0811 ET - Thor's margins are taking a hit. The RV maker says its largest suppliers have passed on rising input costs, as they face tariffs and broader inflationary pressures. "Due to the challenged retail market and affordability challenges facing RV customers, we have so far made a deliberate choice not to pass the full burden of these rising costs on to our independent dealer partners and retail customers," Thor Industries says in prepared earnings remarks. "The cost of that choice is visible in our results." The company also says it's working to make its margins more resilient in the long-run, including by better managing production, growing its owned supply business and optimizing its organizational structure.
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