- Impressive Earnings Per Share (EPS): THO reported an EPS of $2.53, significantly beating the estimated $1.76 and showing a notable improvement from the previous year.
- Revenue Growth: The company’s revenue reached approximately $2.89 billion, surpassing the estimated $2.61 billion and indicating a 3.3% increase year-over-year.
- Positive Future Outlook: THO has reaffirmed its full-year fiscal 2025 financial guidance, expecting net sales between $9 billion to $9.5 billion and diluted EPS ranging from $3.30 to $4.00.
Thor Industries, Inc. (NYSE:THO) is a leading manufacturer of recreational vehicles (RVs) with a strong presence in the North American and European markets. The company offers a wide range of RVs, including motorhomes and travel trailers, competing with major industry players like Winnebago Industries and Forest River.
On June 4, 2025, THO reported impressive earnings per share (EPS) of $2.53, significantly surpassing the estimated $1.76. This performance also exceeded the Zacks Consensus Estimate of $1.79 per share, as highlighted by Zacks. The EPS showed a notable improvement from the $2.13 reported in the same quarter last year, reflecting the company’s strong financial health.
THO’s revenue for the quarter reached approximately $2.89 billion, exceeding the estimated $2.61 billion. This represents a 3.3% increase compared to the same period in 2024. The company’s gross profit rose by 5% to $443 million, with a gross profit margin of 15.3%, up by 20 basis points from the previous year. These figures indicate THO’s ability to maintain resilient margins despite challenging market conditions.
The company also reported a significant improvement in cash flows from operations, which increased by 2.4% to $258 million for the quarter. For the nine months ended April 30, 2025, cash flows surged by 53.8% to $319 million. Adjusted EBITDA saw a 7.9% rise to $255 million for the quarter, showcasing THO’s effective execution of key strategies.
Looking ahead, THO has reaffirmed its revised full-year fiscal 2025 financial guidance. The company anticipates consolidated net sales to be in the range of $9 billion to $9.5 billion, with a consolidated gross profit margin between 13.8% and 14.5%. Diluted earnings per share are expected to range from $3.30 to $4.00, indicating a positive outlook for the company’s future performance.
