The upcoming report from Thor Industries (THO) is expected to reveal quarterly earnings of $0.03 per share, indicating an increase of 400% compared to the year-ago period. Analysts forecast revenues of $1.98 billion, representing a decline of 1.9% year over year.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Ahead of a com ...

capital allocation and product investment; and- Operational standardization and process improvement, improving efficiency, quality, and consistency across brands;- Strategic sourcing coordination and supplier alignment, supporting long-term cost discipline and supply continuity;These actions are designed to enhance THOR's long-term competitiveness, reinforce operational resilience across market cycles and support continued investment in product innovation, quality and customer experience while also ensuring ...

Core Viewpoint - Leigh Tiffin has resigned as President of Tiffin Motorhomes, effective immediately, to pursue a personal career opportunity, while the Tiffin family will remain actively engaged in the business to ensure continuity of the brand's culture and values [1] Group 1: Leadership Changes - Leigh Tiffin, grandson of founder Bob Tiffin, will leave the company but expressed pride in Tiffin's accomplishments and growth under THOR Industries [1] - Bob Tiffin will continue to be actively involved in the company, providing guidance and maintaining the brand's legacy [1] - Van Tiffin will remain as Senior Advisor of Manufacturing, ensuring the high-quality craftsmanship associated with Tiffin [1] Group 2: Company Operations and Future Outlook - THOR Industries has supported Tiffin Motorhomes in maintaining its brand identity while providing resources for growth [1] - The Tiffin brand is expected to continue benefiting from strong family influence and operational momentum, with no anticipated disruptions to customers or production [1] - Jayco will assist Tiffin Motorhomes during the transition to support leadership continuity and strategic execution [1]

Core Insights - THOR Industries, Inc. announced the departure of Seth Woolf, Head of Corporate Development & Investor Relations, to pursue a role outside the organization [1] - Woolf's departure is a personal decision to return to a role more aligned with his career background, and he will assist THOR in a consulting capacity until the end of the fiscal year [2][3] - The company emphasizes its commitment to maintaining strong communication with shareholders and the investment community [3] Company Overview - THOR Industries is the largest manufacturer of recreational vehicles globally, owning several operating subsidiaries [4]

Core Insights - THOR Industries has launched the world's first range-extended electric class A motorhome, reinforcing its leadership in the eMobility sector [1][2] - The company emphasizes sustainability as a core component of its long-term strategic vision, focusing on innovative products and improving environmental and social impacts [2][3] Sustainability Efforts - THOR has achieved a 36% reduction in global Scope 1 and Scope 2 emissions compared to its Fiscal Year 2019 baseline and a 42% reduction in Scope 3 emissions compared to its Fiscal Year 2022 baseline [5] - The company has installed solar projects that have eliminated 4,611 metric tons of CO2 equivalent emissions, equivalent to the emissions from 1,076 gasoline vehicles driven for one year [5] - THOR has implemented a 'zero-to-landfill' strategy at Erwin Hymer Group UK since December 2024, resulting in no waste sent to landfills [5] Community Engagement - THOR supports over 150 non-profit organizations, including a strategic partnership with the National Forest Foundation, aimed at combating threats to outdoor lifestyles [5] - The company has been recognized in Newsweek's & Statista's lists of "Most Trustworthy Companies in America" and "America's Most Responsible Companies" for four consecutive years, as well as in "America's Greenest Companies" for three consecutive years [5]

Core Viewpoint - THOR Industries, Inc. has announced a regular quarterly cash dividend of $0.52 per share, which will be payable on January 19, 2026, to shareholders of record as of January 5, 2026 [1] Company Overview - THOR Industries is the sole owner of operating subsidiaries that collectively represent the world's largest manufacturer of recreational vehicles [2]

Core Insights - THOR Industries, Inc. reported earnings of 41 cents per share for Q1 fiscal 2026, exceeding the Zacks Consensus Estimate of a loss of 11 cents and up from 26 cents per share in the same quarter of fiscal 2025 [1] - The company achieved revenues of $2.39 billion for the fiscal first quarter, surpassing the Zacks Consensus Estimate of $2.12 billion, representing an 11.5% year-over-year increase [1] Segmental Results - North American Towable RVs segment revenues remained flat at $897.1 million, exceeding the estimate of $810.6 million [2] - North American Motorized RVs segment revenues totaled $661.1 million, a 30.9% year-over-year increase, surpassing the estimate of $520.3 million [4] - European RVs segment revenues reached $655.5 million, an 8.4% increase from the previous year, also beating the estimate of $617.1 million [5] Profitability Metrics - Gross profit for the company totaled $119 million, a 5.8% year-over-year increase, attributed to reduced warranty and promotional expenses [3] - The North American Motorized RVs segment gross profit was $71.6 million, up 67.6% year-over-year due to volume leverage and lower warranty costs [4] - The European RVs segment gross profit fell to $77.8 million, a 16% decline year-over-year, with a pretax loss of $26.6 million compared to a pretax income of $1.18 million in the previous year [6] Financial Position - As of October 31, 2025, THOR had cash and cash equivalents of $509.9 million and long-term debt of $913.1 million [7] - The company reported an operating cash outflow of $44.9 million, contrasting with an operating cash inflow of $30.7 million in the same quarter of 2025 [7] Guidance - THOR expects fiscal 2026 consolidated net sales to be in the range of $9-$9.5 billion, down from $9.6 billion in fiscal 2025, with EPS projected between $3.75-$4.25 compared to $4.84 in fiscal 2025 [8]

Core Insights - Airstream has launched the Stetson + 6666 Special Edition Travel Trailer, combining elements of American heritage with modern mobile living [1][4][10] - The collaboration involves Airstream, Stetson, and Four Sixes Ranch, each bringing their unique legacy to the design [3][4][10] Company Collaboration - The travel trailer is a result of collaboration between Airstream's design and engineering teams and experts from Stetson and Four Sixes Ranch, emphasizing a blend of exploration and Western heritage [3][4] - This model marks the beginning of Airstream's new Collaboration Series, which aims to introduce innovative designs in partnership with various brands [10][11] Design and Features - The interior design incorporates high-quality materials and Western iconography, including leather upholstery and custom artwork, reflecting the craftsmanship of Stetson and Four Sixes Ranch [5][6] - The exterior features weathered metal accents and a custom-designed awning, paying homage to ranching history [7] Specifications - The travel trailer measures 27 feet and accommodates couples, solo travelers, and families of up to four, with flexible sleeping arrangements [8][9] - It includes modern amenities such as lithium batteries, a solar charging system, and a Gross Vehicle Weight Rating (GVWR) of 7,600 pounds [9] Pricing and Availability - The Airstream Stetson + 6666 Special Edition Travel Trailer is priced at $169,900 and is available for order through Airstream's dealer network for a limited time [11]

Group 1 - THOR Industries, Inc. has maintained its price uptrend due to improving RV market conditions and robust performance at the start of FY 2026 [1] - The analyst has extensive experience in the logistics sector and stock investing, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] - The analyst's investment strategy includes diversification across different industries and market cap sizes, with holdings for both retirement and trading profits [1] Group 2 - The analyst entered the US market in 2020 and has been using analyses from Seeking Alpha to compare with the Philippine market [1]

Core Insights - THOR Industries, Inc. has maintained a price uptrend due to improving conditions in the RV market and a strong start to FY 2026 [1] Company Overview - THOR Industries, Inc. is experiencing robust performance, contributing to its sustained price increase [1] Market Context - The RV market conditions are improving, which is positively influencing investor sentiment towards THOR Industries [1] Analyst Background - The analyst has nearly two decades of experience in the logistics sector and focuses on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] - The analyst has been trading in the Philippine stock market since 2014 and entered the US market in 2020, gaining insights from Seeking Alpha [1]