THOR Industries Results Presentation Deck
EUROPEAN SEGMENT
Fourth Quarter of
Fiscal 2022
THO
LISTED
NYSE
EUROPEAN KEY DRIVERS
Strong order backlog of $2.75
billion
Production and unit shipments
continue to be constrained by
chassis supply
Dealer inventory levels remain at
historically low levels
NET SALES↓
Decreased 16.8%* driven by a 14.0%
decrease in unit shipments due
primarily to chassis supply shortages
and a decrease in foreign exchange
rates
Net sales decreased 4.4% on a
constant-currency basis
GROSS PROFIT MARGIN ↑
Increased by 310 basis points* due to
net selling price increases, a reduction
in sales discounts, operational
efficiencies and improved warranty
costs
*in the fourth quarter of fiscal 2022 compared to
the prior-year period
$969.9
4QFY21
15.8%
4QFY21
($ millions)
$806.7
4QFY22
18.9%
4QFY22
THOR
Go Everywhere. Stay Anywhere
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