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Thor Industries THO Total North America — Net Sales

Other segment segments

European
$987.59M+11.8%
North American Towable
$881.78M-24.6%
North American Motorized
$717.74M+7.7%

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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
Recreational vehicles
North American Towable$881,778$1,168,878$2,489,353$2,895,922
North American Motorized717,736666,6861,955,9031,618,192
Total North America1,599,5141,835,5644,445,2564,514,114
European987,585883,5422,327,5362,100,910
Total recreational vehicles2,587,0992,719,1066,772,7926,615,024
Other276,805258,427759,526637,591
Intercompany eliminations(82,366)(82,717)(235,801)(196,908)

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Thor Industries's total north america — net sales?
Thor Industries (THO) reported total north america — net sales of $1.6B in Q1 2026.
How has Thor Industries's total north america — net sales changed year-over-year?
Thor Industries's total north america — net sales decreased by 12.9% year-over-year, from $1.84B to $1.6B.
What is the long-term trend for Thor Industries's total north america — net sales?
Over 4 years (2021 to 2025), Thor Industries's total north america — net sales has grown at a -9.5% compound annual growth rate (CAGR), from $8.89B to $5.96B.
What does total north america — net sales mean?
Represents the total revenue generated from the sale of recreational vehicles and related products within the North American market. This metric serves as a primary indicator of market demand and the company's competitive positioning within the regional RV industry.

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