THO Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

03
Preço $69.55
Capitalização de Mercado (MRQ) $4.71B
P/E (TTM) 20.6
EPS (TTM) $3.38
Receita (TTM) $9.61B
ROE (TTM) 4.2%
Dívida/Capital 0.2
Intervalo 52 Semanas $67–$123

THO Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

04
intervalo
barras

A granularidade da barra se adapta ao período selecionado — passe o mouse sobre o gráfico para ver a abertura/máxima/mínima/fechamento de uma barra.

Divisões de Ações 5
Data ex Desdobramento Tipo
27 de Janeiro de 2004 2-for-1 Para frente
9 de Julho de 2002 2-for-1 Para frente
7 de Abril de 1998 3-for-2 Para frente
12 de Maio de 1992 3-for-2 Para frente
1 de Abril de 1986 3-for-2 Para frente

Sobre Thor Industries, Inc. Common Stock Visão geral da empresa 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 (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

setorConsumer Discretionary indústriaAutomobiles funcionários19.500 paísUS

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

06
Receita$9.61B
2017-07-31 → 2026-07-31
EPS$3.38
2017-07-31 → 2026-07-31
Fluxo de caixa livre·
2017-07-31 → 2025-07-31
Margem líquida1.8%
2017-07-31 → 2026-07-31
Avaliação e Proporções 07–12

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica Tendência de 5 anos THO média 5A Mediana de Pares Veredito
P/E (TTM) 20.6média 5A ≈16.6 ≈16.6 28.3 Subvalorizado
P/S (TTM) 0.5média 5A ≈0.6 ≈0.6 1.0 Subvalorizado
P/B (MRQ) 1.1média 5A ≈1.5 ≈1.5 1.2 Valor justo
Price / Cash Flow (Preço / Fluxo de Caixa) 14.6média 5A ≈13.1 ≈13.1 15.1 Sobreavaliado
EV / Revenue (EV / Receita) 0.5média 5A ≈0.7 ≈0.7 · ·
Preço / Valor Patrimonial Tangível (MRQ) 1.3média 5A ≈3.9 ≈3.9 · ·

A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.

valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

13
Pagamento Anualizado≈$2.08Pago trimestralmente
CAGR Dividendos 5 anos≈4.3%Por ação, ajustado por desdobramento
Sequência de Crescimento≈16Anos consecutivos de crescimento de dividendos
Data exValorMoedaRendimento
Jul 1, 2026$0,52USD≈2.8%
Abr 6, 2026$0,52USD≈2.7%
Jan 5, 2026$0,52USD≈1.9%
Out 23, 2025$0,52USD≈1.9%
Jul 1, 2025$0,50USD≈2.2%
Abr 8, 2025$0,50USD≈3.1%
Jan 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%
Dez 27, 2023$0,48USD≈1.5%
Out 31, 2023$0,48USD≈2.1%
Jul 6, 2023$0,45USD≈1.8%
Abr 11, 2023$0,45USD≈2.2%
Dez 29, 2022$0,45USD≈2.3%
Out 25, 2022$0,45USD≈2.2%
Jul 1, 2022$0,43USD≈2.3%
Abr 5, 2022$0,43USD≈2.1%
Dez 29, 2021$0,43USD≈1.6%
Out 21, 2021$0,43USD≈1.6%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

14
Taxa de Beats 50.0%
Surpresa Média 192.4%
PeríodoRelatórioEPS ActualEPS est.Surpresa
30 de Setembro de 2026 Set 22, 2026 $0.78 $0.89 -12.4%
30 de Junho de 2026 $1.86 $1.93 -3.4%
31 de Março de 2026 $0.34 $0.04 831.5%
31 de Dezembro de 2025 $0.41 $-0.08 593.4%
30 de Setembro de 2025 $2.36 $1.25 88.3%
30 de Junho de 2025 $2.53 $1.79 41.0%
30 de Setembro de 2000 $0.20 $0.19 4.2%
30 de Junho de 2000 $0.21 $0.21 -3.3%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

15
Demonstração de Resultados 16
Métrica Tendência 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
Balanço Patrimonial 26
Métrica Tendência 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······
Fluxo de Caixa 18
Métrica Tendência 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
Lucratividade 6
Métrica Tendência 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 e Solvência 4
Métrica Tendência 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····
Eficiência 3
Métrica Tendência 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 Ação 7
Métrica Tendência 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
Taxas de Crescimento 9
Métrica Tendência 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%··········
Avaliação (TTM) 16
Métrica Tendência 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 mais recente à esquerda · valores nulos mostrados como ·

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

16
Métrica 2026-07-312025-07-312024-07-312023-07-312022-07-31
Receita $9.61B $9.58B $10.04B $11.12B $16.31B
Margem Bruta % 12.6% 14.0% 14.5% 14.3% 17.2%
Lucro líquido $178M $259M $265M $374M $1.14B
EPS Diluído $3.38 $4.84 $4.94 $6.95 $20.59

Investidores institucionais (13F) 451 declarantes · $4.7B total · Em 30 de Setembro de 2026

17

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Detentores 451
Valor detido $4.7B
Novas posições 62
Posições encerradas 62
Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
62 (+1 vs trimestre anterior) 62 (-3 vs trimestre anterior) 124 (-19 vs trimestre anterior) 154 (+12 vs trimestre anterior) +1.3M

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

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

Mostrar todos os 451 proprietários institucionais →

Ativistas e proprietários de 5%+ 7 participações

18

Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.

Declarante Declarado Participação Status Propósito Declaração
Vishaal Sharma, +44 (0) 203 272 5921 ×2 declarações 3 de Maio de 2023 · Declaração inicial · SEC
Vishaal Sharma, +44(0)203 272 5921 27 de Março de 2023 · Declaração inicial · SEC
Neil Picozzi, +44 (0)203 272 5934 9 de Fevereiro de 2023 · Declaração inicial · SEC
Sagar Amlani, +44(0)203 272 5785 3 de Fevereiro de 2023 · Declaração inicial · SEC
Angela E. Thompson, Alan Siegel, The Thompson Family Foundation, Inc. ×5 declarações 21 de Maio de 2015 · Declaração 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 declarações 9 de Abril de 2013 · Declaração inicial · SEC
Estate of Wade F. B. Thompson (2), Angela E. Thompson (2), Alan Siegel (2) 20 de Janeiro de 2012 · Declaração 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.

Executivos da empresa 37 insiders · 14 diretores · 15 conselheiros

19
Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
Christian G Farman Senior VP, Treasurer and CFO 1 de Outubro de 2012 A 14.924 0 0 $0
Andrew Imanse Group President, Bus Division 9 de Outubro de 2013 A 17.973 0 0 $0
Richard E Riegel III Senior Group President 10 de Julho de 2012 M 22.012 0 0 $0
Ronald Fenech Senior Group President 25 de Janeiro de 2011 S 71.239 0 0 $0
Todd W. Woelfer SVP, CHIEF OPERATING OFFICER 15 de Janeiro de 2026 S 104.109 0 2 $-702.820
Robert W Martin CHIEF EXEC. AND PRES. 26 de Dezembro de 2025 G 400.504 0 0 $0
Trevor Q. Gasper SVP, GENERAL COUNSEL AND SEC. 8 de Outubro de 2025 F 24.906 0 0 $0
Michele Mcdermott Chief Human Resources Officer 8 de Outubro de 2025 F 6.770 0 0 $0
Kenneth D Julian SVP OF ADMIN AND HR 11 de Outubro de 2023 F 28.691 0 0 $0
Josef Hjelmaker Chief Innovation Officer 7 de Outubro de 2021 A 5.200 0 0 $0
Dominic A Romeo Sr. V.P. & Chief Fin. Officer 4 de Fevereiro de 2013 A 18.844 0 0 $0
George J Lawrence Sr. VP, Gen. Counsel/Corp Sec. 9 de Junho de 2011 A · 0 0 $0
Walter Bennett Executive Vice President 7 de Outubro de 2009 G 1.000 0 0 $0
Ted Joseph Bartus Vice President - Purchasing 13 de Julho de 2006 M 4.420 0 0 $0
Peter Busch Orthwein Conselheiro 16 de Junho de 2026 G 71.070 1 0 $229.450
Christina Hennington Conselheiro 7 de Outubro de 2025 A 6.566 0 0 $0
Laurel Hurd Conselheiro 7 de Outubro de 2025 A 6.566 0 0 $0
Amelia Huntington Conselheiro 7 de Outubro de 2025 A 10.831 0 0 $0
William J. Kelley JR Conselheiro 7 de Outubro de 2025 A 7.374 0 0 $0
Wilson R Jones Conselheiro 10 de Outubro de 2023 A 12.902 0 0 $0
James L Ziemer Conselheiro 5 de Abril de 2022 P 29.835 0 0 $0
Allen J Kosowsky Conselheiro 7 de Outubro de 2021 A 11.638 0 0 $0
SUWINSKI JAN Conselheiro 8 de Outubro de 2020 A 24.220 0 0 $0
Alan Siegel Conselheiro 30 de Novembro de 2017 S 4.988 0 0 $0
Geoffrey A Thompson Conselheiro 9 de Outubro de 2014 A 23.000 0 0 $0
William C Tomson Conselheiro 19 de Outubro de 2010 M 39.000 0 0 $0
Neil D Chrisman Conselheiro 11 de Outubro de 2010 P 6.000 0 0 $0
Coleman H Davis III Conselheiro 11 de Janeiro de 2007 S 0 0 0 $0
Thompson Family Foundation, Inc. Detentor de 10% 31 de Maio de 2013 S 5.390.820 0 0 $0
Wade F B Thompson Detentor de 10% 19 de Outubro de 2009 G 15.453.470 0 0 $0
Colleen A Zuhl · 8 de Outubro de 2025 F 147.166 0 0 $0
Jeffrey D Lorenger · 7 de Outubro de 2025 A 3.397 0 0 $0
Andrew E Graves · 7 de Outubro de 2025 A 24.614 0 0 $0
Christopher J Klein · 7 de Outubro de 2025 A 11.594 0 0 $0
Trust under Article Third of the Wade F. B. Thompson Revocable Trust · 22 de Junho de 2012 G 0 0 0 $0
Angela E. Thompson · 22 de Junho de 2012 G 0 0 0 $0
Estate of Wade F. B. Thompson · 22 de Junho de 2012 G 0 0 0 $0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 70 ETFs

20

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
FXD · First Trust Exchange-Traded AlphaDE… 1,49% 53.537 NS 31 de Julho de 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0,71% 21.555 NS 31 de Julho de 2026 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0,67% 31.103 SH 1 de Outubro de 2026 Diário
PAMC · Pacer Funds Trust 0,48% 3.412 NS 31 de Julho de 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,39% 71.480 SH 1 de Outubro de 2026 Diário
FNX · First Trust Exchange-Traded AlphaDE… 0,37% 68.522 NS 31 de Julho de 2026 N-PORT
DFSV · Dimensional ETF Trust 0,25% 270.425 NS 31 de Julho de 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0,23% 45.199 SH 19 de Agosto de 2026 Diário
FAB · First Trust Exchange-Traded AlphaDE… 0,21% 4.767 NS 31 de Julho de 2026 N-PORT
DFAT · Dimensional ETF Trust 0,19% 365.219 NS 31 de Julho de 2026 N-PORT
MADE · iShares Trust 0,18% 1.505 SH 11 de Setembro de 2026 Diário
ESSC · Strategy Shares 0,18% 859 NS 31 de Julho de 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,17% 1.941 NS 31 de Julho de 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,15% 13.763 NS 31 de Julho de 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,14% 15.017 NS 31 de Julho de 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,13% 7.400 SH 1 de Outubro de 2026 Diário
FDIS · FIDELITY COVINGTON TRUST 0,12% 27.673 NS 31 de Julho de 2026 N-PORT
VCR · VANGUARD WORLD FUND 0,12% 108.194 SH 19 de Agosto de 2026 Diário
PTMC · Pacer Funds Trust 0,11% 5.860 NS 31 de Julho de 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,11% 85.260 SH 19 de Agosto de 2026 Diário
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,11% 6.519 NS 31 de Julho de 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,10% 33.243 NS 31 de Julho de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,09% 180.597 NS 31 de Julho de 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,08% 772 NS 31 de Julho de 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,08% 727.883 SH 19 de Agosto de 2026 Diário
REVS · Columbia ETF Trust I 0,07% 3.156 NS 31 de Julho de 2026 N-PORT
IYC · iShares Trust 0,06% 9.978 SH 11 de Setembro de 2026 Diário
EQAL · Invesco Exchange-Traded Fund Trust … 0,06% 6.916 SH 1 de Outubro de 2026 Diário
SMMD · iShares Trust 0,05% 27.108 SH 11 de Setembro de 2026 Diário
ESML · iShares Trust 0,05% 18.671 SH 11 de Setembro de 2026 Diário
TILT · FlexShares Trust 0,04% 11.692 NS 31 de Julho de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,04% 603.407 SH 19 de Agosto de 2026 Diário
VB · VANGUARD INDEX FUNDS 0,04% 1.146.876 SH 19 de Agosto de 2026 Diário
DXUV · Dimensional ETF Trust 0,04% 2.816 NS 31 de Julho de 2026 N-PORT
RECS · Columbia ETF Trust I 0,04% 27.796 NS 31 de Julho de 2026 N-PORT
IWS · iShares Trust 0,04% 74.655 SH 11 de Setembro de 2026 Diário
WSML · iShares Trust 0,03% 2.678 SH 11 de Setembro de 2026 Diário
IUS · Invesco Exchange-Traded Self-Indexe… 0,03% 3.970 SH 1 de Outubro de 2026 Diário
IWR · iShares Trust 0,03% 207.454 SH 11 de Setembro de 2026 Diário
PRF · Invesco Exchange-Traded Fund Trust 0,03% 37.595 SH 1 de Outubro de 2026 Diário
DFUV · Dimensional ETF Trust 0,02% 45.062 NS 31 de Julho de 2026 N-PORT
DGRO · iShares Trust 0,02% 128.721 SH 11 de Setembro de 2026 Diário
DFSU · Dimensional ETF Trust 0,02% 6.484 NS 31 de Julho de 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0,02% 297.151 SH 19 de Agosto de 2026 Diário
VYM · VANGUARD WHITEHALL FUNDS 0,02% 201.185 SH 19 de Agosto de 2026 Diário
DFAC · Dimensional ETF Trust 0,02% 115.463 NS 31 de Julho de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,02% 7.442 NS 31 de Julho de 2026 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0,01% 1.498 SH 1 de Outubro de 2026 Diário
DIVB · iShares Trust 0,01% 3.724 SH 11 de Setembro de 2026 Diário
IUSV · iShares Trust 0,01% 45.772 SH 11 de Setembro de 2026 Diário
VTI · VANGUARD INDEX FUNDS 0,01% 1.591.501 SH 19 de Agosto de 2026 Diário
VONE · VANGUARD SCOTTSDALE FUNDS 0,01% 8.557 SH 19 de Agosto de 2026 Diário
VONV · VANGUARD SCOTTSDALE FUNDS 0,01% 30.417 SH 19 de Agosto de 2026 Diário
VTHR · VANGUARD SCOTTSDALE FUNDS 0,01% 4.303 SH 19 de Agosto de 2026 Diário
ESGV · VANGUARD WORLD FUND 0,01% 11.388 SH 19 de Agosto de 2026 Diário
IWD · iShares Trust 0,01% 111.562 SH 11 de Setembro de 2026 Diário
SMDX · Tidal Trust III 0,01% 137 NS 31 de Julho de 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 12.724 NS 31 de Julho de 2026 N-PORT
IYY · iShares Trust 0,01% 2.316 SH 11 de Setembro de 2026 Diário
IWB · iShares Trust 0,01% 36.127 SH 11 de Setembro de 2026 Diário
DFUS · Dimensional ETF Trust 0,01% 14.979 NS 31 de Julho de 2026 N-PORT
ITOT · iShares Trust 0,01% 69.590 SH 11 de Setembro de 2026 Diário
IWV · iShares Trust 0,00% 13.703 SH 10 de Setembro de 2026 Diário
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 38.997 SH 19 de Agosto de 2026 Diário
IJH · iShares Trust · 1.845.957 SH 11 de Setembro de 2026 Diário
IJJ · iShares Trust · 268.518 SH 21 de Agosto de 2026 Diário
XJH · iShares Trust · 7.216 SH 8 de Setembro de 2026 Diário
ISCB · iShares Trust · 2.279 SH 11 de Setembro de 2026 Diário
ISCV · iShares Trust · 11.184 SH 11 de Setembro de 2026 Diário
SMLF · iShares Trust · 23.805 SH 11 de Setembro de 2026 Diário

THO Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

21
classificação · 22 analistas MANTER
Alvo mediano $81.00 +16,5%
3 13,6% Compra forte
4 18,2% Compra
14 63,6% Manter
1 4,5% Venda
0 0,0% Venda forte

Preço-alvo de 12 meses

10 analistas · 2026-10-03

Alvo médio $84.20 +21,1%

Agora Preço atual $69.55
Mín$53.00 Média$84.20 Máx$126.00

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

22

Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
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 notícias Notícias recentes mencionando esta empresa

23

Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

26

Escolha as métricas que importam para si — clique no + ao lado de qualquer linha em Fundamentos Completos acima.

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Fonte: SEC 10-K arquivado Set 22, 2026