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Thor Industries Inc   (NYSE: THO)
 

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 9.66 % year on year in Q4 2026, sequentially sales grew by 11.81 %, Thor Industries Inc's cost of sales deteriorated by -5.94 % year on year, relative to one quarter ago cost of sales fell by -16.49 % in Q4.

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Thor Industries Inc's Suppliers recorded an increase in sales by 9.66 % year on year in Q4 2026, sequentially sales grew by 11.81 %, Thor Industries Inc's cost of sales deteriorated by -5.94 % year on year, compare to one quarter ago cost of sales fell by -16.49 % in Q4.

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Thor Industries Inc's Comment on Supply Chain


The company manufactures motorhomes, motorcaravans, campervans, urban vehicles, and travel trailers using raw materials including chassis, aluminum, lumber, plywood, plastic, fiberglass, and steel sourced from multiple suppliers. It does not maintain long-term contracts with chassis suppliers, and chassis availability can be subject to industry-wide allocation based on prior purchase volumes. While reliant on a limited number of chassis suppliers, the company is not dependent on any single supplier. Supply chain challenges, particularly for chassis, have affected production efficiency and costs in North America and Europe. The company collaborates with suppliers to address supply constraints and has identified secondary suppliers for certain components; however, engineering requirements restrict alternatives for chassis. Supply shortages and delivery delays have impacted production, especially in Europe, though the company anticipates improvements and continues to introduce new or enhanced recreational vehicle models annually.

Thor Industries Inc's Comment on Supply Chain


The company manufactures motorhomes, motorcaravans, campervans, urban vehicles, and travel trailers using raw materials including chassis, aluminum, lumber, plywood, plastic, fiberglass, and steel sourced from multiple suppliers. It does not maintain long-term contracts with chassis suppliers, and chassis availability can be subject to industry-wide allocation based on prior purchase volumes. While reliant on a limited number of chassis suppliers, the company is not dependent on any single supplier. Supply chain challenges, particularly for chassis, have affected production efficiency and costs in North America and Europe. The company collaborates with suppliers to address supply constraints and has identified secondary suppliers for certain components; however, engineering requirements restrict alternatives for chassis. Supply shortages and delivery delays have impacted production, especially in Europe, though the company anticipates improvements and continues to introduce new or enhanced recreational vehicle models annually.


THO's Suppliers Net Income grew by THO's Suppliers Net margin grew in Q4 to
22.79 % 5.03 %
THO's Suppliers Net Income grew by 22.79 %


THO's Suppliers Net margin grew in Q4 to 5.03 %


Thor Industries Inc's Suppliers Sales Growth in Q4 2026 by Industry

Suppliers from Aluminum Industry      27.76 %
Suppliers from Forestry & Wood Products Industry      1.11 %
Suppliers from Iron & Steel Industry      27.14 %
Suppliers from Metal Mining Industry  
Suppliers from Miscellaneous Fabricated Products Industry      26.56 %
Suppliers from Paper & Paper Products Industry -11.28 %   
Suppliers from Conglomerates Industry      1.44 %
Suppliers from EV, Auto & Truck Manufacturers Industry      1.92 %
Suppliers from Auto & Truck Parts Industry      31.13 %
Suppliers from Tire Manufacturing Industry -4.82 %   
Suppliers from S&Ls Savings Banks Industry      8.68 %
Suppliers from Real Estate Investment Trusts Industry -0.9 %   
Suppliers from Professional Services Industry      20.23 %
Suppliers from Computer Peripherals & Office Equipment Industry -0.09 %   
Suppliers from IT Infrastructure Industry      42.22 %
Suppliers from Semiconductors Industry      52.53 %
     





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 3,800.81 9,606.63 174.19 19,500
Olympic Steel Inc 562.98 1,898.86 13.79 2,168
Remitly Global Inc 4,462.98 1,809.63 305.01 3,200
Omnitek Engineering Corp 0.00 0.95 0.03 6
Novelis Inc 0.00 19,510.00 83.00 11,000
Nucor Corporation 56,434.93 36,101.00 3,256.00 33,000
SUBTOTAL 780,637.66 1,606,605.74 72,763.12 1,923,728
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Sources: Thor Industries Inc 's official press releases and regulatory filings; CSIMarket.com's supply-chain research; and the financial filings and press releases of other companies cited in this report.
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