Filing Flows › Industries › Consumer Discretionary › Motor Homes
Motor Homes SIC 3716
2 companies filing with the SEC under SIC 3716. Median revenue growth -9% year on year in Q2 2026 (2 companies). The growth model expects the industry's combined revenue to grow -1% in Q3 2026. 4 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- THO → Freedom Roads, LLC 13% of the supplier's revenue, $1.2B
- LCII → THO 15% of the supplier's revenue, $618M
- F → WGO
- THO → CWH 34% of the supplier's revenue
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | -1.0% | $3.1B | $2.3B – $3.9B |
| Q4 2026 | +4.2% | $2.9B | $2.1B – $3.8B |
| Q1 2027 | +7.4% | $3.7B | $2.6B – $4.8B |
| Q2 2027 | +9.2% | $3.3B | $2.3B – $4.3B |
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| THO Thor Industries | $2.3B | -8% | contraction |
| WGO Winnebago Industries | $645M | -10% | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.