NYSE$THO

Thor Industries Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Thor Industries faced a challenging operating environment in Q2 2024, with seasonally lower retail demand and cautious dealer sentiment impacting results, but the company anticipates stronger performance in the second half of fiscal 2024.

Thor Industries reported net sales of $2.21 billion for the second quarter of fiscal 2024, a decrease from $2.35 billion in the same period last year. Net income was $7.2 million, or $0.13 per share, compared to $27.1 million, or $0.50 per share, in the prior year. The company is lowering its fiscal year 2024 guidance to reflect a more conservative outlook on North American industry wholesale shipments.

  • Consolidated net sales were $2.21 billion, compared to $2.35 billion for the second quarter of fiscal 2023.
  • Consolidated gross profit margin was 12.3%, an increase of 20 basis points compared to the prior year.
  • Net income attributable to THOR Industries was $7.2 million, or $0.13 per share, compared to $27.1 million, or $0.50 per share, in the prior year.
  • The company recognized total expense of $14.7 million related to debt refinancing.

Headline financials

Total Revenue

$2.21B

Previous: $2.35B-5.9%
EPS

$0.13

Previous: $0.50-74.0%
Gross Margin

12.3%

No prior period
Capital Expenditures

-$78.9M

Previous: -$101M+21.9%
Free Cash Flow

-$123M

Previous: $84.3M-246.0%
Net Income

$7.22M

Previous: $27.1M-73.3%
Operating Income

$25.9M

Previous: $39.2M-33.9%
Gross Profit

$271M

Previous: $283M-4.3%
Cash & Equivalents

$340M

Previous: $282M+20.8%
Total Assets

$7.23B

Previous: $7.31B-1.2%
Stock-Based Comp

$9.25M

Previous: $8.54M+8.2%

Revenue & EPS history

Thor · Revenue · Quarterly

$2.21B

Q2 2024-5.9%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Thor · $2.72B total across 3 segments · Q3 2025

  • North American Towable
    $1.17B
  • European
    $884M
  • North American Motorized
    $667M

Forward guidance

Thor Industries expects improving market conditions as we progress through calendar 2024.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.3%

Avg return

Earnings day

-0.2%

Avg return

5 days after

-1.1%

Avg return

30 days after

45%

30 / 67 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
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 2011-11.3%
Q1 2010-11.3%

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