Every material Form 8-K Thor Industries filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
THOR Industries reported first-quarter fiscal 2026 results for the period ended October 31, 2025, with net sales up 11.5% to $2.39 billion and net income attributable to THOR of $21.7 million, compared with a $1.8 million loss a year earlier. The company also issued fiscal 2026 guidance calling for net sales of $9.0 billion to $9.5 billion and diluted earnings per share of $3.75 to $4.25.
Net sales rose 11.5% to $2.39 billion; diluted EPS was $0.41 versus a $(0.03) loss a year earlier
North American Motorized unit shipments rose 32.3%, while North American Towable unit shipments fell 14.0%
Fiscal 2026 guidance: net sales of $9.0 billion to $9.5 billion and diluted EPS of $3.75 to $4.25
Operating cash flow was negative $44.9 million, compared with positive $30.7 million a year earlier
THOR Industries reported fourth-quarter fiscal 2025 diluted EPS of $2.36, up 40.5% from $1.68, on net sales of $2.52 billion, down 0.4%. For the full year ended July 31, 2025, net sales fell 4.6% to $9.58 billion and diluted EPS fell 2.0% to $4.84. The company guided fiscal 2026 net sales of $9.0 billion to $9.5 billion and diluted EPS of $3.75 to $4.25, a range that sits below fiscal 2025 results.
Q4 net income attributable to THOR was $125.8 million, up from $90.0 million; Q4 net sales were $2.52 billion versus $2.53 billion a year earlier.
FY2026 guidance: net sales of $9.0 billion to $9.5 billion and diluted EPS of $3.75 to $4.25, excluding a meaningful impact from the Heartland realignment and Keystone model refresh.
Q4 wholesale unit shipments fell 10.1% in North American Towable and 14.1% in European RVs.
Fiscal 2025 debt payments of about $237.0 million; $158.8 million returned to shareholders through dividends and buybacks.
THOR Industries reported fiscal third-quarter results for the period ended April 30, 2025, with net sales of $2.89 billion, up 3.3%, and diluted earnings per share of $2.53, up from $2.13. The company reaffirmed its revised fiscal 2025 guidance, and management said it expects the fourth quarter of fiscal 2025 and the first quarter of fiscal 2026 to be challenging. Nine-month results declined, with diluted EPS of $2.49 versus $3.26 a year earlier.
Third-quarter net sales of $2.89 billion, up 3.3%; gross profit margin of 15.3% versus 15.1%
Diluted EPS of $2.53 versus $2.13; net income attributable to THOR of $135.2 million versus $114.5 million
Fiscal 2025 guidance reaffirmed: net sales of $9.0 billion to $9.5 billion; diluted EPS of $3.30 to $4.00
Nine-month diluted EPS of $2.49 versus $3.26, down 23.6%; nine-month net sales down 6.0%
THOR Industries reported second-quarter fiscal 2025 net sales of $2.02 billion, down 8.6%, and a net loss attributable to THOR of $0.6 million, or $0.01 per diluted share, compared with a $7.2 million profit a year earlier. The company lowered its full-year fiscal 2025 guidance, cutting diluted earnings per share to $3.30 to $4.00 from $4.00 to $5.00, which matters to shareholders because it reduces expected profit for the year.
Q2 fiscal 2025 net sales were $2.02 billion, down from $2.21 billion, and gross profit margin was 12.1%, down 20 basis points.
Diluted EPS guidance for fiscal 2025 was cut to $3.30 to $4.00 from $4.00 to $5.00; gross margin guidance was lowered to 13.8% to 14.5% from 14.7% to 15.2%.
Net sales guidance was narrowed to $9.0 billion to $9.5 billion from $9.0 billion to $9.8 billion.
North American Motorized RV and European RV net sales fell 21.8% and 21.7%, while North American Towable RV net sales rose 13.3%.
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Thor Industries filing is on SEC EDGAR ↗. 8-K briefs of other companies →