For the quarter ended January 2026, Thor Industries (THO) reported revenue of $2.13 billion, up 5.3% over the same period last year. EPS came in at $0.04, compared to -$0.01 in the year-ago quarter.
The reported revenue represents a surprise of +7.43% over the Zacks Consensus Estimate of $1.98 billion. With the consensus EPS estimate being $0.03, the EPS surprise was +60%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Thor Industries performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Unit Shipments - Recreational vehicles - European: 9,465 compared to the 9,124 average estimate based on two analysts. Unit Shipments - Recreational vehicles - North American Motorized: 4,524 compared to the 3,858 average estimate based on two analysts. Unit Shipments - Recreational vehicles - North American Towable: 21,577 versus the two-analyst average estimate of 24,222. Net Sales- Recreational vehicles- European: $684.47 million versus $609.91 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +11.8% change. Net Sales- Recreational vehicles- North American Towable: $710.49 million versus the four-analyst average estimate of $774.12 million. The reported number represents a year-over-year change of -14.2%. Net Sales- Recreational vehicles- North American Motorized: $577.07 million compared to the $460.8 million average estimate based on four analysts. The reported number represents a change of +29.3% year over year. Gross Profit- Recreational vehicles- North American Towable: $75.5 million versus the two-analyst average estimate of $88.85 million. Gross Profit- Recreational vehicles- North American Motorized: $54.64 million versus $45.74 million estimated by two analysts on average.View all Key Company Metrics for Thor Industries here>>>
Shares of Thor Industries have returned -15.3% over the past month versus the Zacks S&P 500 composite's -1.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Beyond Nvidia: AI's Second Wave Is Here
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Thor Industries, Inc. (THO): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).