THOR Industries shares fall 5.5% after earnings miss

In late May 2026, Wall Street analysts projected lower earnings per share and reduced revenue for Thor Industries in the upcoming quarter compared to the prior year, citing softer recreational vehicle demand in North America and Europe. The forecast sharpens focus on execution risks around margins, inventory discipline, and capital allocation.

Thor Industries, the world's largest RV manufacturer, will release its second-quarter fiscal 2026 results on March 3. The Zacks Consensus Estimate forecasts revenue of $1.98 billion and earnings per share of 3 cents, implying a 1.9% year-over-year revenue decline. The company's European business faces a shift in consumer demand toward premium and budget brands, pressuring profit margins.

Zacks Investment Research named Thor Industries (THO) a 'Bear of the Day' after its Q3 FY2026 report: adjusted EPS fell 30% YoY to $1.86, missing estimates, and the full-year guidance was cut to $3.30–$3.80 per share.