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Thor Industries Inc   (THO)
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Thor Industries Inc's Suppliers Performance

THO's Supply Chain

 
THO Costs vs Sales of Suppliers Growth Thor Industries Inc's Suppliers recorded an increase in sales by 7.99 % year on year in Q3 2023, from the previous quarter, sales fell by -1.58 %, Thor Industries Inc's cost of sales deteriorated by -18.29 % year on year, relative to one quarter ago cost of sales fell by -6.67 % in Q3.

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Thor Industries Inc's Suppliers recorded an increase in sales by 7.99 % year on year in Q3 2023, from the previous quarter, sales fell by -1.58 %, Thor Industries Inc's cost of sales deteriorated by -18.29 % year on year, compare to one quarter ago cost of sales fell by -6.67 % in Q3.

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  News about Thor Industries Inc Contracts



Thor Industries Inc's Comment on Supply Chain


In order to minimize finished inventory, our recreational vehicles generally are produced to dealer order. Our facilities are designed to provide efficient assembly line manufacturing of products. Capacity increases can be achieved quickly and at relatively low cost, largely by increasing the number of production employees or by acquiring or leasing additional facilities and equipment.


We purchase in finished form many of the components used in the production of our recreational vehicles. The principal raw materials used in the manufacturing processes for motorhomes and travel trailers are aluminum, lumber, plywood, plastic, fiberglass and steel purchased from numerous suppliers. We believe that, except for chassis and certain key towable RV components sourced from one major supplier, substitute sources for raw materials and components are available with no material impact on our operations.


Our relationship with our chassis suppliers is similar to our other RV vendor relationships in that no long-term contractual commitments are entered into by either party. Historically, chassis manufacturers resort to an industry-wide allocation system during periods when chassis supply is restricted. These allocations are based on the volume of chassis previously purchased. Sales of motorhomes rely on these chassis and are affected accordingly. We have not experienced any recent unusual cost increases from our chassis suppliers.
Generally, all of our operating subsidiaries introduce new or improved lines or models of recreational vehicles each year. Changes typically include new sizes and floor plans, different decors or design features and engineering improvements.


Thor Industries Inc's Comment on Supply Chain


In order to minimize finished inventory, our recreational vehicles generally are produced to dealer order. Our facilities are designed to provide efficient assembly line manufacturing of products. Capacity increases can be achieved quickly and at relatively low cost, largely by increasing the number of production employees or by acquiring or leasing additional facilities and equipment.


We purchase in finished form many of the components used in the production of our recreational vehicles. The principal raw materials used in the manufacturing processes for motorhomes and travel trailers are aluminum, lumber, plywood, plastic, fiberglass and steel purchased from numerous suppliers. We believe that, except for chassis and certain key towable RV components sourced from one major supplier, substitute sources for raw materials and components are available with no material impact on our operations.


Our relationship with our chassis suppliers is similar to our other RV vendor relationships in that no long-term contractual commitments are entered into by either party. Historically, chassis manufacturers resort to an industry-wide allocation system during periods when chassis supply is restricted. These allocations are based on the volume of chassis previously purchased. Sales of motorhomes rely on these chassis and are affected accordingly. We have not experienced any recent unusual cost increases from our chassis suppliers.
Generally, all of our operating subsidiaries introduce new or improved lines or models of recreational vehicles each year. Changes typically include new sizes and floor plans, different decors or design features and engineering improvements.



THO's Suppliers Net Income grew by THO's Suppliers Net margin grew in Q3 to
31.42 % 5.09 %


Thor Industries Inc 's Suppliers Sales Growth in Q3 2023 by Industry

Suppliers from Aluminum Industry -9.8 %   
Suppliers from Forestry & Wood Products Industry -19.51 %   
Suppliers from Iron & Steel Industry      38.1 %
Suppliers from Metal Mining Industry    
Suppliers from Miscellaneous Fabricated Products Industry -12.58 %   
Suppliers from Paper & Paper Products Industry -17.21 %   
Suppliers from Conglomerates Industry -1.64 %   
Suppliers from EV, Auto & Truck Manufacturers Industry      8.18 %
Suppliers from Auto & Truck Parts Industry      4.05 %
Suppliers from Tire Manufacturing Industry -3.18 %   
Suppliers from S&Ls Savings Banks Industry      1.23 %
Suppliers from Real Estate Investment Trusts Industry -11.16 %   
Suppliers from Professional Services Industry      42.76 %
Suppliers from Computer Peripherals & Office Equipment Industry    
Suppliers from Electronic Instruments & Controls Industry -5.9 %   
Suppliers from Semiconductors Industry -20.14 %   
     
• THO Suppliers Valuation • THO Suppliers Mgmt. Effect.





THO's vs. Suppliers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Thor Industries Inc 6,948.75 10,490.39 291.85 10,450
Alcoa Corp 4,947.06 10,619.00 -966.00 61,000
Amerityre Corporation 3.65 6.66 0.20 0
Arconic Corporation 3,050.71 8,141.00 -254.00 0
Ati Inc 7,198.50 4,173.60 423.40 9,700
American Axle and Manufacturing Holdings Inc 795.97 6,079.30 -33.60 13,050
Boise Cascade Company 5,498.59 6,308.94 381.43 5,910
Dmc Global Inc 402.88 719.05 34.76 428
Century Aluminum Company 979.44 2,201.70 -310.50 1,778
Commercial Metals Company 6,584.89 7,866.38 898.62 8,388
Cooper standard Holdings Inc 244.15 2,815.78 -203.32 29,000
Dana Inc 1,862.00 10,555.00 48.00 22,600
Ford Motor Co 50,111.25 176,191.00 4,329.00 183,000
General Motors Company 56,120.46 171,842.00 9,840.00 157,000
Gentex Corporation 8,558.75 2,298.63 428.40 4,757
The Goodyear Tire and Rubber Company 3,343.05 20,324.00 -496.00 67,000
Honda Motor Co Ltd 61,185.81 114,450.18 4,855.54 215,638
Horizon Global Corp 48.71 675.32 -91.22 2,700
International Paper Company 12,310.24 18,916.00 288.00 31,000
Kaiser Aluminum Corporation 1,188.77 3,141.30 13.20 2,760
Louisiana pacific Corporation 5,432.62 2,581.00 178.00 4,500
Lake Shore Bancorp Inc 67.61 28.43 5.26 104
Mueller Industries Inc 5,851.51 3,420.35 609.65 4,244
Arcelormittal 21,910.85 68,275.00 1,022.00 0
Meritor Inc. 2,620.70 4,295.00 264.00 8,400
Materion Corporation 2,833.03 1,665.04 95.70 2,550
Ncr Atleos Corporation 1,493.19 1,525.27 69.84 715
Enpro Inc 3,288.14 1,058.80 18.30 5,000
Nucor Corporation 47,468.28 35,732.93 5,366.20 28,800
Novelis Inc 0.00 16,530.00 590.00 11,970
Omnitek Engineering Corp 0.41 1.05 -0.17 11
Remitly Global Inc 3,714.68 944.29 -117.84 0
Ryerson Holding Corporation 1,120.70 5,284.10 96.60 3,000
Steel Dynamics Inc 22,384.39 18,794.88 2,467.33 10,640
Superior Industries International Inc 87.58 1,477.41 -73.96 3,050
Toyota Motor Corp 3,416,854.57 214,672.29 19,665.70 348,877
Timkensteel Corporation 992.00 1,332.40 34.90 2,600
Titan International Inc 794.53 1,820.85 83.71 600
Unique Fabricating Inc 1.97 134.91 -23.36 734
Ufp Industries inc 7,390.29 7,217.94 514.46 9,300
Viavi Solutions Inc 2,174.66 1,006.40 -29.10 3,500
Worthington Industries Inc 3,143.82 4,700.98 303.63 10,500
Weyerhaeuser Company 25,545.11 7,723.00 631.00 9,214
United States Steel Corp 11,916.57 18,053.00 895.00 34,680
Solitario Resources Corp 37.81 0.19 -3.38 5
Olympic Steel Inc 779.55 2,158.16 44.53 1,660
SUBTOTAL 3,812,339.46 987,758.51 51,893.91 1,320,363


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