Loading...
Docoh

Thor Industries (THO)

THOR is the sole owner of operating subsidiaries that, combined, represent the world's largest manufacturer of recreational vehicles.

Company profile

Ticker
THO
Exchange
CEO
Robert Martin
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Subsidiaries
2700 Real Estate Holdings, LLC • Airstream, Inc. • Balder Industries GmbH • Bürstner GmbH & Co. KG • Bürstner S.A. • Capron GmbH • Caraconsult GmbH • Carado GmbH • Caravaning Customer Connect GmbH • Cruiser RV, LLC ...
IRS number
930768752

THO stock data

Analyst ratings and price targets

Last 3 months

Investment data

Data from SEC filings
Securities sold
Number of investors

Calendar

8 Jun 22
20 Aug 22
31 Jul 23
Quarter (USD) Apr 22 Jan 22 Oct 21 Jul 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Jul 21 Jul 20 Jul 19 Jul 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
12 Jul 22 W. Todd Woelfer Common Stock Buy Acquire P No No 81.55 1,225 99.9K 70,325
29 Jun 22 Orthwein Peter Busch Common Stock Buy Acquire P Yes No 76 3,000 228K 133,400
10 Jun 22 Orthwein Peter Busch Common Stock Buy Acquire P Yes No 75 10,000 750K 10,000
14 Apr 22 Orthwein Peter Busch Common Stock Gift Acquire G Yes No 0 400 0 69,420
14 Apr 22 Orthwein Peter Busch Common Stock Gift Dispose G No No 0 5,600 0 893,500
5 Apr 22 Ziemer James L Common Stock Buy Acquire P No No 81.0707 700 56.75K 29,835
5 Apr 22 Ziemer James L Common Stock Buy Acquire P No No 80.4888 9,300 748.55K 29,135
50.1% owned by funds/institutions
13F holders Current Prev Q Change
Total holders 404 423 -4.5%
Opened positions 46 70 -34.3%
Closed positions 65 78 -16.7%
Increased positions 142 164 -13.4%
Reduced positions 133 115 +15.7%
13F shares Current Prev Q Change
Total value 4.85B 4.54B +6.8%
Total shares 54.05M 53.81M +0.4%
Total puts 1.05M 1.44M -26.7%
Total calls 768.1K 883.8K -13.1%
Total put/call ratio 1.4 1.6 -15.6%
Largest owners Shares Value Change
Vanguard 5.26M $392.96M -1.0%
Kayne Anderson Rudnick Investment Management 5.15M $385.1M -8.3%
BLK Blackrock 4.75M $354.63M +2.6%
Harris Associates L P 3.2M $238.86M -1.9%
Capital Research Global Investors 2.78M $207.61M -35.1%
Wellington Management 2.4M $179.45M -4.6%
Timucuan Asset Management 1.73M $129.01M +7.9%
Dimensional Fund Advisors 1.61M $120.62M +48.0%
STT State Street 1.5M $112.35M -0.8%
Royal London Asset Management 1.49M $111.5M +151.5%
Largest transactions Shares Bought/sold Change
Capital Research Global Investors 2.78M -1.5M -35.1%
Royal London Asset Management 1.49M +897.73K +151.5%
Dimensional Fund Advisors 1.61M +523.17K +48.0%
Ardevora Asset Management 0 -516.42K EXIT
Kayne Anderson Rudnick Investment Management 5.15M -465.12K -8.3%
Gendell Jeffrey L 182.87K -345.15K -65.4%
Marshall Wace 325.77K +325.77K NEW
MS Morgan Stanley 559.77K +291.76K +108.9%
American Century Companies 339.63K +291.14K +600.5%
Aaron Wealth Advisors 3.02K -233.08K -98.7%

Financial report summary

?
Competition
Winnebago IndustriesREV
Management Discussion
  • On December 18, 2020, the Company closed on a Stock Purchase Agreement (“Tiffin Group SPA”) for the acquisition of all of the issued and outstanding capital stock of luxury motorized recreational vehicle manufacturer Tiffin Motorhomes, Inc., including fifth wheel towable recreational vehicle manufacturer Vanleigh RV, and certain other associated operating and supply companies, which primarily supply component parts and services to Tiffin Motorhomes, Inc. and Vanleigh RV, (collectively, the “Tiffin Group”). Tiffin Group, LLC, a wholly-owned subsidiary of the Company, owns the Tiffin Group. Tiffin Motorhomes, Inc. operates out of various locations in Alabama, while Vanleigh RV operates out of Mississippi.

Content analysis

?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. senior Avg
New words: correlated, driver, highly, lessening, macro, return, skilled, unfavorable, variable
Removed: comparable, desire, impacting, imposed, jurisdictional, moderated, offering, optimal, predominately, promote, rebuild, reside, robust, shut, socially, submission, threatened