THO 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위

03
가격 $69.55
시가총액 (MRQ) $4.71B
P/E (TTM) 20.6
EPS (TTM) $3.38
매출 (TTM) $9.61B
ROE (TTM) 4.2%
부채/자본 0.2
52주 범위 $67–$123

THO 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의

04
범위
막대

막대 세분성은 선택한 기간에 따라 조정됩니다. 막대의 시가/고가/저가/종가를 보려면 차트에 마우스를 올리세요.

주식 분할 5
배당락일 분할 유형
2004년 1월 27일 2-for-1 정방향
2002년 7월 9일 2-for-1 정방향
1998년 4월 7일 3-for-2 정방향
1992년 5월 12일 3-for-2 정방향
1986년 4월 1일 3-for-2 정방향

Thor Industries, Inc. Common Stock 정보 위키백과 회사 개요

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.

출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗

Wikidata ↗

섹터Consumer Discretionary 산업Automobiles 직원19,500 국가US

10년 성과 매출, 순이익, 마진 및 EPS 추세

06
매출$9.61B
2017-07-31 → 2026-07-31
EPS$3.38
2017-07-31 → 2026-07-31
잉여현금흐름·
2017-07-31 → 2025-07-31
순이익률1.8%
2017-07-31 → 2026-07-31
가치 평가 및 비율 07–12

가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?

지표 5년 추세 THO 5년 평균 동종업계 중앙값 결론
P/E (TTM) 20.65년 평균 ≈16.6 ≈16.6 28.3 저평가
P/S (TTM) 0.55년 평균 ≈0.6 ≈0.6 1.0 저평가
P/B (MRQ) 1.15년 평균 ≈1.5 ≈1.5 1.2 적정 가치
Price / Cash Flow (주가 / 현금 흐름) 14.65년 평균 ≈13.1 ≈13.1 15.1 고평가
EV / Revenue (EV / 매출) 0.55년 평균 ≈0.7 ≈0.7 · ·
주가 / 유형 장부 가치 (MRQ) 1.35년 평균 ≈3.9 ≈3.9 · ·

동종 기업 중앙값은 지표별로 표준화된 기준으로 계산되며, 이 주식에 표시된 TTM/MRQ 기준과 항상 일치하지 않을 수 있습니다.

가치 · ≈ 5년 평균 · 산업 중앙값 · 중앙값 대비 평가

배당금 배당 수익률, 지급 비율, 배당 이력, 5년 CAGR

13
연간 지급액≈$2.08분기별 납부
5년 배당 CAGR≈4.3%주당, 분할 조정 기준
성장 연속≈16배당금 성장 연속 연수
배당락일금액통화수익률
7월 1, 2026$0.52USD≈2.8%
4월 6, 2026$0.52USD≈2.7%
1월 5, 2026$0.52USD≈1.9%
10월 23, 2025$0.52USD≈1.9%
7월 1, 2025$0.50USD≈2.2%
4월 8, 2025$0.50USD≈3.1%
1월 6, 2025$0.50USD≈2.0%
11월 1, 2024$0.50USD≈1.9%
7월 3, 2024$0.48USD≈2.1%
4월 8, 2024$0.48USD≈1.7%
12월 27, 2023$0.48USD≈1.5%
10월 31, 2023$0.48USD≈2.1%
7월 6, 2023$0.45USD≈1.8%
4월 11, 2023$0.45USD≈2.2%
12월 29, 2022$0.45USD≈2.3%
10월 25, 2022$0.45USD≈2.2%
7월 1, 2022$0.43USD≈2.3%
4월 5, 2022$0.43USD≈2.1%
12월 29, 2021$0.43USD≈1.6%
10월 21, 2021$0.43USD≈1.6%

실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일

14
Beat Rate 50.0%
평균 서프라이즈 192.4%
기간보고서EPS ActualEPS 예상서프라이즈
2026년 9월 30일 9월 22, 2026 $0.78 $0.89 -12.4%
2026년 6월 30일 $1.86 $1.93 -3.4%
2026년 3월 31일 $0.34 $0.04 831.5%
2025년 12월 31일 $0.41 $-0.08 593.4%
2025년 9월 30일 $2.36 $1.25 88.3%
2025년 6월 30일 $2.53 $1.79 41.0%
2000년 9월 30일 $0.20 $0.19 4.2%
2000년 6월 30일 $0.21 $0.21 -3.3%

전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름

15
손익계산서 16
지표 추세 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
대차대조표 26
지표 추세 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······
현금 흐름 18
지표 추세 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
수익성 6
지표 추세 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%
유동성 및 지급능력 4
지표 추세 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····
효율성 3
지표 추세 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
주당 7
지표 추세 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
성장률 9
지표 추세 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%··········
가치 평가 (TTM) 16
지표 추세 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

최신 기간은 왼쪽에 · null 값은 ·로 표시

재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년

16
지표 2026-07-312025-07-312024-07-312023-07-312022-07-31
매출 $9.61B $9.58B $10.04B $11.12B $16.31B
매출 총이익률 % 12.6% 14.0% 14.5% 14.3% 17.2%
순이익 $178M $259M $265M $374M $1.14B
희석 EPS $3.38 $4.84 $4.94 $6.95 $20.59

기관 투자자 (13F) 451개의 제출자 · $4.7B 전체 · 기준일 2026년 9월 30일

17

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

보유자 451
보유 가치 $4.7B
신규 포지션 62
청산 포지션 62
기관 활동 — Q2 2026 대 이전 분기
신규 포지션 청산 포지션 증가함 감소 순주식 변동
62 (+1 이전 분기 대비) 62 (-3 이전 분기 대비) 124 (-19 이전 분기 대비) 154 (+12 이전 분기 대비) +1.3M

Q1 2026 대비 비교. SEC 양식 13F 제출은 분기 말로부터 45일 이내에 마감되며, 지연 제출자를 위한 짧은 유예 기간이 추가됩니다. 해당 기간 내에 있는 분기는 가장 최근에 완전히 보고된 쌍을 선호하여 건너뜁니다.

기관 가치 주식 % 추적된 13F 중 유형
VANGUARD GROUP INC $536,371,180 5,224,225 11.44% 주식
ACR Alpine Capital Research, LLC $415,451,125 5,527,556 8.86% 주식
BlackRock, Inc. $363,257,916 4,833,128 7.74% 주식
Life Cycle Investment Partners Ltd $308,130,746 4,099,664 6.57% 주식
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $272,422,733 3,624,570 5.81% 주식
DIMENSIONAL FUND ADVISORS LP $232,287,808 3,090,332 4.95% 주식
VANGUARD PORTFOLIO MANAGEMENT LLC $200,407,601 2,666,413 4.27% 주식
TIMUCUAN ASSET MANAGEMENT INC/FL $192,428,169 2,560,247 4.10% 주식
VANGUARD CAPITAL MANAGEMENT LLC $171,749,243 2,285,115 3.66% 주식
STATE STREET CORP $127,106,980 1,689,768 2.71% 주식
Capital Research Global Investors $106,499,240 1,416,967 2.27% 주식
GEODE CAPITAL MANAGEMENT, LLC $75,106,855 998,960 1.60% 주식
ENVESTNET ASSET MANAGEMENT INC $74,249,304 987,883 1.58% 주식
HARRIS ASSOCIATES L P $69,443,330 923,940 1.48% 주식
Madison Asset Management, LLC $66,217,223 881,017 1.41% 주식
CANADA PENSION PLAN INVESTMENT BOARD $65,418,813 870,394 1.39% 주식
OPPENHEIMER ASSET MANAGEMENT INC. $64,055,636 852,257 1.37% 주식
MORGAN STANLEY $63,529,838 845,259 1.35% 주식
JONES FINANCIAL COMPANIES LLLP $57,345,334 728,299 1.22% 주식
Candlestick Capital Management LP $57,180,576 551,457 1.22% 주식
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $50,175,087 667,577 1.07% 주식
UBS Group AG $46,244,144 615,276 0.99% 주식
AMERICAN CENTURY COMPANIES INC $42,201,300 561,486 0.90% 주식
WELLS FARGO & COMPANY/MN $39,233,407 521,999 0.84% 주식
CITADEL ADVISORS LLC $38,566,099 513,120 0.82% 주식
NORTHERN TRUST CORP $36,402,168 484,329 0.78% 주식
Maple Rock Capital Partners Inc. $34,713,698 461,864 0.74% 주식
GOLDMAN SACHS GROUP INC $29,934,068 398,271 0.64% 주식
CHOREO, LLC $29,428,199 391,542 0.63% 주식
Bank of New York Mellon Corp $28,982,283 385,608 0.62% 주식
TWO SIGMA INVESTMENTS, LP $26,694,728 355,172 0.57% 주식
AMERIPRISE FINANCIAL INC $26,534,745 353,043 0.57% 주식
VANGUARD FIDUCIARY TRUST CO $24,878,712 331,010 0.53% 주식
ProShare Advisors LLC $24,662,025 328,127 0.53% 주식
ROYAL BANK OF CANADA $24,249,000 322,620 0.52% 주식
DEPRINCE RACE & ZOLLO INC $22,608,579 300,806 0.48% 주식
NORGES BANK $21,413,309 284,903 0.46% 주식
BBFIT INVESTMENTS PTE LTD $19,820,895 263,716 0.42% 주식
SOUTHERNSUN ASSET MANAGEMENT, LLC $17,961,060 238,971 0.38% 주식
JPMORGAN CHASE & CO $17,911,048 224,597 0.38% 주식
ROYAL LONDON ASSET MANAGEMENT LTD $17,886,276 237,976 0.38% 주식
JANUS HENDERSON GROUP PLC $16,709,464 209,172 0.36% 주식
Invesco Ltd. $15,703,029 208,928 0.33% 주식
RAYMOND JAMES FINANCIAL INC $15,227,797 202,605 0.32% 주식
Quantinno Capital Management LP $14,312,188 190,422 0.31% 주식
VOLORIDGE INVESTMENT MANAGEMENT, LLC $13,802,833 183,646 0.29% 주식
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $13,558,338 180,393 0.29% 주식
Mariner, LLC $13,432,093 178,736 0.29% 주식
HEARTLAND ADVISORS INC $12,863,935 171,154 0.27% 주식
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $12,078,171 151,185 0.26% 주식

전체 451 기관 투자자 보기 →

행동주의자 및 5% 이상 소유자 7 보유

18

SEC 서류 13D를 제출한 투자자 — 발행인에 영향을 미치려는 의도로 5% 이상의 실질 소유권(행동주의 지분, 이사회 캠페인, M&A). 각 행은 해당 제출자의 포지션에 대한 가장 최근에 알려진 상태를 보여줍니다.

제출자 제출됨 지분 상태 목적 제출
Vishaal Sharma, +44 (0) 203 272 5921 ×2 제출 서류 2023년 5월 3일 · 최초 제출 · SEC
Vishaal Sharma, +44(0)203 272 5921 2023년 3월 27일 · 최초 제출 · SEC
Neil Picozzi, +44 (0)203 272 5934 2023년 2월 9일 · 최초 제출 · SEC
Sagar Amlani, +44(0)203 272 5785 2023년 2월 3일 · 최초 제출 · SEC
Angela E. Thompson, Alan Siegel, The Thompson Family Foundation, Inc. ×5 제출 서류 2015년 5월 21일 · 최초 제출 · 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 제출 서류 2013년 4월 9일 · 최초 제출 · SEC
Estate of Wade F. B. Thompson (2), Angela E. Thompson (2), Alan Siegel (2) 2012년 1월 20일 · 최초 제출 · 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.

회사 내부자 37 명의 내부자 · 14 임원 · 15 이사

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

SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당

ETF 보유 현황 70 ETF 보유

20

가중치는 직접적인 주식 보유(N-PORT)만 반영합니다. 레버리지 또는 파생 상품 기반 펀드는 표시되지 않은 추가 스왑 노출을 보유할 수 있습니다.

펀드 비중 단위 기준일 출처
FXD · First Trust Exchange-Traded AlphaDE… 1.49% 53,537 NS 2026년 7월 31일 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.71% 21,555 NS 2026년 7월 31일 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0.67% 31,103 SH 2026년 10월 1일 일간
PAMC · Pacer Funds Trust 0.48% 3,412 NS 2026년 7월 31일 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.39% 71,480 SH 2026년 10월 1일 일간
FNX · First Trust Exchange-Traded AlphaDE… 0.37% 68,522 NS 2026년 7월 31일 N-PORT
DFSV · Dimensional ETF Trust 0.25% 270,425 NS 2026년 7월 31일 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0.23% 45,199 SH 2026년 8월 19일 일간
FAB · First Trust Exchange-Traded AlphaDE… 0.21% 4,767 NS 2026년 7월 31일 N-PORT
DFAT · Dimensional ETF Trust 0.19% 365,219 NS 2026년 7월 31일 N-PORT
MADE · iShares Trust 0.18% 1,505 SH 2026년 9월 11일 일간
ESSC · Strategy Shares 0.18% 859 NS 2026년 7월 31일 N-PORT
BKSE · BNY Mellon ETF Trust 0.17% 1,941 NS 2026년 7월 31일 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.15% 13,763 NS 2026년 7월 31일 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.14% 15,017 NS 2026년 7월 31일 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.13% 7,400 SH 2026년 10월 1일 일간
FDIS · FIDELITY COVINGTON TRUST 0.12% 27,673 NS 2026년 7월 31일 N-PORT
VCR · VANGUARD WORLD FUND 0.12% 108,194 SH 2026년 8월 19일 일간
PTMC · Pacer Funds Trust 0.11% 5,860 NS 2026년 7월 31일 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.11% 85,260 SH 2026년 8월 19일 일간
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.11% 6,519 NS 2026년 7월 31일 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.10% 33,243 NS 2026년 7월 31일 N-PORT
DFAS · Dimensional ETF Trust 0.09% 180,597 NS 2026년 7월 31일 N-PORT
MIDU · Direxion Shares ETF Trust 0.08% 772 NS 2026년 7월 31일 N-PORT
VBR · VANGUARD INDEX FUNDS 0.08% 727,883 SH 2026년 8월 19일 일간
REVS · Columbia ETF Trust I 0.07% 3,156 NS 2026년 7월 31일 N-PORT
IYC · iShares Trust 0.06% 9,978 SH 2026년 9월 11일 일간
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 6,916 SH 2026년 10월 1일 일간
SMMD · iShares Trust 0.05% 27,108 SH 2026년 9월 11일 일간
ESML · iShares Trust 0.05% 18,671 SH 2026년 9월 11일 일간
TILT · FlexShares Trust 0.04% 11,692 NS 2026년 7월 31일 N-PORT
VXF · VANGUARD INDEX FUNDS 0.04% 603,407 SH 2026년 8월 19일 일간
VB · VANGUARD INDEX FUNDS 0.04% 1,146,876 SH 2026년 8월 19일 일간
DXUV · Dimensional ETF Trust 0.04% 2,816 NS 2026년 7월 31일 N-PORT
RECS · Columbia ETF Trust I 0.04% 27,796 NS 2026년 7월 31일 N-PORT
IWS · iShares Trust 0.04% 74,655 SH 2026년 9월 11일 일간
WSML · iShares Trust 0.03% 2,678 SH 2026년 9월 11일 일간
IUS · Invesco Exchange-Traded Self-Indexe… 0.03% 3,970 SH 2026년 10월 1일 일간
IWR · iShares Trust 0.03% 207,454 SH 2026년 9월 11일 일간
PRF · Invesco Exchange-Traded Fund Trust 0.03% 37,595 SH 2026년 10월 1일 일간
DFUV · Dimensional ETF Trust 0.02% 45,062 NS 2026년 7월 31일 N-PORT
DGRO · iShares Trust 0.02% 128,721 SH 2026년 9월 11일 일간
DFSU · Dimensional ETF Trust 0.02% 6,484 NS 2026년 7월 31일 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0.02% 297,151 SH 2026년 8월 19일 일간
VYM · VANGUARD WHITEHALL FUNDS 0.02% 201,185 SH 2026년 8월 19일 일간
DFAC · Dimensional ETF Trust 0.02% 115,463 NS 2026년 7월 31일 N-PORT
DCOR · Dimensional ETF Trust 0.02% 7,442 NS 2026년 7월 31일 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0.01% 1,498 SH 2026년 10월 1일 일간
DIVB · iShares Trust 0.01% 3,724 SH 2026년 9월 11일 일간
IUSV · iShares Trust 0.01% 45,772 SH 2026년 9월 11일 일간
VTI · VANGUARD INDEX FUNDS 0.01% 1,591,501 SH 2026년 8월 19일 일간
VONE · VANGUARD SCOTTSDALE FUNDS 0.01% 8,557 SH 2026년 8월 19일 일간
VONV · VANGUARD SCOTTSDALE FUNDS 0.01% 30,417 SH 2026년 8월 19일 일간
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 4,303 SH 2026년 8월 19일 일간
ESGV · VANGUARD WORLD FUND 0.01% 11,388 SH 2026년 8월 19일 일간
IWD · iShares Trust 0.01% 111,562 SH 2026년 9월 11일 일간
SMDX · Tidal Trust III 0.01% 137 NS 2026년 7월 31일 N-PORT
DFAU · Dimensional ETF Trust 0.01% 12,724 NS 2026년 7월 31일 N-PORT
IYY · iShares Trust 0.01% 2,316 SH 2026년 9월 11일 일간
IWB · iShares Trust 0.01% 36,127 SH 2026년 9월 11일 일간
DFUS · Dimensional ETF Trust 0.01% 14,979 NS 2026년 7월 31일 N-PORT
ITOT · iShares Trust 0.01% 69,590 SH 2026년 9월 11일 일간
IWV · iShares Trust 0.00% 13,703 SH 2026년 9월 10일 일간
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 38,997 SH 2026년 8월 19일 일간
IJH · iShares Trust · 1,845,957 SH 2026년 9월 11일 일간
IJJ · iShares Trust · 268,518 SH 2026년 8월 21일 일간
XJH · iShares Trust · 7,216 SH 2026년 9월 8일 일간
ISCB · iShares Trust · 2,279 SH 2026년 9월 11일 일간
ISCV · iShares Trust · 11,184 SH 2026년 9월 11일 일간
SMLF · iShares Trust · 23,805 SH 2026년 9월 11일 일간

THO 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력

21
평점 · 22 명의 애널리스트 보유
중앙값 목표 $81.00 +16.5%
3 13.6% 적극 매수
4 18.2% 매수
14 63.6% 보유
1 4.5% 매도
0 0.0% 적극 매도

12개월 목표 주가

10 명의 애널리스트 · 2026-10-03

평균 목표 $84.20 +21.1%

지금 현재가 $69.55
저가$53.00 평균$84.20 고가$126.00

동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업

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회계연도 기준, 각 회사의 마지막 회계연도 말 종가 기준 가격입니다.

티커 시가총액 P/E 매출 YoY 순이익률 ROE 매출 총이익률
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% · · ·

최신 뉴스 이 회사 관련 최근 헤드라인

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나의 지표 나만의 관심 목록 — 전체 기본 재무제표에서 선택한 항목

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중요한 지표를 선택하세요. 상단의 전체 기본 정보에서 원하는 행 옆의 +를 클릭하세요.

선택 항목이 저장되어 모든 티커에서 유지됩니다.

출처: SEC 10-K 제출 9월 22, 2026