THO
THOR Industries, Inc.
THO FY2026 (Q4) earnings
Published Sep 22, 2026
AI summary
- Revenue $2.31B beat the $2.17B consensus by 6.5%, down 8.4% from $2.52B a year ago.
- GAAP EPS $0.78, down from $2.36 a year ago.
- Fourth quarter net sales were $2.31 billion, down from $2.52 billion in the same period last year.
- Net income for the quarter fell to $40.8 million, compared to $125.8 million in the prior-year period.
- Full-year net sales reached $9.61 billion, while net income for the year was $177.5 million.
Results vs analyst consensus
Revenue
Reported
$2.31B
Consensus $2.17B
Beat by $142M−8.4% YoY
EPS · GAAP
Reported · GAAP diluted EPS
$0.78
Consensus not captured before release
Prior year: $2.36
Consensus: Yahoo Finance · FY2026 (Q4) · revenue estimates as of Sep 21, 2026
Revenue display rounded; difference uses exact result.
Next quarter outlook
No guidance in this release.
What to watch
- The company faced significant pressure on gross margins due to affordability concerns and rising material costs.
- Independent dealer inventory levels declined 11.5% as of July 31, 2026, compared to the prior year.
- The North American Motorized segment reported a loss before income taxes of $5.2 million for the quarter.
Read original report
Source: THOR Industries, Inc. press release · SEC Form 8-K exhibit 99.1