What move does the options market price into Thor Industries's report?

Implied ±8.0%, either direction.

THONYSEMotor Homes

Thor Industries Inc (THO) earnings date, market-implied expected move, and options open interest by expiry

73.86

pre 73.86 +0.32%

Pre-market16:00 ETdelayed

Open73.58Volume758,351Mkt cap$3.8BP/E21.79EPS3.39Div yield2.84%

Day73.49 – 74.3841%52-wk62.35 – 120.2320%

THO

Thor Industries Inc

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±8.0%implied · report alone

8Q avg ±6.4%·×1.24·rich

68.0079.80

straddle ±11.8%

spot 73.90exp Dec 18ATM strike 75ATM straddle 10.30IV 47%

Oct 30 closereport share · term structure

Expected move

Inputs

Next report

Dec 2

before open · in 30 days

est.Q1 FY27

Calendar

Next report

Last report

+5.52%

vs ±8.5% implied · ×0.65

shaded = implied · ▲▼ = realized

Sep 22 '26 · confirmed

Implied vs realized

Largest filed tie

13.00%

of THO revenue · FreedomRoads

customerTHO 10-K

Supply chain

Largest filed tie

13F top-10 QoQ

+2.46%

shares held · 10 largest managers

13F · Jun 30 '26125d lag

412 managers

Top fund weight

0.11%

THO weight · MDY

N-PORTJun 30 '26

5 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Thor Industries (THO) is expected to report on Dec 2 before open (estimated date).

Implied vs realized

8 reports

—≥ implied

Dec 4 '24Dec 4 '24confirmed—▼−3.22%—

Mar 5 '25Mar 5 '25confirmed—▼−14.52%—

Jun 4 '25Jun 4 '25confirmed—▲+4.25%—

Sep 24 '25Sep 24 '25confirmed—▲+6.10%—

Dec 3 '25Dec 3 '25confirmed—▼−9.48%—

Q2 FY26Mar 3 '26confirmed—▼−5.56%—

Q3 FY26Jun 3 '26confirmed—▲+2.86%—

Q4 FY26Sep 22 '26confirmed±8.5%▲+5.52%×0.65

quarterimplied−15%0+15%realized×

Q4 FY26±8.5%▲+5.52%×0.65

Q3 FY26—▲+2.86%

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 4 expiries · Oct 30 close

0.70OI · 4 expiries · Oct 30 closeP/C open interest · Dec 18 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

1,104−18%Nov 2018d1.061,0370%1.06

report · Dec 2 · before open · est.

572+1%Dec 1846d814+2%

1,747−1%Jan 1574d3.12560+2%3.12

111+5%Mar 19137d0.97114+2%0.97

ExpiryPutsCallsP/C

Nov 2018d1,104−18%1,0370%1.06

report · Dec 2 · before open · est.

Dec 1846d572+1%814+2%0.70

Jan 1574d1,747−1%

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±11.8%

Funds 4

MDY±0.0%

REVS±0.0%

VIG±0.0%

VTI±0.0%

Suppliers 4

LCII±7.7%×0.65

PATK±7.2%×0.61

STLA±5.6%×0.47

Customers 1

CWH±12.0%×1.01

Dashed = straddle · × = co-movement · max 501dMethod 1 more fund Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

derived from FYQ4 FY26

1.79%derived from FYnet margin · revenue −16.89% QoQ · −8.41% YoY

Revenue

$2.3B−16.89% QoQ

Gross profit

$286M−19.49% QoQ

12.36% margin

Operating income

$51M−47.30% QoQ

2.19% margin

Pre-tax income

$52M−61.21% QoQ

Net income

$41M−56.76% QoQ

1.79% margin

Cost of revenue

$2.0B−16.51% QoQ

Operating expenses

$235M−9.17% QoQ

SG&A $206M

Other operating $29M

Tax

$10M−72.42% QoQ

Other income

$1M−96.88% QoQ

Revenue$2.3B−16.89%

Gross profit

$286M−19.49%

12.36% margin

Operating income

$51M−47.30%

2.19% margin

Pre-tax income

$52M−61.21%

Net income

$41M−56.76%

1.79% margin

Cost of revenue

$2.0B−16.51%

Operating expenses

$235M−9.17%

SG&A $206M

Other operating $29M

Other income$1M−96.88%

Tax$10M−72.42%

flow · deduction · inflow · signed % = QoQDerived: FY − Q1–Q3 · QE Jul 31 '26 · width = $

Revenue flow

Intraday

15m bars

Long dash = implied range · Oct 30 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

FOMC ×1.13· ±2.0% vs ±1.8% · 24 releases

eventrelease day|move|up · n×base

FOMCrate decision±2.0%8 of 24×1.13

CPIconsumer prices±1.9%6 of 10×1.08

PCEpersonal income & outlays±1.6%8 of 19×0.93

GDPgross domestic product±1.6%10 of 19×0.93

NFPjobs report±1.6%9 of 10×0.93

CPROFcorporate profits±1.5%8 of 12×0.83

PPIproducer prices±1.4%4 of 10×0.80

Bar = avg |move| to ±2% · tick = ±1.8% avg day · ×base = |move| ÷ ±1.8% · min 6 releases

Earnings history

EPS 0.77 · consensus —

Quarter	Reported	EPS	Consensus
Q4 FY26	Sep 22 '26 · confirmed	0.77	—
Q3 FY26	Jun 3 '26 · confirmed	1.86	—
Q2 FY26	Mar 3 '26 · confirmed	0.34	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod