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THOR Industries, Inc. (THO) reported earnings of $2.31 per share for Q4 fiscal 2025 (ended July 31), exceeding the Zacks Consensus Estimate of $1.16. This is an increase from $1.68 per share in Q4 fiscal 2024. The company achieved revenues of $2.52 billion, surpassing the estimate of $2.31 billion, although this figure represents a 0.4% decrease year-over-year.
For the North American Towable RVs segment, revenues reached $888.7 million, down 4.6% year-over-year, but above the estimate of $825.6 million. The North American Motorized RVs segment reported revenues of $557.4 million, up 7.8% year-over-year, exceeding projections of $504 million. The European RVs segment generated $923 million, a decline of 2.2% year-over-year, beating expectations of $856.3 million.
THOR forecasts consolidated net sales for fiscal 2026 in the range of $9 to $9.5 billion, compared to $9.6 billion for fiscal 2025, with expected EPS between $3.75 and $4.25, down from $4.84 in the previous fiscal year.
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