Q1 EPS Estimates for Thor Industries Decreased by Analyst

Thor Industries, Inc. (NYSE:THO) – Equities researchers at Roth Capital lowered their Q1 2026 earnings estimates for shares of Thor Industries in a report issued on Monday, September 29th. Roth Capital analyst S. Stember now anticipates that the RV manufacturer will post earnings of ($0.13) per share for the quarter, down from their previous forecast of $0.06. Roth Capital has a “Neutral” rating and a $93.00 price objective on the stock. The consensus estimate for Thor Industries’ current full-year earnings is $4.64 per share. Roth Capital also issued estimates for Thor Industries’ Q2 2026 earnings at $0.14 EPS and Q2 2027 earnings at $0.20 EPS.

Several other equities analysts have also recently weighed in on the company. Bank of America raised their price target on Thor Industries from $100.00 to $120.00 and gave the company a “buy” rating in a report on Wednesday, September 10th. Citigroup raised their target price on shares of Thor Industries from $112.00 to $122.00 and gave the company a “neutral” rating in a report on Friday, September 26th. Robert W. Baird upped their price target on shares of Thor Industries from $90.00 to $110.00 and gave the company a “neutral” rating in a research note on Thursday, September 25th. DA Davidson lifted their price objective on shares of Thor Industries from $78.00 to $102.00 and gave the stock a “neutral” rating in a research note on Tuesday. Finally, Truist Financial boosted their target price on shares of Thor Industries from $86.00 to $115.00 and gave the stock a “hold” rating in a report on Wednesday, September 3rd. Two investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $105.25.

Thor Industries Trading Down 1.2%

Shares of THO stock opened at $103.60 on Wednesday. The company has a current ratio of 1.75, a quick ratio of 0.90 and a debt-to-equity ratio of 0.21. The stock has a market capitalization of $5.45 billion, a price-to-earnings ratio of 24.84, a price-to-earnings-growth ratio of 2.23 and a beta of 1.34. Thor Industries has a 12-month low of $63.15 and a 12-month high of $118.85. The stock’s 50-day moving average price is $103.63 and its 200-day moving average price is $88.87.

Hedge Funds Weigh In On Thor Industries

Large investors have recently made changes to their positions in the company. ACR Alpine Capital Research LLC boosted its stake in shares of Thor Industries by 62.5% during the first quarter. ACR Alpine Capital Research LLC now owns 3,482,917 shares of the RV manufacturer’s stock valued at $264,040,000 after purchasing an additional 1,339,951 shares during the period. Southpoint Capital Advisors LP lifted its holdings in Thor Industries by 106.2% during the 1st quarter. Southpoint Capital Advisors LP now owns 1,250,000 shares of the RV manufacturer’s stock valued at $94,762,000 after buying an additional 643,851 shares in the last quarter. Norges Bank purchased a new stake in Thor Industries in the 2nd quarter valued at about $51,597,000. Timucuan Asset Management Inc. FL grew its stake in Thor Industries by 20.1% in the 1st quarter. Timucuan Asset Management Inc. FL now owns 2,448,401 shares of the RV manufacturer’s stock worth $185,613,000 after acquiring an additional 409,636 shares in the last quarter. Finally, Vanguard Group Inc. increased its position in shares of Thor Industries by 6.5% during the first quarter. Vanguard Group Inc. now owns 5,376,681 shares of the RV manufacturer’s stock worth $407,606,000 after acquiring an additional 326,584 shares during the period. 96.71% of the stock is owned by hedge funds and other institutional investors.

Thor Industries announced that its board has authorized a stock buyback plan on Monday, June 23rd that authorizes the company to buyback $400.00 million in shares. This buyback authorization authorizes the RV manufacturer to buy up to 8.8% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s board believes its stock is undervalued.

About Thor Industries

THOR Industries, Inc designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Canada, and Europe. The company offers travel trailers; gasoline and diesel Class A, Class B, and Class C motorhomes; conventional travel trailers and fifth wheels; luxury fifth wheels; and motorcaravans, caravans, campervans, and urban vehicles.