THOR INDUSTRIES INC
THO · Motor Homes · 52.1M shares · -0%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $2M (gross $42M, SBC $40M)
Reference price $88.25 · est. market cap ~$4.6B — last insider purchase, 2026-03-06 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C65World's largest RV maker in a cyclical trough with thin margins and declining revenue.
Strengths
- Market leader (~39% NA towable, ~48% motorhome share) with rising backlog (+15%)
- ROA 73.7th pct and modest leverage (D/E 0.21)
Risks
- Low gross margin (12.3rd pct), revenue -4.6% (19th), ROE only 6.0% (mid-pack)
- Low industry barriers to entry and demand depressed by rates/inflation
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
14.0%
Net margin
2.7%
Return on equity
6.0%
Return on assets
3.7%
Revenue growth (QoQ)
30.8%
Net-income growth
-2.5%
Debt / equity
0.2×
Current ratio
1.8×
Tangible book value
$1.7B
Cash & investments
$587M
Stock comp / revenue
0.3%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-16 | ORTHWEIN PETER BUSCH | Gift | 10K | — |
| 2026-06-16 | ORTHWEIN PETER BUSCH | Gift | 500 | — |
| 2026-03-06 | ORTHWEIN PETER BUSCH | Buy | 2.6K | $88.25 |
| 2026-01-15 | WOELFER W. TODD | Sell | 4.6K | $114.84 |
| 2025-12-26 | MARTIN ROBERT W | Gift | 4.7K | — |
| 2025-12-12 | WOELFER W. TODD | Sell | 1.7K | $103.15 |
| 2025-12-12 | WOELFER W. TODD | Gift | 4.0K | — |
| 2025-10-08 | MARTIN ROBERT W | Grant | 19K | — |
| 2025-10-08 | Gasper Trevor Q. | Tax withheld | 2.0K | $104.83 |
| 2025-10-08 | Gasper Trevor Q. | Grant | 3.1K | — |
| 2025-10-08 | Gasper Trevor Q. | Tax withheld | 1.2K | $104.83 |
| 2025-10-08 | McDermott Michele | Tax withheld | 126 | $104.83 |
| 2025-10-08 | MARTIN ROBERT W | Tax withheld | 14K | $104.83 |
| 2025-10-08 | MARTIN ROBERT W | Tax withheld | 7.5K | $104.83 |
| 2025-10-08 | WOELFER W. TODD | Tax withheld | 5.9K | $104.83 |
| 2025-10-08 | WOELFER W. TODD | Grant | 8.3K | — |
| 2025-10-08 | WOELFER W. TODD | Tax withheld | 3.3K | $104.83 |
| 2025-10-08 | ZUHL COLLEEN A | Tax withheld | 5.9K | $104.83 |
| 2025-10-08 | ZUHL COLLEEN A | Grant | 8.3K | — |
| 2025-10-08 | ZUHL COLLEEN A | Tax withheld | 3.4K | $104.83 |
| 2025-10-07 | Kelley William J. JR | Grant | 1.5K | — |
| 2025-10-07 | WOELFER W. TODD | Grant | 16K | — |
| 2025-10-07 | Huntington Amelia | Grant | 1.5K | — |
| 2025-10-07 | MARTIN ROBERT W | Grant | 36K | — |
| 2025-10-07 | Gasper Trevor Q. | Grant | 7.8K | — |
| 2025-10-07 | KLEIN CHRISTOPHER J | Grant | 1.5K | — |
| 2025-10-07 | ORTHWEIN PETER BUSCH | Grant | 1.5K | — |
| 2025-10-07 | Lorenger Jeffrey D | Grant | 1.5K | — |
| 2025-10-07 | Graves Andrew E | Grant | 1.5K | — |
| 2025-10-07 | HENNINGTON CHRISTINA | Grant | 1.5K | — |
| 2025-10-07 | McDermott Michele | Grant | 5.5K | — |
| 2025-10-07 | ZUHL COLLEEN A | Grant | 16K | — |
| 2025-10-07 | Hurd Laurel | Grant | 1.5K | — |
| 2025-06-30 | ORTHWEIN PETER BUSCH | Gift | 14K | — |
| 2025-06-30 | ORTHWEIN PETER BUSCH | Gift | 450 | — |
| 2025-06-20 | ORTHWEIN PETER BUSCH | Buy | 3.0K | $85.40 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (0)
Suppliers (2)
Named in the 10-K; linked when we track them.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-16 | 2026-06-16 | 0000730263-26-000021 ↗ |
| 10-Q | 2026-06-03 | 2026-04-30 | 0000730263-26-000018 ↗ |
| 8-K | 2026-06-03 | 2026-06-03 | 0000730263-26-000019 ↗ |
| 8-K | 2026-03-24 | 2026-03-24 | 0000730263-26-000011 ↗ |
| 8-K | 2026-03-03 | 2026-03-03 | 0000730263-26-000008 ↗ |
| 10-Q | 2026-03-03 | 2026-01-31 | 0000730263-26-000007 ↗ |
| 8-K | 2025-12-17 | 2025-12-17 | 0000730263-25-000035 ↗ |
| 8-K | 2025-12-16 | 2025-12-16 | 0000730263-25-000032 ↗ |
| 8-K | 2025-12-03 | 2025-12-03 | 0000730263-25-000028 ↗ |
| 10-Q | 2025-12-03 | 2025-10-31 | 0000730263-25-000029 ↗ |
| 8-K | 2025-10-08 | 2025-10-08 | 0001171843-25-006343 ↗ |
| 8-K | 2025-09-24 | 2025-09-24 | 0001171843-25-006047 ↗ |