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Thor Industries THO Class B — 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%
Other RV Related
$98.77M+8.9%
Caravan
$50.43M-14.6%

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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
North American Motorized
Class A186,725174,783545,769479,368
Class C403,538340,5301,029,947778,810
Class B127,473151,373380,187360,014
Total North American Motorized717,736666,6861,955,9031,618,192
Total North America1,599,5141,835,5644,445,2564,514,114
European
Motorcaravan543,757481,5541,291,0041,135,416

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Thor Industries's class b — net sales?
Thor Industries (THO) reported class b — net sales of $127.47M in Q1 2026.
How has Thor Industries's class b — net sales changed year-over-year?
Thor Industries's class b — net sales decreased by 15.8% year-over-year, from $151.37M to $127.47M.
What is the long-term trend for Thor Industries's class b — net sales?
Over 4 years (2021 to 2025), Thor Industries's class b — net sales has grown at a 7.9% compound annual growth rate (CAGR), from $349.79M to $474.07M.
What does class b — net sales mean?
This metric represents the total revenue generated from the sale of Class B motorized recreational vehicles, often referred to as campervans or van conversions. It reflects the market demand for compact, versatile RVs that are built within a standard van chassis and offer increased maneuverability for consumers. Tracking this revenue stream provides insight into the company's performance within the premium, lifestyle-oriented segment of the motorized RV market.

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