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Thor Industries

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Thor Industries
36 · 43 / 3,6к per week / 5,7к per month
Industry

Motorhome market forecast to grow through 2035

According to a report by Spherical Insights & Consulting, the global motorhome market is projected to grow from USD 37.8 billion in 2025 to USD 61.5 billion by 2035, at a CAGR of 5.0%. Growth is driven by rising road tourism, expanding RV infrastructure, adoption of smart and sustainable technologies, and the rise of digital nomads. North America leads in revenue; Asia-Pacific is the fastest-growing region. Key players include Thor Industries, Winnebago, Forest River, Hymer, and REV Group.

Source: Spherical Insights KOR
Thor Motor Coach Named Official RV Partner at EchoPark Speedway Industry © RV PRO
US United States

Thor Motor Coach Named Official RV Partner at EchoPark Speedway

THOR Industries announced on LinkedIn that Thor Motor Coach is the official RV partner for the race weekend at EchoPark Speedway. From July 11 to July 12, Thor Motor Coach will provide complimentary RV repair services for RVers in Speedway Motorsports’ campgrounds. The complimentary mobile service includes one hour of service, during which Campers Inn certified technicians can perform appliance checks, AC cleaning, slide maintenance, and generator oil changes.

Source: RV PRO ENG
Airstream Basecamp 20 from Thor Industries: compact travel trailer for US camping Industry © The Airstream Basecamp 20 from Thor Industries Inc. - compact travel trailer pushes US camping segme
US United States

Airstream Basecamp 20 from Thor Industries: compact travel trailer for US camping

Thor Industries has introduced the Airstream Basecamp 20, a 20-foot 2-inch travel trailer with a base weight of 3,400 pounds and a maximum capacity of 4,300 pounds. The model is designed to be towed by midsize SUVs and light-duty pickups, lowering the entry barrier for first-time buyers. It features a rear cargo hatch, convertible sleeping for up to three people, a wet bath, and a galley. An off-road 20X variant with higher ground clearance and rugged tires is also available. US pricing starts in the mid-$40,000s.

Source: The Airstream Basecamp 20 from Thor Industries Inc. - compact travel trailer pushes US camping segme ENG
Crisis in the caravan sector: LMC negotiates job cuts in Germany Industry © Motor16
DE Germany

Crisis in the caravan sector: LMC negotiates job cuts in Germany

Motorhome and camper manufacturer LMC (Lord Münsterland Caravan) is negotiating the reduction of 160 jobs at its Sassenberg plant in North Rhine-Westphalia. The move reflects a post-pandemic demand slump: German registrations fell over 15% year-on-year in 2025–2026. The company, part of Erwin Hymer Group (Thor Industries), is adjusting capacity to market conditions. No final agreement has been reached yet.

Source: Motor16 SPA
THOR Industries shares fall 5.5% after earnings miss Industry © Yahoo Finance

THOR Industries shares fall 5.5% after earnings miss

Shares of RV manufacturer THOR Industries (THO) dropped 5.5% after the company reported third-quarter earnings per share of $1.86, missing analyst estimates and down from $2.77 a year earlier. Revenue of $2.78 billion fell 3.9% year-over-year, with the North American Towable segment sales declining 24.6% amid a challenging retail environment. The company cut its full-year diluted EPS guidance to $3.30–$3.80 from $3.75–$4.25, citing macroeconomic headwinds.

Source: Yahoo Finance ENG
Thor Industries cuts FY2026 profit forecast amid macroeconomic headwinds Industry © RV PRO
US United States

Thor Industries cuts FY2026 profit forecast amid macroeconomic headwinds

THOR Industries announced financial results for its fiscal 2026 third quarter ended April 30. Net sales reached $2.78 billion, net income attributable to THOR was $97.2 million, and EBITDA was $209.1 million. The company noted resilient demand for motorhomes in North America and Europe despite a difficult macroeconomic environment. North American Motorized segment net sales increased 7.7%, and European segment net sales rose 3.6% on a constant currency basis. Full-year fiscal 2026 diluted EPS guidance was revised from $3.75–$4.25 to $3.30–$3.80 due to prolonged macroeconomic headwinds.

Source: RV PRO HRV
Thor Industries: Analysis of RV Manufacturer Stock Industry © Thor Industries-Aktie (US8851601018): Solider US-RV-Wert mit Deutschland-Bezug
US United States

Thor Industries: Analysis of RV Manufacturer Stock

Shares of Thor Industries, the largest manufacturer of recreational vehicles in North America, are listed on the New York Stock Exchange under the ticker THO. As of May 22, 2026, the stock price was $91.24. The company is dependent on consumer spending, interest rates, and demand for RVs, making it sensitive to economic cycles. For German investors, the stock offers exposure to a US cyclical industrial sector.

Source: Thor Industries-Aktie (US8851601018): Solider US-RV-Wert mit Deutschland-Bezug DEU
Thor Industries: quarterly figures from the motorhome giant Industry © Thor Industries Inc-Aktie (US8851601018): Wohnmobil-Gigant mit frischen Quartalszahlen und Blick auf
US United States

Thor Industries: quarterly figures from the motorhome giant

Thor Industries Inc, one of the world's largest manufacturers of motorhomes and caravans, released its latest quarterly results, showing a normalization of demand after the pandemic boom. Revenue and orders declined compared to peak periods but stabilized versus prior quarters. The company continues to reduce dealer inventories, impacting margins. Investors are assessing the impact of the cyclical downturn on profitability and recovery prospects.

Source: Thor Industries Inc-Aktie (US8851601018): Wohnmobil-Gigant mit frischen Quartalszahlen und Blick auf DEU
Industry CH Switzerland

Motorhome Market Size, Share, and Technology

Global Market Vision has released a report on the global motorhome (camper van) market for 2026–2032. The document analyzes market drivers, restraints, trends, and opportunities, as well as the impact of tariffs and trade policies on supply chains. The report covers segmentation by type (fixed roof, pop-up roof), application (leisure, business travel), and region, including profiles of key players (Thor Industries, Winnebago, Hymer, etc.).

Source: ekz-crosstour - DEU
LCI Industries: Can the RV Supplier Sustain the Recovery? Industry © LCI Industries Aktie (US50187T1060): Kann der Wohnmobil-Zulieferer die Erholung halten?
US United States

LCI Industries: Can the RV Supplier Sustain the Recovery?

LCI Industries (US50187T1060) is analyzed for the sustainability of its current market recovery. The company is a leading supplier of components for RVs and recreational vehicles in North America, serving manufacturers like Thor Industries and Winnebago. Key risks include high cyclical demand, dependence on a few major clients, and sensitivity to interest rates.

Source: LCI Industries Aktie (US50187T1060): Kann der Wohnmobil-Zulieferer die Erholung halten? DEU
How Investors May Respond To THOR Industries After Sector-Wide RV Selloff On Macroeconomic Jitters Industry © simplywall.st
US United States

How Investors May Respond To THOR Industries After Sector-Wide RV Selloff On Macroeconomic Jitters

THOR Industries shares were caught in a broad selloff in the automotive and recreational vehicle industry, alongside Ford and Winnebago, amid concerns over consumer discretionary spending. The absence of THOR-specific news suggests investors reacted to macroeconomic worries rather than company-level issues. Analysts note that RV demand is sensitive to consumer confidence, and the current decline may be sentiment-driven rather than a challenge to THOR's guidance.

Source: simplywall.st ISL
Thor Industries: RV market recovery hinges on US macroeconomics Industry © Thor Industries Inc stock: Why RV demand cycles matter for your portfolio
US United States

Thor Industries: RV market recovery hinges on US macroeconomics

Shares of Thor Industries, a leading North American manufacturer of motorhomes and travel trailers, are tied to economic cycles and consumer spending. The company holds over 30% market share, but 90% of its revenue depends on U.S. demand. Key factors include interest rates, fuel costs, and consumer confidence.

Source: Thor Industries Inc stock: Why RV demand cycles matter for your portfolio ENG
THOR Industries Appoints Andy Murray as Senior Vice President of Strategy and Business Development Industry © National Today
US United States

THOR Industries Appoints Andy Murray as Senior Vice President of Strategy and Business Development

The world's largest recreational vehicle manufacturer, THOR Industries, has appointed Andy Murray to the newly created role of Senior Vice President of Strategy and Business Development. Murray, formerly Chief Sales Officer at component supplier LCI Industries, will focus on improving operational and financial performance, pursuing growth opportunities, and strengthening collaboration across the RV industry supply chain. The appointment was made on April 1, 2026.

Source: National Today ISL

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