Gentherm (THRM)

• Market cap: $919M
• 1 day: -2.61%
• 5 days: -0.16%
• 1 month: 7.60%
• 3 months: 29.85%
• 6 months: -21.47%
• Year to date: -23.01%
• 1 year: -40.58%
• 5 years: -20.21%
• 10 years: -40.74%
• Sector: Consumer Discretionary
• Industry: Auto Parts

About: Gentherm Inc is an automotive parts manufacturer. The business activities of the group function through the Automotive and Medical segments. The vast majority of the firm's revenue comes from the Automotive segment, which includes automotive climate comfort systems, automotive cable systems, battery performance solutions, and automotive electronics and software systems. The medical segment is comprised of the results from the patient temperature management business in the medical industry. Its geographical segments are the United States, China, South Korea, Germany, Japan, the Czech Republic, and other countries.

Employees: 14,246

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

299% more call options, than puts

Call options by funds: $626K | Put options by funds: $157K

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.53% more ownership

Funds ownership: 99.8% [Q4 2024] → 100.33% (+0.53%) [Q1 2025]

2% less funds holding

Funds holding: 218 [Q4 2024] → 214 (-4) [Q1 2025]

33% less capital invested

Capital invested by funds: $1.23B [Q4 2024] → $827M (-$408M) [Q1 2025]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q4 2024] → 1 (-1) [Q1 2025]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $35 16% upside
• Avg. target: $35 16% upside
• High target: $35 16% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Baird Luke Junk

16% upside $35

Outperform Maintained

11 Jul 2025