%  $(2,3 ...

ELKHART, Ind., March 03, 2025 (GLOBE NEWSWIRE) -- THOR Industries, Inc. (NYSE: THO) today announced that its management team will be participating in two upcoming investor conferences. THOR management will be hosting fireside chats along with one-on-one meetings with analysts and institutional investors at the following events: Citi’s Global Consumer & Retail Conference on March 10, 2025 in Aventura, Florida. Management in attendance will include: Todd Woelfer, Senior Vice President and COO of THOR Industri ...

Wall Street analysts forecast that Thor Industries (THO) will report quarterly earnings of $0.05 per share in its upcoming release, pointing to a year-over-year decline of 87.5%. It is anticipated that revenues will amount to $1.97 billion, exhibiting a decline of 10.7% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 1.4% to its current level. This demonstrates the covering analysts' collective reassessment of their initial proje ...

Thor Industries (THO) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended January 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on March 5. ...

ELKHART, Ind., Feb. 19, 2025 (GLOBE NEWSWIRE) -- THOR Industries, Inc. (NYSE:THO) today announced that the date for its fiscal 2025 second quarter earnings release will be on Wednesday, March 5, 2025, before the market opens. Upon the release of THOR's fiscal 2025 second quarter earnings, the Company will concurrently publish a copy of the earnings release, a comprehensive question and answer document and a slide presentation on the Company's website. To view the quarterly earnings documents, please go to h ...

It has been about a month since the last earnings report for Thor Industries (THO) . Shares have lost about 9.2% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Thor Industries due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Thor Q1 Earnings Miss Expectations, Rev ...

Shares of THOR Industries, Inc. (THO) , the largest manufacturer of recreational vehicles (RVs) in the world, have plunged 11.5% year to date (YTD), underperforming the Zacks Building Products - Mobile Homes and RV Builders industry’s growth of 13.5%. The major causes for the decline were rising challenges in the RV market and increasing investment in automation and innovation strategies, which impacted the company’s margins.Image Source: Zacks Investment ResearchWhat’s Plaguing Thor?In fiscal 2024, THOR’s ...

Key TakeawaysThor Industries reported a fiscal first-quarter loss, when analysts had been expecting a profit. CEO Bob Martin attributed the disappointing results to a "soft retail and wholesale environment."The Airstream parent's stock slid Wednesday and has fallen nearly 9% this year. Airstream parent Thor Industries (THO) posted a surprise fiscal first-quarter loss before the opening bell Wednesday, sending shares slightly lower intraday. Revenue for the RV maker fell 14% year-over-year to $2.14 billion, ...

Thor Industries (THO) reported $2.14 billion in revenue for the quarter ended October 2024, representing a year-over-year decline of 14.3%. EPS of $0.26 for the same period compares to $0.99 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.25 billion, representing a surprise of -4.64%. The company delivered an EPS surprise of -61.19%, with the consensus EPS estimate being $0.67.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- a ...