THOR Industries Results Presentation Deck slide image

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" 4
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