What changed
$THO — BUY 📊
THOR Industries, Inc.
🎯 Q2 2026 | Rev $3B | EPS $1.86 vs $1.94 🔴
💡 Consensus expects continued weakness in RV demand, but Thor's improved dealer inventory management and potential interest rate cuts will drive a faster-than-expected earnings recovery.
📉 Reward/Risk: 2.71:1
🏢 Business Quality: 7/10 - Leading market share with iconic brands (Airstream, Jayco), diversified across North America and Europe, but exposed to economic cycles and commodity costs.
📊 Valuation: cheap - EV/EBITDA ~6.0x on normalized EBITDA of $800M, vs historical 5-year average of 8.0x; P/E ~12x on normalized EPS of $6.00, below sector median...
🔮 Catalyst: Upcoming Q3 FY2026 earnings report (July/August 2026) and monthly RVIA shipment data (May/June 2026) turning positive
💰 Entry: $73.02, stop $67.5, target $88.0
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/THO0622