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Thor Industries THO Caravan — Net Sales

Other product segments

Motorcaravan
$543.76M+12.9%
Travel Trailers
$538.24M-20.5%
Class C
$403.54M+18.5%
Fifth Wheels
$343.54M-30.2%
Campervan
$294.63M+16.8%
Class A
$186.73M+6.8%
Class B
$127.47M-15.8%
Other RV Related
$98.77M+8.9%

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Other financials

Income statement

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Revenue$2.8B-3.9%
Gross profit$354.8M-19.9%
Net income$97.2M-28.1%
EPS (diluted)$1.86-26.5%

Balance sheet

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Cash & equivalents$371.9M-26.8%
Total debt$919.3M-13.3%
Total equity$4.3B+2.1%
Total assets$7.2B-0.2%

Cash flow

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Operating cash flow$234.2M-9.1%
CapEx$38.1M+13.7%
Free cash flow-$140.7M-3,174%

Valuation

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Market cap$4.04B-19.7%
Enterprise value$4.59B-15.2%
P/E15.4×-4.1×
P/S0.4×-0.1×

Profitability

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Gross margin13.2%-1.1pp
Net margin2.7%+0.3pp
FCF margin2.3%-3.4pp

Returns & leverage

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Return on equity6.1%+0.7pp
Debt / equity0.2×0.0×
Current ratio1.7×0.0×

Where this comes from

Reported directly by Thor Industries in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Thor Industries’s 10-Q, filed June 3, 2026.

Filed
Jun 3, 2026, 6:32 AM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q2 2026
Accession
0000730263-26-000018
NET SALES:Three Months Ended April 30, 2026Three Months Ended April 30, 2025Nine Months Ended April 30, 2026Nine Months Ended April 30, 2025
European
Motorcaravan543,757481,5541,291,0041,135,416
Campervan294,629252,227665,196591,407
Caravan50,42859,083112,406134,334
Other RV-related98,77190,678258,930239,753
Total European987,585883,5422,327,5362,100,910
Total recreational vehicles2,587,0992,719,1066,772,7926,615,024
Other276,805258,427759,526637,591

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Thor Industries's caravan — net sales?
Thor Industries (THO) reported caravan — net sales of $50.43M in Q1 2026.
How has Thor Industries's caravan — net sales changed year-over-year?
Thor Industries's caravan — net sales decreased by 14.6% year-over-year, from $59.08M to $50.43M.
What is the long-term trend for Thor Industries's caravan — net sales?
Over 4 years (2021 to 2025), Thor Industries's caravan — net sales has grown at a -11.7% compound annual growth rate (CAGR), from $292.71M to $177.75M.
What does caravan — net sales mean?
This metric represents the total revenue generated from the sale of caravan and related recreational vehicle products within a specific business segment. It reflects the market demand and commercial performance of the company's European-focused towable and motorized leisure vehicle portfolio. Tracking this figure helps investors assess the segment's contribution to overall top-line growth and its sensitivity to regional economic cycles in the RV market.

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