THO — Thor Industries Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Thor Industries Inc

THOR Industries, Inc. designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Germany, rest of Europe, Canada, and internationally. The company offers travel trailers; gasoline and diesel Class A, Class B, and Class C motorhomes; conventional travel trailers and fifth wheels; conventional motorhomes; luxury fifth wheels; and motorcaravans, campervans, urban vehicles, and caravans, as w… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$78.87
Market Cap$3.97B
Float50.1M
Shares Outstanding52.6M
P/E (Forward)14.10
P/E (TTM)13.27
Price/Sales (TTM)0.40
vs. Analyst Target+33.8% to analyst PT
Profit Margin3.02%
Operating Margin (TTM)0.77%
Revenue (TTM)$9.93B
Earnings Growth (YoY)39.90%
Dividend Rate2.1%
Analyst Target Price$105.50 (18 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $8.17B $223M $1.01B $583M
2021 $12.32B $660M $1.76B $1.14B
2022 $16.31B $1.14B $2.99B $1.82B
2023 $11.12B $374M $1.46B $862M
2024 $10.04B $265M $1.59B $702M
2025 $9.58B $259M $1.20B $571M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Apr 2025 $2.89B $135M
Jul 2025 $2.52B $126M
Oct 2025 $2.39B $21.7M
Jan 2026 $2.13B $17.8M

Ownership & Float

Insider Ownership4.7%
Institutional Ownership104.7%
Short Float7.4%
% of All Funds Holding4.72%
Number of Funds Holding388

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$78.06Near-term / short-term trend
Weekly40-Week SMA$97.85Medium-term trend
Weekly80-Week SMA$94.55Cyclical trend (business cycle)
Weekly200-Week SMA$95.66Secular trend (multi-year)
Monthly10-Month SMA$97.17Near-term monthly trend
Monthly20-Month SMA$94.73Medium-term monthly trend
Monthly40-Month SMA$98.02Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$94.00 resistance 1.38x 1 months ago
$128.00 resistance 1.26x 25 months ago

Historical Earnings Reactions (116 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.22% 0.00% 46.55% 12.12% -7.83%
1 Day 0.36% -0.13% 48.28% 13.30% -9.89%
1 Week -0.14% -0.50% 43.97% 18.09% -21.30%
2 Weeks -0.61% -0.22% 47.41% 17.89% -27.25%
1 Month 0.28% -0.54% 47.41% 21.50% -21.40%

Next earnings: June 3, 2026 (6 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan3.7%57.1%42
Feb1.5%44.2%43
Mar-3.8%30.2%43
Apr4.5%55.8%43
May-0.4%38.1%42
Jun1.5%47.6%42
Jul2.6%61.9%42
Aug-1.1%38.1%42
Sep3.5%61.9%42
Oct-1.0%45.2%42
Nov4.1%69.0%42
Dec4.8%57.1%42

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.07% 44.8% 2016
Tuesday 0.07% 43.7% 2190
Wednesday 0.08% 46.6% 2187
Thursday 0.04% 45.1% 2147
Friday 0.12% 46.2% 2136

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 104.7%

Insider Transactions — Smart Summary

Total insider ownership: 4.7%

Founder-led management: Peter Busch Orthwein (Chairman Emeritus)

12-Month Insider Activity Summary

Total Filings5
Net Value-$702,836.03
Net Shares Change-4,682
% of Float-0.0%
C-Suite Filings2
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
WOELFER W. TODD SVP, CHIEF OPERATING OFFICER -$702,836.03 2 2 sell
ORTHWEIN PETER BUSCH +$485,650 2 2 buy
Huntington Amelia +$1,561.211 1 1 buy

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-09 ORTHWEIN PETER BUSCH +$229,450 Transaction at $88.25, now -10.6%
2026-03-09 Huntington Amelia +$1,561.211 Transaction at $88.59, now -11.0%
2025-12-16 WOELFER W. TODD SVP, CHIEF OPERATING OFFICER -$178,338.915 Transaction at $103.15, now -23.5%
2026-01-16 WOELFER W. TODD SVP, CHIEF OPERATING OFFICER -$524,497.115 Transaction at $114.84, now -31.3%
2025-06-23 ORTHWEIN PETER BUSCH +$256,200 Transaction at $85.40, now -7.6%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Thor Industries Inc (THO) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for THO on Trend Edge →