Gentherm

THRM

Market cap $976M

Gentherm Incorporated upgraded to a soft Buy as recent guidance and valuation outweigh near-term profitability concerns. THRM's revenue growth, especially in climate and comfort electronics, and new contracts signal accelerating market momentum despite mixed bottom-line results. Management projects 2026 revenue of $1.5–$1.6 billion and EBITDA of $175–$195 million, with the transformative Modine Performance Technologies acquisition targeting $25 million in annual synergies.

Gentherm Incorporated (THRM) Q4 2025 Earnings Call Transcript

Gentherm (THRM) came out with quarterly earnings of $0.49 per share, missing the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.29 per share a year ago.

Achieved Record Annual Revenue of $1.5 Billion  Increased Full Year Operating Cash Flow 7% Year-over-Year; Reduced Net Leverage to 0.2x Establishes 2026 Guidance; Provides Preliminary Revenue Outlook of ~$1.7B for 2027 NOVI, Mich., Feb. 19, 2026 (GLOBE NEWSWIRE) -- Gentherm (NASDAQ:THRM), a global market leader of innovative thermal management and pneumatic comfort technologies, today announced its financial results for the fourth quarter and full year ended December 31, 2025.

Gentherm (THRM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Market launch for its first of a kind integrated patient warming and securement system planned for third quarter of this year Market launch for its first of a kind integrated patient warming and securement system planned for third quarter of this year

Expands Gentherm's portfolio with highly complementary thermal management products and engineering capabilities, creating strong commercial opportunities in attractive end markets including power generation, commercial vehicles, and heavy-duty equipment Creates a compelling and more balanced financial profile for the combined company including lower light vehicle exposure, greater scale, substantial synergies, and a balance sheet with capacity to invest in future growth Reverse Morris Trust transaction valued at ~$1.0 billion, 1 ~6.8x post-synergy adjusted EBITDA 2,3,4 with Modine and Gentherm shareholders expected to own 40% and 60% of the combined company, respectively Accelerates the transformation of Modine's portfolio to create a pure-play climate solutions company with highly engineered, mission-critical thermal management solutions, focused on high-growth, high-margin businesses for sustainable returns Gentherm to host conference call at 8:00 AM ET today; Modine to host conference call at 9:15 AM ET today NOVI, Mich. and RACINE, Wis.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

New York-based Harvey Partners added 431,072 shares of Gentherm in the third quarter. The position value rose by $18.1 million from quarter to quarter.

NOVI, Mich., Nov. 04, 2025 (GLOBE NEWSWIRE) -- Gentherm (NASDAQ: THRM), a global market leader of innovative thermal management and pneumatic comfort technologies, today announced that it is scheduled to participate at the Baird Global Industrial Conference.