THOTHOR Industries, Inc.
The financials
THOR Industries, Inc. by the numbers
THOR Industries, Inc. (THO) reported revenue of $2.31B in fiscal Q4 2026 (quarter ended Jul 31, 2026), down 8.4% from the same quarter a year earlier. That came with a gross margin of 12% and net income of $41M (1.8% of revenue). For the full year FY2026, revenue was $9.61B (+0.3% year on year) and net income $178M. Its largest product in fiscal Q3 2026 (quarter ended Apr 30, 2026) was Motorcaravan at $544M, 21.0% of the disclosed total, just ahead of Travel Trailers at 20.8%. The next results filing is expected around Dec 2, 2026, the same week as a year ago.
| Income statement | Q4 2026 | Q4 2025 | Change |
|---|---|---|---|
| Revenue | $2.31B | $2.52B | −8.4% |
| Gross profit | $286M | $371M | −23% |
| Net income | $41M | $126M | −68% |
| Diluted EPS | $0.79 | $2.35 | −66% |
| Product | Revenue | Share |
|---|---|---|
| Motorcaravan | $544M | 21% |
| Travel Trailers | $538M | 21% |
| Classc Motorized | $404M | 16% |
| Fifth Wheels Towables | $344M | 13% |
| Campervan | $295M | 11% |
| Classa Motorized | $187M | 7.2% |
| Classb Motorized | $127M | 4.9% |
| Other Rv Related | $99M | 3.8% |
| Caravan | $50M | 1.9% |
Over its last three fiscal years THOR Industries, Inc. booked income tax of 21.2% of its pretax profit, 24.3% once deferred tax is taken out, close to the 21.3% median for US companies in our tax study.
Business segments
Revenue split by product segment, from SEC XBRL filings.
- Motorcaravan$543.8M$543.8Mvs last quarter +39%vs a year ago +13%+39%+13%
- Travel Trailers$538.2M$538.2Mvs last quarter +33%vs a year ago -20%+33%-20%
- Classc Motorized$403.5M$403.5Mvs last quarter +36%vs a year ago +19%+36%+19%
- Fifth Wheels Towables$343.5M$343.5Mvs last quarter +12%vs a year ago -30%+12%-30%
- Campervan$294.6M$294.6Mvs last quarter +57%vs a year ago +17%+57%+17%
- Classa Motorized$186.7M$186.7Mvs last quarter +9.9%vs a year ago +6.8%+9.9%+6.8%
- Classb Motorized$127.5M$127.5Mvs last quarter +16%vs a year ago -16%+16%-16%
- Other Rv Related$98.8M$98.8Mvs last quarter +41%vs a year ago +8.9%+41%+8.9%
- Caravan$50.4M$50.4Mvs last quarter +47%vs a year ago -15%+47%-15%
Recreational Vehicles
The closest names by size in the same industry