Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Thor Industries: Notes from presentation slides; stock testing support near 110 premarket (115.42)<p>«We posted the 12th consecutive quarter of record revenues and record net income from continuing operations. We posted strong growth in revenues, both organically and from acquisitions, in the second quarter with double-digit organic growth in both segments — towables and motorized. We are optimistic about Thor's future prospects, as we continue to see new consumers entering the market and experiencing the RV lifestyle.»</p><ul><li>Towable revenues grew 55.0% to $1.08 billion. Motorized revenues grew 95.6% to $475.0 million. Jayco added $431.3 million to revenues in the quarter.</li><li>Markets remain strong with backlogs nearly doubling to $2.09 billion</li><li>«With record attendance at many of the largest consumer RV shows in the early part of calendar 2017, many in our industry are optimistic about the prospects for continued growth.»</li><li>Thor has #1 market position in both towables and motorized RVs</li><li>Recreation Vehicle Industry Association (RVIA) forecast in March 2017 that calendar 2017 wholesale shipments for all RV categories should increase to 445,700 units, or an increase of 3.5% over calendar year 2016. This follows strong 15.1% growth in 2016 to a level of wholesale shipments not seen since the 1970s. Leisure travel such as camping continues to be popular; there are favorable demographics: oppty with millennials and increasing diversity.</li><li>Labor market is tight in north Indiana.</li><li>Are you seeing any signs of slowing in the market? No, in fact, we are seeing the opposite. Do not believe either Thor or the RV Industry has reached a peak.</li><li><strong>Outlook</strong>: 'We continue to expect double-digit growth in revenues and improvements in earnings throughout fiscal 2017. Industry growth dynamics should continue as consumers remain optimistic about future economic conditions and new consumers continue to enter the RV market. We also expect a strong contribution to sales and earnings from the inclusion of a full year's results from Jayco's operations. Given our increased production to meet demand in the seasonally slower first half of the fiscal year, we may see lower sequential and year-over-year growth rates in the second half of the year.'</li><li>Will remain opportunistic in acquisitions.</li><li>Retail market share: <strong>THO</strong> 47%... <strong>WGO</strong>: Winnebago 3.2%, Grand Design — acquired by WGO 2.8%… REV Group (<strong>REVG</strong>): 0.8%… Gulfstream (<strong>GD</strong>)<strong> </strong>1.2%; all others 9.5%<ul><li>Suppliers: <strong>PATK</strong>, <strong>LCII</strong></li></ul></li></ul><p><strong>THO -4.7% testing support near 110 premarket.</strong></p></td> </tr></table>"