Thor Industries' third-quarter fiscal 2026 earnings saw a 28% year-over-year decline in adjusted EBITDA, and management lowered full-year diluted EPS guidance to $3.30-$3.80 from $3.75-$4.25. Third-quarter buyback spending totaled $50.5 million.
Thor has positioned itself as the largest RV manufacturer in North America and Europe, which should disproportionately benefit the company as the industry returns to growth.
Thor operates about 35 brands across North America and Europe. We believe this has driven some brand dilution, affecting margins.
|
Metric
|
THO
|
PII
|
BRK.B
|
|---|---|---|---|
Price/Earnings (Normalized) | 17.58 | 64.76 | 22.83 |
Price/Book Value | 0.91 | 5.01 | 1.45 |
Price/Sales | 0.41 | 0.52 | 2.51 |
Price/Cash Flow | 8.16 | 15.67 | 24.28 |
|
Metric
|
THO
|
PII
|
BRK.B
|
|---|---|---|---|
Quick Ratio | 0.74 | 0.27 | — |
Current Ratio | 1.71 | 1.21 | — |
Interest Coverage | 9.66 | −3.07 | 18.53 |
|
Metric
|
THO
|
PII
|
BRK.B
|
|---|---|---|---|
Return on Assets (Normalized) | 3.34% | 1.11% | 6.03% |
Return on Equity (Normalized) | 5.52% | 5.65% | 10.50% |
Return on Invested Capital (Normalized) | 5.12% | 5.58% | 9.35% |
|
1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Economic Moat
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Market Cap
|
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DOO
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PII
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PATK
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LCII
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MBUU
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United States