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THTHRM

Gentherm Incorporated

$THRM·$1.4B·Auto - Parts·Consumer Cyclical
$42.69-6.4%YTD+16.9%1Y+29.9%
Mentions · last 7 days
2026-07-20: 3 posts2026-07-21: 26 posts2026-07-22: 0 posts2026-07-23: 34 posts2026-07-24: 15 posts2026-07-25: 0 posts2026-07-26: 2 posts80+24%
Price updated 2d ago·X counts updated 8h ago
THTHRM
$THRMGentherm Incorporated
$42.69-6.40%80 posts+24%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $THRM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-07-26

Catching its breath after a run — could pick back up or fade from here.

Gentherm just beat Q2 by 34% (7/23) and authorized a new $400M buyback — down 6% today, coiling from range highs.

Gentherm Incorporated is a global specialist in climate-comfort technology for automotive (heated/ventilated seats, steering wheels, battery thermal management) plus medical devices. Up 30% over 12 months and 17% YTD, this is a real cyclical cooling from a strong Q2 print with a fresh $400M buyback authorization.

The setup is a real automotive-supplier compounder at a fair multiple:

  • Q2 was a clean beat: EPS $0.75 beat $0.559 (34% surprise) with revenue $96.4M — the last four EPS prints have been mostly beats (34-58%), meaning management is running the business well through the auto-cycle transition.
  • The capital-allocation moves are aggressive: new $400M stock repurchase authorization (replacing the terminated 2024 program) plus a fresh $550M five-year revolving credit facility with Bank of America (6/29) — that's real capital-return commitment and financing flexibility.
  • The revenue-growth trajectory is real: Q1 revenue grew 11.3% YoY to $394M with a 25% gross margin — the growth vector is intact even though today's -6% move reflects some Q2 valuation-digestion.

At 73% of the 52-week range and 21% above the 50-day, the tape is cooling from a print-plus-buyback surge. Q3 earnings on 10/22 is the referee — continued revenue growth plus buyback-activity commentary restarts the trade; a soft auto-production comment or a customer-mix-margin concern cools the trade despite the fresh authorization.

What to watch: 10/22 Q3 earnings — continued revenue growth plus buyback-activity commentary restarts the trade; a soft auto-production comment or customer-mix-margin concern cools the trade.

On the calendar: 2026-10-22 — Q3 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Gentherm Incorporated is a company dedicated to the creation, production, and sale of advanced thermal management technologies. Its operations are divided into two principal business segments: Automotive and Medical. The Automotive segment offers an extensive range of climate comfort systems, encompassing active heating and cooling solutions for seats (utilizing heaters, blowers, and thermoelectric devices for precise temperature regulation), heated steering wheels, and specialized thermal comfort products for areas like the neck, door panels, armrests, cupholders, and storage bins. This segment also develops integrated electronic components, including proprietary electronic control units (ECUs) and software essential for these comfort features, as well as general automotive electronic and software systems like memory seat modules. Additionally, Gentherm provides battery performance solutions, which include cell connecting devices, advanced battery cable technologies, and thermal management systems designed to heat and cool 12-volt, 48-volt, and high-voltage automotive batteries and modules. Its clientele in this segment primarily consists of light vehicle original equipment manufacturers (OEMs), key first-tier suppliers (such as automotive seat manufacturers), and aftermarket seat distributors and installers. The Medical segment focuses on delivering systems for managing patient temperature. Gentherm has a wide international footprint, with its products and services available across the United States, Germany, Canada, China, Hungary, Japan, South Korea, Romania, Macedonia, Malta, Mexico, the United Kingdom, Ukraine, and Vietnam. Founded in 1991 as Amerigon Incorporated, the company rebranded to Gentherm Incorporated in September 2012 and is based in Northville, Michigan.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Parts sits in its cycle right now — and what that implies for $THRM.

Auto - Parts · Consumer Cyclical

No material change from last week — solid-state batteries (QS) and advanced LiDAR (AEVA) are the enabling technology layer for next-generation EVs, while MOD's thermal management serves both AI..

Industry benchmark

9-name peer basket
-2.3%YTD
-6.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
52.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
29.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$0.75$0.56+34.2%
Q1 2026Apr 23, 2026$0.84$0.53+58.5%
Q4 2025Feb 19, 2026$0.49$0.57-14.0%
Q3 2025Oct 23, 2025$0.73$0.66+11.5%
Next earningsThu, Oct 22·consensus EPS $0.69

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$96.4M-74.3%100%11.1%$0.14$-1.2M
Q1 FY26$393.7M+11.3%24.7%2.9%$0.14$-10.7M
Q4 FY25$382.8M+8.5%22.0%3.4%$0.10$6.4M
Q3 FY25$382.9M+3.1%23.8%6.2%$0.49$46.5M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.6B$1.6B – $1.6B$2.81$2.70 – $2.886
FY27$1.7B$1.7B – $1.7B$3.17$2.84 – $3.555
FY28$1.8B$1.8B – $1.8B$4.55$4.46 – $4.662
FY29$1.7B$1.7B – $1.7B$0.00$0.00 – $0.001
FY30$1.7B$1.7B – $1.8B$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.73%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+21.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+26.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 49 other (25 awards · 24 inkinds) in window

See when $THRM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KAcquisition completedJul 238-K — Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Gentherm Incorporated reported Q2 2026 financial results and updated full-year 2026 guidance on July 23, 2026, and disclosed material capital allocation changes: the Board terminated the 2024 Stock Repurchase Program (with $110.1 million remaining as of June 30, 2026) effective July 27, 2026, replacing it with a new 2026 Stock Repurchase Program authorizing up to $400 million over three years ending July 27, 2029. The 8-K was also filed as a Rule 425 written communication, indicating it relates to a pending business combination. The combination of a significantly expanded buyback and active M&A context makes this filing material.

8-KMaterial agreementJul 28-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Gentherm Incorporated entered into a Third Amended and Restated Credit Agreement on June 29, 2026 with Bank of America, N.A. as administrative agent, establishing a $550 million secured five-year revolving credit facility (with a $50 million swing-line sublimit and $30 million letter-of-credit sublimit) for Gentherm and its U.S. and German borrowing subsidiaries. The new agreement replaces the Second Amended and Restated Credit Agreement from June 10, 2022, and is secured by substantially all U.S. borrower assets and guaranteed by certain domestic subsidiaries. The 8-K was also filed as a Rule 425 communication, connecting it to a pending business combination. The upsized $550M revolving facility materially improves Gentherm's liquidity position amid active M&A activity.

8-KOfficer or director changeMay 198-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-K/AMaterial agreement (amended)Apr 238-K/A — Item 1.01: Material agreement
8-KPress release / Reg FDApr 238-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KOfficer or director changeMar 258-K — Item 5.02: Officer or director change
8-KOfficer or director changeMar 178-K — Item 5.02: Officer or director change
8-KMaterial agreementFeb 278-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 48 other (30 425s · 4 13Gs · 3 proxys · 3 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Gentherm (NASDAQ:THRM) to Repurchase $400.00 million in Stockdefenseworld.net·3d agoGentherm Incorporated (THRM) Q2 2026 Earnings Call Transcriptseekingalpha.com·4d agoGentherm Q2 Earnings Call Highlightsmarketbeat.com·4d agoGentherm (THRM) Beats Q2 Earnings and Revenue Estimateszacks.com·4d agoGentherm Reports 2026 Second Quarter Results and Announces a New Increased Stock Repurchase Authorizationglobenewswire.com·4d ago

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