Thor Industries Inc. (THO) reported third-quarter 2026 revenue of $2.78 billion, down 3.9% year-over-year. Gross profit declined to $354.8 million (down 19.9%), while operating profit fell to $96.0 million (down 45.2%).
Cash flow showed marked improvement, with operating cash flow rising to $234.2 million. The company invested in property and equipment totalling $38.1 million, and held $372.0 million in cash and cash equivalents at period end.
Cost of sales was $2.43 billion, a slight year-over-year decline, and total liabilities decreased to $2.84 billion, down 3.5% from the prior year.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Thor Industries Inc. Insider Trading Activity
Thor Industries Inc. insiders have traded $THO stock on the open market 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $THO stock by insiders over the last 6 months:
- W. TODD WOELFER (SVP, CHIEF OPERATING OFFICER) has made 0 purchases and 2 sales selling 6,296 shares for an estimated $702,836.
- PETER BUSCH ORTHWEIN purchased 2,600 shares for an estimated $229,450
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Thor Industries Inc. Hedge Fund Activity
We have seen 193 institutional investors add shares of Thor Industries Inc. stock to their portfolio, and 241 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ACR ALPINE CAPITAL RESEARCH, LLC added 769,342 shares (+18.6%) to their portfolio in Q1 2026, for an estimated $61,462,732
- BALYASNY ASSET MANAGEMENT L.P. removed 676,831 shares (-62.6%) from their portfolio in Q1 2026, for an estimated $54,072,028
- JONES FINANCIAL COMPANIES LLLP added 618,457 shares (+25059.0%) to their portfolio in Q1 2026, for an estimated $49,408,529
- CITADEL ADVISORS LLC removed 591,073 shares (-74.2%) from their portfolio in Q1 2026, for an estimated $47,220,821
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 427,944 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $34,188,446
- JANUS HENDERSON GROUP PLC removed 419,015 shares (-72.5%) from their portfolio in Q4 2025, for an estimated $43,020,270
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 406,932 shares (-8.7%) from their portfolio in Q1 2026, for an estimated $32,509,797
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Thor Industries Inc. Price Targets
Multiple analysts have issued price targets for $THO recently. We have seen 5 analysts offer price targets for $THO in the last 6 months, with a median target of $109.0.
Here are some recent targets:
- James Hardiman from Citigroup set a target price of $82.0 on 05/27/2026
- Tristan Thomas-Martin from BMO Capital set a target price of $120.0 on 04/17/2026
- Michael Swartz from Truist Securities set a target price of $109.0 on 03/11/2026
- Griffin Bryan from DA Davidson set a target price of $100.0 on 03/04/2026
- Brandon Rolle from Loop Capital set a target price of $133.0 on 01/13/2026
