Thor Industries (THO)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from THO's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Thor Industries's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.
| Fiscal year | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Revenue | $16.3B | $11.1B | $10.0B | $9.6B | $9.6B |
| Net income | $1.1B | $374M | $265M | $259M | $178M |
| Free cash flow | $750M | $773M | $406M | $456M | — |
| EPS (diluted) | $20.59 | $6.95 | $4.94 | $4.84 | $3.38 |
| Operating margin | — | — | — | — | — |
Where the revenue comes from
Revenue by segments, fiscal 2026. Every breakdown, year by year.
Superinvestors who own THO
From each investor's latest 13F filing (what a 13F shows). 6 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Bill Nygren Harris Associates LP |
Trimmed | $69M | 0.09% | Q2 2026 |
| Will Nasgovitz Heartland Advisors |
Trimmed | $13M | 0.57% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | $9M | 0.02% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | $6M | 0.00% | Q2 2026 |
| Tweedy, Browne Tweedy, Browne Company |
New position | $2M | 0.15% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Held | $308,156 | 0.00% | Q2 2026 |
Insider buying
Open-market purchases by Thor Industries's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Mar 6, 2026 | Peter Busch Orthwein |
2,600 | $88.25 | $229,450 |
Get an alert at your buy price
Pick the price you'd be interested at. We'll email you when THO trades at or below it.
New accounts get 7 days of Pro, price alerts included. No card needed.
In the full deep dive
Questions
Are Thor Industries insiders buying the stock?
1 open-market insider purchase of THO in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Thor Industries?
6 of the superinvestors Investingly tracks hold THO in their latest 13F, including Bill Nygren, Will Nasgovitz, Joel Greenblatt.
Companies like Thor Industries
All Consumer Cyclical stocks · Recreational Vehicles stocks · Stock lists
Prices and ratios as of Oct 8, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.