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 ...

公司业绩 - 公司季度每股收益为$0.26，低于Zacks共识预期$0.67，去年同期为$0.99，调整后数据表明季度收益低于预期61.19% [1] - 公司季度营收为$21.4亿，低于Zacks共识预期4.64%，去年同期为$25亿 [2] - 公司在过去四个季度中，两次超过共识每股收益（EPS）预期，两次超过共识营收预期 [2] 股价表现 - 公司股价自年初以来下跌约8.3%，而标普500指数上涨26.8% [4] 未来展望 - 公司未来股价走势将主要取决于管理层在财报电话会议上的评论 [3] - 公司当前的Zacks排名为3（持有），预计股价将与市场表现一致 [7] - 公司当前季度共识EPS预期为$0.18，营收预期为$20.9亿；当前财年EPS预期为$4.85，营收预期为$97.1亿 [8] 行业影响 - 公司所在行业（建筑产品 - 移动房屋和房车制造商）目前处于Zacks行业排名的底部36% [9] - 行业排名前50%的表现优于后50%的两倍以上 [9] 同行业公司 - 同行业公司Winnebago Industries预计季度每股收益为$0.16，同比下降84.9%，营收预计为$6.79亿，同比下降11% [10][11]

北美市场表现 - 公司是全球最大的休闲车（RV）制造商，基于销售量和收入[91] - 北美市场占有率：旅行拖车和第五轮拖车合计39.6%，房车47.5%[91] - 北美经销商库存减少10.5%，至约75,000辆[93] - 北美RV订单积压减少6.7%，至1,896,192美元[95] - 北美行业批发数据：拖车增加13.4%，房车减少24.7%[96] - 北美行业零售数据：拖车减少8.6%，房车减少14.9%[98] - 公司北美批发数据：拖车增加13.8%，房车减少24.8%[101] - 公司北美零售数据：拖车减少13.9%，房车减少17.6%[102] - 公司预计长期北美零售销售将超过历史水平[99] - 2024年第三季度，北美拖挂式休闲车销量增加6.8%，达到30,018辆[128] - 2024年第三季度，北美自行式休闲车销量减少33.0%，降至3,741辆[128] - 2024年第三季度，北美休闲车总销售额减少15.2%，至1,403,986美元[130] - 公司2024年第三季度北美地区总销售额为155,164万美元，同比下降21.4%[131] - 公司2024年第三季度北美拖车销售额为112,437万美元，同比下降4.7%[131] - 公司2024年第三季度北美机动车辆销售额为42,727万美元，同比下降46.2%[131] - 北美拖挂式房车总销量为30,018辆，同比增长6.8%[149] - 北美拖挂式房车净销售额同比下降4.9%，主要由于产品组合和价格变化导致每单位净价格下降11.7%[149] - 北美拖挂式房车成本减少41,102美元至786,341美元，占总销售额的87.5%[151] - 北美自行式房车总销量为3,741辆，同比下降33.0%[158] - 北美自行式房车净销售额同比下降29.0%，主要由于单位出货量减少33.0%，但每单位净价格增加4.0%[158] - 北美自行式房车成本减少169,286美元至462,481美元，占总销售额的91.5%[161] - 北美拖挂式房车毛利润减少5,574美元，主要由于净销售额下降[154] - 北美自行式房车毛利润减少36,665美元，主要由于净销售额下降[163] - 北美拖挂式房车销售、一般和管理费用增加487美元，增长0.8%[155] - 北美自行式房车销售、一般和管理费用减少8,108美元，主要由于净销售额和税前利润下降[164] 欧洲市场表现 - 欧洲市场占有率：房车和露营车合计25.1%，拖车18.3%[91] - 公司欧洲休闲车积压订单截至2024年10月31日减少1,287,535美元，降幅38.7%，至2,043,636美元[113] - 欧洲独立经销商库存截至2024年10月31日增加16.0%，达到约25,400辆[111] - 欧洲市场零售注册统计数据显示，2024年前九个月总注册量增加10.1%，达到133,121辆[115] - 公司欧洲零售统计数据显示，2024年前九个月总注册量增加20.6%，达到36,037辆[117] - 2024年第三季度，欧洲休闲车销量减少27.4%，降至8,635辆[128] - 2024年第三季度，欧洲休闲车销售额减少14.6%，至604,903美元[130] - 公司2024年第三季度欧洲地区总销售额为92,648万美元，同比下降24.6%[131] - 2024年10月31日止三个月，欧洲休闲车净销售额为604,903美元，同比下降14.6%[167] - 2024年10月31日止三个月，欧洲休闲车单位出货量同比下降27.4%[167] - 2024年10月31日止三个月，欧洲休闲车每单位净价格上涨12.8%，主要受外汇汇率变化和产品组合及价格影响[168] - 2024年10月31日止三个月，欧洲休闲车产品成本下降73,118美元至512,255美元，占净销售额的84.7%[171] - 2024年10月31日止三个月，欧洲休闲车毛利润下降30,180美元，主要由于净销售额下降[173] - 2024年10月31日止三个月，欧洲休闲车税前收入下降27,590美元，主要由于净销售额下降和成本增加[175] 财务表现 - 2024年第三季度，休闲车总销售额减少15.1%，至2,008,889美元[130] - 公司2024年第三季度总净销售额为281,442万美元，同比下降14.3%[131] - 公司2024年第三季度总毛利润为247,812万美元，同比下降22.6%[131] - 公司2024年第三季度销售、一般和管理费用为240,197万美元，同比增长10.2%[131] - 公司2024年第三季度其他收入为33,630万美元，同比下降10.8%[131] - 公司2024年第三季度税前利润为-1,156万美元，同比下降101.6%[133] - 公司2024年第三季度有效所得税率为24.5%，同比增加0.3个百分点[142] - 截至2024年10月31日，公司持有现金及现金等价物445,222美元，较2024年7月31日减少56,094美元[177] - 2024年10月31日止三个月，公司资本支出为25,273美元，主要用于生产建筑扩建和设备更换[178] - 公司预计2025财年剩余时间内的资本支出约为200,000美元，主要用于建筑项目和自动化项目[181] - 公司董事会计划继续定期季度现金股息支付，当前季度股息为每股0.50美元[182] - 公司假设未来12个月内浮动利率债务水平，利率每增加1个百分点（约占2024年10月31日加权平均利率的15.4%），将导致未来一年税前收入减少5,434美元[198]