THRM · NASDAQ · Auto - Parts

Gentherm

Builds thermal and pneumatic comfort systems for vehicles, plus patient-temperature-management products.

$39.55
After-hours close+0.02 (+0.04%)
At close$39.53(−2.11%)
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Profile

Gentherm IncorporatedTHRMConsumer Discretionary

Supplies climate-controlled seating, interior thermal comfort, lumbar and massage systems, valve systems, electronics, and medical patient-temperature-management products. Automotive work produces almost all revenue and is tied to global vehicle programs, seating integrators, OEM demand, and acquisition integration.

Supplies thermal-management and comfort systems mainly to automotive programs. Automotive products include Climate Control Seats, Climate Control Interiors, Lumbar and Massage Comfort Solutions, Climate and Comfort Electronics, Valve Systems, and other vehicle components.

Medical adds patient-temperature-management systems used across care settings. The business operates through a global manufacturing and engineering footprint, with activity tied to automakers and seat-system integrators across North America, Europe, and Asia.

Execution depends on vehicle production schedules, platform awards, large seating customers, OEM demand, acquisition integration, and the pending Modine Performance Technologies transaction. The current portfolio is shaped by acquisitions that expanded from thermoelectric seating into pneumatic comfort, electronics, valves, and patient temperature management.

Company facts

CEOWilliam Presley
ListedJun 10, 1993
ExchangeNASDAQ
HeadquartersNovi, MI
CountryUnited States
Employees14,174
CIK0000903129
ISINUS37253A1034

Key statistics

Market cap$1.21B
EPS (ttm)$0.8665
P/E (ttm)45.64
ROE3.7%
P/B1.68
P/S0.7707
Dividend yield
Beta1.11vs XLY −0.29

Year to date +7.3% · Average volume (30d) 463.4K

Analysts

Price target, next 12 months$50.00+26.4%Median of 15 analysts · vs the Aug 28 close
ConsensusBuy8 of 15 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Jul 29, 2026Roth CapitalReiterateBuy$44$50
Jul 24, 2026Stifel NicolausTarget$44$59
Jul 24, 2026Freedom BrokerDowngradeBuyHold
Jul 20, 2026Stifel NicolausTarget$38$44
Apr 24, 2026Stifel NicolausTarget$37$38

Earnings

EPS

Estimate$0.68
ReportedDue Oct 22, 2026

Revenue

Estimate$403.7M
ReportedDue Oct 22, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jul 23, 2026Q2 FY26$0.56$0.75+34.2%$382.9M$416.2M+8.7%−6.40%
Apr 23, 2026Q1 FY26$0.53$0.84+58.5%$362.2M$393.7M+8.7%+2.87%
Feb 19, 2026Q4 FY25$0.57$0.49−14.0%$371.9M$382.8M+2.9%+8.94%
Oct 23, 2025Q3 FY25$0.66$0.73+11.5%$374.7M$382.9M+2.2%+0.38%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$353.9M$375.1M$382.9M$382.8M$393.7M$416.2M
Gross profit$86.5M$89.8M$91.2M$84.3M$97.2M$96.4M
Operating income$17.1M$24.0M$23.9M$13.1M$11.3M$10.7M
Net income−$128.0K$477.0K$14.9M$3.0M$4.2M$4.4M
Diluted EPS−$0.00$0.02$0.49$0.10$0.14$0.14
Gross margin24.4%23.9%23.8%22.0%24.7%23.2%
Operating margin4.8%6.4%6.2%3.4%2.9%2.6%

Fiscal years (4-quarter sums)FY21 $1.05B · FY22 $1.20B · FY23 $1.47B · FY24 $1.46B · FY25 $1.49B

Revenue by product · Q2 FY26

Automotive Segments$404.8M · 97%
Medical Segments$11.4M · 3%

Revenue by geography · Q2 FY26

Non-US$283.1M · 41%
United States$133.1M · 19%
China$82.3M · 12%
Other Countries$58.5M · 8%
Germany$33.4M · 5%
Czechia$23.4M · 3%
Korea, Republic of$19.8M · 3%
Mexico$19.2M · 3%
Slovakia$16.8M · 2%
Japan$12.6M · 2%
Netherlands$6.1M · 1%

Balance sheet, Jun 30, 2026Cash & short-term investments $213.2M · Total debt $325.1M · Total assets $1.49B · Shareholders' equity $723.1M

Dividends

No dividends on record.

Ownership

Institutions 111.17%Insiders 2.13%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 30.71M · Float 30.03M · 97.8% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.4.84M15.75%13FAug 7, 2026
Vanguard Portfolio Management LLC1.93M6.30%13FAug 13, 2026
Dimensional Fund Advisors LP1.57M5.10%13GJul 14, 2026
Harvey Partners, LLC1.33M4.32%13FAug 14, 2026
State Street Corp1.31M4.26%13FAug 7, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 17, 2026Breisacher Nicholasofficer: Chief Accounting Officer−925$43.21
Jul 29, 2026Wayne S. III Kauffmanofficer: SVP and General Counsel−4,700$43.21
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Peers

  • Lear

    Direct seating thermal-comfort challenger with ComfortMax

  • Adient

    Complete-seat scale with modular heat, ventilation, and massage features

  • Magna

    Seating Systems scale around OEM seat-platform awards

  • BorgWarner

    Propulsion thermal systems and electric heaters overlap in EV content

  • Solventum

    Bair Hugger patient warming platform for perioperative protocols

CompareAfter-hours close

CompanyPriceChange
Gentherm$39.55+0.04%$1.21B45.613.40.8+11.0%
Lear$124.02−0.10%$6.21B11.67.90.3+3.0%
Adient$19.06+0.11%$1.49B31.87.20.1+5.0%
Magna$71.41+8.43%$17.93B24.48.90.4+2.0%
BorgWarner$63.84−0.37%$13.15B32.011.80.9+0.3%
Solventum$90.50−0.68%$15.78B11.113.51.9+2.2%
Median24.48.90.4+2.2%