THOR Industries Results Presentation Deck
NORTH AMERICAN
MOTORIZED SEGMENT
Fourth Quarter of
Fiscal 2022
NORTH AMERICAN MOTORIZED
KEY DRIVERS
THO
LISTED
NYSE
Strong order backlog of
$3.4 billion
Production and unit shipments
continue to be constrained by
chassis supply
Dealer inventory levels remain
below optimal levels
Increased market share 220 bps
to 49.4% in 1H CY '22 (y/y)
NET SALES ↑
Increased 24.5%* driven primarily by
net selling price increases and changes
in product mix
GROSS PROFIT MARGIN ↑
Increased 510 basis points* driven by
net selling price increases, a reduction
in sales discounts, product mix changes
and lower overhead costs as
percentage of sales
*in the fourth quarter of fiscal 2022 compared to the
prior-year period
$823.1
4QFY21
12.9%
4QFY21
($ millions)
R
$1,024.8
4QFY22
18.0%
4QFY22
THOR
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