$THRM

Gentherm Inc

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

$40K
Nicholas Breisacher
0%
See all $THRM insider activity →
Med

Gentherm (THRM) details Modine spin-off merger, $3.5B 2030 revenue target

Gentherm (THRM) plans a Reverse Morris Trust business combination with Modine’s Performance Technologies division (SpinCo). The deal would create a $2.6B revenue company with EBITDA margins above 12% and under 70% light-vehicle exposure. Gentherm targets $3.5B revenue and over $0.5B EBITDA by 2030, including about $100M cross-selling synergies, pending a Sept. 10 vote and IRS ruling.

Gentherm (THRM) lifts 2026 guidance and details Modine Performance Technologies combination

Gentherm Incorporated posted a presentation for the JP Morgan Automotive Conference on Aug. 13, 2026. It discusses its proposed combination with Platinum SpinCo Inc., a Modine Manufacturing Company subsidiary, and notes SEC effectiveness of Gentherm’s Form S-4 and SpinCo’s Form 10 on Aug. 12, 2026. The company also lifts 2026 guidance, per the filing.

Gentherm (THRM) files S-4 amendment adding tax opinion and fee table

Gentherm Incorporated filed Amendment No. 2 to its Form S-4 registration statement with the SEC on Aug. 10, 2026, adding a tax opinion and a fee table. The filing relates to a proposed securities sale after the registration becomes effective and conditions in the related proxy statement/prospectus are met.

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 ($40K). The most active reporter was Nicholas Breisacher, Chief Accounting Officer, with 1 filing.

What's driving THRM

  • Deal terms and long-term targets can reprice THRM’s M&A risk, financing needs, and synergy credibility ahead of the September 10 vote and IRS ruling.

    stocktitan.net · Aug 13, 2026

  • Guidance lift plus deal disclosure can re-rate Gentherm’s 2026 earnings outlook, while deal mechanics add execution and integration risk.

    stocktitan.net · Aug 13, 2026

  • The filing is a procedural update to the S-4, signaling ongoing deal documentation work rather than a new operating or financial datapoint.

    stocktitan.net · Aug 10, 2026

  • 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

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

Score

Gentherm (THRM) details Modine spin-off merger, $3.5B 2030 revenue target

Gentherm (THRM) plans a Reverse Morris Trust business combination with Modine’s Performance Technologies division (SpinCo). The deal would create a $2.6B revenue company with EBITDA margins above 12% and under 70% light-vehicle exposure. Gentherm targets $3.5B revenue and over $0.5B EBITDA by 2030, including about $100M cross-selling synergies, pending a Sept. 10 vote and IRS ruling.

$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

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