THOR Industries reported fresh fourth quarter and full year numbers, giving investors updated data on profitability, demand trends, and its evolving RV operating model. The results landed alongside an active capital return program, with the company completing a US$135.82m buyback covering 2.86% of its share count while reporting softer margins. The stock closed at $72.15 with a P/E of 21x, above the estimated fair level of 19.1x, the Global Auto industry average of 13.5x, and a peer average of 19.6x, and now trades about 18% below the average analyst target. Analysts expect THOR Industries' earnings to grow around 22.3% per year, quicker than the broader US market forecast of 17.6% per year, even as earnings declined 34.9% per year over the past 5 years. A Simply Wall St discounted cash flow model estimates projected cash flows support a value of about $27.84 per share, pointing to a stock that screens as overvalued on a cash flow basis.
Thor Industries IncTHOR reported Q4/full-year results with softer margins and completed a $135.82m buyback, a mixed capital/earnings event.
