
Thor Industries (THO) has released its quarterly earnings report, revealing a revenue of $2.53 billion for the fourth quarter, a 7.4% decrease compared to the same period last year. Despite the decline in revenue, the company's consolidated gross profit margin improved by 140 basis points to 15.8%. The diluted earnings per share (EPS) remained flat year-over-year at $1.68, beating expectations by $0.38. The company has also issued its fiscal 2025 guidance, projecting revenue between $9.0 billion and $9.8 billion, which is below analyst estimates of $11.1 billion. The EPS guidance for fiscal 2025 is set between $4.00 and $5.00, also below the expected $7.65. Thor Industries cited a cautious outlook on the global economic environment and persistent challenges in the retail sector as factors influencing their guidance. The company also noted cost reductions, debt payment, and buybacks as contributing factors.
Important and good analysis re $TH I missed, ie management may simply be telling TDR they’ll rip the stock rather than play a losing game versus rue majority owner… https://t.co/vrB5iUt7h8
$TH is interesting here. They said this in May: "So we continue to have the authorized program in place, which was initiated at $100 million level, right? Of which we've purchased $21 million of that. So roughly $78 million to $79 million left in that program. We're not going to…
Lol, the stock is at $253. How on earth do you have an outperform but a PT implying downside. https://t.co/Dn9Yz3aQa0


