THR Earnings Prediction
The chart below shows how THR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, THR sees a +0.91% change in stock price 10 days leading up to the earnings, and a +5.85% change 10 days following the report. On the earnings day itself, the stock moves by -1.56%. This data can give you a slight idea of what to expect for the next quarter's release.
THR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
114.65M
-7.29%
-0.42%
Gross Margin
41.44%
-1.89%
1.42%
Operating Margin
13.80%
-22.38%
0.29%
Net Margin
8.28%
-30.48%
12.04%
EPS
0.28
-34.88%
12.00%
No Data Available
THR Earnings Analysis
THERMON GROUP HOLDINGS, INC. Corporation (THR.N) Earnings Conference Call
Positive
Order Growth and Ratios: Orders increased by 13% on a reported basis and 3% organically, resulting in an organic book-to-bill ratio of almost 1.17 times.
Backlog Growth Indicators: The backlog increased by 29% on a reported basis and was up 3% organically, indicating strong demand.
Quarterly Revenue Highlights: Revenue for the second quarter was $115 million, with Vapor Power contributing $12.1 million, showcasing the positive impact of recent acquisitions.
Free Cash Flow Improvement: Free cash flow was $6.7 million in the quarter, an improvement of $6.1 million versus last year, reflecting strong financial discipline.
Positive Revenue Outlook: The company expects revenue in the range of $495 million to $515 million, including contributions from recent acquisitions, indicating positive growth outlook.
Negative
Quarterly Revenue Decline: Revenue in the second quarter was $115 million, a year-over-year decrease of 7.4%, primarily due to continued headwinds in our large project business.
Organic Sales Decline: Excluding Vapor Power, second quarter organic sales decreased 17% versus a record 2024 quarter two.
Large Project Revenue Decline: Large project revenue was $17.5 million during the second quarter, down 51% from the same period last year as customers continue to delay decisions on large capital projects.
Adjusted EBITDA Decline: Adjusted EBITDA was $23.8 million during the second quarter, down from $27.7 million last year due to declines in our project revenue and continued investments in growth initiatives, partially offset by the contribution from Vapor Power.
EBITDA Margin Decline: Adjusted EBITDA margin was 20.8% during the second quarter, down from 22.4% in the same period last year, largely due to volume shortfall year-over-year.
THR FAQs
How does THR typically perform around its earnings report dates?
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THR Earning Call Sentiment
Thermon Group Holdings Inc. (THR) Q2 2025 Earnings Call Transcript
1.0x
00:00
00:00
THR.N
1.04%Positive
The earnings call presented mixed signals. The basic financial performance showed a decline in revenue and EBITDA, but an increase in orders and backlog. Product development and market strategy were stable, with decarbonization growth. Expenses and financial health were cautiously managed, with debt paydown and share repurchases. The Q&A revealed concerns about large project delays and uncertainty, but management remained optimistic. Adjusting for these factors, the overall sentiment is neutral, given the balance of positive and negative aspects, and considering the company's small-cap status, the stock is likely to remain stable.
