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THOThor Industries, Inc.Sell4.6·$71.06
SellModerate Confidence
Investment thesis

Thor Industries is the largest recreational vehicle manufacturer in North America with an attractively valued forward price-to-earnings of 16.1x and a PEG of 0.74, but confirming a hard-blocked death cross technical pattern, declining revenue, and a quality score well below the minimum threshold create a deteriorating fundamental picture that outweighs the valuation appeal.

Thesis pillars

  • Revenue Decline In Weak Cycle→Stable
  • Quality Below Threshold→Stable
  • Death Cross Confirmed Downtrend→Stable
  • +1 more pillar — see the Why tab for full reasoning

Pillars as of Jul 3, 2026, based on the 10-K filed Sep 22, 2026

Full reasoning →

Open full analysis

Thor Industries, Inc. (THO) Stock Analysis

Recovery setup

SellShortModerate Confidence

Consumer Cyclical · Recreational Vehicles

Sell if holding. Engine safety override at $71.06: Quality below floor (3.1 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: High short interest: 14%; Below-average business quality; Below long-term trend.

Our Company was founded in 1980 and has grown to become the largest manufacturer of recreational vehicles ("RVs") in the world. We are also the largest manufacturer of RVs in North America, and one of the largest manufacturers of RVs in Europe. The Company manufactures a wide... Read more

$71.06+1.9% A.UpsideScore 4.6/10#9 of 10 Recreational Vehicles
QualityF-score6 / 9FCF yield3.82%
IncomeYield3.07%(5y avg 2.01%)Payout61.54%
Stop $66.09Analyst target $72.38(−13% haircut)A.R:R 0.1:1
Analyst consensus$83.20+17.1%10 analysts
$72.38Analyst target
$71.06price
$83.20mean
$53
$126

Sell if holding. Engine safety override at $71.06: Quality below floor (3.1 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: High short interest: 14%; Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 64. Score 4.6/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 33d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: speculative.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-10-29

Recent Developments — Thor Industries, Inc.

Generated 2026-10-29T11:48:40Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Dec 2, 202633d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Target reached (1.9% upside)
Quality below floor (3.1 < 4.0)

Key Metrics

P/E (TTM)21.0
P/E (Fwd)14.8
Mkt Cap$3.7B
EV/EBITDA8.8
Profit Mgn1.8%
ROE4.1%
Rev Growth-8.4%
Beta1.42
Dividend3.07%
Rating analysts22

Quality Signals

Piotroski F6/9

Options Flow

P/C1.18bearish
IV45%normal
Max Pain$95+33.7% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Conflicts and positions. People who build TrendMatrix, or entities they control, may hold positions, long or short, in securities it covers, and may trade them at any time. Positions are not disclosed individually. Verdicts are generated by an automated model applied by the same rules to every covered stock, and are not adjusted for any position held by the people who build TrendMatrix. We do not accept payment from issuers for coverage.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

3 floor-breakers

Revenue shrinking — -8.4% YoY. Growth thesis broken unless recovery story develops.static

Earnings Growth
0.0
Revenue Growth
0.4
Declining revenue: -8%

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Support Resistance
0.6
Bollinger
1.0
52w Position
1.8

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Gross Margin
0.0
Operating Margin
0.9
Net Margin
0.9
Roa
1.2
Roe
1.4
Moat
4.6
Fcf Quality
5.9
Current Ratio
6.3
Piotroski F
6.7
Earnings quality warning: 79% FCF/NINo competitive moat
GatesA.R:R 0.1 < 1.5@spotDeath cross (50MA < 200MA)Momentum 6.0>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 33d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Speculative
RSI
64 · Neutral
↑ 20D MA↑ 50D MA↓ 200D MADEATH CROSSSupport $62.35Resistance $71.57

Price Targets

$66
$72
A.Upside+1.9%
A.R:R0.1:1

Position Sizing

ConvictionNone
Suggested %0%
Max %0%
RegimeSteady

Risk Alerts

! Target reached (1.9% upside)
! Quality below floor (3.1 < 4.0)
! asymmetry at 0.1 (below the engine's 1.5 threshold)@spot

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-12-02 (33d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is THO stock a buy right now?

Sell if holding. Engine safety override at $71.06: Quality below floor (3.1 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: High short interest: 14%; Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 64. Prior stop was $66.09. Score 4.6/10, moderate confidence.

What is the THO stock price target?

Analyst target: $72.38 (+1.9% upside). Prior stop was $66.09. Stop-loss: $66.09.

What are the risks of investing in THO?

Target reached (1.9% upside); Quality below floor (3.1 < 4.0).

Is THO overvalued or undervalued?

Thor Industries, Inc. trades at a P/E of 21.0 (forward 14.8). TrendMatrix value score: 7.5/10. Verdict: Sell.

What do analysts say about THO?

22 analysts cover THO with a consensus score of 3.4/5. Average price target: $83.

What does Thor Industries, Inc. do?Our Company was founded in 1980 and has grown to become the largest manufacturer of recreational vehicles ("RVs") in...

Our Company was founded in 1980 and has grown to become the largest manufacturer of recreational vehicles ("RVs") in the world. We are also the largest manufacturer of RVs in North America, and one of the largest manufacturers of RVs in Europe. The Company manufactures a wide variety of RVs in the United States ("U.S.") and Europe, and sells those vehicles, as well as related parts and accessories, primarily to independent, non-franchise dealers throughout the United States, Canada and Europe.

Related stocks: MBUU (Malibu Boats, Inc.) · MCFT (MasterCraft Boat Holdings, Inc.) · BC (Brunswick Corporation) · DOO (BRP Inc.) · PATK (Patrick Industries, Inc.)
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