THOR INDUSTRIES INC(THO)Stock Analysis
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Rank #1,330 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
THO Stock Analysis & AI Quality Score
AI stock analysis and institutional research for THOR INDUSTRIES INC (THO), a Industrials sector company. 13F Pro's AI-powered ranking engine scores THO at 52.7/100 on a 32-signal composite quality model, placing it at rank #1,330 of 2,879 stocks — the top half of the AI-ranked universe. THO scores in the top quartile across revenue scale (86.8). Areas of concern include revenue growth (28.8) and earnings quality (32.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), THOR INDUSTRIES INC reports quarterly revenue of $2.8B, net income of $97.2M, an operating margin of 4.8%. Top institutional holders of THO by reported 13-F value include ACR Alpine Capital Research,, BlackRock,, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, based on the most recent SEC filings. THO trades on the NYSE exchange and files with the SEC under CIK 730263. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate THO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for THOR INDUSTRIES INC directly from SEC EDGAR. THOR INDUSTRIES INC's 13F Pro composite quality score has ranged between 37 and 76 since 2021, currently 52.7 — a declining long-term trajectory across 30 quarterly and live scoring snapshots.
Revenue
Q3 2026
$2.8B
Net Income
Q3 2026
$97.2M
Free Cash Flow
Q3 2026
$234.2M
Operating Margin
Q3 2026
4.8%
ROIC
Q3 2026
2.6%
D/E Ratio
Q3 2026
0.20
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-4.6% YoYNet Income
-2.5% YoYEPS (Diluted)
-2.0% YoYTotal Assets
+0.6% YoYTotal Debt
-20.6% YoYOp. Cash Flow
+5.9% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $9.58B -4.6% | $10.04B -9.7% | $11.12B -31.8% | $16.31B +32.4% | $12.32B +47.9% | $8.33B |
| Net Income | $258.6M -2.5% | $265.3M -29.1% | $374.3M -67.1% | $1.14B +72.4% | $659.9M +53.4% | $430.2M |
| EPS (Diluted) | $4.84 -2.0% | $4.94 -28.9% | $6.95 -66.2% | $20.59 +73.8% | $11.85 +45.6% | $8.14 |
| Total Assets | $7.07B +0.6% | $7.02B -3.3% | $7.26B -2.0% | $7.41B +11.3% | $6.65B +139.5% | $2.78B |
| Total Debt | $926.3M -20.6% | $1.17B -11.2% | $1.31B -26.2% | $1.78B +9.9% | $1.62B | — |
| Operating Cash Flow | $577.9M +5.9% | $545.5M -44.4% | $981.6M -0.9% | $990.1M +88.1% | $526.5M +12.9% | $466.5M |
AI Insight: THO Financial Trends
THO's debt fell 25% from peak while profitability stabilized, but operating cash flow remains volatile and Q1 2026 swung negative.
• Total debt declined from $1,167M in Q3 2024 to $877M in Q2 2026, a 25% reduction strengthening balance sheet.
• Net income recovered to $97M in Q2 2026 after near-breakeven in Q4 2025 and Q1 2026, showing stabilization.
• Revenue oscillates between $2.1M and $2.9M with no clear uptrend; Q2 2026 at $2,782M remains below Q2 2025's $2,895M.
⚠ Operating cash flow turned negative in Q4 2025 (–$45M) and Q1 2026 (–$112M); Q2 2026 recovery to $234M needs confirmation.
⚠ Quarterly profitability remains lumpy; net income swung from $126M (Q3 2025) to –$1M (Q1 2025) across cycles.
AI Insight: THO Ratio Trends
Thor rebounded sharply in Q2 2026 after two-quarter slump, but profitability remains half pre-pandemic levels.
• Operating margin recovered to 4.8% in Q2 2026 from 1.0% in Q1 2026, reversing Q4 2025–Q1 2026 deterioration.
• ROIC climbed to 10.3% in Q2 2026, approaching Q2–Q3 2025 peak of 11.9% and 11.0% respectively.
• Leverage improved to 0.20 D/E in Q2 2026, lowest since Q3 2024, down from 0.29 peak.
• TTM margins remain compressed: 3.4% OpMargin vs. 5.0% in Q3 2024, reflecting structural headwinds.
⚠ Volatility persists: Q4 2025 and Q1 2026 saw near-zero profitability despite balance-sheet strength.
⚠ Sequential momentum hinges on sustaining Q2 2026 recovery; two consecutive weak quarters suggest cyclical exposure.
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Available Research
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Top Institutional Holders of THO
ACR Alpine Capital Research, LLC
$391.7M4,903,124 shBlackRock, Inc.
$380.1M4,757,411 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$342.7M4,289,725 shLife Cycle Investment Partners Ltd
$261.6M3,274,505 shDIMENSIONAL FUND ADVISORS LP
$251.4M3,146,574 shVANGUARD PORTFOLIO MANAGEMENT LLC
$211.3M2,644,657 shTIMUCUAN ASSET MANAGEMENT INC/FL
$203.8M2,551,474 shVANGUARD CAPITAL MANAGEMENT LLC
$181.4M2,270,181 shSTATE STREET CORP
$131.5M1,645,636 shCapital Research Global Investors
$123.7M1,548,591 sh
| Fund | Value | Shares |
|---|---|---|
| ACR Alpine Capital Research, LLC | $391.7M | 4,903,124 |
| BlackRock, Inc. | $380.1M | 4,757,411 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $342.7M | 4,289,725 |
| Life Cycle Investment Partners Ltd | $261.6M | 3,274,505 |
| DIMENSIONAL FUND ADVISORS LP | $251.4M | 3,146,574 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $211.3M | 2,644,657 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | $203.8M | 2,551,474 |
| VANGUARD CAPITAL MANAGEMENT LLC | $181.4M | 2,270,181 |
| STATE STREET CORP | $131.5M | 1,645,636 |
| Capital Research Global Investors | $123.7M | 1,548,591 |
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Popular Research
Is THO a good stock to buy?
13F Pro's AI-powered analysis of THOR INDUSTRIES INC (THO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for THO are available on the THO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own THO?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling THO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of THOR INDUSTRIES INC's investment landscape.