Thor Industries (THO)
Builds towable and motorized RVs across North America and Europe.
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Builds travel trailers, fifth wheels, motorhomes, motorcaravans, campervans, and caravans through a multi-brand RV portfolio. Sales are organized across North American towable, North American motorized, and European RV operations, while dealer relationships and brand autonomy remain central.
Builds travel trailers and fifth wheels in North America; Class A, B, and C motorhomes; and European motorcaravans, campervans, and caravans across branded operating companies. Its brands include Airstream, Jayco, Entegra, Keystone, Thor Motor Coach, Tiffin, and KZ, alongside the Erwin Hymer Group family in Europe.
Most North American OEMs are being organized into two larger groups, while Airstream and KZ remain stand-alone. The operating model preserves brand-specific management and dealer relationships while drawing on parent-company resources. Dealer-mediated distribution and greater North American coordination shape how the multi-brand RV portfolio operates.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | BMO Capital | Reiterate | Rating: —Target: $110 | Target: $95 |
| Jul 8, 2026 | Truist Financial | Target | Target: $112 | Target: $80 |
| Jun 4, 2026 | Loop Capital Markets | Target | Target: $133 | Target: $96 |
| Jun 4, 2026 | Roth Capital | Target | Target: $93 | Target: $78 |
| Jun 4, 2026 | BMO Capital | Reiterate | Rating: —Target: $105 | Target: $110 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Apr 30, 2026Cash & short-term investments $371.9M · Total debt $986.6M · Total assets $7.15B · Shareholders' equity $4.31B
- Revenue
- $2.78B
- Operating income
- $96.0M
- Net income
- $95.5M
HistoryDividendAnnual yield
| Institutions | 106.38% | 55.95M shares | |
|---|---|---|---|
| 427 holders · as of Jun 30, 2026 | |||
| Insiders | 2.98% | 1.57M shares | |
| 14 holders · as of Jun 17, 2026 | |||
| Adds to | 109.36% | ||
52.60M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 109.36%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Acr Alpine Capital Research, LLCInstitution | 10.51% | 5.53M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 9.19% | 4.83M | as of Jun 30, 2026 |
Life Cycle Investment Partners LtdInstitution | 7.79% | 4.10M | as of Jun 30, 2026 |
Kayne Anderson Rudnick Investment Management LLCInstitution | 6.89% | 3.62M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 5.88% | 3.09M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 6, 2026 | Peter Busch Orthwein | director | +2,600 | $88.25 |
| Jan 15, 2026 | W. Todd Woelfer | officer: SVP, CHIEF OPERATING OFFICER | −4,567 | $114.85 |
| Dec 12, 2025 | W. Todd Woelfer | officer: SVP, CHIEF OPERATING OFFICER | −1,729 | $103.15 |
- Winnebago Industries
North American towable and motorhome RV overlap
- Thomson Reuters
European motorhomes and caravans overlap with EHG
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Thor Industries | $73.45 | +5.02% | $3.64B | 14.1 | 17.4 | 0.4 | −8.4% |
| Winnebago Industries | $28.04 | +3.03% | $769.2M | 20.0 | 13.0 | 0.3 | −9.9% |
| Thomson Reuters | $95.00 | −0.45% | $41.66B | 25.5 | 20.1 | 5.3 | +7.0% |
| Median | 22.8 | 16.6 | 2.8 | −1.4% |