Just caught THOR's Q2 earnings report and the numbers look solid. Net income hit $17.80M versus a loss last year, and they're managing margins pretty well across their RV divisions. Sales came in at $2.13B, up from $2.02B year-over-year.



What's interesting is they're sticking with their full-year guidance - expecting $9.0-9.5B in sales for FY26 and EPS between $3.75-4.25. The adjusted EBITDA jumped to $98M from $87M, which suggests operational efficiency is actually kicking in.

Stock's down slightly in premarket though, hovering around $95.24. Could be profit-taking or just market sentiment. Either way, THOR seems to be executing better than last year's quarter. Worth monitoring if you're into the RV sector.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin