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Thor Industries THO Travel Trailers — Net Sales

Other product segments

Motorcaravan
$543.76M+12.9%
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%
Caravan
$50.43M-14.6%

Similar metrics at other companies

Wabash National logo
WNCNew trailers — Net Sales
$317.05M+1.6%
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WNCUsed trailers — Net Sales
$1.8M+60.4%
LCI Industries logo
LCIITravel trailers and fifth-wheels — Net Sales
$282.35M-36.1%
Malibu Boats, Inc. logo
MBUUBoat and trailer sales — Net Sales
$230.77M+3.2%
Brown-Forman Corporation logo
BF.ATravel Retail — Net Sales
$46M+2.2%
Winnebago Industries logo
WGOTravel Trailer — Net revenues
$147.4M-17.1%

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

See full
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
Travel Trailers$538,239$676,680$1,447,839$1,797,995
Fifth Wheels343,539492,1981,041,5141,097,927
Total North American Towable881,7781,168,8782,489,3532,895,922
North American Motorized
Class A186,725174,783545,769479,368
Class C403,538340,5301,029,947778,810

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Thor Industries's travel trailers — net sales?
Thor Industries (THO) reported travel trailers — net sales of $538.24M in Q1 2026.
How has Thor Industries's travel trailers — net sales changed year-over-year?
Thor Industries's travel trailers — net sales decreased by 20.5% year-over-year, from $676.68M to $538.24M.
What does travel trailers — net sales mean?
This metric represents the total revenue generated from the sale of towable recreational vehicles, specifically travel trailers, to independent dealers. It serves as a primary indicator of consumer demand for entry-level and mid-range mobile living solutions within the company's towable product portfolio. Monitoring these sales provides insight into the company's market share and competitive positioning within the broader recreational vehicle industry.

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