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Analyst Report: Thor Industries, Inc.

2 months ago 22

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Argus

Argus

Mar 09, 2026

THOR Industries, Inc.: Guidance maintained but industry outlook remains soft

Sector(s)

Consumer Cyclical

Summary

Thor is the world's largest manufacturer of recreational vehicles, with leading positions in Motorized and Towable RVs (travel trailers and fifth wheels). The company has been profitable every year since its inception in 1980. Thor manufactures a wide variety of RVs in the U.S. and Europe and sells those vehicles and parts to independent, non-franchise dealers throughout the U.S., Canada

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Analyst Profile

William V. Selesky

Senior Analyst: Basic Materials

Bill covers the Basic Materials sector for Argus. He has worked in the investment business for over 15 years, including positions as a senior equity analyst for firms such as Palisade Capital Management, PaineWebber/Mitchell Hutchins Asset Management and John Hsu Capital Group. He has provided coverage on groups including Consumer Staples, Consumer Discretionary, Energy, Media, Transportation, Gaming and Utilities. At PaineWebber, he also served as part of a team that managed $9 billion in active equity products. Prior to working in the investment field, Bill spent eight years as a credit analyst at American Express Company and five years as an analyst at Equifax Services. Bill has a Masters of Business Administration degree in Investment Finance from Pace University, and a Bachelor of Science degree in Economics from Fordham University.

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