Análisis Argos
THO
THOBarata · ojo al riesgo
Thor Industries, Inc. · Consumer Cyclical
US$ 76.50
precio al 2026-07-04
Valor justo Argos*
US$ 128–145
vs. su valor justo
44% por debajo
Score Argos
62/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 15.6% al año — menos de lo que viene demostrando (2.3%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Riesgos
!Venta significativa de insiders en el último trimestre.
!Crecimiento estancado o en baja.
VALOR4/6FUTURO2/6PASADO2/6SALUD4/6DIVIDENDO4/6
El Iris de calidad
VALOR4/6FUTURO2/6PASADO2/6SALUD4/6DIVIDENDO4/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos62de 100Barata · ojo al riesgo
Ingresos5%
US$ 9.6 B
Margen operativo26%
3.1%
Flujo de caja libre10%
US$ 0.5 B
Deuda neta
US$ 0.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.0B
P/E15.4x
EV/EBITDA7.6x
FCF yield11.4%
ROIC5.6%
Margen operativo3.1%
Crecim. ingresos-4.6%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 3 jul
Why Is Thor Industries (THO) Up 2.2% Since Last Earnings Report?
Thor Industries (THO) reported earnings 30 days ago. What's next for the stock?
prnewswire.com · 16 jun
THOR INDUSTRIES ANNOUNCES REGULAR QUARTERLY DIVIDEND
ELKHART, Ind., June 16, 2026 /PRNewswire/ -- THOR Industries, Inc. (NYSE: THO) today announced that its Board of Directors approved, at its June 16, 2026, meeting, the payment of a regular quarterly cash dividend of $0.52 per share.
gurufocus.com · 10 jun
Thor Industries Inc (THO) Stock Down 5.0% -- Now Undervalued? GF Score: 74/100
On June 10, 2026, Thor Industries Inc (THO) shares fell 5.0% to a current price of $74.84. The stock has experienced a challenging period, trading within a 52-w
seekingalpha.com · 4 jun
THOR Industries Q3 Review: Bad Times Are Rolling In
THOR Industries reported Q3 '26 results that were mixed to bad, with declining sales and profitability across key segments. NA Towable RV sales dropped nearly 25% y/y, with a 39% decline in backlog, while margins suffered from higher material costs and an unfavorable mix. Operating cash flow fell sharply due to inventory buildup, turning free cash flow negative, and management cut full-year EPS guidance to $3.30-$3.80.
seekingalpha.com · 3 jun
THOR Industries: The Market Is Deteriorating, But That's Not A Reason To Downgrade
THOR Industries: The Market Is Deteriorating, But That's Not A Reason To Downgrade
zacks.com · 3 jun
Thor Industries (THO) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Thor Industries (THO) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
zacks.com · 3 jun
Thor Industries (THO) Q3 Earnings Lag Estimates
Thor Industries (THO) came out with quarterly earnings of $1.86 per share, missing the Zacks Consensus Estimate of $1.88 per share. This compares to earnings of $2.77 per share a year ago.
prnewswire.com · 3 jun
THOR INDUSTRIES ANNOUNCES FISCAL 2026 THIRD QUARTER RESULTS
Financial Highlights ($ in thousands, except for per share data) Three Months Ended April 30, Change Nine Months Ended April 30, Change 2026 2025 2026 2025 Net Sales $ 2,781,538 $ 2,894,816 (3.9) % $ 7,296,517 $ 7,055,707 3.4 % Gross Profit $  354,770 $  443,119 (19.9) % $   926,998 $   969,758 (4.4) % Gross Profit Margin % 12.8 % 15.3 % (250) bps 12.7 % 13.7 % (100) bps Net Income Attributable to THOR $    97,229 $  135,185 (28.1) % $   136,701 $   132,802 2.9 % Diluted Earnings Per Share $       1.86 $       2.53 (26.5) % $       2.59 $       2.49 4.0 % EBITDA (1) $  209,078 $  232,958 (10.3) % $  411,908 $  391,035 5.3 % Adjusted EBITDA (1) $  183,561 $  254,823 (28.0) % $  412,620 $  449,620 (8.2) % (1) See reconciliation of non-GAAP measures to the most directly comparable GAAP financial measures included at the end of this release Fiscal 2026 Third Quarter Net sales of $2.78 billion, Net income attributable to THOR of $97.2 million and EBITDA of $209.1 million in the quarter North American Motorized and European top-line results continue to indicate resilient demand for these products in a difficult macroeconomic environment Opportunistically repurchased $50.5 million of shares during the quarter Net income attributable to THOR was aided by gains from favorable market value adjustments on certain investments as well as gains on the sales of certain real estate associated with strategically optimizing our footprint. Adjusted EBITDA of $183.6 million in the quarter excludes, among other items, nonrecurring costs or benefits associated with strategic reorganization initiatives, the impact of gains on investments and the impact of real estate transactions Full-year fiscal 2026 diluted EPS guidance has been revised in light of prolonged macroeconomic headwinds Consolidated net sales in the range of $9.0 billion to $9.5 billion (no revision) Diluted earnings per share in the range of $3.30 to $3.80 (previously $3.75 to $4.25) ELKHART, Ind.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.