NYSE$THO

Thor Industries Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

THOR Industries reported a decrease in net sales and earnings due to macroeconomic headwinds impacting consumers and dealers.

THOR Industries announced its Q1 fiscal year 2023 results, with net sales of $3.11 billion and net income of $136.2 million. The company is facing macroeconomic headwinds, but remains confident in its ability to navigate the challenges.

  • Net sales were $3.11 billion, compared to $3.96 billion in the first quarter of fiscal 2022.
  • Gross profit margin was 15.7%, a decrease of 90 basis points compared to the prior-year period.
  • Net income attributable to THOR Industries was $136.2 million, or $2.53 per share.
  • The company generated $94.0 million in cash flow from operations.

Headline financials

Total Revenue

$3.11B

Previous: $3.96B-21.5%
EPS (adj)

$2.53

Previous: $4.34-41.7%
Gross Margin

15.7%

Previous: 16.6%-5.4%
Capital Expenditures

-$55.9M

Previous: -$43.2M-29.3%
Free Cash Flow

$38.1M

Previous: -$1.43M+2762.9%
Net Income

$136M

Previous: $242M-43.8%
Operating Income

$210M

Previous: $327M-35.9%
Gross Profit

$486M

Previous: $655M-25.8%
Cash & Equivalents

$292M

Previous: $336M-13.2%
Total Assets

$7.28B

Previous: $7.77B-6.3%
Stock-Based Comp

$8.39M

Previous: $6.03M+39.2%

Revenue & EPS history

Thor · Revenue · Quarterly

$3.11B

Q1 2023-21.5%vs Q1 2022
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Thor · $2.59B total across 3 segments · Q3 2026

  • European
    $988M+11.8%
  • North American Towable
    $882M-24.6%
  • North American Motorized
    $718M+7.7%

Forward guidance

The company expects fiscal 2023 to be a dynamic and challenging operating environment. They expect North American retail to slightly outpace North American wholesale shipments as independent dealers adjust the level of stocking to reflect current conditions.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.3%

Avg return

Earnings day

-0.2%

Avg return

5 days after

-1.1%

Avg return

30 days after

46%

31 / 68 earnings

Positive

+18.7%

Q3 2023

Best reaction

-18.7%

Q2 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+3.1%+0.0%
Q2 2026-6.6%-9.8%-19.2%
Q1 2026-9.4%-5.7%-4.3%
Q4 2025+6.2%+2.6%+8.4%
Q3 2025+0.0%+3.2%+6.4%
Q2 2025-14.5%-13.8%-25.0%
Q1 2025-4.1%-2.5%-10.9%
Q4 2024+3.1%+6.6%+1.5%
Q3 2024+1.7%+0.8%-4.1%
Q2 2024-15.9%-18.4%-11.2%
Q1 2024+4.0%+5.9%+7.1%
Q4 2023-0.1%+2.4%-5.7%
Q3 2023+18.7%+18.1%+27.7%
Q2 2023-4.5%-10.1%-17.7%
Q1 2023-6.4%-0.1%-0.9%
Q4 2022-4.0%-2.8%+15.1%
Q3 2022+0.5%-8.1%+8.5%
Q2 2022+4.5%-2.7%-3.8%
Q1 2022-3.5%-4.1%+0.0%
Q4 2021+13.0%+12.4%-7.7%
Q3 2021-0.7%-2.5%-7.9%
Q2 2021+3.0%+8.5%+5.4%
Q1 2021-4.4%-3.4%+3.3%
Q4 2020+1.1%+7.2%-5.6%
Q3 2020+10.8%+6.8%+1.5%
Q2 2020-18.7%-28.8%-32.2%
Q1 2020+0.4%+1.6%+3.0%
Q4 2019+15.6%+12.6%+33.2%
Q3 2019+0.0%-1.8%+3.4%
Q2 2019-2.0%+2.4%-0.7%
Q1 2019-4.0%-12.4%-15.9%
Q4 2018-15.7%-18.2%-28.9%
Q3 2018+5.2%+5.9%+3.4%
Q2 2018-1.0%+4.3%-7.1%
Q1 2018+12.6%+10.6%+11.0%
Q4 2017+5.0%+9.1%+15.1%
Q3 2017+11.3%+9.3%+12.0%
Q2 2017-8.7%-12.6%-20.3%
Q1 2017+12.3%+11.9%+11.2%
Q4 2016+4.9%+3.7%-1.3%
Q3 2016+6.4%+3.3%+7.6%
Q2 2016+6.3%
Q1 2016+5.1%
Q4 2015-5.0%
Q3 2015-7.6%
Q2 2015-1.6%
Q1 2015-5.5%
Q4 2014-0.9%
Q3 2014-3.8%
Q2 2014+3.0%
Q1 2014-0.9%
Q4 2013+3.2%
Q3 2013+12.3%
Q2 2013-1.6%
Q1 2013-9.6%
Q4 2012+6.3%
Q3 2012-3.5%
Q2 2012+4.8%
Q1 2012-2.5%
Q4 2009+14.5%
Q4 2011+14.5%
Q4 2010+14.5%
Q3 2010-1.6%
Q3 2011-1.6%
Q2 2011-2.4%
Q2 2010-11.3%
Q1 2010-11.3%
Q1 2011-11.3%

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