THO — Thor Industries Inc

Founder-Led

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

Trend Edge Setup Score

Trend Edge rates THO Bearish with a Setup Score of 0, net conviction 29, actionability 0. How the Setup Score works →

Total Setup Score0
Directional BiasBearish
Net Conviction29
Actionability0 (extended)

Key signals behind this score

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$79.48
Market Cap$4.10B
Float49.6M
Shares Outstanding52.1M
P/E (Forward)18.15
P/E (TTM)15.94
Price/Sales (TTM)0.42
vs. Analyst Target+13.9% to analyst PT
Profit Margin2.67%
Operating Margin (TTM)3.45%
Revenue (TTM)$9.82B
Earnings Growth (YoY)-26.50%
Dividend Rate2.1%
Analyst Target Price$90.50 (18 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $8.17B $223M $1.01B $583M
2021 $12.32B $660M $1.76B $1.17B
2022 $16.31B $1.14B $2.99B $1.84B
2023 $11.12B $374M $1.46B $874M
2024 $10.04B $265M $1.59B $715M
2025 $9.58B $259M $1.20B $616M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jul 2025 $2.52B $126M
Oct 2025 $2.39B $21.7M
Jan 2026 $2.13B $17.8M
Apr 2026 $2.78B $95.5M

Ownership & Float

Insider Ownership4.7%
Institutional Ownership107.8%
Short Float10.5%
% of All Funds Holding4.59%
Number of Funds Holding404

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$77.35Near-term / short-term trend
Weekly40-Week SMA$88.64Medium-term trend
Weekly80-Week SMA$90.46Cyclical trend (business cycle)
Weekly200-Week SMA$95.48Secular trend (multi-year)
Monthly10-Month SMA$88.39Near-term monthly trend
Monthly20-Month SMA$90.65Medium-term monthly trend
Monthly40-Month SMA$97.52Secular 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 4 months ago

Historical Earnings Reactions (117 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.21% 0.00% 46.15% 12.12% -7.83%
1 Day 0.30% -0.14% 47.86% 13.30% -9.89%
1 Week -0.17% -0.51% 43.59% 18.09% -21.30%
2 Weeks -0.68% -0.23% 47.01% 17.89% -27.25%
1 Month 0.28% -0.54% 47.41% 21.50% -21.40%

Next earnings: September 23, 2026 (27 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%39.5%43
Jun1.3%46.5%43
Jul2.5%60.5%43
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% 44.7% 2029
Tuesday 0.07% 43.7% 2202
Wednesday 0.08% 46.6% 2200
Thursday 0.04% 45.2% 2160
Friday 0.12% 46.3% 2147

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 107.8%

Insider Transactions — Smart Summary

Total insider ownership: 4.7%

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

12-Month Insider Activity Summary

Total Filings4
Net Value-$702,836.03
Net Shares Change-7,682
% 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 +$229,450 1 1 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 -9.9%
2026-03-09 Huntington Amelia +$1,561.211 Transaction at $88.59, now -10.3%
2025-12-16 WOELFER W. TODD SVP, CHIEF OPERATING OFFICER -$178,338.915 Transaction at $103.15, now -22.9%
2026-01-16 WOELFER W. TODD SVP, CHIEF OPERATING OFFICER -$524,497.115 Transaction at $114.84, now -30.8%

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 →