$THRM

Gentherm Inc

No enriched coverage for $THRM in the last 7 days.

$203K
Kauffman Wayne S III
0%
Med

Modine (NYSE: MOD) details Gentherm spin-off and ambitious 2027 growth targets

Modine (NYSE: MOD) discussed its Q1 ended June 30, 2026 call and the planned Gentherm spin-off/merger involving Platinum SpinCo. Modine said filings are progressing, with Gentherm’s S-4 submitted and an IRS ruling expected before closing, targeted before year-end. It guided fiscal 2027 sales up 20% to 35% and adjusted EBITDA $650m to $680m.

Gentherm Incorporated Q2 2026 Earnings Call Summary

Gentherm reported Q2 2026 results and an earnings-call outlook. It cited 12.7% organic automotive growth versus a 3% global light-vehicle production decline, FDA 510(k) clearance for ThermAffyx, and an IME acquisition to access VA hospitals. Gentherm expects the Modine Performance Technologies merger to close in early Q4 2026, targeting $3.5B revenue by 2030, $400M buyback, and $800M committed financing.

THRM sentiment & insider activity

Recent THRM coverage spans mergers & acquisitions, financial news and earnings.

In the last 30 days, THRM insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($203K). The most active reporter was Kauffman Wayne S III, SVP and General Counsel, with 1 filing.

What's driving THRM

  • Modine (NYSE: MOD) discussed its Q1 ended June 30, 2026 call and the planned Gentherm spin-off/merger involving Platinum SpinCo. Modine said filings are progressing, with Gentherm’s S-4 submitted and an IRS ruling expected before closing, targeted before year-end. It guided fiscal 2027 sales up 20% to 35% and adjusted EBITDA $650m to $680m.

    stocktitan.net · Jul 31, 2026

  • This is an insider open-market sale under a Form 4, with no 10b5-1 plan stated, but it is not a fundamental company disclosure.

    SEC EDGAR · Jul 30, 2026

  • The pending Modine merger is the central catalyst, with explicit revenue mix, margin timing, and financing/buyback details that can re-rate the stock.

    yahoo.com · Jul 25, 2026

  • Thin net margins and a high trailing P/E frame a valuation risk if profitability does not expand.

    simplywall.st · Jul 24, 2026

  • Raised full-year targets and provided margin and cash-flow outlook, with additional catalysts from medical acquisition and Modine integration timing.

    fool.com · Jul 24, 2026

alphai scores every news story that mentions THRM with an AI model for sentiment and relevance, and aggregates insider trades from Gentherm Inc's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $THRM

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$THRMMed

Gentherm Incorporated Q2 2026 Earnings Call Summary

Gentherm reported Q2 2026 results and an earnings-call outlook. It cited 12.7% organic automotive growth versus a 3% global light-vehicle production decline, FDA 510(k) clearance for ThermAffyx, and an IME acquisition to access VA hospitals. Gentherm expects the Modine Performance Technologies merger to close in early Q4 2026, targeting $3.5B revenue by 2030, $400M buyback, and $800M committed financing.

$THRMHighAI 9/10

Gentherm (THRM) Q2 2026 Earnings Call Transcript

Gentherm (THRM) reported Q2 2026 product revenue of $416 million, up 11% year over year, with 9.5% organic growth. Automotive climate and comfort revenue rose 14.1% (12.7% ex FX). Adjusted EBITDA was $48.8 million and non-GAAP EPS $0.75. The company raised 2026 guidance to $1.6 billion revenue and $185-$200 million adjusted EBITDA, and authorized $400 million in buybacks.

$THRMMedAI 8/10

Gentherm Q2 Earnings Call Highlights

Gentherm (NASDAQ:THRM) reported adjusted EBITDA of $48.8M (11.7% of sales) and adjusted EPS of $0.75 for Q2. Management cited margin pressure from timing, inventory reductions and warranty accruals. Gentherm raised 2026 guidance to $1.6B revenue and $185M-$200M adjusted EBITDA, and expects ThermAffyx initial sales in Q3.

$THRMMed

Gentherm Inc (THRM): Completion of Acquisition or Disposition of Assets

Gentherm Inc (THRM) filed an SEC Form 8-K — Completion of Acquisition or Disposition of Assets. EX-99.1 2 thrm-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Gentherm Reports 2026 Second Quarter Results and Announces a New Increased Stock Repurchase Authorization Revenue Growth of 9.5% (ex-FX) Year-over-Year Delivered Record Quarterly Revenue of $416 Million 2026 Full Year Guidanc

$THRMMed

Gentherm Inc (NASDAQ:THRM) Receives Consensus Recommendation of "Moderate Buy" from Brokerages

Gentherm Inc. (NASDAQ:THRM) has garnered a "Moderate Buy" consensus recommendation from six brokerages, with an average 12-month price target of $43.00. The company recently surpassed quarterly earnings estimates, reporting $0.73 EPS against an expected $0.64, and generated revenue of $386.87 million, a 4.1% year-over-year increase. Analysts anticipate an EPS of approximately $3.10 for the current year, while institutional investors own about 97% of the stock.

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