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Jan 31, 2024

Thor Q2 2024 Earnings Report

Thor Industries faced a challenging operating environment in Q2 2024, with seasonally lower retail demand and cautious dealer sentiment impacting results, but the company anticipates stronger performance in the second half of fiscal 2024.

Key Takeaways

Thor Industries reported net sales of $2.21 billion for the second quarter of fiscal 2024, a decrease from $2.35 billion in the same period last year. Net income was $7.2 million, or $0.13 per share, compared to $27.1 million, or $0.50 per share, in the prior year. The company is lowering its fiscal year 2024 guidance to reflect a more conservative outlook on North American industry wholesale shipments.

Consolidated net sales were $2.21 billion, compared to $2.35 billion for the second quarter of fiscal 2023.

Consolidated gross profit margin was 12.3%, an increase of 20 basis points compared to the prior year.

Net income attributable to THOR Industries was $7.2 million, or $0.13 per share, compared to $27.1 million, or $0.50 per share, in the prior year.

The company recognized total expense of $14.7 million related to debt refinancing.

Total Revenue
$2.21B
Previous year: $2.35B
-6.0%
EPS
$0.34
Previous year: $0.5
-32.0%
Gross Margin
12.3%
Gross Profit
$305M
Previous year: $283M
+7.8%
Cash and Equivalents
$340M
Previous year: $282M
+20.8%
Free Cash Flow
-$145M
Total Assets
$7.23B
Previous year: $7.31B
-1.2%

Thor

Thor

Forward Guidance

Thor Industries expects improving market conditions as we progress through calendar 2024.