THOR cuts fiscal 2026 EPS guidance to $3.30-$3.80 as Q3 profit falls 28%
THOR Industries reported fiscal third-quarter 2026 results for the quarter ended April 30, 2026, with net sales down 3.9% to $2.78 billion and diluted earnings per share down 26.5% to $1.86. The company lowered its full-year fiscal 2026 diluted EPS guidance to $3.30 to $3.80 from $3.75 to $4.25, citing prolonged macroeconomic headwinds, which points to lower expected profit for shareholders.
Key points
- Q3 net sales were $2.78 billion, down 3.9%; North American Towable net sales fell 24.6% on a 25.0% drop in unit shipments.
- Q3 net income attributable to THOR was $97.2 million, down 28.1%, aided by gains on investments and real estate sales.
- Full-year fiscal 2026 diluted EPS guidance was cut to $3.30 to $3.80 from $3.75 to $4.25; net sales guidance of $9.0 billion to $9.5 billion was unchanged.
- Adjusted EBITDA was $183.6 million, down 28.0% from $254.8 million in the prior-year quarter.
The filing
Written by AI on Nov 8, 2026, 1:01 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on June 03, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.