THOR INDUSTRIES, INC.
In the published model solve dated 2026-Q2, anchored at $79.46, THOR INDUSTRIES, INC. (THO) is priced for +14.9% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• Thor is the scale manufacturer of North American RVs plus a European arm whose brands hold roughly 26.1% of the motorcaravan and campervan market per the FY2025 10-K, and the two businesses are moving in opposite directions, with European sales up 11.8% while North American Towables fell 24.6% last quarter. • Channel concentration is the specific risk: the 10-K discloses that one dealer, FreedomRoads, accounts for about 14% of consolidated net sales and two floor-plan lenders hold roughly half
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400 institutional managers reported holding THO in 13F filings for the quarter ended 2026-03-31. 42 opened new positions that quarter. Held by Vanguard Group, BlackRock, Dimensional Fund Advisors, among others. On the short side, 4.5M shares were sold short as of the 2026-06-15 count, about 9% of shares outstanding (4.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
THO has cut its share count 5.6% over the past five years, spending $408.93M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 9 years straight; the current rate is $2.00 a share annually. Cash returned over the past three years: $314.15M in dividends and $201.81M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at THO over the trailing three years: 2025: 1 buy totaling $256k; 2026: 1 buy totaling $229k. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
THO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-07 | +18.8% | +14.8% |
| 2023-09-26 | -0.1% | +7.6% |
| 2023-12-07 | +4.0% | +8.8% |
| 2024-03-07 | -15.9% | -1.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
THO's latest 8-K filings: 2026-06-16 (items 8.01, 9.01); 2026-06-03 (items 2.02, 7.01, 9.01); 2026-03-24 (items 8.01, 9.01); 2026-03-03 (items 2.02, 7.01, 9.01); 2025-12-17 (items 5.07).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.