Financial Highlights ($ in thousands, except for per share data) Three Months Ended January 31, Change Six Months Ended January 31, Change 2026 2025 2026 2025 Net Sales $ 2,125,856 $ 2,018,107 5.3 % $ 4,514,979 $ 4,160,891 8.5 % Gross Profit $ 251,254 $ 245,197 2.5 % $ 572,228 $ 526,639 8.7 % Gross Profit Margin % 11.8 % 12.1 % (30) bps 12.7 % 12.7 % — bps Net Income (Loss) Attributable to THOR $ 17,803 $ (551) n/m $ 39,472 $ (2,383) n/m Diluted Earnings (Loss) Per Share $ 0.34 $ (0.01) n/m $ 0.75 $ (0.04) n/m EBITDA (1) $ 95,290 $ 76,344 24.8 % $ 202,830 $ 158,077 28.3 % Adjusted EBITDA (1) $ 98,054 $ 87,015 12.7 % $ 229,059 $ 194,797 17.6 % (1) See reconciliation of non-GAAP measures to the most directly comparable GAAP financial measures included at the end of this release Fiscal 2026 Second Quarter Revenue of $2.13 billion, Net income attributable to THOR of $17.8 million and Adjusted EBITDA of $98.1 million in the quarter. Adjusted EBITDA excludes nonrecurring costs or benefits associated with strategic reorganization initiatives and the impact of real estate transactions North American Motorized results meaningfully outpaced the prior-year period, with strong performance on both the top and bottom lines Net income attributable to THOR was aided by gains associated with real estate transactions as the Company continues to strategically optimize its footprint Strategic evolution of THOR's North American RV operating model announced after the quarter on February 23, 2026, paving the way for future enhanced synergies as well as benefits for dealers, end consumers and shareholders Full-year fiscal 2026 financial guidance held constant as originally provided Consolidated net sales in the range of $9.0 billion to $9.5 billion Diluted earnings per share in the range of $3.75 to $4.25 ELKHART, Ind.
