THOTHOR INDUSTRIES INC
Motor Homes
- Revenue
- $9.6B
- 0.3% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $386M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear181% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear62% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear28% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $16.3B | $11.1B | $10.0B | $9.6B | $9.6B | 0.3% |
| Net income | $1.1B | $374M | $265M | $259M | $178M | 31% |
| Operating cash flow | $990M | $982M | $546M | $578M | $321M | 44% |
| Capex | $241M | $209M | $140M | $122M | — | |
| Stock-based comp | $31M | $40M | $38M | $31M | $27M | 14% |
| Buybacks | $165M | $42M | $68M | $53M | $115M | 119% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.