THOR Industries Results Presentation Deck
THO
LISTED
NYSE
FISCAL YEAR 2022 RECAP
Net Sales
$16.31 BILLION (¹) (2)
+32.4% (3)
NA Motorized
$3.98 bn
+49.1%
Gross Margin
17.2%
+180 bps (3)
(1)
European
$2.89 bn
(9.8)%
NA Towables
$8.66 bn
+39.2%
Diluted EPS
$20.59
+73.8%
(3)
Other
$0.78 bn
+246.7%
Net Cash from Operations
$990.3 MILLION
FISCAL 2022 RESULTS
Delivered strongest net sales and profitability performance
in THOR's history
■
Record wholesale shipments of 328,557 units to meet
strong consumer demand and restock channel inventory
levels
■
Maximized profitability by successfully navigating through
supply chain constraints and managing inventory levels
Strengthened our market leading product portfolio with
the introduction of additional Class B motorhome products
FISCAL 2022 CAPITAL DEPLOYMENT
Balanced, flexible and opportunistic approach to drive
long-term shareholder value
Capex spending of $242.4 million
Regular quarterly dividends of $94.9 million
Strengthened balance sheet through term loan principal
payments of $332.9 million
Completed $745.3 million acquisition of Airxcel
Repurchased 1.9 million shares for $165.1 million
Diversified and grew THOR's revenue streams with
acquisition of Airxcel
Includes $501.1 million of net sales from Airxcel
(3)
The addition of the Tiffin Group, acquired on December 18, 2020, accounted for $505.5 million or 4.1% of the 32.4% increase
As compared to fiscal year 2021
K
THOR
Go Everywhere. Stay Anywhere"
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