Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
THO (Thor Industries Inc) has 10 disclosed suppliers and 2 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
Each tie as a share of each side’s annual revenue; the bigger share is the more dependent side.
| Partner | % of their revenue | % of THO revenue | Skew |
|---|---|---|---|
| CWHCamping World Holdings, Inc. | 58.40% | 38.83% | 1.5× |
| LCIILCI Industries | 16.00% | 6.88% | 2.3× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Sales to FreedomRoads, LLC accounted for approximately 14.0% of our consolidated net sales for fiscal 2024.”
$1.3B relationship
basisTHO fy2025 · closed 2025-07 $9.6B
FILING10-K0000730263-24-000010cik 0000730263
“Certain key components are currently produced by only a small group of suppliers that have the capacity to supply large quantities, primarily: (1) motorized chassis, where there are a limited number of chassis suppliers, and (2) doors, towable frames, slide-out mechanisms, axles and upholstered furniture for our recreational vehicles, where LCI Industries is a major supplier for these items within the North American RV industry.”
FILING10-K0000730263-24-000010cik 0000730263
“Its revenues from the RV market include sales to two major manufacturers of RVs that each account for over 10% of the Company's net sales, Forest River and Thor.”
FILING10-K0000076605-25-000062cik 0000076605disclosed by PATK
“As of December 31, 2025, Thor Industries and Forest River accounted for approximately 58.4% and 34.4%, respectively, of our new RV inventory.”
$3.7B relationship1.5× more of CWH’s book than THO’s
basisCWH fy2025 · closed 2025-12 $6.4BTHO fy2025 · closed 2025-07 $9.6B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Within North America, Class A motorhomes, generally constructed on medium-duty truck chassis, are supplied complete with engine and drivetrain components by motor vehicle manufacturers such as Ford, Freightliner and The Shyft Group.”
FILING10-K0000730263-25-000019cik 0000730263
“Class C and Class B motorhomes are generally built on a Ford, General Motors or Mercedes-Benz small truck or van chassis, which includes an engine, drivetrain components and a finished cab section.”
FILING10-K0000730263-25-000019cik 0000730263
“Intercompany eliminations adjust for Airxcel and Postle sales to the Company's North American Towable and North American Motorized segments, which are consummated at established transfer prices generally consistent with the selling prices of such components to third-party customers.”
FILING10-K0000730263-24-000010cik 0000730263
“Class C and Class B motorhomes are generally built on a Ford, General Motors or Mercedes-Benz small truck or van chassis, which includes an engine, drivetrain components and a finished cab section.”
FILING10-K0000730263-25-000019cik 0000730263
“Intercompany eliminations adjust for Airxcel and Postle sales to the Company's North American Towable and North American Motorized segments, which are consummated at established transfer prices generally consistent with the selling prices of such components to third-party customers.”
FILING10-K0000730263-24-000010cik 0000730263
“Motorcaravans include various types such as integrated, semi-integrated and alcove, and are generally constructed on light-duty truck chassis, supplied complete with engine and drivetrain components by chassis manufacturers such as Stellantis, Mercedes-Benz and Ford.”
FILING10-K0000730263-25-000019cik 0000730263
“Within North America, Class A motorhomes, generally constructed on medium-duty truck chassis, are supplied complete with engine and drivetrain components by motor vehicle manufacturers such as Ford, Freightliner and The Shyft Group.”
FILING10-K0000730263-25-000019cik 0000730263
“Within North America, Class A motorhomes, generally constructed on medium-duty truck chassis, are supplied complete with engine and drivetrain components by motor vehicle manufacturers such as Ford, Freightliner and The Shyft Group.”
FILING10-K0000730263-25-000019cik 0000730263
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0001104659-26-021548cik 0001669779disclosed by CWH
Thor Industries Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Motor Homes
High 72.30 at 7:45 am ET, low 68.92 at 3:15 pm ET.
Thor Industries Inc has 10 disclosed suppliers and 2 disclosed customers, each named in an SEC filing with the sentence that discloses it.