THRM

Wall Street expects a year-over-year increase in earnings on higher revenues when Gentherm (THRM) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 23. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This maker of climate-controlled seats and other products is expected to post quarterly earnings of $0.59 per share in its upcoming report, which represents a year-over-year change of +9.3%. Revenues are expected to be $384.35 million, up 2.5% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 2.62% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the mode...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Modine Manufacturing stock has delivered a very large 5 year return, yet the company now screens as expensive on several valuation checks, while a Discounted Cash Flow (DCF) estimate points to a share price that sits close to intrinsic value. After such a move, investors are weighing whether the recent cooling in the share price has been enough to make the current valuation reasonable. Over 5 years, Modine Manufacturing has returned about 14x an initial investment, which puts extra focus on whether today's price still reflects sustainable fundamentals. The planned Reverse Morris Trust transaction with Gentherm can reshape Modine Manufacturing's portfolio mix and cash flow profile. At the same time, execution risk around the separation and leadership changes may affect how confident investors feel about paying a premium. With the stock passing only 2 of 6 valuation checks, Modine Manufacturing does not screen as a clear bargain on the broader assessment. The stock's next move may depend on whether that strong long term return is now fully reflected in the price or if there is still room before Modine Manufacturing trades well above a reasonable intrinsic value. Modine Manufacturing delivered 155.4% returns over the last year. See how this stacks up to the rest of the Building industry. The Discounted Cash Flow (DCF) model estimates what Modine Manufacturing might be worth based on its projected future cash generation. For the latest twelve months, the company produced free cash flow of about $126.1 million, and the model applies a growing cash flow profile over time to reflect analyst and internal growth assumptions. On this basis, the DCF points to an estimated intrinsic value of about $246 per share, which sits only modestly above the current share price, implying the stock is roughly fairly valued rather than a clear bargain or obvious premium. The planned Reverse Morris Trust deal with Gentherm is a key moving part, and because it could alter Modine Manufacturing's future cash flows, it helps explain why the market is not pricing the stock far above this intrinsic estimate. Overall, the Discounted Cash Flow assessment suggests Modine Manufacturing currently looks about fairly valued. Modine Manufacturing is fairly val...

NOVI, Mich., July 07, 2026 (GLOBE NEWSWIRE) -- Gentherm (NASDAQ: THRM), a global market leader of innovative thermal management and pneumatic comfort technologies, will report its financial results for the second quarter 2026 on Thursday, July 23, 2026, and will host a conference call to discuss those results at 8 am (ET) that same day. Conference CallToll-free dial-in number: 1-877-407-4018International dial-in number: 1-201-689-8471Conference ID number: 13761564 WebcastA live webcast and one-year archived replay of the call can be accessed on the Events page of the Investor Relations section of Gentherm's website at www.gentherm.com. A telephonic replay will be available approximately two hours after the call by dialing 1-844-512-2921, or for international callers, 1-412-317-6671. The passcode for the live call and the replay is 13761564. The replay will be available until 11:59 p.m. (ET) on August 6, 2026. Investor Contact Gregory [email protected] 248.308.1702 Media Contact Haley Baur [email protected] 248.289.9711 About Gentherm Gentherm (NASDAQ: THRM) is a global market leader of innovative thermal management and pneumatic comfort technologies. Automotive products include Climate Control Seats (CCS®), Climate Control Interiors (CCI™), Lumbar and Massage Comfort Solutions, and Valve Systems. Medical products include patient temperature management systems. The Company is also developing a number of new technologies and products that will help enable improvements to existing products and to create new product applications for existing and new markets. Gentherm has more than 14,000 employees in facilities across 13 countries. In 2025, the company recorded annual sales of approximately $1.5 billion and secured $2.2 billion in automotive new business awards. For more information, go to www.gentherm.com.

NOVI, Mich., May 20, 2026 (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 in the following upcoming investor conference in the second quarter of 2026. Baird Global Consumer, Technology & Services Conference in New York CityBill Presley, President and CEO, and Jon Douyard, Executive Vice President of Finance, Chief Financial Officer and Treasurer, will participate in a fireside chat on Wednesday, June 3, 2026. The fireside chat will begin at 8:30 am (ET) and last for approximately 30 minutes. There will be a live audio webcast of the fireside chat, and a replay will be available for 90 days following the presentation on the Events page of the Investor Relations section of Gentherm’s website at: www.gentherm.com. In addition, Gentherm management will be hosting analysts and investors at upcoming conferences, including: Stifel Cross Sector 1x1 Conference on Tuesday, June 2, 2026, in Boston Wells Fargo Industrials & Materials Conference on Tuesday, June 9, 2026, in Chicago Please note that event participation and specific dates are subject to change. For the latest information, please visit the Gentherm Investor Relations website. Investor ContactGregory [email protected] 248.308.1702 Media Contact Haley Baur [email protected] 248.289.9711 About Gentherm Gentherm (NASDAQ: THRM) is a global market leader of innovative thermal management and pneumatic comfort technologies. Automotive products include Climate Control Seats (CCS®), Climate Control Interiors (CCI™), Lumbar and Massage Comfort Solutions, and Valve Systems. Medical products include patient temperature management systems. The Company is also developing a number of new technologies and products that will help enable improvements to existing products and to create new product applications for existing and new markets. Gentherm has more than 14,000 employees in facilities across 13 countries. In 2025, the company recorded annual sales of approximately $1.5 billion and secured $2.2 billion in automotive new business awards. For more information, go to www.gentherm.com.

Image source: The Motley Fool. Thursday, April 23, 2026 at 8 a.m. ET President and Chief Executive Officer — William Presley Chief Financial Officer — Jonathan Douyard Need a quote from a Motley Fool analyst? Email [email protected] William Presley: Thank you, Greg, and good morning, everyone. Let's begin on Slide 3. I want to start by saying that the Gentherm team demonstrated strong execution in the first quarter. Over the last year, we spent a lot of time improving our operating system. We've been focused on fundamentals that are core to operating in an efficient, consistent manner in all aspects of the business. I visited Gentherm sites in multiple countries over the last 3 months and was able to observe changes in how we operate in all locations versus last year. The teams are engaged in targeted actions for growth in new markets, factory floor space occupation and efficiency are increasing and the teams are adopting tools we put in place to drive financial rigor. I was pleased to see these efforts starting to produce tangible results in the quarter. The first quarter also demonstrated our ability to execute in a dynamic environment, and we are confident in our ability to continually improve our operations. After spending the year with the team putting tools and processes in place, we concluded that realigning our operating model and structure will drive increased speed and transparency across the organization. Therefore, during the quarter, we initiated an organizational realignment that reduced spans and layers to increase agility and provides a concentrated focus on internal improvements as well as the ability to accelerate our growth platforms. This realignment positions us well to deliver key financial and operational priorities going forward. Strategically, this quarter marked an inflection point in our journey to transform Gentherm. We took action to position the company for sustainable, profitable growth with our announcement to combine with Modine Performance Technologies. This transaction transforms the company with an expanded product portfolio and broader end market exposure. We continue to execute our priorities and strategy even though the environment around us remains dynamic. Since our prior earnings call, the macro and geopolitical environment has changed significantly and is creating an increased level of economic uncertainty. Despite these...

This article first appeared on GuruFocus. Revenue: $394 million, up 11.3% year-over-year. Automotive Climate and Comfort Solutions Revenue: Increased 13.6% year-over-year. Adjusted EBITDA: $49.3 million, or 12.5% of sales. Adjusted Diluted Earnings Per Share: $0.84, up 65% from $0.51 last year. Cash Flow Improvement: $8 million year-over-year improvement in operational cash flow. CapEx: $5.6 million, down $9.2 million year-over-year. Net Leverage: 0.2 turns. Liquidity: $456 million. 2026 Revenue Guidance: $1.5 billion to $1.6 billion. 2026 Adjusted EBITDA Guidance: $175 million to $195 million. 2026 Adjusted Free Cash Flow Guidance: $80 million to $100 million. Warning! GuruFocus has detected 4 Warning Signs with THRM. Is THRM fairly valued? Test your thesis with our free DCF calculator. Release Date: April 23, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Gentherm Inc (NASDAQ:THRM) reported first-quarter financial results that exceeded expectations, with revenue reaching a quarterly record of $394 million. The company secured $395 million in new automotive business awards, indicating strong market demand and a robust pursuit pipeline for the remainder of the year. Gentherm Inc (NASDAQ:THRM) demonstrated significant progress in organic growth initiatives, including partnerships with KUKA Home and the launch of the ThermAffyx medical product. The strategic combination with Modine Performance Technologies is expected to expand Gentherm Inc (NASDAQ:THRM)'s product portfolio and broaden its market exposure, positioning the company for sustainable, profitable growth. The company achieved a 140-basis-point increase in adjusted EBITDA margin, driven by operational excellence initiatives and strong net material performance. Gentherm Inc (NASDAQ:THRM) faces headwinds from cost increases in logistics and raw materials, including petrochemicals, due to lane disruptions and fuel surcharges. The company anticipates approximately $20 million in incremental costs due to inflationary impacts, which may create margin pressure in the second and third quarters. There is a timing disconnect between cost realization and recovery, which could affect margins as the company works to implement pass-through or reimbursement mechanisms. Despite strong first-quarter performance, the company maintains its full-year guidance due...

Management attributed record first-quarter revenue to strong execution of operational excellence initiatives and significant growth-over-market in Automotive Climate and Comfort Solutions. The company initiated an organizational realignment to reduce spans and layers, shifting from a regional matrix to a product-focused structure (Climate Comfort, Valves, and Medical) to increase agility and decision-making speed. Strategic growth beyond light vehicles reached an inflection point with the launch of production for KUKA Home and the FDA submission for the ThermAffyx medical system. Performance in China significantly outperformed the broader market due to intentional efforts to ramp up production with domestic Chinese OEMs and increased take rates from global OEMs. Management emphasized that the planned combination with Modine Performance Technologies is expected to transform Gentherm into a leader in thermal and precision flow management with expanded exposure to power generation and heavy-duty equipment markets. Operational improvements implemented over the past year, including standardized business processes and increased asset utilization, are beginning to drive tangible margin expansion and financial rigor. Full-year guidance assumes mid-single-digit revenue growth over market despite an expected 2% decrease in key industry production volumes. Management expects margins to be depressed in the second and third quarters due to a timing disconnect between the realization of inflationary costs and the execution of commercial recovery mechanisms. The company projects a clear path to $3.5 billion in revenue and over $0.5 billion in earnings within five years as a combined entity with Modine. Guidance includes the depletion of an inventory bank build in the second quarter as the company finalizes its global footprint transition, which will create a temporary headwind to gross margins. The furniture market initiative is expected to scale to between $50 million and $100 million in revenue by 2028, utilizing a standard kit methodology to ensure accretive margins. Management identified $20 million in incremental gross inflationary costs stemming from geopolitical instability, primarily impacting logistics, fuel, and petrochemical-based raw materials. The company incurred approximately $0.70 per share in merger and restructuring expenses during the first quarter relat...

Gentherm beat expectations in Q1 with revenue of $394 million (up 11.3% YoY), adjusted EBITDA of $49.3 million (12.5% margin) and adjusted EPS of $0.84, driven by outperformance in China and a 33% YoY gain in lumbar and massage products; the company also secured $395 million of automotive new business and ended the quarter with net leverage of 0.2x and liquidity of $456 million. Management is executing an operating-system overhaul and organizational realignment to reduce spans and layers, improve factory utilization and financial rigor, targeting roughly a $10 million annual OPEX run-rate benefit (about half in 2026), while the planned Modine deal has cleared HSR and is expected to close later this year. Gentherm maintained full-year guidance (revenue $1.5–$1.6 billion, adjusted EBITDA $175–$195 million) but warned of margin headwinds in Q2–Q3 from inflation and logistics—about $20 million of incremental costs expected—with recovery through customer pass-throughs likely to lag. Interested in Gentherm Inc? Here are five stocks we like better. Gentherm (NASDAQ:THRM) reported first-quarter 2026 results that management said exceeded expectations, driven by higher automotive volumes, outperformance in China and early benefits from operational initiatives aimed at improving execution and financial discipline. CEO Bill Presley said the company’s first quarter reflected “strong execution” and progress from an operating system overhaul that has been underway for the past year. Presley said he visited multiple Gentherm sites in recent months and observed improvements in factory space utilization, efficiency and adoption of tools designed to increase “financial rigor.” → Credo Stock Flashes Strong Bullish Signal—Upswing Just Starting During the quarter, Gentherm also initiated an organizational realignment intended to “reduce spans and layers” and improve agility and transparency. In response to an analyst question, Presley said the company reorganized around product, segmenting valves as a business unit and establishing “climate comfort valves, and medicals as a business unit within Gentherm Technologies,” supported by “a very lean corporate structure.” Presley added the changes were designed to speed decision-making, increase focus on high-growth opportunities, and drive continuous improvement, with an annual operating expense run-rate benefit of “about $10 million-i...

Gentherm (THRM) reported Q1 adjusted earnings of $0.84 per diluted share, up from $0.51 a year earli

NOVI, Mich. (AP) — NOVI, Mich. (AP) — Gentherm Inc. (THRM) on Thursday reported first-quarter profit of $4.2 million. The Novi, Michigan-based company said it had profit of 14 cents per share. Earnings, adjusted for one-time gains and costs, were 84 cents per share. The results beat Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was for earnings of 53 cents per share. The maker of climate-controlled seats and other products posted revenue of $393.7 million in the period, also beating Street forecasts. Five analysts surveyed by Zacks expected $361 million. Gentherm expects full-year revenue in the range of $1.5 billion to $1.6 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on THRM at https://www.zacks.com/ap/THRM

Gentherm (THRM) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.51 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +57.30%. A quarter ago, it was expected that this maker of climate-controlled seats and other products would post earnings of $0.57 per share when it actually produced earnings of $0.49, delivering a surprise of -14.04%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Gentherm, which belongs to the Zacks Automotive - Original Equipment industry, posted revenues of $393.71 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 9.07%. This compares to year-ago revenues of $353.85 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Gentherm shares have lost about 21% since the beginning of the year versus the S&P 500's gain of 4.3%. While Gentherm has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Gentherm was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list...

Revenue Growth of 7.2% (ex-FX) Year-over-Year Delivered Record Quarterly Revenue of $394 Million Expanded Gross Margin versus Prior Year as Operational Initiatives Gain Traction Announced Transformational Combination with Modine Performance Technologies; On Track to Close in 2026 NOVI, Mich., April 23, 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 first quarter ended March 31, 2026. “Our team executed well in the first quarter. We started seeing the tangible results from our efforts to establish a more robust operating system which drove improved performance on stronger volumes. We also continued progressing our organic growth initiatives in both home and office, and medical markets,” said Bill Presley, the Company's President and CEO. “This quarter also marked a strategic inflection point for Gentherm. Our announced combination with Modine Performance Technologies creates a stronger enterprise, with an expanded product portfolio, broader end market exposure, and clear value creation opportunities.” First Quarter Highlights Announced planned combination with Modine Performance Technologies, establishing a leader in thermal and precision flow management solutions across attractive end markets. The transaction remains on track to close by the end of the year. Delivered first home and office solutions to KUKA Home in Asia, extending scalable technology platforms into new markets. Submitted a 510(k) Class II premarket notification to the U.S. Food and Drug Administration (FDA) for ThermAffyx™ Patient Safety System, an integrated patient warming and securement system leveraging automotive technology. Revenue is expected in the third quarter of 2026. First Quarter Financial Highlights Secured Automotive New Business Awards totaling $395 million in the quarter. Product revenues of $393.7 million increased 11.3% from $353.9 million in the prior year. Excluding the impact of foreign currency translation, product revenues increased 7.2%, with Automotive increasing 7.7% and Medical decreasing 6.3%. Automotive Climate and Comfort Solutions revenue increased 13.6% year over year, or 9.8% excluding the impact of foreign currency translation, outperforming S&P Global’s mid-April light vehicle production report in our relevant markets...