
Insider and congress filings
Thor Industries, Inc. (THO)
NYSE · Consumer Cyclical · 62 insider transactions · 5 congress trades · last filed 11 days ago
About Thor Industries, Inc.
from the company's filings and listing, as of Oct 25, 2026- Exchange
- NYSE
- Sector
- Consumer Cyclical
- Industry
- Auto - Recreational Vehicles
- Chief executive
- Robert W. Martin
- Employees
- 19,500
- Listed since
- Jan 10, 1984
- Market value
- $3.6B
- Price to earnings (12 mo)
- 20.7
- Net income per share, as reported (12 mo)
- $3.39
- Dividend yield
- 2.97%
Earnings
6 reported quarters · next on Dec 2, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q4 FY2026reported Sep 22, 2026 | $0.78 | $0.88 | $2.3B | $2.2B | EPS missRevenue beat |
| Q3 FY2026reported Jun 3, 2026 | $1.86 | $1.92 | $2.8B | $2.7B | EPS miss, GAAPRevenue beat |
| Q2 FY2026reported Mar 3, 2026 | $0.34 | $0.03 | $2.1B | $2.0B | EPS beat, GAAPRevenue beat |
| Q1 FY2026reported Dec 3, 2025 | $0.41 | -$0.07 | $2.4B | $2.0B | EPS beat, GAAPRevenue beat |
| Q4 FY2025reported Sep 24, 2025 | $2.31 | $1.16 | $2.5B | $2.1B | EPS beatRevenue beat |
| Q3 FY2025reported Jun 4, 2025 | $2.77 | $1.79 | $2.9B | $2.6B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Nov 3, 2025| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Robert W. MartinPresident and Chief Executive Officer | $750K | $7.1M | $6.7M | $14.6M |
| Colleen ZuhlSenior Vice President and Chief Financial Officer | $725K | $3.3M | $2.7M | $6.7M |
| Todd WoelferSenior Vice President and Chief Operating Officer | $650K | $3.2M | $2.6M | $6.5M |
| Trevor Q. GasperSenior Vice President, General Counsel, & Corporate Secretary | $600K | $1.6M | $1.0M | $3.2M |
| Michele McDermottChief Human Resources Officer | $525K | $1.1M | $609K | $2.2M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| ACR Alpine Capital Research, LLC | $415.5M | 5,527,556 | +12.7% | 10.58% |
| BlackRock, Inc. | $363.3M | 4,833,128 | +1.6% | 9.25% |
| Life Cycle Investment Partners Ltd | $308.1M | 4,099,664 | +25.2% | 7.85% |
| Kayne Anderson Rudnick Investment Management LLC | $272.4M | 3,624,570 | -15.5% | 6.94% |
| Dimensional Fund Advisors LP | $232.3M | 3,090,332 | -1.8% | 5.92% |
| Vanguard Portfolio Management LLC | $200.4M | 2,666,413 | +0.8% | 5.10% |
| Timucuan Asset Management Inc | $192.4M | 2,560,247 | +0.3% | 4.90% |
| Vanguard Capital Management LLC | $171.7M | 2,285,115 | +0.7% | 4.37% |
| State Street Corp | $127.1M | 1,689,768 | +2.7% | 3.23% |
| Capital Research Global Investors | $106.5M | 1,416,967 | -8.5% | 2.71% |
| Geode Capital Management, LLC | $75.1M | 998,960 | +0.5% | 1.91% |
| Envestnet Asset Management Inc | $74.2M | 987,883 | +9.2% | 1.89% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Open-market insider trades
3 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Peter Busch OrthweinDirector | Bought | 2,600 | $88.25 | $229K | Mar 6, 2026filed Mar 9, 2026 | 1d |
| W. Todd WoelferSVP, Chief Operating Officer | Sold | 4,567 | $114.84 | $524K | Jan 15, 2026filed Jan 16, 2026 | 1d |
| W. Todd WoelferSVP, Chief Operating Officer | Sold | 1,729 | $103.15 | $178K | Dec 12, 2025filed Dec 16, 2025 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Michele McDermottChief Human Resources Officer | Stock award | 8,141 | Oct 13, 2026 |
| Michele McDermottChief Human Resources Officer | Tax withholding | 233 | Oct 13, 2026 |
| Trevor Q. GasperSVP, General Counsel and SEC. | Stock award | 13,321 | Oct 13, 2026 |
| Trevor Q. GasperSVP, General Counsel and SEC. | Tax withholding | 1,163 | Oct 13, 2026 |
| Colleen A. ZuhlSr. VP and Chief FIN. Officer | Stock award | 27,195 | Oct 13, 2026 |
| Colleen A. ZuhlSr. VP and Chief FIN. Officer | Tax withholding | 2,413 | Oct 13, 2026 |
| Robert W. MartinChief Exec. and Pres. | Stock award | 60,236 | Oct 13, 2026 |
| Robert W. MartinChief Exec. and Pres. | Tax withholding | 5,498 | Oct 13, 2026 |
| Laurel HurdDirector | Stock award | 2,912 | Oct 13, 2026 |
| William J. Kelley Jr.Director | Stock award | 2,912 | Oct 13, 2026 |
| Jeffrey D. LorengerDirector | Stock award | 2,912 | Oct 13, 2026 |
| Ryan Aaron BirenChief Information Officer | Stock award | 6,898 | Oct 13, 2026 |
| Christina HenningtonDirector | Stock award | 2,912 | Oct 13, 2026 |
| Amelia HuntingtonDirector | Stock award | 2,912 | Oct 13, 2026 |
| Christopher J. KleinDirector | Stock award | 2,912 | Oct 13, 2026 |
| Peter Busch OrthweinDirector | Stock award | 2,912 | Oct 13, 2026 |
| W. Todd WoelferSVP, Chief Operating Officer | Stock award | 27,038 | Oct 13, 2026 |
| W. Todd WoelferSVP, Chief Operating Officer | Tax withholding | 2,333 | Oct 13, 2026 |
| Andrew E. GravesDirector | Stock award | 2,912 | Oct 13, 2026 |
| W. Todd WoelferSVP, Chief Operating Officer | Tax withholding | 4,960 | Oct 7, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in THO
5 disclosures of 5 on record · median 54d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | -35.4%After the saleS&P 500 +69.2% · -104.6 pts vs S&P 500 | Jul 14, 2023 | Aug 13, 2023 | 30d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | -10.3%After the saleS&P 500 +85.6% · -95.9 pts vs S&P 500 | Apr 10, 2023 | May 19, 2023 | 39d |
| Gary J. PalmerSpouse | Stock | Purchase | $1,001 - $15,000 | -27.9%S&P 500 +178.4% · -206.3 pts vs S&P 500 | Jul 5, 2018 | Sep 29, 2018 | 86d |
| Gary J. PalmerJoint | Stock | Purchase | $1,001 - $15,000 | -29.7%S&P 500 +172.3% · -201.9 pts vs S&P 500 | Jul 12, 2018 | Sep 29, 2018 | 79d |
| Gary J. Palmer | Stock | Purchase | $1,001 - $15,000 | -26.9%S&P 500 +167.0% · -193.9 pts vs S&P 500 | Aug 6, 2018 | Sep 29, 2018 | 54d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in THO, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 24, 20261 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Oct 24, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling THO?
Across the 3 most recent open-market filings shown here, 1 was a purchase and 2 were sales.
Which members of Congress have traded THO?
Daniel S. Goldman and Gary J. Palmer disclosed THO transactions in the filings shown here.
Which members of Congress hold THO?
1 member of Congress reports a position in THO in the estimate we hold as of Oct 24, 2026. The estimated position belongs to Robert Bresnahan. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are THO trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 54 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
