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Oct 31, 2022

Thor Q1 2023 Earnings Report

THOR Industries reported a decrease in net sales and earnings due to macroeconomic headwinds impacting consumers and dealers.

Key Takeaways

THOR Industries announced its Q1 fiscal year 2023 results, with net sales of $3.11 billion and net income of $136.2 million. The company is facing macroeconomic headwinds, but remains confident in its ability to navigate the challenges.

Net sales were $3.11 billion, compared to $3.96 billion in the first quarter of fiscal 2022.

Gross profit margin was 15.7%, a decrease of 90 basis points compared to the prior-year period.

Net income attributable to THOR Industries was $136.2 million, or $2.53 per share.

The company generated $94.0 million in cash flow from operations.

Total Revenue
$3.11B
Previous year: $3.96B
-21.5%
EPS
$2.53
Previous year: $4.34
-41.7%
Gross Margin
15.7%
Previous year: 16.6%
-5.4%
Gross Profit
$486M
Previous year: $655M
-25.8%
Cash and Equivalents
$292M
Previous year: $339M
-14.0%
Total Assets
$7.28B
Previous year: $7.77B
-6.3%

Thor

Thor

Forward Guidance

The company expects fiscal 2023 to be a dynamic and challenging operating environment. They expect North American retail to slightly outpace North American wholesale shipments as independent dealers adjust the level of stocking to reflect current conditions.