索尔工业(THO)

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Thor Industries(THO) - 2023 Q1 - Earnings Call Presentation
2022-06-08 18:29
业绩总结 - 第三季度净销售额为46.6亿美元,同比增长34.6%[7] - 毛利率为17.3%,较上年同期提高270个基点[9] - 每股摊薄收益为6.32美元,同比增长92.1%[9] - 2022年净现金流为6.38亿美元[39] 用户数据 - 北美独立经销商的库存为138.8亿美元,较上年下降3.1%[11] - 北美机动房车部门的订单积压增加约16%,达到41亿美元[16] - 欧洲部门的订单积压减少约14%,降至28亿美元[18] 市场表现 - 北美拖挂车部门的净销售额增长53.0%,主要由于单位出货量增加和产品组合变化[13] - 北美机动房车部门的净销售额增长35.8%,受单位出货量和产品组合变化推动[15] - 欧洲部门的净销售额下降19.0%,主要由于单位出货量减少12.5%和外汇汇率下降[18] 资本支出与财务状况 - 2022年第一季度的资本支出为5290万美元[41] - 第三季度偿还的贷款本金约为1.246亿美元[41] - 2022年第二季度的每股股息为0.43美元[41] 行业趋势 - 2022年3月的YTD出货量为15,779单位,相较于2021年3月的14,308单位增加了1,471单位,增长率为10.3%[34] - 2016年至2021年的五年复合年增长率(CAGR)为0.5%[34] - 2022年3月德国的房车注册量为5,576单位,较2021年增加了7.9%[36] - 2022年3月法国的房车注册量为2,457单位,较2021年增加了14.6%[36] - 2022年3月英国的房车注册量为3,999单位,较2021年增加了45.7%[36] - 2022年3月的欧洲总注册量为17,273单位,较2021年增加了8.8%[36]
Thor Industries(THO) - 2022 Q3 - Quarterly Report
2022-06-07 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the quarterly period ended April 30, 2022. ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition period from ____ to ____. COMMISSION FILE NUMBER 001-09235 THOR INDUSTRIES, INC. (Exact name of registrant as specified in its charter) | Delaware | 93-0768752 | | --- | --- | | (Stat ...
Thor Industries(THO) - 2022 Q2 - Earnings Call Presentation
2022-03-09 18:39
THOR INDUSTRIES SECOND QUARTER OF FISCAL 2022 FINANCIAL RESULTS www.thorindustries.com FORWARD-LOOKING STATEMENTS This presentation includes certain statements that are "forward-looking" statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements are made based on management's current expectations and beliefs regarding fut ...
Thor Industries(THO) - 2022 Q2 - Quarterly Report
2022-03-08 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 COMMISSION FILE NUMBER 001-09235 THOR INDUSTRIES, INC. FORM 10-Q (Exact name of registrant as specified in its charter) | Delaware | | | 93-0768752 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | (State or other jurisdiction of | | | (I.R.S. Employer | | | | | | incorporation or organization) | | | Identification No.) | | | | | | 601 E. Beardsley Ave., Elkhart, IN | | | 46514-3305 | | | | | | (Address of principal executiv ...
Thor Industries(THO) - 2022 Q1 - Earnings Call Presentation
2021-12-09 17:05
FIRST QUARTER OF FISCAL 2022 FINANCIAL RESULTS SPORTTRE THO LISTED NYSE www.thorindustries.com ere. Stay Anywhere." FORWARD-LOOKING STATEMENTS This presentation includes certain statements that are "forward-looking" statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forwardlooking statements are made based on management's current expectatio ...
Thor Industries(THO) - 2022 Q1 - Quarterly Report
2021-12-07 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the quarterly period ended October 31, 2021. THOR INDUSTRIES, INC. (Exact name of registrant as specified in its charter) | Delaware | 93-0768752 | | --- | --- | | (State or other jurisdiction of | (I.R.S. Employer | | incorporation or organization) | Identification No.) | | 601 E. Beardsley Ave., Elkhart, IN | 46514-3305 | | (Address ...
Thor Industries(THO) - 2021 Q4 - Earnings Call Presentation
2021-09-28 18:10
FISCAL YEAR & FOURTH QUARTER 2021 FINANCIAL RESULTS SPORTTRE ere. Stay Anywhere." THO LISTED NYSE www.thorindustries.com FORWARD-LOOKING STATEMENTS This presentation includes certain statements that are "forward-looking" statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forwardlooking statements are made based on management's current expec ...
Thor Industries(THO) - 2021 Q4 - Annual Report
2021-09-27 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended July 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-09235 THOR INDUSTRIES, INC. | (Exact name of registrant as specified in its charter) | | | | --- | --- | --- | | Delaware | | 93-0768752 | | (State ...
Thor Industries(THO) - 2021 Q3 - Quarterly Report
2021-06-07 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the quarterly period ended April 30, 2021. ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition period from ____ to ____. COMMISSION FILE NUMBER 001-09235 THOR INDUSTRIES, INC. (Exact name of registrant as specified in its charter) (Former name, former address and former fiscal ...
Thor Industries(THO) - 2021 Q2 - Quarterly Report
2021-03-08 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the quarterly period ended January 31, 2021. ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition period from ____ to ____. COMMISSION FILE NUMBER 001-09235 THOR INDUSTRIES, INC. (Exact name of registrant as specified in its charter) | Delaware | 93-0768752 | | --- | --- | | (St ...