Thor Industries (THO)
NYSEConsumer DiscretionaryAuto - Recreational VehiclesSnapshot 2026-10-30
$73.90+0.38%
Close 2026-10-30 · 1-day change
NYSEConsumer DiscretionaryAuto - Recreational VehiclesSnapshot 2026-10-30
Research Workspace
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Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Gross margin near 14% in FY25: Comparison needs review.
View ThesisRevenue is growing steadily — about 0% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 14% growth a year, above the roughly 3% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 47% in its worst 12-month stretch.
View RiskTHO’s case rests on RV operations realigning, with revenue declining in consecutive reported quarters. The latest quarter missed earnings estimates, and revenue fell 8.4% year over year. THO trades at 22× P/E versus a 17× peer median. The market is pricing in more growth than we forecast, so expectations look full. North American margin pressure threatens the realignment, and our model puts the next-quarter miss probability near 43%. The primary pillar is under pressure, though its comparison needs review. Peer multiples imply a price about 14% below where it trades (it looks expensive on this basis); the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. THO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering THO (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for THO in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| THO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Leisure Products — fair value, gap to price, and forward P/E.
Compare the value case
Put THO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Maintain disciplined capital allocation framework
Earnings miss raises concerns about capital allocation discipline.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $73.90
The last 12 months of price, then the range of analyst 12-month targets from today’s $73.90.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Strategic realignment of North American RV operations
Earnings miss indicates pressure on North American RV operations.
Threatens: Strategic realignment of North American RV operations
Headwinds may hinder strategic realignment efforts.
Threatens: Strategic realignment of North American RV operations
Earnings report indicates potential profit decline affecting growth.
Rising oil prices and interest rates impact consumer spending.
Rising oil prices and interest rates impact consumer spending.
Market conditions negatively affecting stock performance.
Negative review indicates ongoing market challenges.