Thor Industries beats expectations, stock jumps on strong Q3 results

Published 04/06/2025, 12:08
© Reuters.

Investing.com -- Thor Industries, Inc. reported better-than-expected fiscal third quarter earnings and revenue on Wednesday, sending shares up 9.2% in early trading.

The recreational vehicle manufacturer posted adjusted earnings per share of $2.53 for the quarter ended April 30, significantly beating analyst estimates of $1.76. Revenue came in at $2.89 billion, also topping expectations of $2.6 billion.

Thor’s net sales increased 3.3% YoY to $2.89 billion, while net income rose 18.1% to $135.2 million compared to the same quarter last year. The company saw strength in its North American towable RV segment, with sales up 9.1% YoY.

"Our third quarter results exceeded our expectations on both the top and bottom lines," said Bob Martin, President and CEO of Thor Industries (NYSE:THO). "The successful execution of key strategic initiatives, in particular placing further emphasis on driving down our cost profile, led to improved margins in an environment where we saw modest year-over-year top-line improvement."

For fiscal year 2025, Thor reaffirmed its guidance of $9.0 billion to $9.5 billion in revenue and earnings per share between $3.30 and $4.00. Analysts expect full-year EPS to come in at $3.47, with revenue expected to be $9.23 billion.

The company generated $257.7 million in cash from operations during the quarter. As of April 30, Thor had total liquidity of approximately $1.49 billion, including $508.3 million in cash.

 

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