THO Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03
Precio $69.55
Capitalización Bursátil (MRQ) $4.71B
P/E (TTM) 20.6
BPA (TTM) $3.38
Ingresos (TTM) $9.61B
ROE (TTM) 4.2%
Deuda/Capital 0.2
Rango 52S $67–$123

THO Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04
rango
barras

La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.

Divisiones de acciones 5
Fecha ex-dividendo División Tipo
27 de enero de 2004 2-for-1 Adelante
9 de julio de 2002 2-for-1 Adelante
7 de abril de 1998 3-for-2 Adelante
12 de mayo de 1992 3-for-2 Adelante
1 de abril de 1986 3-for-2 Adelante

Acerca de Thor Industries, Inc. Common Stock Descripción general de la empresa de Wikipedia

05 · wikidata

Thor Industries, Inc. is an American manufacturer of recreational vehicles (RVs). The company sells towable and motorized RVs through its subsidiaries brands including Airstream, Heartland RV, Jayco, and others. The company's headquarters is in Elkhart, Indiana. It has manufacturing facilities in Michigan, Ohio, Indiana, Idaho and Oregon.

History

1980–1987: Foundation, acquisition of Airstream, going public

Thor Industries, Inc. was founded on August 29, 1980, when Wade Thompson and Peter Busch Orthwein acquired Airstream from Beatrice Foods. The name "Thor" combined the first two letters of each entrepreneur's name. Airstream had not fared well during the economic downturn of the late 1970s, losing $12 million the year before it was acquired. Thompson and Orthwein had also previously acquired the Hi-Lo Trailer Company.

In 1982, Thor acquired the Canada-based General Coach, a manufacturer of travel trailers and motorhomes. The company went public in 1984 and joined the New York Stock Exchange under the stock ticker symbol "THO" in 1986. Thor purchased The Establishment “McPheters Machine Products” which was a manufacturer of Both Class A and C motorhomes. In 1986, it was listed among Forbes' "200 best small companies in America".

1988–2004: Expansion into bus market, further RV acquisitions

In 1988, Thor acquired the small bus manufacturing division of the Kansas-based ElDorado Motor Corp. It would later acquire the California-based bus manufacturer, National Coach, in 1991. Thor merged the two bus divisions to create ElDorado National.

Thor also continued acquiring RV and travel trailer makers, including Indiana-based Dutchmen in 1991 and Four Winds International (also based in Indiana) in 1992. By 1994, Thor Industries was the second-largest manufacturer of RVs in North America. In 1995, Thor acquired two RV makers: Skamper (an Indiana-based manufacturer of folding travel trailers) and Komfort (an Oregon-based travel trailer company). In 1996, the company established Thor California, an RV manufacturer based in its namesake state with models like the Tahoe and Wanderer.

Thor added to its roster of bus manufacturers by acquiring the Michigan-based Champion Bus for $11 million in 1998. The company finalized a $145-million deal in 2001 to acquire Keystone RV, an Elkhart, Indiana-based manufacturer of travel trailers and fifth wheels. The deal was one of the largest in the history of the company and gave Thor a 25% market share in travel trailers and fifth wheels. In 2003, it added Damon Motor Coach of Elkhart, Indiana which it purchased for $46 million in cash. Damon's park trailer subsidiary brand, Breckenridge, was also included in the deal. The following year, Thor acquired Topeka, Indiana-based CrossRoads RV for $27 million.

2005–2012: Acquisition of more RV brands, sale of bus division

In May 2005, Thor acquired Goshen Coach, a bus manufacturer from Indiana that had filed for Chapter 11 bankruptcy earlier in the month. In November 2009, Wade Thompson stepped down as the company's CEO and was replaced by Peter Busch Orthwein. Orthwein had served as the company's treasurer and director since founding it. Soon after the announcement, Thompson died due to complications of colon cancer.

In March 2010, Thor acquired SJC Industries, an Elkhart-based manufacturer of ambulances, for $20 million. SJC's brands of McCoy Miller, Marque, and Premiere were also included in the sale. In April of that year, the company sold its Canadian General Coach subsidiary to management. Later in 2010, Thor acquired Heartland RV, another Elkhart-based maker of fifth wheels and lightweight RVs. The company also consolidated Damon Motor Coach and Four Winds International to create Thor Motor Coach that year.

In late 2012, Thor purchased two bus companies: California based Krystal Infinity and Ohio based luxury bus maker, Federal Coach. Krystal was acquired through Thor's ElDorado National subsidiary and operations were moved to the Salina, Kansas facility. Federal was acquired through Thor's Champion subsidiary and operations were moved to the Imlay City, Michigan facility. In the spring of 2013, Thor moved its headquarters from Jackson Center, Ohio to Elkhart, Indiana. In May 2013, Thor sold its ambulance subsidiary, SJC Industries, to Wheeled Coach Industries. Later that year, Thor would sell its entire fleet of bus brands (Champion, ElDorado National, Federal Coach, Krystal Infinity, Goshen Coach, and General Coach America) to Allied Specialty Vehicles for $100 million.

2013–present: Acquisitions of Jayco and Hymer

In June 2013, Thor purchased the production site in Wakarusa, Indiana that formerly housed the manufacturing operations of Navistar International. It later acquired the former Monaco Coach facility in Wakarusa and combined the two to create the Wakarusa Production Campus. In August 2013 then-COO Bob Martin took over as CEO of the company with Peter Orthwein moving to chairman. It also acquired the assets of Livin Lite RV's in 2013, as well as Bison Coach, a manufacturer of horse trailers that have RV-style living quarters.

Thor acquired K-Z Inc., a manufacturer of primarily travel trailers based in Shipshewana, Indiana, in 2014. In January 2015, Thor's Heartland subsidiary acquired the RV company, Cruiser RV, and the luxury fifth wheel manufacturer, DRV. In May of that year, Thor purchased Postle Aluminum, a provider of aluminum components that were already in frequent use by Thor and its subsidiaries.

In July 2016, Thor acquired Jayco for $576 million. Jayco, based in Middlebury, Indiana, had been the largest privately owned RV maker in the world prior to the sale. Jayco's subsidiares (including Starcraft RV, Highland Ridge, and Entegra Coach) also came under the Thor umbrella. In September 2018, it was announced that Thor had agreed to purchase Hymer, a German manufacturer of RVs, in a deal worth $2.45 billion in the largest acquisition in the company's history. Hymer is the largest RV manufacturer in Europe. As a result of the deal, Thor Industries became the largest RV manufacturer in the world. The sale was officially finalized in February 2019.

In December 2020, the company acquired the manufacturer of luxury recreational vehicles Tiffin Motorhomes for $300 Mln.

Subsidiaries

Airstream

Airstream is a manufacturer of travel trailers and motor homes, known for its distinctive all-aluminum models. It was founded by Wally Byam in the 1930s and has had manufacturing facilities in Jackson Center, Ohio since the 1950s. It was sold to Beatrice Foods in 1967. In 1980, it became the foundation of Thor Industries after it was acquired by Wade Thompson and Peter Busch Orthwein. Airstream sells numerous models including the Flying Cloud, Bambi, Classic, Nest, International Signature, and Basecamp.

Heartland RV

Heartland RV is an Elkhart, Indiana-based manufacturer of fifth wheels and travel trailers. It was founded in 2003 by Brian Brady and was acquired by Thor in 2010. Heartland produces a range of brands including the BigHorn line, Sundance and Cyclone models.

Hymer

Hymer is a German manufacturer of RVs based in Bad Waldsee. It was founded in 1923 by Erwin Hymer, but did not create its first caravan (travel trailer) until 1957. It was acquired by Thor in 2019 as Thor's first acquisition outside of the United States.

Dutchmen

Dutchmen is a manufacturer of RVs based in Goshen, Indiana. It was founded in 1988 by Dave Hoefer, Glen M. Sylvester, and Larry Schrock and became the second-largest manufacturer of travel trailers and fifth wheels in the United States by 1990. It was acquired by Thor Industries in 1991. Dutchmen manufactures brands like the Aerolite, Coleman, Denali, Kodiak, Aspen Trail, and others.

Jayco

Jayco is an RV maker based in Middlebury, Indiana. It was founded in 1968 by Lloyd and Bertha Bontrager and was acquired by Thor in 2016. It makes a variety of fold-down camping trailers, fifth wheels, motorhomes, toy haulers, and other travel trailers with brands like Starcraft RV, Highland Ridge and Entegra Coach.

Keystone RV

Keystone RV is a Goshen, Indiana-based RV manufacturer. It was founded in 1996 by Cole Davis and was listed at number 2 on the Inc. 500 list of the fastest growing companies in 2000. It was acquired by Thor in 2001 and manufactures luxury travel trailers and fifth wheel brands including Cougar, Montana, Laredo, Passport, and Sprinter.

Thor Motor Coach

Thor Motor Coach, a motor home manufacturer in Elkhart, Indiana, was created in 2010 through a consolidation of Four Winds International and Damon Motor Coach. Four Winds was first acquired by Thor in 1992 and Damon was acquired in 2003.

Other

Thor operates several other RV manufacturers, including K-Z, Crossroads RV, and the latter's subsidiary, Redwood RV.

The company also owns Postle Aluminum, a manufacturer of aluminum components, and AirXcel, a supplier of RV Parts and accessories.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorConsumer Discretionary industriaAutomobiles empleados19 500 paísUS

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06
Ingresos$9.61B
2017-07-31 → 2026-07-31
BPA$3.38
2017-07-31 → 2026-07-31
Flujo de caja libre·
2017-07-31 → 2025-07-31
Margen neto1.8%
2017-07-31 → 2026-07-31
Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica Tendencia a 5 años THO promedio 5A Mediana de Pares Veredicto
P/E (TTM) 20.6promedio 5A ≈16.6 ≈16.6 28.3 Infravalorado
P/S (TTM) 0.5promedio 5A ≈0.6 ≈0.6 1.0 Infravalorado
P/C (MRQ) 1.1promedio 5A ≈1.5 ≈1.5 1.2 Valor razonable
Price / Cash Flow (Precio / Flujo de Caja) 14.6promedio 5A ≈13.1 ≈13.1 15.1 Sobrevalorado
EV / Revenue (EV / Ingresos) 0.5promedio 5A ≈0.7 ≈0.7 · ·
Precio / Valor Contable Tangible (MRQ) 1.3promedio 5A ≈3.9 ≈3.9 · ·

La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

13
Pago anualizado≈$2.08Pago trimestral
CAGR de Dividendos a 5 años≈4.3%Por acción, ajustado por splits
Racha de Crecimiento≈16Años consecutivos de crecimiento de dividendos
Fecha ex-dividendoMontoMonedaRendimiento
Jul 1, 2026$0,52USD≈2.8%
Abr 6, 2026$0,52USD≈2.7%
Ene 5, 2026$0,52USD≈1.9%
Oct 23, 2025$0,52USD≈1.9%
Jul 1, 2025$0,50USD≈2.2%
Abr 8, 2025$0,50USD≈3.1%
Ene 6, 2025$0,50USD≈2.0%
Nov 1, 2024$0,50USD≈1.9%
Jul 3, 2024$0,48USD≈2.1%
Abr 8, 2024$0,48USD≈1.7%
Dic 27, 2023$0,48USD≈1.5%
Oct 31, 2023$0,48USD≈2.1%
Jul 6, 2023$0,45USD≈1.8%
Abr 11, 2023$0,45USD≈2.2%
Dic 29, 2022$0,45USD≈2.3%
Oct 25, 2022$0,45USD≈2.2%
Jul 1, 2022$0,43USD≈2.3%
Abr 5, 2022$0,43USD≈2.1%
Dic 29, 2021$0,43USD≈1.6%
Oct 21, 2021$0,43USD≈1.6%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14
Tasa de Superación 50.0%
Sorpresa Media 192.4%
PeríodoInformeEPS ActualEPS est.Sorpresa
30 de septiembre de 2026 Sep 22, 2026 $0.78 $0.89 -12.4%
30 de junio de 2026 $1.86 $1.93 -3.4%
31 de marzo de 2026 $0.34 $0.04 831.5%
31 de diciembre de 2025 $0.41 $-0.08 593.4%
30 de septiembre de 2025 $2.36 $1.25 88.3%
30 de junio de 2025 $2.53 $1.79 41.0%
30 de septiembre de 2000 $0.20 $0.19 4.2%
30 de junio de 2000 $0.21 $0.21 -3.3%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15
Estado de resultados 16
Métrica Tendencia 202620252024202320222021202020192018201720162015
Revenue $9.61B$9.58B$10.04B$11.12B$16.31B$12.32B$8.17B$7.86B$8.33B$7.25B$4.58B$4.01B
Cost of Revenue $8.40B$8.24B$8.59B$9.53B$13.51B$10.42B$7.05B$6.89B$7.16B$6.20B$3.86B$3.45B
Gross Profit $1.21B$1.34B$1.45B$1.60B$2.81B$1.89B$1.12B$973M$1.16B$1.04B$726M$558M
R&D Expense $42M$49M$49M····$9M$2M$3M··
SG&A Expense $903M$923M$896M$870M$1.12B$870M$634M$536M$477M$420M$306M$251M
Interest Expense ···$97M$90M$94M$107M$68M$5M$10M$2M$180.0K
Interest Income ····$1M$797.0K$3M$8M$2M$923.0K$743.0K$1M
Other Non-op $78M$46M$14M$11M$17M$30M$305.0K$-2M$4M$5M$1M$1M
Pretax Income $239M$296M$349M$499M$1.46B$845M$273M$185M$633M$556M$383M$293M
Income Tax $64M$40M$83M$125M$322M$184M$52M$52M$203M$182M$125M$91M
Net Income $178M$259M$265M$374M$1.14B$660M$223M$133M$430M$374M$257M$199M
EPS (Basic) $3.39$4.87$4.98$7.00$20.67$11.93$4.04$2.47$8.17$7.12$4.89$3.75
EPS (Diluted) $3.38$4.84$4.94$6.95$20.59$11.85$4.02$2.47$8.14$7.09$4.88$3.74
Shares (Basic) 52,365,10953,085,57753,248,48853,478,31055,034,65355,333,95955,172,69453,905,66752,674,16152,562,72352,458,78953,166,206
Shares (Diluted) 52,562,67253,400,30653,687,37753,857,14355,264,04655,687,25355,397,37654,026,68652,853,36052,758,44252,590,51653,275,510
EBITDA $266M$271M$277M$277M$284M$231M$196M$149M$93M$98M$53M$31M
Balance general 26
Métrica Tendencia 202620252024202320222021202020192018201720162015
Cash & Equivalents $482M$587M$501M$441M$312M$446M$539M$426M$275M$223M$210M$183M
Receivables $487M$542M$502M$544M$849M$796M$588M$479M$467M$454M$370M$244M
Inventory $1.42B$1.35B$1.37B$1.65B$1.75B$1.37B$716M$828M$538M$460M$404M$246M
Prepaid Expense $134M$132M$81M$56M$52M$36M$30M$42M$11M$12M$11M$8M
Current Assets $2.74B$2.78B$2.65B$2.79B$3.06B$2.80B$2.10B$2.04B$1.31B$1.18B$1.02B$776M
PP&E (Net) $1.31B$1.32B$1.39B$1.39B$1.26B$1.19B$1.11B$1.09B$522M$425M$344M$234M
PP&E (Gross) ·······$1.36B$724M$591M$480M$349M
Accum. Depreciation ·······$270M$201M$165M$136M$115M
Goodwill $1.92B$1.84B$1.79B$1.80B$1.80B$1.56B$1.48B$1.36B$378M$378M$378M$313M
Intangibles $684M$759M$861M$997M$1.12B$937M$915M$971M$388M$443M$507M$169M
Other Non-current Assets $2.91B$2.97B$2.98B$3.08B$3.09B$2.67B$2.56B$2.53B$945M$953M$964M$493M
Total Assets $6.96B$7.07B$7.02B$7.26B$7.41B$6.65B$5.77B$5.66B$2.78B$2.56B$2.33B$1.50B
Accounts Payable $741M$738M$628M$736M$822M$915M$637M$552M$287M$329M$264M$163M
Current Liabilities $1.55B$1.58B$1.57B$1.72B$1.76B$1.79B$1.52B$1.45B$769M$781M$652M$378M
Capital Leases $31M$30M$32M$37M$35M$34M$28M$5M$6M$6M$6M$7M
Deferred Tax $50M$54M$74M$76M$116M$114M$124M$136M$0··$21M
Other Non-current Liabilities $221M$205M$192M$179M$164M$187M$121M$85M$59M$45M$39M$27M
Long-term Debt $868M$923M$1.13B$1.30B$1.77B$1.61B$1.67B$1.90B····
Total Debt $868M$923M$1.13B$1.30B$1.77B$1.61B$1.67B$1.90B····
Common Stock $7M$7M$7M$7M$7M$7M$7M$7M$6M$6M$6M$6M
Retained Earnings $4.48B$4.41B$4.25B$4.09B$3.81B$2.77B$2.20B$2.07B$2.02B$1.67B$1.37B$1.17B
Treasury Stock $872M$744M$677M$593M$543M$360M$352M$348M$344M$336M$331M$329M
AOCI $15M$10M$-94M$-69M$-182M$45M$27M$-57M$0$0··
Stockholders' Equity $4.26B$4.29B$4.07B$3.98B$3.59B$2.92B$2.32B$2.08B$1.94B$1.58B$1.27B$1.07B
Liabilities + Equity $6.96B$7.07B$7.02B$7.26B$7.41B$6.65B$5.77B$5.66B$2.78B$2.56B$2.33B$1.50B
Shares Outstanding 67,659,10067,282,80766,859,73866,344,34066,059,40365,651,570······
Flujo de Efectivo 18
Métrica Tendencia 202620252024202320222021202020192018201720162015
D&A $266M$271M$277M$277M$284M$231M$196M$149M$93M$98M$53M$31M
Stock-based Comp $27M$31M$38M$40M$31M$31M$20M$19M$17M$12M$9M$7M
Deferred Tax $29M$-29M$-28M$-38M$-48M$-9M$-10M$-9M$15M$-39M$-14M$-9M
Amort. of Intangibles $112M$119M$133M$141M$157M$117M$97M$76M$55M$64M$28M$16M
Restructuring $27M$25M··········
Other Non-cash $-178M$46M$-7M$329M$-415M$-386M$112M$216M$-89M$-26M$37M$19M
Operating Cash Flow $321M$578M$546M$982M$990M$526M$541M$508M$467M$419M$341M$248M
CapEx ·$122M$140M$209M$241M$132M$106M$127M$137M$118M$52M$42M
Investing Cash Flow $-125M$-64M$-147M$-222M$-1.05B$-428M$-84M$-1.87B$-183M$-117M$-601M$-235M
Stock Issued ···········$141.0K
Stock Repurchased $115M$53M$68M$42M$165M$0$0····$60M
Net Stock Activity $-115M$-53M$-68M$-42M$-165M······$-60M
Dividends Paid ·······$84M$78M$69M$63M$57M
Financing Cash Flow $-297M$-426M$-338M$-636M$-48M$-188M$-393M$1.54B$-231M$-289M$287M$-119M
Net Change in Cash $-105M$85M$60M$130M$-137M$-93M$90M$176M$52M$13M$26M$-106M
Taxes Paid $62M$109M$147M$143M$381M$227M$57M$88M$219M$199M$128M·
Free Cash Flow ·$456M$406M$773M$750M$395M$435M$381M$328M$304M$289M$206M
Levered FCF ···$700M$679M$321M$348M$332M$325M$298M$288M$205M
Rentabilidad 6
Métrica Tendencia 202620252024202320222021202020192018201720162015
Gross Margin 12.6%14.0%14.5%14.3%17.2%15.4%13.7%12.4%14.0%14.4%15.8%13.9%
Net Margin 1.8%2.7%2.6%3.4%7.0%5.4%2.7%1.7%5.2%5.2%5.6%5.0%
Pretax Margin 2.5%3.1%3.5%4.5%8.9%6.9%3.3%2.4%7.6%7.7%8.4%7.3%
EBITDA Margin 2.8%2.8%2.8%2.5%1.7%1.9%2.4%1.9%1.1%1.4%1.1%0.78%
ROA 2.5%3.7%3.7%5.1%16.2%10.6%3.9%3.2%16.1%15.3%13.4%13.7%
ROE 4.2%6.2%6.6%9.9%34.9%25.2%10.1%6.6%24.5%26.3%22.0%19.5%
Liquidez y Solvencia 4
Métrica Tendencia 202620252024202320222021202020192018201720162015
Current Ratio 1.81.81.71.61.71.61.41.41.71.51.62.1
Quick Ratio 0.60.70.60.60.70.70.70.61.00.90.91.1
Debt / Equity 0.20.20.30.30.50.60.70.9····
LT Debt / Equity 0.20.20.30.30.50.50.70.9····
Eficiencia 3
Métrica Tendencia 202620252024202320222021202020192018201720162015
Asset Turnover 1.41.41.41.52.32.01.41.93.13.02.42.8
Inventory Turnover 6.16.15.75.68.610.09.110.114.414.411.914.9
Receivables Turnover 18.718.419.216.019.817.815.316.618.117.614.915.7
Por Acción 7
Métrica Tendencia 202620252024202320222021202020192018201720162015
Book Value / Share $62.98$63.74$60.84·········
Revenue / Share $182.79$179.39$187.07$206.50$295.17$221.19$147.44$145.57$157.59$137.36$87.13$75.21
Cash Flow / Share $6.11$10.82$10.16$18.23$17.92$9.45$9.76$9.40$8.83$7.95$6.49$4.65
Cash / Share $7.12$8.72$7.50·········
Dividend / Share $2.08$2.00$1.92$1.80········
Dividend Paid / Share ··$1.92$1.80$1.72$1.64$1.60$1.56$1.48$1.32··
EPS (TTM) $3.38$4.84$4.94$6.95$20.59$11.85$4.02$2.47$8.14$7.09$4.88$3.74
Tasas de Crecimiento 9
Métrica Tendencia 202620252024202320222021202020192018201720162015
Revenue YoY 0.30%-4.6%-9.7%-31.8%32.4%50.8%······
Revenue CAGR 3Y -4.8%-16.3%-6.6%10.8%········
Revenue CAGR 5Y -4.9%3.2%··········
EPS YoY -30.2%-2.0%-28.9%-66.2%73.8%194.8%······
EPS CAGR 3Y -21.4%-38.3%-25.3%20.0%········
EPS CAGR 5Y -22.2%3.8%··········
Net Income YoY -31.3%-2.5%-29.1%-67.1%72.4%195.9%······
Net Income CAGR 3Y -22.0%-39.0%-26.2%18.8%········
Net Income CAGR 5Y -23.1%3.0%··········
Valoración (TTM) 16
Métrica Tendencia 202620252024202320222021202020192018201720162015
Revenue TTM $9.61B$9.58B$10.04B$11.12B$16.31B$12.32B$8.17B$7.86B$8.33B$7.25B$4.58B$4.01B
Net Income TTM $178M$259M$265M$374M$1.14B$660M$223M$133M$430M$374M$257M$199M
Market Cap $5.07B$6.12B$7.10B·········
Enterprise Value $5.46B$6.46B$7.73B·········
P/E 22.218.821.516.64.110.028.424.111.714.915.714.9
P/S 0.50.60.7·········
P/B 1.21.41.7·········
P / Tangible Book 3.13.65.0·········
P / Cash Flow 15.810.613.0·········
P / FCF ·13.417.5·········
EV / EBITDA ·23.827.9·········
EV / FCF ·14.219.0·········
EV / Revenue 0.60.70.8·········
Earnings Yield 4.5%5.3%4.7%6.0%24.4%10.0%3.5%4.1%8.6%6.7%6.4%6.7%
Payout Ratio ·······63.1%18.1%18.6%24.6%28.8%
Annual Payout ·······$84M$78M$69M$63M$57M

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16
Métrica 2026-07-312025-07-312024-07-312023-07-312022-07-31
Ingresos $9.61B $9.58B $10.04B $11.12B $16.31B
Margen Bruto % 12.6% 14.0% 14.5% 14.3% 17.2%
Beneficio neto $178M $259M $265M $374M $1.14B
EPS Diluido $3.38 $4.84 $4.94 $6.95 $20.59

Propietarios institucionales (13F) 451 declarantes · $4.7B total · A fecha de 30 de septiembre de 2026

17

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Tenedores 451
Valor en tenencia $4.7B
Nuevas posiciones 62
Posiciones cerradas 62
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
62 (+1 vs trimestre anterior) 62 (-3 vs trimestre anterior) 124 (-19 vs trimestre anterior) 154 (+12 vs trimestre anterior) +1.3M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
VANGUARD GROUP INC $536 371 180 5 224 225 11,44% Acciones
ACR Alpine Capital Research, LLC $415 451 125 5 527 556 8,86% Acciones
BlackRock, Inc. $363 257 916 4 833 128 7,74% Acciones
Life Cycle Investment Partners Ltd $308 130 746 4 099 664 6,57% Acciones
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $272 422 733 3 624 570 5,81% Acciones
DIMENSIONAL FUND ADVISORS LP $232 287 808 3 090 332 4,95% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $200 407 601 2 666 413 4,27% Acciones
TIMUCUAN ASSET MANAGEMENT INC/FL $192 428 169 2 560 247 4,10% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $171 749 243 2 285 115 3,66% Acciones
STATE STREET CORP $127 106 980 1 689 768 2,71% Acciones
Capital Research Global Investors $106 499 240 1 416 967 2,27% Acciones
GEODE CAPITAL MANAGEMENT, LLC $75 106 855 998 960 1,60% Acciones
ENVESTNET ASSET MANAGEMENT INC $74 249 304 987 883 1,58% Acciones
HARRIS ASSOCIATES L P $69 443 330 923 940 1,48% Acciones
Madison Asset Management, LLC $66 217 223 881 017 1,41% Acciones
CANADA PENSION PLAN INVESTMENT BOARD $65 418 813 870 394 1,39% Acciones
OPPENHEIMER ASSET MANAGEMENT INC. $64 055 636 852 257 1,37% Acciones
MORGAN STANLEY $63 529 838 845 259 1,35% Acciones
JONES FINANCIAL COMPANIES LLLP $57 345 334 728 299 1,22% Acciones
Candlestick Capital Management LP $57 180 576 551 457 1,22% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $50 175 087 667 577 1,07% Acciones
UBS Group AG $46 244 144 615 276 0,99% Acciones
AMERICAN CENTURY COMPANIES INC $42 201 300 561 486 0,90% Acciones
WELLS FARGO & COMPANY/MN $39 233 407 521 999 0,84% Acciones
CITADEL ADVISORS LLC $38 566 099 513 120 0,82% Acciones
NORTHERN TRUST CORP $36 402 168 484 329 0,78% Acciones
Maple Rock Capital Partners Inc. $34 713 698 461 864 0,74% Acciones
GOLDMAN SACHS GROUP INC $29 934 068 398 271 0,64% Acciones
CHOREO, LLC $29 428 199 391 542 0,63% Acciones
Bank of New York Mellon Corp $28 982 283 385 608 0,62% Acciones
TWO SIGMA INVESTMENTS, LP $26 694 728 355 172 0,57% Acciones
AMERIPRISE FINANCIAL INC $26 534 745 353 043 0,57% Acciones
VANGUARD FIDUCIARY TRUST CO $24 878 712 331 010 0,53% Acciones
ProShare Advisors LLC $24 662 025 328 127 0,53% Acciones
ROYAL BANK OF CANADA $24 249 000 322 620 0,52% Acciones
DEPRINCE RACE & ZOLLO INC $22 608 579 300 806 0,48% Acciones
NORGES BANK $21 413 309 284 903 0,46% Acciones
BBFIT INVESTMENTS PTE LTD $19 820 895 263 716 0,42% Acciones
SOUTHERNSUN ASSET MANAGEMENT, LLC $17 961 060 238 971 0,38% Acciones
JPMORGAN CHASE & CO $17 911 048 224 597 0,38% Acciones
ROYAL LONDON ASSET MANAGEMENT LTD $17 886 276 237 976 0,38% Acciones
JANUS HENDERSON GROUP PLC $16 709 464 209 172 0,36% Acciones
Invesco Ltd. $15 703 029 208 928 0,33% Acciones
RAYMOND JAMES FINANCIAL INC $15 227 797 202 605 0,32% Acciones
Quantinno Capital Management LP $14 312 188 190 422 0,31% Acciones
VOLORIDGE INVESTMENT MANAGEMENT, LLC $13 802 833 183 646 0,29% Acciones
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $13 558 338 180 393 0,29% Acciones
Mariner, LLC $13 432 093 178 736 0,29% Acciones
HEARTLAND ADVISORS INC $12 863 935 171 154 0,27% Acciones
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $12 078 171 151 185 0,26% Acciones

Mostrar todos los 451 propietarios institucionales →

Activistas y propietarios del %+ 5 7 tenencias

18

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
Vishaal Sharma, +44 (0) 203 272 5921 ×2 presentaciones 3 de mayo de 2023 · Presentación inicial · SEC
Vishaal Sharma, +44(0)203 272 5921 27 de marzo de 2023 · Presentación inicial · SEC
Neil Picozzi, +44 (0)203 272 5934 9 de febrero de 2023 · Presentación inicial · SEC
Sagar Amlani, +44(0)203 272 5785 3 de febrero de 2023 · Presentación inicial · SEC
Angela E. Thompson, Alan Siegel, The Thompson Family Foundation, Inc. ×5 presentaciones 21 de mayo de 2015 · Presentación inicial · SEC
Estate of Wade F. B. Thompson, Angela E. Thompson, Alan Siegel, The Thompson Family Foundation, Inc., Trust Fund under Article Third of the Wade F. B. Thompson Revocable Trust ×8 presentaciones 9 de abril de 2013 · Presentación inicial · SEC
Estate of Wade F. B. Thompson (2), Angela E. Thompson (2), Alan Siegel (2) 20 de enero de 2012 · Presentación inicial · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Informantes de la empresa 37 insiders · 14 directivos · 15 consejeros

19
Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Christian G Farman Senior VP, Treasurer and CFO 1 de octubre de 2012 A 14 924 0 0 $0
Andrew Imanse Group President, Bus Division 9 de octubre de 2013 A 17 973 0 0 $0
Richard E Riegel III Senior Group President 10 de julio de 2012 M 22 012 0 0 $0
Ronald Fenech Senior Group President 25 de enero de 2011 S 71 239 0 0 $0
Todd W. Woelfer SVP, CHIEF OPERATING OFFICER 15 de enero de 2026 S 104 109 0 2 $-702 820
Robert W Martin CHIEF EXEC. AND PRES. 26 de diciembre de 2025 G 400 504 0 0 $0
Trevor Q. Gasper SVP, GENERAL COUNSEL AND SEC. 8 de octubre de 2025 F 24 906 0 0 $0
Michele Mcdermott Chief Human Resources Officer 8 de octubre de 2025 F 6 770 0 0 $0
Kenneth D Julian SVP OF ADMIN AND HR 11 de octubre de 2023 F 28 691 0 0 $0
Josef Hjelmaker Chief Innovation Officer 7 de octubre de 2021 A 5 200 0 0 $0
Dominic A Romeo Sr. V.P. & Chief Fin. Officer 4 de febrero de 2013 A 18 844 0 0 $0
George J Lawrence Sr. VP, Gen. Counsel/Corp Sec. 9 de junio de 2011 A · 0 0 $0
Walter Bennett Executive Vice President 7 de octubre de 2009 G 1 000 0 0 $0
Ted Joseph Bartus Vice President - Purchasing 13 de julio de 2006 M 4 420 0 0 $0
Peter Busch Orthwein Consejero 16 de junio de 2026 G 71 070 1 0 $229 450
Christina Hennington Consejero 7 de octubre de 2025 A 6 566 0 0 $0
Laurel Hurd Consejero 7 de octubre de 2025 A 6 566 0 0 $0
Amelia Huntington Consejero 7 de octubre de 2025 A 10 831 0 0 $0
William J. Kelley JR Consejero 7 de octubre de 2025 A 7 374 0 0 $0
Wilson R Jones Consejero 10 de octubre de 2023 A 12 902 0 0 $0
James L Ziemer Consejero 5 de abril de 2022 P 29 835 0 0 $0
Allen J Kosowsky Consejero 7 de octubre de 2021 A 11 638 0 0 $0
SUWINSKI JAN Consejero 8 de octubre de 2020 A 24 220 0 0 $0
Alan Siegel Consejero 30 de noviembre de 2017 S 4 988 0 0 $0
Geoffrey A Thompson Consejero 9 de octubre de 2014 A 23 000 0 0 $0
William C Tomson Consejero 19 de octubre de 2010 M 39 000 0 0 $0
Neil D Chrisman Consejero 11 de octubre de 2010 P 6 000 0 0 $0
Coleman H Davis III Consejero 11 de enero de 2007 S 0 0 0 $0
Thompson Family Foundation, Inc. Propietario del 10% 31 de mayo de 2013 S 5 390 820 0 0 $0
Wade F B Thompson Propietario del 10% 19 de octubre de 2009 G 15 453 470 0 0 $0
Colleen A Zuhl · 8 de octubre de 2025 F 147 166 0 0 $0
Jeffrey D Lorenger · 7 de octubre de 2025 A 3 397 0 0 $0
Andrew E Graves · 7 de octubre de 2025 A 24 614 0 0 $0
Christopher J Klein · 7 de octubre de 2025 A 11 594 0 0 $0
Trust under Article Third of the Wade F. B. Thompson Revocable Trust · 22 de junio de 2012 G 0 0 0 $0
Angela E. Thompson · 22 de junio de 2012 G 0 0 0 $0
Estate of Wade F. B. Thompson · 22 de junio de 2012 G 0 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 70 ETFs

20

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
FXD · First Trust Exchange-Traded AlphaDE… 1,49% 53 537 NS 31 de julio de 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0,71% 21 555 NS 31 de julio de 2026 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0,67% 31 103 SH 1 de octubre de 2026 Diario
PAMC · Pacer Funds Trust 0,48% 3 412 NS 31 de julio de 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,39% 71 480 SH 1 de octubre de 2026 Diario
FNX · First Trust Exchange-Traded AlphaDE… 0,37% 68 522 NS 31 de julio de 2026 N-PORT
DFSV · Dimensional ETF Trust 0,25% 270 425 NS 31 de julio de 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0,23% 45 199 SH 19 de agosto de 2026 Diario
FAB · First Trust Exchange-Traded AlphaDE… 0,21% 4 767 NS 31 de julio de 2026 N-PORT
DFAT · Dimensional ETF Trust 0,19% 365 219 NS 31 de julio de 2026 N-PORT
MADE · iShares Trust 0,18% 1 505 SH 11 de septiembre de 2026 Diario
ESSC · Strategy Shares 0,18% 859 NS 31 de julio de 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,17% 1 941 NS 31 de julio de 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,15% 13 763 NS 31 de julio de 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,14% 15 017 NS 31 de julio de 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,13% 7 400 SH 1 de octubre de 2026 Diario
FDIS · FIDELITY COVINGTON TRUST 0,12% 27 673 NS 31 de julio de 2026 N-PORT
VCR · VANGUARD WORLD FUND 0,12% 108 194 SH 19 de agosto de 2026 Diario
PTMC · Pacer Funds Trust 0,11% 5 860 NS 31 de julio de 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,11% 85 260 SH 19 de agosto de 2026 Diario
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,11% 6 519 NS 31 de julio de 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,10% 33 243 NS 31 de julio de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,09% 180 597 NS 31 de julio de 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,08% 772 NS 31 de julio de 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,08% 727 883 SH 19 de agosto de 2026 Diario
REVS · Columbia ETF Trust I 0,07% 3 156 NS 31 de julio de 2026 N-PORT
IYC · iShares Trust 0,06% 9 978 SH 11 de septiembre de 2026 Diario
EQAL · Invesco Exchange-Traded Fund Trust … 0,06% 6 916 SH 1 de octubre de 2026 Diario
SMMD · iShares Trust 0,05% 27 108 SH 11 de septiembre de 2026 Diario
ESML · iShares Trust 0,05% 18 671 SH 11 de septiembre de 2026 Diario
TILT · FlexShares Trust 0,04% 11 692 NS 31 de julio de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,04% 603 407 SH 19 de agosto de 2026 Diario
VB · VANGUARD INDEX FUNDS 0,04% 1 146 876 SH 19 de agosto de 2026 Diario
DXUV · Dimensional ETF Trust 0,04% 2 816 NS 31 de julio de 2026 N-PORT
RECS · Columbia ETF Trust I 0,04% 27 796 NS 31 de julio de 2026 N-PORT
IWS · iShares Trust 0,04% 74 655 SH 11 de septiembre de 2026 Diario
WSML · iShares Trust 0,03% 2 678 SH 11 de septiembre de 2026 Diario
IUS · Invesco Exchange-Traded Self-Indexe… 0,03% 3 970 SH 1 de octubre de 2026 Diario
IWR · iShares Trust 0,03% 207 454 SH 11 de septiembre de 2026 Diario
PRF · Invesco Exchange-Traded Fund Trust 0,03% 37 595 SH 1 de octubre de 2026 Diario
DFUV · Dimensional ETF Trust 0,02% 45 062 NS 31 de julio de 2026 N-PORT
DGRO · iShares Trust 0,02% 128 721 SH 11 de septiembre de 2026 Diario
DFSU · Dimensional ETF Trust 0,02% 6 484 NS 31 de julio de 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0,02% 297 151 SH 19 de agosto de 2026 Diario
VYM · VANGUARD WHITEHALL FUNDS 0,02% 201 185 SH 19 de agosto de 2026 Diario
DFAC · Dimensional ETF Trust 0,02% 115 463 NS 31 de julio de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,02% 7 442 NS 31 de julio de 2026 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0,01% 1 498 SH 1 de octubre de 2026 Diario
DIVB · iShares Trust 0,01% 3 724 SH 11 de septiembre de 2026 Diario
IUSV · iShares Trust 0,01% 45 772 SH 11 de septiembre de 2026 Diario
VTI · VANGUARD INDEX FUNDS 0,01% 1 591 501 SH 19 de agosto de 2026 Diario
VONE · VANGUARD SCOTTSDALE FUNDS 0,01% 8 557 SH 19 de agosto de 2026 Diario
VONV · VANGUARD SCOTTSDALE FUNDS 0,01% 30 417 SH 19 de agosto de 2026 Diario
VTHR · VANGUARD SCOTTSDALE FUNDS 0,01% 4 303 SH 19 de agosto de 2026 Diario
ESGV · VANGUARD WORLD FUND 0,01% 11 388 SH 19 de agosto de 2026 Diario
IWD · iShares Trust 0,01% 111 562 SH 11 de septiembre de 2026 Diario
SMDX · Tidal Trust III 0,01% 137 NS 31 de julio de 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 12 724 NS 31 de julio de 2026 N-PORT
IYY · iShares Trust 0,01% 2 316 SH 11 de septiembre de 2026 Diario
IWB · iShares Trust 0,01% 36 127 SH 11 de septiembre de 2026 Diario
DFUS · Dimensional ETF Trust 0,01% 14 979 NS 31 de julio de 2026 N-PORT
ITOT · iShares Trust 0,01% 69 590 SH 11 de septiembre de 2026 Diario
IWV · iShares Trust 0,00% 13 703 SH 10 de septiembre de 2026 Diario
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 38 997 SH 19 de agosto de 2026 Diario
IJH · iShares Trust · 1 845 957 SH 11 de septiembre de 2026 Diario
IJJ · iShares Trust · 268 518 SH 21 de agosto de 2026 Diario
XJH · iShares Trust · 7 216 SH 8 de septiembre de 2026 Diario
ISCB · iShares Trust · 2 279 SH 11 de septiembre de 2026 Diario
ISCV · iShares Trust · 11 184 SH 11 de septiembre de 2026 Diario
SMLF · iShares Trust · 23 805 SH 11 de septiembre de 2026 Diario

THO Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

21
calificación · 22 analistas MANTENER
Objetivo mediano $81.00 +16,5%
3 13,6% Compra fuerte
4 18,2% Compra
14 63,6% Mantener
1 4,5% Venta
0 0,0% Venta fuerte

Precio objetivo a 12 meses

10 analistas · 2026-10-03

Objetivo medio $84.20 +21,1%

Ahora Precio Actual $69.55
Mín$53.00 Media$84.20 Máx$126.00

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

22

Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
THO $5.07B 22.2 0.30% 1.8% 4.2% 12.6%
TSLA · 416.4 -2.9% · · ·
GM $73.51B 24.9 -1.3% 1.5% 4.3% ·
F · -6.4 1.2% -4.4% -20.3% ·
RIVN $24.44B -6.4 8.4% -67.7% -68.3% 2.7%
LCID $3.46B -0.9 67.6% -199.3% -172.7% ·
WGO $1.86B 39.5 -5.9% 0.92% 2.1% 13.1%
SEV · -2.4 · · -185.8% ·
CENN $199.4K -0.0 -42.2% -403.7% -123.6% -12.8%
WKHS · -0.8 201.1% · · ·

Últimas noticias Noticias recientes que mencionan a esta empresa

23

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Fuente: SEC 10-K presentada el Sep 22, 2026