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Thor Industries (THO) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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Thor Industries (THO - Free Report) reported $2.31 billion in revenue for the quarter ended July 2026, representing a year-over-year decline of 8.4%. EPS of $0.78 for the same period compares to $2.31 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.15 billion, representing a surprise of +7.37%. The company delivered an EPS surprise of -16.13%, with the consensus EPS estimate being $0.93.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Thor Industries performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Unit Shipments - Recreational vehicles - European: 13,370 versus the three-analyst average estimate of 11,641.
  • Unit Shipments - Recreational vehicles - North American Towable: 20,616 compared to the 18,105 average estimate based on three analysts.
  • Unit Shipments - Total: 37,792 compared to the 34,028 average estimate based on three analysts.
  • Unit Shipments - Recreational vehicles - Total North America: 24,422 compared to the 22,387 average estimate based on three analysts.
  • Unit Shipments - Recreational vehicles - North American Motorized: 3,806 versus 4,282 estimated by three analysts on average.
  • Net Sales- Recreational vehicles- European: $969.19 million versus the four-analyst average estimate of $854.3 million. The reported number represents a year-over-year change of +5%.
  • Net Sales- Recreational vehicles- Total North America: $1.19 billion versus the four-analyst average estimate of $1.14 billion. The reported number represents a year-over-year change of -18%.
  • Net Sales- Recreational vehicles- North American Motorized: $499.26 million compared to the $525.44 million average estimate based on four analysts. The reported number represents a change of -10.4% year over year.
  • Net Sales- Recreational vehicles- North American Towable: $687.33 million versus $613.29 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -22.7% change.
  • Net Sales- Recreational vehicles- Total: $2.16 billion versus $1.97 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -9% change.
  • Gross Profit- Recreational vehicles- North American Motorized: $26.64 million versus the three-analyst average estimate of $55.82 million.
  • Gross Profit- Other, net: $37.89 million versus $46.55 million estimated by three analysts on average.

View all Key Company Metrics for Thor Industries here>>>

Shares of Thor Industries have returned -11.9% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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