Q4 FY2026 EarningsFY26 Q4 results beat revenue expectations but missed on profitability and margins. Consolidated revenue reached $9,608.1M (+1.5% vs. $9,465.3M consensus), supported by a $179.4M foreign exchange tailwind. However, gross margin fell to 12.6% (vs. 12.97% expected) due to unfavorable product mix and unrecovered material cost increases. Diluted GAAP EPS of $3.38 missed the $3.52 consensus, primarily impacted by a significant jump in the effective tax rate to 26.8% and ongoing restructuring charges across all segments.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: Thor Industries(THO) the Revenue is 2.312 B (-8.41%), Beat estimate;the EBIT is 50.6 M (-50.71%), Miss estimate;the EPS is 0.78 (-66.95%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
2.31B8.41%
2.17B13.98%
+0.14B5.57%
EBITMiss expectations
0.05B50.71%
0.06B37.42%
-0.01B13.29%
EPSMiss expectations
0.7866.95%
0.927960.68%
-0.14796.27%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf