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Tourism Holdings Rentals
Tourism Holdings Rentals (THL) investor relations material
Tourism Holdings Rentals H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary22 Feb, 2026
Executive summary
Statutory NPAT rose 17% to $29.6M and underlying NPAT increased 11% to $29.5M, with strong rental activity driving 11% services revenue growth and positive outlooks in all regions except the USA.
Total revenue increased 4% to $477.3M, with sales volumes stabilizing after prior declines and gross margin trends consistent with the previous half.
Strategic actions included divestment of UK & Ireland, closure of Brisbane manufacturing, retail rationalisation in Australia, and North America fleet integration.
Net debt at $493M is trending down, with a target below $400M and debt-to-EBITDA below 2x by year-end, supported by strong operating cash flow.
FY26 is a transition year, with expectations for a stronger FY27 and a long-term NPAT goal of $100M in 3–4 years.
Financial highlights
Net operating cash flow rose 67% to $40.5M, driven by improved EBITDA and lower net CapEx.
Underlying EBIT rose 8% to $64.4M; underlying EBITDA up 11% to $126.2M.
Interim dividend of 3.0 cps declared, up 20% year-over-year, with full-year dividend expected to rise 55%.
Basic EPS increased to 13.4c from 11.5c year-over-year.
Group ROFE was 7.5%, down from 8.1% in H1 FY25 but expected to improve.
Outlook and guidance
FY26 underlying NPAT guidance is $43–$47M, up 50–65% year-over-year, impacted by the UK divestment.
Forward rental revenue up 20–25% in NZ/AU, 30% in Canada, but down 25–30% in the U.S.
Net debt forecast below $400M and net debt/EBITDA ratio below 2.0x by June 2026.
Vehicle sales expected to rise in the second half compared to the prior period, with fleet target of 9,000 vehicles by June 2028.
RV sales markets remain challenging but show early signs of improvement.
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Next Tourism Holdings Rentals earnings date
H2 202624 Aug, 2026
Tourism Holdings Rentals
Next Tourism Holdings Rentals earnings date
H2 202624 Aug, 2026
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Frequently asked questions
Tourism Holdings Rentals Limited is a New Zealand-based company specializing in the rental and sale of recreational vehicles (RVs) and associated tourism services. Operating in New Zealand, Australia, and North America, THL offers motorhome rentals under various brands to serve tourists and travelers seeking self-guided exploration experiences. The company also engages in vehicle sales, operates tourism-related experiences, and provides support services for RV owners. The company is headquartered in Auckland, New Zealand, and its shares are listed on the NZX.
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