Gentherm Q4 Earnings Beat Expectations with Strong Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy THRM?
Source: seekingalpha
- Earnings Highlights: Gentherm reported a Q4 non-GAAP EPS of $0.49, missing estimates by $0.07, while revenue reached $382.8 million, an 8.5% year-over-year increase that beat expectations by $10.89 million, demonstrating resilience in the market.
- New Business Awards: The company secured automotive new business awards totaling $485 million in the quarter, further solidifying its leadership in automotive climate and comfort solutions, with production expected to commence in mid-2026.
- Product Revenue Growth: Product revenues of $382.8 million increased from $352.9 million last year, reflecting an 8.5% growth; excluding foreign currency effects, automotive revenue grew by 6.0%, while medical revenue declined by 3.9%, indicating varied performance across business lines.
- Future Outlook: Gentherm projects product revenues between $1.5 billion and $1.6 billion for 2026, with adjusted EBITDA expected to be between $175 million and $195 million, and anticipates approximately $1.7 billion in product revenues for 2027, showcasing strong growth potential.
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Analyst Views on THRM
Wall Street analysts forecast THRM stock price to rise
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 31.310
Low
42.00
Averages
43.33
High
44.00
Current: 31.310
Low
42.00
Averages
43.33
High
44.00
About THRM
Gentherm Incorporated is a provider of thermal management and pneumatic comfort technologies. The Company operates in two segments: Automotive and Medical. The Automotive reporting segment comprises global automotive businesses, including the design, development, manufacturing and sales of its automotive climate and comfort solutions (including Climate Control Seats, Climate Control Interiors, lumbar and massage comfort solutions and electronic solutions for climate and comfort technologies), valve system solutions and other automotive products. The Medical reporting segment comprises the patient temperature management business in the medical industry. Patient temperature management includes temperature management systems across multiple product categories addressing the needs of hyper-hypothermia therapy in intensive care, normothermia in surgical procedures and additional warming/cooling therapies utilized in acute and chronic care departments and non-hospital facilities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Gentherm Q4 2025 Earnings Call Insights
- Strategic Expansion: Gentherm's planned merger with Modine Performance Technologies is expected to elevate its market size from $2.6 billion to over $3.5 billion, showcasing the company's strong potential for diversification, particularly in the medical and Home & Office sectors.
- Financial Performance: The company achieved record revenue of $1.5 billion in 2025, reflecting a 2.9% year-over-year increase, with adjusted EBITDA of $175 million, or 11.7% of sales, demonstrating stability in core operations despite foreign exchange impacts.
- Future Outlook: Management anticipates revenue for 2026 to be between $1.5 billion and $1.6 billion, representing approximately 3% growth at the midpoint, and aims for $1.7 billion in 2027, reflecting confidence in market penetration.
- Market Opportunities: Gentherm expects revenue from Home & Office and medical markets to reach between $50 million and $100 million by 2028, indicating significant growth potential in non-automotive sectors, particularly with the launch of the ThermAffyx system to accelerate medical revenue growth.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these companies.
- Market Reaction: While specific stocks are not mentioned, such rating changes typically influence investor decisions and may lead to price volatility in the affected stocks.
- Investor Focus: Investors considering buying CAKE stock should pay attention to the latest insights from analysts to make more informed investment decisions.
- Information Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, providing comprehensive market insights and data support.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives and future expectations for these companies.
- Market Dynamics: While specific stock names are not disclosed, changes in analyst ratings typically influence investor decisions and can lead to price volatility in the affected stocks.
- Investor Focus: Investors considering buying TEM stock should pay attention to the latest insights from analysts to make more informed investment decisions, especially amid increasing market uncertainties.
- Source of Information: This information is provided by Benzinga, highlighting the significance of analyst ratings in investment decisions, despite the lack of specific rating details.
See More
Gentherm Q4 Earnings Beat Expectations with Strong Revenue Growth
- Earnings Highlights: Gentherm reported a Q4 non-GAAP EPS of $0.49, missing estimates by $0.07, while revenue reached $382.8 million, an 8.5% year-over-year increase that beat expectations by $10.89 million, demonstrating resilience in the market.
- New Business Awards: The company secured automotive new business awards totaling $485 million in the quarter, further solidifying its leadership in automotive climate and comfort solutions, with production expected to commence in mid-2026.
- Product Revenue Growth: Product revenues of $382.8 million increased from $352.9 million last year, reflecting an 8.5% growth; excluding foreign currency effects, automotive revenue grew by 6.0%, while medical revenue declined by 3.9%, indicating varied performance across business lines.
- Future Outlook: Gentherm projects product revenues between $1.5 billion and $1.6 billion for 2026, with adjusted EBITDA expected to be between $175 million and $195 million, and anticipates approximately $1.7 billion in product revenues for 2027, showcasing strong growth potential.
See More
Gentherm to Report Q4 and Year-End 2025 Financial Results on February 19, 2026
- Earnings Release Schedule: Gentherm is set to report its fourth quarter and year-end 2025 financial results on February 19, 2026, and will host a conference call at 8 AM (ET) that same day to provide detailed insights into its financial performance, aiming to enhance transparency and investor confidence.
- Conference Call Access Information: Investors can join the call by dialing 1-877-407-4018 (toll-free in the U.S.) or 1-201-689-8471 (international), with Conference ID 13758613, ensuring smooth access for investors to obtain the latest information.
- Webcast and Replay Availability: Gentherm will provide a live webcast and a one-year archived replay of the call on its Investor Relations website, allowing investors who cannot attend in real-time to access the information at their convenience, thereby enhancing information accessibility and transparency.
- Company Background Information: Gentherm is a global leader in thermal management and pneumatic comfort technologies, recording approximately $1.5 billion in sales in 2024 and securing $2.4 billion in new automotive business awards, reflecting its strong market performance and ongoing growth potential.
See More
Gentherm Submits FDA Filing for ThermAffyx™ Patient Safety System
- Innovative Medical Device: Gentherm has submitted a 510(k) premarket notification for its ThermAffyx™ Patient Safety System, aimed at addressing patient temperature and movement issues during robotic surgeries, which is expected to significantly enhance surgical safety.
- Market Demand Fulfillment: This system combines air-free patient warming with securement technology, uniquely addressing the risks of hypothermia and patient movement during procedures in the Trendelenburg position, thereby filling a critical market gap.
- Technology Transfer Application: Gentherm is leveraging technology from its automotive division, adapting heated seat innovations into medical devices, which is anticipated to be a game changer in operating rooms by improving patient comfort and safety.
- FDA Approval Anticipation: FDA clearance is expected in the first half of 2026, which will lay the groundwork for Gentherm's further expansion into the medical market and drive growth in the medical device sector.
See More
Gentherm Q4 2025 Earnings Call Insights
- Strategic Expansion: Gentherm's planned merger with Modine Performance Technologies is expected to elevate its market size from $2.6 billion to over $3.5 billion, showcasing the company's strong potential for diversification, particularly in the medical and Home & Office sectors.
- Financial Performance: The company achieved record revenue of $1.5 billion in 2025, reflecting a 2.9% year-over-year increase, with adjusted EBITDA of $175 million, or 11.7% of sales, demonstrating stability in core operations despite foreign exchange impacts.
- Future Outlook: Management anticipates revenue for 2026 to be between $1.5 billion and $1.6 billion, representing approximately 3% growth at the midpoint, and aims for $1.7 billion in 2027, reflecting confidence in market penetration.
- Market Opportunities: Gentherm expects revenue from Home & Office and medical markets to reach between $50 million and $100 million by 2028, indicating significant growth potential in non-automotive sectors, particularly with the launch of the ThermAffyx system to accelerate medical revenue growth.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these companies.
- Market Reaction: While specific stocks are not mentioned, such rating changes typically influence investor decisions and may lead to price volatility in the affected stocks.
- Investor Focus: Investors considering buying CAKE stock should pay attention to the latest insights from analysts to make more informed investment decisions.
- Information Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, providing comprehensive market insights and data support.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives and future expectations for these companies.
- Market Dynamics: While specific stock names are not disclosed, changes in analyst ratings typically influence investor decisions and can lead to price volatility in the affected stocks.
- Investor Focus: Investors considering buying TEM stock should pay attention to the latest insights from analysts to make more informed investment decisions, especially amid increasing market uncertainties.
- Source of Information: This information is provided by Benzinga, highlighting the significance of analyst ratings in investment decisions, despite the lack of specific rating details.
See More
Gentherm Q4 Earnings Beat Expectations with Strong Revenue Growth
- Earnings Highlights: Gentherm reported a Q4 non-GAAP EPS of $0.49, missing estimates by $0.07, while revenue reached $382.8 million, an 8.5% year-over-year increase that beat expectations by $10.89 million, demonstrating resilience in the market.
- New Business Awards: The company secured automotive new business awards totaling $485 million in the quarter, further solidifying its leadership in automotive climate and comfort solutions, with production expected to commence in mid-2026.
- Product Revenue Growth: Product revenues of $382.8 million increased from $352.9 million last year, reflecting an 8.5% growth; excluding foreign currency effects, automotive revenue grew by 6.0%, while medical revenue declined by 3.9%, indicating varied performance across business lines.
- Future Outlook: Gentherm projects product revenues between $1.5 billion and $1.6 billion for 2026, with adjusted EBITDA expected to be between $175 million and $195 million, and anticipates approximately $1.7 billion in product revenues for 2027, showcasing strong growth potential.
See More
Gentherm to Report Q4 and Year-End 2025 Financial Results on February 19, 2026
- Earnings Release Schedule: Gentherm is set to report its fourth quarter and year-end 2025 financial results on February 19, 2026, and will host a conference call at 8 AM (ET) that same day to provide detailed insights into its financial performance, aiming to enhance transparency and investor confidence.
- Conference Call Access Information: Investors can join the call by dialing 1-877-407-4018 (toll-free in the U.S.) or 1-201-689-8471 (international), with Conference ID 13758613, ensuring smooth access for investors to obtain the latest information.
- Webcast and Replay Availability: Gentherm will provide a live webcast and a one-year archived replay of the call on its Investor Relations website, allowing investors who cannot attend in real-time to access the information at their convenience, thereby enhancing information accessibility and transparency.
- Company Background Information: Gentherm is a global leader in thermal management and pneumatic comfort technologies, recording approximately $1.5 billion in sales in 2024 and securing $2.4 billion in new automotive business awards, reflecting its strong market performance and ongoing growth potential.
See More
Gentherm Submits FDA Filing for ThermAffyx™ Patient Safety System
- Innovative Medical Device: Gentherm has submitted a 510(k) premarket notification for its ThermAffyx™ Patient Safety System, aimed at addressing patient temperature and movement issues during robotic surgeries, which is expected to significantly enhance surgical safety.
- Market Demand Fulfillment: This system combines air-free patient warming with securement technology, uniquely addressing the risks of hypothermia and patient movement during procedures in the Trendelenburg position, thereby filling a critical market gap.
- Technology Transfer Application: Gentherm is leveraging technology from its automotive division, adapting heated seat innovations into medical devices, which is anticipated to be a game changer in operating rooms by improving patient comfort and safety.
- FDA Approval Anticipation: FDA clearance is expected in the first half of 2026, which will lay the groundwork for Gentherm's further expansion into the medical market and drive growth in the medical device sector.
See More
