Thor Industries Returns to Profit on Revenue Beat as Guidance Holds
Cost discipline coupled with stable Towables margins drove the rebound.
Overview
- Q2 fiscal 2026 net income reached $17.80 million with EPS of $0.34, reversing a prior-year loss.
- Revenue rose 5.4% year over year to $2.13 billion, roughly 7% above consensus estimates.
- Adjusted EBITDA improved to $98.05 million, with management pointing to operational efficiencies and better motorized and supply results.
- Adjusted EPS of $0.04 topped the $0.03 Zacks consensus for a 60% surprise, extending a four-quarter streak of earnings beats.
- Full-year outlook was reaffirmed at $9.0–$9.5 billion in sales and $3.75–$4.25 in EPS, as shares slipped 0.46% on the day and remain down 6.8% year to date in a weak-ranked industry.