| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 80 | 20.8x | 17.3x | Top tier | |
Growth | 12 | 0.3% | 7.1% | Bottom tier | |
Quality | 31 | 2.6% | 4.5% | Bottom tier | |
Safety | 79 | 0.4x | 2.6x | Top tier | |
Capital Return | 89 | 2.96% | 0.06% | Top tier | |
Momentum | 26 | -34.4% | -1.6% | Bottom tier | |
Sentiment | 85 | 13 | 3 | Top tier |
The floor: what the company is worth if growth stopped today
70% of today's price is what a buyer pays for growth that has not happened yet.
10-year US Treasury yield 4.96% as of 2026-10-22. Estimates computed from company data and analyst targets, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
The available figures for Thor Industries reflect a company with a multibillion-dollar revenue base, as revenue for the twelve months ended in fiscal 2026 reached approximately $9.8–9.9 billion, with gross profit between $1.3 and $1.4 billion and net income between $262.5 and $300.4 million. The data do not include a breakdown of the segment mix or revenue sources, so the analysis focuses on reported financial performance rather than the distribution of sales by business activity.
In the fourth quarter of fiscal 2026, net sales declined 8.4% year over year to $2.31 billion, but exceeded expectations by approximately $140 million. In contrast, net income attributable to Thor Industries fell 67.5% to $40.8 million, and diluted earnings per share declined to $0.78 from $2.36, also missing expectations by approximately $0.15; this means that revenue strength relative to expectations did not translate into comparable earnings strength.
For comparison, the third quarter of fiscal 2026 recorded revenue of $2.8 billion, gross profit of $354.8 million, net income of $97.2 million, and earnings per share of $1.86. This equates to a gross margin of approximately 12.7% and a net margin of approximately 3.5%, while the net margin in the fourth quarter of fiscal 2026 declined to approximately 1.8% based on reported revenue and net income, highlighting the severity of the profitability pressure between the two quarters.
The average analyst price target is $89, within a range extending from $78 to $96, against a "Neutral" consensus that reflects a cautious stance rather than a collective Buy recommendation. The average target is approximately 27.5% below the 52-week range high of $122.83, while the price-to-earnings multiple cited in the September 22, 2026 data was approximately 14 times and the enterprise value-to-earnings before interest, taxes, depreciation, and amortization multiple was 6.6 times. Revaluation appears linked to the 8.4% decline in fourth-quarter fiscal 2026 sales and the 67.5% contraction in net income, so justifying the targets depends more on a recovery in margins and earnings than on revenue growth alone.
Figures in the text are as of 2026-09-22; the live price is shown at the top of the page.
Net sales reached $2.31 billion, down 8.4% year over year, but exceeded market expectations by approximately $140 million. Net income attributable to the company declined 67.5% to $40.8 million. Diluted earnings per share fell from $2.36 in the comparable period to $0.78, missing expectations by approximately $0.15.
Revenue was approximately $140 million better than analysts' expectations, which was the positive aspect of the results. However, this outperformance did not carry through to earnings, as net income fell 67.5% and earnings per share missed expectations by approximately $0.15. The 2.5% operating margin and the cited 2.7% net margin confirm that profitability remained under clear pressure in the September 22, 2026 data.
Third-quarter fiscal 2026 revenue was approximately $2.8 billion, compared with $2.31 billion in the fourth quarter. Net income declined from $97.2 million to $40.8 million between the two quarters. Earnings per share also fell from $1.86 to $0.78, showing that the slowdown affected both revenue and profit.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus on the stock is "Neutral," and the average price target is $89. The target range extends from a low of $78 to a high of $96. The average target is below the 52-week range high of $122.83, reflecting more conservative expectations than the stock's highest valuation within that range.
Thor Industries recorded approximately $9.8–9.9 billion in revenue during the twelve months ended in fiscal 2026, with net income between $262.5 and $300.4 million. The dividend yield cited in the September 22, 2026 data was approximately 2.9%, and the free cash flow yield was 5.5%. The enterprise value-to-earnings before interest, taxes, depreciation, and amortization multiple was also 6.6 times, but the sustainability of these factors depends on margin stability.
The primary risk is the widening gap between revenue performance and earnings performance in the fourth quarter of fiscal 2026. Despite revenue exceeding expectations, net income declined 67.5% and diluted earnings per share fell to $0.78. Restoring margins and converting sales into earnings therefore represent the most important test, particularly after the 8.4% year-over-year decline in sales.