索尔工业 2026年季度报告

☑QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for thequarterly period ended January 31, 2026. ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for thetransition period from ____ to ____.COMMISSION FILE NUMBER 001-09235 THOR INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Delaware93-0768752(State or other jurisdiction of(I.R.S. Employerincorporation or organization)Identification No.)52700 Independence Court, Elkhart, IN46514-8155(Address of principal executive offices)(Zip Code)(574) 970-7460(Registrant's telephone number, including area code)None(Former name, former address and former fiscal year, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: Name of each exchangeTitle of each classTrading Symbol(s)on which registeredCommon stock (Par value $0.10 Per Share)THONew York Stock Exchange Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2) has been subject to such filing requirements for the past 90 days.Yes☑No☐ Indicate by check mark whether the registrant has submitted electronically, every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files).Yes☑No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smallerreporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Accelerated filerSmaller reporting company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☑ As of February25, 2026, 52,595,933 shares of the registrant’s common stock, par value $0.10 per share, were outstanding. THOR INDUSTRIES, INC. AND SUBSIDIARIESCONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED) THOR INDUSTRIES, INC. AND SUBSIDIARIESCONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED) NOTES TO THE CONDENSED CONSOLIDATED FINANCIAL STATEMENTS (UNAUDITED)(All U.S. Dollar and Euro amounts presented in thousands except share and per share data or except as otherwise specified) 1.Nature of Operations and Accounting Policies Nature of Operations THOR Industries, Inc. was founded in 1980 and is the sole owner of operating subsidiaries (collectively, the “Company” or “THOR”),that, combined, represent the world's largest manufacturer of recreational vehicles (“RVs”) by units sold and revenue. The Companymanufactures a wide variety of RVs primarily in the United States and Europe and sells those vehicles, as well as related parts andaccessories, primarily to independent, non-franchise dealers throughout the United States, Canada and Europe. Unless the contextrequires or indicates otherwise, all references to “THOR,” the “Company,” “we,” “our” and “us” refer to THOR Industries, Inc. and itssubsidiaries. The July 31, 2025 amounts are derived from the annual audited financial statements of THOR. The interim financial statements areunaudited. In the opinion of management, all adjustments (which consist of normal, recurring adjustments) necessary to present fairlythe financial position, results of operations and cash flows for the interim periods presented have been made. These financialstatements should be read in conjunction with the Company’s Annual Report on Form 10-K for the fiscal year ended July 31, 2025.Due to seasonality within the recreational vehicle industry, inflation and shifting consumer demand in our industry, among otherfactors, annualizing the results of operations for the six months ended January 31, 2026 would not necessarily be indicative of theresults expected for the full fiscal year. Recently Adopted Accounting Standards In December 2023, the FASB issued ASU 2023-09, “Income Taxes (Topic 740): Improvements to Income Tax Disclosures”, requiringenhancements and further transparency to certain income tax disclosures. Under this ASU, entities must disclose, on an annual basis,specific categories in the rate reconciliation and provide additional information for reconciling items that meet a quantitative threshold.In addition, ASU 2023-09 requires entities to disclose additional information about income taxes paid. The new standard also