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Upturn AI SWOT - About
THO 
Thor Industries Inc (THO)
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Upturn Advisory Summary
10/15/2025: THO (1-star) is a SELL. SELL since 4 days. Simulated Profits (22.48%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
17 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $108.91
1 Year Target Price $108.91
| 2 | Strong Buy |
| 2 | Buy |
| 10 | Hold |
| 2 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 44.94% | Avg. Invested days 83 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.51B USD | Price to earnings Ratio 21.63 | 1Y Target Price 108.91 |
Price to earnings Ratio 21.63 | 1Y Target Price 108.91 | ||
Volume (30-day avg) 17 | Beta 1.35 | 52 Weeks Range 62.80 - 116.73 | Updated Date 10/17/2025 |
52 Weeks Range 62.80 - 116.73 | Updated Date 10/17/2025 | ||
Dividends yield (FY) 1.91% | Basic EPS (TTM) 4.84 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-09-24 | When - | Estimate 1.25 | Actual 2.36 |
Profitability
Profit Margin 2.7% | Operating Margin (TTM) 4.06% |
Management Effectiveness
Return on Assets (TTM) 2.71% | Return on Equity (TTM) 6.14% |
Valuation
Trailing PE 21.63 | Forward PE 25.77 | Enterprise Value 5900765961 | Price to Sales(TTM) 0.58 |
Enterprise Value 5900765961 | Price to Sales(TTM) 0.58 | ||
Enterprise Value to Revenue 0.62 | Enterprise Value to EBITDA 9.58 | Shares Outstanding 52633210 | Shares Floating 50157870 |
Shares Outstanding 52633210 | Shares Floating 50157870 | ||
Percent Insiders 4.73 | Percent Institutions 113.44 |
Upturn AI SWOT
Thor Industries Inc
Company Overview
History and Background
Thor Industries was founded in 1980 in Elkhart, Indiana, after the acquisition of Airstream. It has grown through strategic acquisitions to become the world's largest RV manufacturer.
Core Business Areas
- North American RVs: Designs, manufactures, and sells a wide range of recreational vehicles, including towable RVs (travel trailers and fifth wheels) and motorized RVs (Class A, B, and C motorhomes), primarily in North America.
- European RVs: Manufactures and sells RVs, primarily through Erwin Hymer Group (EHG), offering a variety of models in the European market.
- Related Components: Sells aftermarket RV accessories and components.
Leadership and Structure
The CEO is Bob Martin. The company has a traditional hierarchical structure with various business units operating under the Thor Industries umbrella.
Top Products and Market Share
Key Offerings
- Market Share (%): 38
- Travel Trailers: Including brands like Airstream, Dutchmen, and Keystone. They are towable RVs known for their versatility and affordability. Thor has a significant market share in this segment. Competitors include Forest River, Winnebago, and Grand Design RV.
- Fifth Wheels: Larger towable RVs known for their spacious layouts and amenities. Thor holds a leading position with brands like Heartland and Redwood. Competitors include Forest River, Grand Design RV, and Alliance RV.
- Market Share (%): 35
- Market Share (%): 20
- Motorized RVs: Class A, B, and C motorhomes offer self-contained living spaces. Thor produces a variety of models through brands like Airstream and Entegra Coach. Competitors include Winnebago, REV Group, and Tiffin Motorhomes.
Market Dynamics
Industry Overview
The RV industry is cyclical, influenced by economic conditions, consumer confidence, and fuel prices. The industry experienced significant growth during the COVID-19 pandemic due to increased interest in outdoor recreation and remote work. Current environment reflects decrease in discretionary spending due to inflation and interest rate increases.
Positioning
Thor Industries is the market leader in the RV industry due to its diversified brand portfolio, extensive dealer network, and efficient manufacturing operations. Its scale provides a competitive advantage. Thor has a strong global footprint in both North America and Europe.
Total Addressable Market (TAM)
The RV market is estimated to be worth around $50 Billion Globally, Thor is positioned to capture 25% of the TAM.
Upturn SWOT Analysis
Strengths
- Market Leader
- Diversified Brand Portfolio
- Extensive Dealer Network
- Efficient Manufacturing
- Strong Financial Position
Weaknesses
- Cyclicality
- Dependence on North American Market
- Exposure to Commodity Price Fluctuations
- High Debt levels after EHG acquisition
Opportunities
- Growing Interest in Outdoor Recreation
- Expansion into New Markets
- Product Innovation (Electric RVs)
- Increasing Millennial and Gen Z RV Ownership
Threats
- Economic Downturn
- Rising Interest Rates
- Increased Competition
- Fluctuations in Fuel Prices
- Supply Chain Disruptions
Competitors and Market Share
Key Competitors
- WGO
- FRG
- BRVS
Competitive Landscape
Thor Industries benefits from its scale and diversified brand portfolio, while Winnebago is strong in motorized RVs. Forest River is another major player with a wide range of RV types.
Major Acquisitions
Erwin Hymer Group
- Year: 2019
- Acquisition Price (USD millions): 2400
- Strategic Rationale: Expanded Thor's presence in the European RV market and added a portfolio of complementary brands.
Growth Trajectory and Initiatives
Historical Growth: Thor Industries has grown significantly through acquisitions and organic growth, particularly in the European market through EHG. Recent growth has slowed due to macroeconomic conditions.
Future Projections: Analysts project moderate growth in the coming years, driven by innovation and increasing interest in RV travel. Revenue is estimated to remain flat for the next year.
Recent Initiatives: Focus on electric RVs, partnerships with technology companies, and expansion into new markets are initiatives being pursued.
Summary
Thor Industries, the RV market leader, faces cyclical demand challenges, but benefits from diversification and scale. Strategic acquisitions and growth initiatives provide future opportunities. Key risks include economic downturns and competitive pressures. Recent financial performance reflects decreased demand and compressed margins after the initial Covid boom, with high debt on the balance sheet.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Thor Industries Inc
Exchange NYSE | Headquaters Elkhart, IN, United States | ||
IPO Launch date 1987-12-30 | President, CEO & Director Mr. Robert W. Martin | ||
Sector Consumer Cyclical | Industry Recreational Vehicles | Full time employees 20900 | Website https://www.thorindustries.com |
Full time employees 20900 | Website https://www.thorindustries.com | ||
THOR Industries, Inc. designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Germany, rest of Europe, Canada, and internationally. The company offers travel trailers; gasoline and diesel Class A, Class B, and Class C motorhomes; conventional travel trailers and fifth wheels; conventional motorhomes; luxury fifth wheels; and motorcaravans, campervans, urban vehicles, and caravans, as well as other RV-related products and services. It also provides aluminum extrusion and specialized component products to RV and other manufacturers. The company sells its products to independent and non-franchise dealers. THOR Industries, Inc. was founded in 1980 and is based in Elkhart, Indiana.
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