First Quarter Fiscal 2021 Financial Results
1980
1981
1980
1981
1982
1983
1984
1985
1986
1987
1980
1981
1982
1983
1984
1985
1986
1987
T
RV Industry Overview
North America
Sept. 2020
300,100
106.9 133.6 140.6
196.6 215.7
YTD Shipments (Units)
Sept. 2019
Unit Change
309,938
(9,838)
186.9 189.8 211.6 215.7 187.8 173.1 163.1
% Change
(3.2)%
203.4 227.8 259.5 247.2 247.5 254.6 292.7 321.2 300.1
1988
I
1989
1990
1991
1992
Sept. 2020
271,770
YTD Shipments (Units)
Sept. 2019
273,629
Unit Change
(1,859)
% Change
(0.7)%
1988
Sept. 2020
28,330
YTD Shipments (Units)
Sept. 2019
36,309
Unit Change
(7,979)
82.0
28.5 35.4 41.2
69.5
68.7 67.7 73.7 72.8 61.1
52.3 41.9 46.9 51.3
T
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
I
1989
1990
1991
1992
1993
1994
1995
1996-
1997
1998
1999 -
2000
I
1993
1994
1995
1996
1997
1998
1999
I
2000
2001
RV Wholesale Market Trends (Units 000's)
Towable RV Wholesale Market Trends (Units 000's)
2002
2003
2004
311.0 320 370.0 384.5 390.4 353.5
256.8
237.0
165.6
78.4 98.1 99.4 127.1 133.7 118.1 122.1 137.9 142.9 126.7 120.8 121.1 156.5 176.5 201.3 194.3 192.2 199.5 229.1 249.7 239.1
207.6
250.6 258.9 298.3 323.0 334.5 298.1
208.6
152.4
217.1 227.6 257.6 282.8 312.8 326.9
376.0
442.0 426.1
359.4
384.6
453.7
THO
LISTED
NYSE
Historical Data: Recreation Vehicle Industry Association (RVIA)
(e) Calendar year 2020 and 2021 represent the most recent RVIA most likely estimates from their November 2020, Winter 2020 issue of Roadsigns
Motorized RV Wholesale Market Trends (Units 000's)
2001
2002
2003
2004
% Change
(22.0)%
58.2 52.8 55.3
55.1
63.5 71.5
61.0 49.2 60.4 62.0 71.7 61.4 55.8 55.4
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
28.4
2005-
2006
2007
2008
2009-
2010
2011
2012
2013
13.2
25.2 24.8 28.2 38.3 44.0 47.3 54.7 62.6 57.6
46.6 39.0 49.2
2014
2015
2016
2017
5-year CAGR:
1.2%
2018
2019
2020 (e)
2021 (e)
THOR
Go Everywhere. Stay Anywhere.
9
2014
2015
2016
2017
2018
2019
2005
2006
2020 (e)
2021 (e)
2007
2008
2009
2010
2011
2012
2013
2014
2015
5-year CAGR:
2.8%
5-year CAGR:
2.6%
242.3 252.4 285.7 321.1 356.7 374.2
430.7
504.6 483.7
406.1 423.6
2016
2017
2018
2019
2020 (e)
2021 (e)
502.9View entire presentation