THOR Industries Results Presentation Deck
FOURTH QUARTER OF FISCAL YEAR 2022
Net Sales
$3.82 billion (¹)
+6.4% (2)
THO
LISTED
NYSE
Gross Margin
17.5%
+90 bps
(2)
Diluted EPS
$5.15
+25.0%
NA Towables
$1.80 bn
47.0%
NA Motorized
$1.02 bn
26.8%
(¹) Includes $129.6 million of net sales from Airxcel
As compared to the fourth quarter of fiscal year 2021
European
$0.81 bn
Other
$0.19 bn
5.1%
138,500
7/31/18
NORTH AMERICAN INDEPENDENT DEALER
INVENTORY OF THOR PRODUCTS
103,400
$634.1
$767.0
07/31/18
7/31/19
63,900
7/31/20
$852.7
$458.8
3.693.2
07/31/19
RV BACKLOG OF
$8.76 BILLION
(48.0)%
Inventory Units
Includes units of Tiffin products subsequent to the December 2020 acquisition of the Tiffin Group
$1,526.0
$1,451.6
58,300
$2,763.7
7/31/21
53,559.1
$4,014.7
(3)
$9,284.2
07/31/20 07/31/214)
127,000
CAMER
$2,753.6
NA Towables
NA Motorized European
Includes Tiffin backlog subsequent to the December 2020 acquisition of the Tiffin Group
X
7/31/22
$3,436.6
$2,571.0
07/31/22(4)
(3)
THOR
Go Everywhere. Stay Anywhere
5View entire presentation