THO Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $69.55
Capitalizzazione di Mercato (MRQ) $4.71B
P/E (TTM) 20.6
EPS (TTM) $3.38
Ricavi (TTM) $9.61B
ROE (TTM) 4.2%
D/E Debito/Patrimonio 0.2
Intervallo 52 sett. $67–$123

THO Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 5
Data ex-dividendo Split Tipo
27 Gennaio 2004 2-for-1 Avanti
09 Luglio 2002 2-for-1 Avanti
07 Aprile 1998 3-for-2 Avanti
12 Maggio 1992 3-for-2 Avanti
01 Aprile 1986 3-for-2 Avanti

Informazioni su Thor Industries, Inc. Common Stock Panoramica della società da 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.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreConsumer Discretionary industriaAutomobiles dipendenti19.500 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$9.61B
2017-07-31 → 2026-07-31
EPS$3.38
2017-07-31 → 2026-07-31
Flusso di cassa libero·
2017-07-31 → 2025-07-31
Margine netto1.8%
2017-07-31 → 2026-07-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni THO media 5 anni Mediana dei peer Verdetto
P/E (TTM) 20.6media 5 anni ≈16.6 ≈16.6 28.3 Sottovalutato
P/S (TTM) 0.5media 5 anni ≈0.6 ≈0.6 1.0 Sottovalutato
P/B (MRQ) 1.1media 5 anni ≈1.5 ≈1.5 1.2 Valore equo
Price / Cash Flow (Prezzo / Flusso di cassa) 14.6media 5 anni ≈13.1 ≈13.1 15.1 Sopravvalutato
EV / Revenue (EV / Ricavi) 0.5media 5 anni ≈0.7 ≈0.7 · ·
Prezzo / Valore contabile tangibile (MRQ) 1.3media 5 anni ≈3.9 ≈3.9 · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

13
Pagamento annualizzato≈$2.08Pagato trimestralmente
CAGR Dividendi 5Y≈4.3%Per azione, rettificato per lo split
Striscia di crescita≈16Anni consecutivi di crescita dei dividendi
Data ex-dividendoImportoValutaRendimento
Lug 1, 2026$0,52USD≈2.8%
Apr 6, 2026$0,52USD≈2.7%
Gen 5, 2026$0,52USD≈1.9%
Ott 23, 2025$0,52USD≈1.9%
Lug 1, 2025$0,50USD≈2.2%
Apr 8, 2025$0,50USD≈3.1%
Gen 6, 2025$0,50USD≈2.0%
Nov 1, 2024$0,50USD≈1.9%
Lug 3, 2024$0,48USD≈2.1%
Apr 8, 2024$0,48USD≈1.7%
Dic 27, 2023$0,48USD≈1.5%
Ott 31, 2023$0,48USD≈2.1%
Lug 6, 2023$0,45USD≈1.8%
Apr 11, 2023$0,45USD≈2.2%
Dic 29, 2022$0,45USD≈2.3%
Ott 25, 2022$0,45USD≈2.2%
Lug 1, 2022$0,43USD≈2.3%
Apr 5, 2022$0,43USD≈2.1%
Dic 29, 2021$0,43USD≈1.6%
Ott 21, 2021$0,43USD≈1.6%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Tasso di Superamento 50.0%
Sorpresa media 192.4%
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Settembre 2026 Set 22, 2026 $0.78 $0.89 -12.4%
30 Giugno 2026 $1.86 $1.93 -3.4%
31 Marzo 2026 $0.34 $0.04 831.5%
31 Dicembre 2025 $0.41 $-0.08 593.4%
30 Settembre 2025 $2.36 $1.25 88.3%
30 Giugno 2025 $2.53 $1.79 41.0%
30 Settembre 2000 $0.20 $0.19 4.2%
30 Giugno 2000 $0.21 $0.21 -3.3%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 16
Metrica Tendenza 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
Stato Patrimoniale 26
Metrica Tendenza 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······
Flusso di cassa 18
Metrica Tendenza 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
Redditività 6
Metrica Tendenza 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%
Liquidità e Solvibilità 4
Metrica Tendenza 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····
Efficienza 3
Metrica Tendenza 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
Per Azione 7
Metrica Tendenza 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
Tassi di Crescita 9
Metrica Tendenza 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%··········
Valutazione (TTM) 16
Metrica Tendenza 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

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2026-07-312025-07-312024-07-312023-07-312022-07-31
Ricavi $9.61B $9.58B $10.04B $11.12B $16.31B
Margine Lordo % 12.6% 14.0% 14.5% 14.3% 17.2%
Utile netto $178M $259M $265M $374M $1.14B
EPS Diluito $3.38 $4.84 $4.94 $6.95 $20.59

Proprietari istituzionali (13F) 451 filer · $4.7B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 451
Valore detenuto $4.7B
Nuove posizioni 62
Posizioni chiuse 62
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
62 (+1 vs trimestre precedente) 62 (-3 vs trimestre precedente) 124 (-19 vs trimestre precedente) 154 (+12 vs trimestre precedente) +1.3M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD GROUP INC $536.371.180 5.224.225 11,44% Azioni
ACR Alpine Capital Research, LLC $415.451.125 5.527.556 8,86% Azioni
BlackRock, Inc. $363.257.916 4.833.128 7,74% Azioni
Life Cycle Investment Partners Ltd $308.130.746 4.099.664 6,57% Azioni
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $272.422.733 3.624.570 5,81% Azioni
DIMENSIONAL FUND ADVISORS LP $232.287.808 3.090.332 4,95% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $200.407.601 2.666.413 4,27% Azioni
TIMUCUAN ASSET MANAGEMENT INC/FL $192.428.169 2.560.247 4,10% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $171.749.243 2.285.115 3,66% Azioni
STATE STREET CORP $127.106.980 1.689.768 2,71% Azioni
Capital Research Global Investors $106.499.240 1.416.967 2,27% Azioni
GEODE CAPITAL MANAGEMENT, LLC $75.106.855 998.960 1,60% Azioni
ENVESTNET ASSET MANAGEMENT INC $74.249.304 987.883 1,58% Azioni
HARRIS ASSOCIATES L P $69.443.330 923.940 1,48% Azioni
Madison Asset Management, LLC $66.217.223 881.017 1,41% Azioni
CANADA PENSION PLAN INVESTMENT BOARD $65.418.813 870.394 1,39% Azioni
OPPENHEIMER ASSET MANAGEMENT INC. $64.055.636 852.257 1,37% Azioni
MORGAN STANLEY $63.529.838 845.259 1,35% Azioni
JONES FINANCIAL COMPANIES LLLP $57.345.334 728.299 1,22% Azioni
Candlestick Capital Management LP $57.180.576 551.457 1,22% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $50.175.087 667.577 1,07% Azioni
UBS Group AG $46.244.144 615.276 0,99% Azioni
AMERICAN CENTURY COMPANIES INC $42.201.300 561.486 0,90% Azioni
WELLS FARGO & COMPANY/MN $39.233.407 521.999 0,84% Azioni
CITADEL ADVISORS LLC $38.566.099 513.120 0,82% Azioni
NORTHERN TRUST CORP $36.402.168 484.329 0,78% Azioni
Maple Rock Capital Partners Inc. $34.713.698 461.864 0,74% Azioni
GOLDMAN SACHS GROUP INC $29.934.068 398.271 0,64% Azioni
CHOREO, LLC $29.428.199 391.542 0,63% Azioni
Bank of New York Mellon Corp $28.982.283 385.608 0,62% Azioni
TWO SIGMA INVESTMENTS, LP $26.694.728 355.172 0,57% Azioni
AMERIPRISE FINANCIAL INC $26.534.745 353.043 0,57% Azioni
VANGUARD FIDUCIARY TRUST CO $24.878.712 331.010 0,53% Azioni
ProShare Advisors LLC $24.662.025 328.127 0,53% Azioni
ROYAL BANK OF CANADA $24.249.000 322.620 0,52% Azioni
DEPRINCE RACE & ZOLLO INC $22.608.579 300.806 0,48% Azioni
NORGES BANK $21.413.309 284.903 0,46% Azioni
BBFIT INVESTMENTS PTE LTD $19.820.895 263.716 0,42% Azioni
SOUTHERNSUN ASSET MANAGEMENT, LLC $17.961.060 238.971 0,38% Azioni
JPMORGAN CHASE & CO $17.911.048 224.597 0,38% Azioni
ROYAL LONDON ASSET MANAGEMENT LTD $17.886.276 237.976 0,38% Azioni
JANUS HENDERSON GROUP PLC $16.709.464 209.172 0,36% Azioni
Invesco Ltd. $15.703.029 208.928 0,33% Azioni
RAYMOND JAMES FINANCIAL INC $15.227.797 202.605 0,32% Azioni
Quantinno Capital Management LP $14.312.188 190.422 0,31% Azioni
VOLORIDGE INVESTMENT MANAGEMENT, LLC $13.802.833 183.646 0,29% Azioni
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $13.558.338 180.393 0,29% Azioni
Mariner, LLC $13.432.093 178.736 0,29% Azioni
HEARTLAND ADVISORS INC $12.863.935 171.154 0,27% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $12.078.171 151.185 0,26% Azioni

Mostra tutti i 451 proprietari istituzionali →

Attivisti e proprietari del 5%+ 7 partecipazioni

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Vishaal Sharma, +44 (0) 203 272 5921 ×2 depositi 03 Maggio 2023 · Deposito iniziale · SEC
Vishaal Sharma, +44(0)203 272 5921 27 Marzo 2023 · Deposito iniziale · SEC
Neil Picozzi, +44 (0)203 272 5934 09 Febbraio 2023 · Deposito iniziale · SEC
Sagar Amlani, +44(0)203 272 5785 03 Febbraio 2023 · Deposito iniziale · SEC
Angela E. Thompson, Alan Siegel, The Thompson Family Foundation, Inc. ×5 depositi 21 Maggio 2015 · Deposito iniziale · 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 depositi 09 Aprile 2013 · Deposito iniziale · SEC
Estate of Wade F. B. Thompson (2), Angela E. Thompson (2), Alan Siegel (2) 20 Gennaio 2012 · Deposito iniziale · 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.

Insider aziendali 37 insider · 14 dirigenti · 15 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Christian G Farman Senior VP, Treasurer and CFO 01 Ottobre 2012 A 14.924 0 0 $0
Andrew Imanse Group President, Bus Division 09 Ottobre 2013 A 17.973 0 0 $0
Richard E Riegel III Senior Group President 10 Luglio 2012 M 22.012 0 0 $0
Ronald Fenech Senior Group President 25 Gennaio 2011 S 71.239 0 0 $0
Todd W. Woelfer SVP, CHIEF OPERATING OFFICER 15 Gennaio 2026 S 104.109 0 2 $-702.820
Robert W Martin CHIEF EXEC. AND PRES. 26 Dicembre 2025 G 400.504 0 0 $0
Trevor Q. Gasper SVP, GENERAL COUNSEL AND SEC. 08 Ottobre 2025 F 24.906 0 0 $0
Michele Mcdermott Chief Human Resources Officer 08 Ottobre 2025 F 6.770 0 0 $0
Kenneth D Julian SVP OF ADMIN AND HR 11 Ottobre 2023 F 28.691 0 0 $0
Josef Hjelmaker Chief Innovation Officer 07 Ottobre 2021 A 5.200 0 0 $0
Dominic A Romeo Sr. V.P. & Chief Fin. Officer 04 Febbraio 2013 A 18.844 0 0 $0
George J Lawrence Sr. VP, Gen. Counsel/Corp Sec. 09 Giugno 2011 A · 0 0 $0
Walter Bennett Executive Vice President 07 Ottobre 2009 G 1.000 0 0 $0
Ted Joseph Bartus Vice President - Purchasing 13 Luglio 2006 M 4.420 0 0 $0
Peter Busch Orthwein Direttore 16 Giugno 2026 G 71.070 1 0 $229.450
Christina Hennington Direttore 07 Ottobre 2025 A 6.566 0 0 $0
Laurel Hurd Direttore 07 Ottobre 2025 A 6.566 0 0 $0
Amelia Huntington Direttore 07 Ottobre 2025 A 10.831 0 0 $0
William J. Kelley JR Direttore 07 Ottobre 2025 A 7.374 0 0 $0
Wilson R Jones Direttore 10 Ottobre 2023 A 12.902 0 0 $0
James L Ziemer Direttore 05 Aprile 2022 P 29.835 0 0 $0
Allen J Kosowsky Direttore 07 Ottobre 2021 A 11.638 0 0 $0
SUWINSKI JAN Direttore 08 Ottobre 2020 A 24.220 0 0 $0
Alan Siegel Direttore 30 Novembre 2017 S 4.988 0 0 $0
Geoffrey A Thompson Direttore 09 Ottobre 2014 A 23.000 0 0 $0
William C Tomson Direttore 19 Ottobre 2010 M 39.000 0 0 $0
Neil D Chrisman Direttore 11 Ottobre 2010 P 6.000 0 0 $0
Coleman H Davis III Direttore 11 Gennaio 2007 S 0 0 0 $0
Thompson Family Foundation, Inc. Proprietario del 10% 31 Maggio 2013 S 5.390.820 0 0 $0
Wade F B Thompson Proprietario del 10% 19 Ottobre 2009 G 15.453.470 0 0 $0
Colleen A Zuhl · 08 Ottobre 2025 F 147.166 0 0 $0
Jeffrey D Lorenger · 07 Ottobre 2025 A 3.397 0 0 $0
Andrew E Graves · 07 Ottobre 2025 A 24.614 0 0 $0
Christopher J Klein · 07 Ottobre 2025 A 11.594 0 0 $0
Trust under Article Third of the Wade F. B. Thompson Revocable Trust · 22 Giugno 2012 G 0 0 0 $0
Angela E. Thompson · 22 Giugno 2012 G 0 0 0 $0
Estate of Wade F. B. Thompson · 22 Giugno 2012 G 0 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 70 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
FXD · First Trust Exchange-Traded AlphaDE… 1,49% 53.537 NS 31 Luglio 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0,71% 21.555 NS 31 Luglio 2026 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0,67% 31.103 SH 01 Ottobre 2026 Giornaliero
PAMC · Pacer Funds Trust 0,48% 3.412 NS 31 Luglio 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,39% 71.480 SH 01 Ottobre 2026 Giornaliero
FNX · First Trust Exchange-Traded AlphaDE… 0,37% 68.522 NS 31 Luglio 2026 N-PORT
DFSV · Dimensional ETF Trust 0,25% 270.425 NS 31 Luglio 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0,23% 45.199 SH 19 Agosto 2026 Giornaliero
FAB · First Trust Exchange-Traded AlphaDE… 0,21% 4.767 NS 31 Luglio 2026 N-PORT
DFAT · Dimensional ETF Trust 0,19% 365.219 NS 31 Luglio 2026 N-PORT
MADE · iShares Trust 0,18% 1.505 SH 11 Settembre 2026 Giornaliero
ESSC · Strategy Shares 0,18% 859 NS 31 Luglio 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,17% 1.941 NS 31 Luglio 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,15% 13.763 NS 31 Luglio 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,14% 15.017 NS 31 Luglio 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,13% 7.400 SH 01 Ottobre 2026 Giornaliero
FDIS · FIDELITY COVINGTON TRUST 0,12% 27.673 NS 31 Luglio 2026 N-PORT
VCR · VANGUARD WORLD FUND 0,12% 108.194 SH 19 Agosto 2026 Giornaliero
PTMC · Pacer Funds Trust 0,11% 5.860 NS 31 Luglio 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,11% 85.260 SH 19 Agosto 2026 Giornaliero
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,11% 6.519 NS 31 Luglio 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,10% 33.243 NS 31 Luglio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,09% 180.597 NS 31 Luglio 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,08% 772 NS 31 Luglio 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,08% 727.883 SH 19 Agosto 2026 Giornaliero
REVS · Columbia ETF Trust I 0,07% 3.156 NS 31 Luglio 2026 N-PORT
IYC · iShares Trust 0,06% 9.978 SH 11 Settembre 2026 Giornaliero
EQAL · Invesco Exchange-Traded Fund Trust … 0,06% 6.916 SH 01 Ottobre 2026 Giornaliero
SMMD · iShares Trust 0,05% 27.108 SH 11 Settembre 2026 Giornaliero
ESML · iShares Trust 0,05% 18.671 SH 11 Settembre 2026 Giornaliero
TILT · FlexShares Trust 0,04% 11.692 NS 31 Luglio 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,04% 603.407 SH 19 Agosto 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,04% 1.146.876 SH 19 Agosto 2026 Giornaliero
DXUV · Dimensional ETF Trust 0,04% 2.816 NS 31 Luglio 2026 N-PORT
RECS · Columbia ETF Trust I 0,04% 27.796 NS 31 Luglio 2026 N-PORT
IWS · iShares Trust 0,04% 74.655 SH 11 Settembre 2026 Giornaliero
WSML · iShares Trust 0,03% 2.678 SH 11 Settembre 2026 Giornaliero
IUS · Invesco Exchange-Traded Self-Indexe… 0,03% 3.970 SH 01 Ottobre 2026 Giornaliero
IWR · iShares Trust 0,03% 207.454 SH 11 Settembre 2026 Giornaliero
PRF · Invesco Exchange-Traded Fund Trust 0,03% 37.595 SH 01 Ottobre 2026 Giornaliero
DFUV · Dimensional ETF Trust 0,02% 45.062 NS 31 Luglio 2026 N-PORT
DGRO · iShares Trust 0,02% 128.721 SH 11 Settembre 2026 Giornaliero
DFSU · Dimensional ETF Trust 0,02% 6.484 NS 31 Luglio 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0,02% 297.151 SH 19 Agosto 2026 Giornaliero
VYM · VANGUARD WHITEHALL FUNDS 0,02% 201.185 SH 19 Agosto 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,02% 115.463 NS 31 Luglio 2026 N-PORT
DCOR · Dimensional ETF Trust 0,02% 7.442 NS 31 Luglio 2026 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0,01% 1.498 SH 01 Ottobre 2026 Giornaliero
DIVB · iShares Trust 0,01% 3.724 SH 11 Settembre 2026 Giornaliero
IUSV · iShares Trust 0,01% 45.772 SH 11 Settembre 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,01% 1.591.501 SH 19 Agosto 2026 Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS 0,01% 8.557 SH 19 Agosto 2026 Giornaliero
VONV · VANGUARD SCOTTSDALE FUNDS 0,01% 30.417 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,01% 4.303 SH 19 Agosto 2026 Giornaliero
ESGV · VANGUARD WORLD FUND 0,01% 11.388 SH 19 Agosto 2026 Giornaliero
IWD · iShares Trust 0,01% 111.562 SH 11 Settembre 2026 Giornaliero
SMDX · Tidal Trust III 0,01% 137 NS 31 Luglio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 12.724 NS 31 Luglio 2026 N-PORT
IYY · iShares Trust 0,01% 2.316 SH 11 Settembre 2026 Giornaliero
IWB · iShares Trust 0,01% 36.127 SH 11 Settembre 2026 Giornaliero
DFUS · Dimensional ETF Trust 0,01% 14.979 NS 31 Luglio 2026 N-PORT
ITOT · iShares Trust 0,01% 69.590 SH 11 Settembre 2026 Giornaliero
IWV · iShares Trust 0,00% 13.703 SH 10 Settembre 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 38.997 SH 19 Agosto 2026 Giornaliero
IJH · iShares Trust · 1.845.957 SH 11 Settembre 2026 Giornaliero
IJJ · iShares Trust · 268.518 SH 21 Agosto 2026 Giornaliero
XJH · iShares Trust · 7.216 SH 08 Settembre 2026 Giornaliero
ISCB · iShares Trust · 2.279 SH 11 Settembre 2026 Giornaliero
ISCV · iShares Trust · 11.184 SH 11 Settembre 2026 Giornaliero
SMLF · iShares Trust · 23.805 SH 11 Settembre 2026 Giornaliero

THO Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 22 analisti MANTIENI
Target mediano $81.00 +16,5%
3 13,6% Acquisto forte
4 18,2% Compra
14 63,6% Mantieni
1 4,5% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

10 analisti · 2026-10-03

Target medio $84.20 +21,1%

Ora Prezzo attuale $69.55
Basso$53.00 Media$84.20 Alto$126.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
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% · · ·

Ultime notizie Notizie recenti che menzionano questa società

23

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26

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Fonte: SEC 10-K depositato Set 22, 2026