$THRM

Why is Gentherm stock sliding today?

Gentherm (THRM) shares fell 7.5% premarket after Q3 2026 EPS of $0.33 missed estimates by $0.32. Revenue of $405M beat expectations slightly. Full-year guidance raised to $1.82B-$1.92B, driven by Modine integration. Shares traded near 52-week low.

Original reporting
Published Oct 22, 2026, 10:31 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 22, 2026, 10:43 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$THRM
Bearish
high confidence
Mentioned
$THRM
Relevance
8/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$THRMBearishHigh
01

Why it matters

The earnings surprise and integration costs are the primary drivers of the stock's slide, suggesting short‑term weakness.

02

Market read

The earnings miss and guidance update create an immediate trading opportunity in THRM, with likely continued downside pressure.

03

What to watch

Potential cost synergies from the Modine deal may materialize later, mitigating short‑term earnings pain.

Relevance 8/10Novelty 8/10Timing: pre‑market today

Background

Gentherm's Q3 earnings miss follows two quarters of strong beats, and the company raised full‑year revenue guidance after acquiring Modine Performance Technologies.

Company-level read

Ticker impact

$THRMBearishHigh confidence
Context

Gentherm reported Q3 2026 EPS of $0.33 versus consensus $0.65, causing a 7.5% pre‑market drop.

Expected impact

likely further downside as investors price in lower profitability and restructuring charges

Evidence & confidence

The miss is material, the stock fell 7.5% pre‑open and integration expenses are highlighted as a drag on earnings.

Market effects

Automotive thermal‑management sector may see broader pressure as earnings miss highlights integration risk.

U.S. equities may see modest pullback in related auto‑parts stocks.

Limited to U.S. and global auto suppliers; no broad macro impact.

Counterpoint

If the Modine acquisition drives long‑term revenue growth, the stock could rebound on future top‑line expansion.

Key entities

  • Gentherm

    Automotive thermal‑management specialist reporting Q3 2026 results.

  • Modine Performance Technologies

    Acquired business whose integration costs are impacting Gentherm's earnings.

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Gentherm (THRM) reported Q3 adjusted EBITDA of $45M (11.1% of sales), down from 12.7% YoY, citing material-cost inflation, freight costs, and FX effects. Adjusted EPS was $0.33, down from $0.73 YoY. The company secured $555M in automotive awards, bringing YTD total to $1.6B. Gentherm expects $1.875B revenue and $220M adjusted EBITDA for 2026, with Modine contributing $275M in Q4 revenue.

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Gentherm Q3 2026 slides: Modine deal reshapes growth strategy

Gentherm (THRM) reported Q3 2026 revenue of $405M, up 4.4% excluding FX, but missed EPS estimates ($0.33 vs $0.65). Shares fell 3.83% premarket. The Modine acquisition reshaped its business, reducing automotive revenue exposure from 97% to 37%. Management guided 2026 revenue to $1.825B-$1.925B, up from prior $1.55B-$1.65B, with Modine contributing $275M in Q4. Adjusted EBITDA guidance raised to $210M-$230M. Challenges include margin pressure and integration risks.