Thor Industries Q1 FY26 Results: Strong Earnings and Sales Growth, but Consumer Reality Check Ahead

Thor Industries reported Q1 FY26 results with EPS of 41 cents, beating the consensus of a loss of 8 cents. Sales of $2.389 billion, up 11.5% YoY, outpaced the Street view of $2.053 billion. Gross profit grew 14.0% YoY to $321.0 million, and quarterly adjusted EBITDA increased 21.5% YoY to $131.0 million. The company confirmed its FY26 EPS guidance of $3.75-$4.25, below the consensus of $4.15.