Latest revenue
$2.13B
as of 2026-01-31
Latest net income
$17.8M
as of 2026-01-31
Net margin
0.8%
as of 2026-01-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $4.05B
- Enterprise value
- $4.05B
- P/E (trailing)
- 15.7×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 2.7%
- 52-wk high
- $122.83
- 52-wk low
- $70.56
- Beta
- —
- Shares out
- 52.6M
5-year trend
What this company does
ITEM 1. BUSINESS General 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. We are incorporated in Delaware and are the successor to a corporation of the same name which was incorporated in Nevada on July 29, 1980. Our principal executive office is…
AI summary unavailable — showing raw filing excerpt
Generated from THO's filing dated 2025-09-24
Key risks
ITEM 1A. RISK FACTORS The following risk factors should be considered carefully in addition to the other information contained in this filing. The risks and uncertainties described below are not the only ones we face and represent risks that our management believes are currently material to our Company and our business. Additional risks and uncertainties not presently known to us or that we currently deem not material may also harm our business. If any of the following risks actually occur, our business, financial condition or results of operations could be harmed. MACROECONOMIC, MARKET AND STRATEGIC RISKS RV industry sales volumes can be volatile as the industry is both cyclical and…
AI summary unavailable — showing raw filing excerpt
Generated from THO's filing dated 2025-09-24
Profitability
Gross margin
14.0%
3.2%Net margin
2.7%
2.2%Return on equity
6.0%
7.6%Return on assets
3.7%
3.2%Leverage
Debt / equity
0.65×
10.8%Long-term debt / equity
0.21×
20.8%Debt / assets
39.3%
6.6%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-01-31 | $2.13B | +5.3% | $17.8M | +3331.0% | 0.8% |
Q4 2025 2025-10-31 | $2.39B | +11.5% | $21.7M | +1282.8% | 0.9% |
Q3 2025 2025-07-31 | $2.52B | -0.4% | $128.1M | +42.4% | 5.1% |
Q2 2025 2025-04-30 | $2.89B | +3.3% | $132.8M | +16.0% | 4.6% |
Q1 2025 2025-01-31 | $2.02B | -8.6% | $-551.0K | -107.6% | -0.0% |
Q4 2024 2024-10-31 | $2.14B | -14.3% | $-1.8M | -103.4% | -0.1% |
Q3 2024 2024-07-31 | $2.53B | — | $90.0M | — | 3.6% |
Q2 2024 2024-04-30 | $2.80B | — | $114.5M | — | 4.1% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Motor Homes · SIC 3716
Your notes
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Insider activity
Insider buying
$485.6K
Insider selling
$702.8K
Net activity
−$217.2K
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns THO
Institutional value
$2.68B
Total shares held
34.7M
Distinct holders
285
-101 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | ACR Alpine Capital Research, LLC | 4.9M | $391.7M | +769.3K (+18.6%) | Added |
| 2 | BlackRock, Inc. | 4.8M | $380.1M | +144.8K (+3.1%) | Added |
| 3 | Life Cycle Investment Partners Ltd | 3.3M | $261.6M | +786.1K (+31.6%) | Added |
| 4 | DIMENSIONAL FUND ADVISORS LP | 3.1M | $251.4M | +96.1K (+3.1%) | Added |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6M | $211.3M | — | New |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $181.4M | — | New |
| 7 | Capital Research Global Investors | 1.5M | $123.7M | -33.3K (-2.1%) | Trimmed |
| 8 | JPMORGAN CHASE & CO | 1.4M | $106.7M | +109.7K (+8.7%) | Added |
| 9 | Madison Asset Management, LLC | 964.8K | $77.1M | -78.9K (-7.6%) | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 904.8K | $72.3M | +296.1K (+48.7%) | Added |
| 11 | OPPENHEIMER ASSET MANAGEMENT INC. | 740.9K | $59.2M | +103.7K (+16.3%) | Added |
| 12 | WELLS FARGO & COMPANY/MN | 582.0K | $46.5M | -53.7K (-8.4%) | Trimmed |
| 13 | UBS Group AG | 557.2K | $44.5M | +328.9K (+144.1%) | Added |
| 14 | Bank of New York Mellon Corp | 416.7K | $33.3M | -12.0K (-2.8%) | Trimmed |
| 15 | CHOREO, LLC | 393.3K | $31.4M | -1.2K (-0.3%) | Trimmed |
| 16 | DEPRINCE RACE & ZOLLO INC | 358.0K | $28.6M | -11.6K (-3.1%) | Trimmed |
| 17 | VANGUARD FIDUCIARY TRUST CO | 326.5K | $26.1M | — | New |
| 18 | Invesco Ltd. | 259.4K | $20.7M | +13.2K (+5.3%) | Added |
| 19 | ROYAL LONDON ASSET MANAGEMENT LTD | 239.4K | $19.1M | -25.2K (-9.5%) | Trimmed |
| 20 | ProShare Advisors LLC | 218.9K | $17.5M | -85.6K (-28.1%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once THO's latest filing finishes processing.