NYSE$THO

Thor Industries Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Financial performance reflected prioritizing profitability amidst soft demand and independent dealer destocking efforts.

Thor Industries reported first quarter fiscal 2024 results with net sales of $2.50 billion, a decrease from $3.11 billion in the prior year. Net income was $53.6 million, or $0.99 per share, compared to $136.2 million, or $2.53 per share, in the first quarter of fiscal 2023. The company reaffirmed its full-year fiscal 2024 guidance.

  • Consolidated net sales were $2.50 billion, compared to $3.11 billion for the first quarter of fiscal year 2023.
  • Net income attributable to THOR Industries, Inc. was $53.6 million and diluted earnings per share was $0.99.
  • Generated cash flow from operations of $59.7 million.
  • Reaffirmed full-year fiscal 2024 guidance.

Headline financials

Total Revenue

$2.5B

Previous: $3.11B-19.5%
EPS (adj)

$0.99

Previous: $2.53-60.9%
Gross Margin

14.3%

Previous: 15.7%-8.9%
Capital Expenditures

-$38.2M

Previous: -$55.9M+31.6%
Free Cash Flow

$21.5M

Previous: $38.1M-43.7%
Net Income

$53.6M

Previous: $136M-60.7%
Operating Income

$108M

Previous: $210M-48.7%
Gross Profit

$358M

Previous: $486M-26.4%
Cash & Equivalents

$426M

Previous: $292M+46.0%
Total Assets

$7.17B

Previous: $7.28B-1.5%
Stock-Based Comp

$10.5M

Previous: $8.39M+24.5%

Revenue & EPS history

Thor · Revenue · Quarterly

$2.5B

Q1 2024-19.5%vs Q1 2023
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 is reaffirming its previously communicated full-year fiscal 2024 guidance. As the Company’s fiscal 2024 guidance assumes a much stronger second half of fiscal 2024, in conjunction with the traditional retail selling season, the Company recognizes opportunity and risk to the forecast dependent upon future macro conditions and their impact on retail consumers.

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 2024

Historical avgQ1 2024

+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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