Gentherm Incorporated is a company dedicated to the creation, production, and sale of advanced thermal management technologies. Its operations are divided into ...
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Est. EPS $0.66 · Revenue $403.73M · 5 analysts
Est. EPS $0.66
Est. EPS $0.72 · Revenue $401.58M · 4 analysts
Est. EPS $2.92 · Revenue $1.62B · 4 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.5B | +2.6% | +5.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $18.3M | -71.8% | +4.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +23.5% | -6.5% | -6.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +5.2% | -28.9% | -10.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +1.2% | -72.6% | -0.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $61.1M | +68.2% | +88.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +4.1% | +63.9% | +89.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 40.9% | -4.6% | +17.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.92x | -4.4% | +4.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.4B | +11.9% | +4.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.60 vs 2.34 | -74.4% | 0.14 vs 0.56 | -75.0% |
| Revenue Surprise | $1.5B vs $1.5B | +0.4% | $416.2M vs $382.9M | +8.7% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Nicholas Breisacher | officer: Chief Accounting Officer | Common Stock | D | 925 | $43.21 |
| Jul 29, 2026 | Kauffman Wayne S III | officer: SVP and General Counsel | Common Stock | D | 4,700 | $43.21 |
| May 14, 2026 | Washington Kenneth E | director | Common Stock | A | 4,292 | — |
| May 14, 2026 | Stacey John | director | Common Stock | A | 4,292 | — |
| May 14, 2026 | Meter Elizabeth | director | Common Stock | A | 4,292 | — |
Operator : Greetings, and welcome to Gentherm's Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note that this conference is being recorded. I'll now turn the conference over to Gregory Blanchette, Senior Director of Investor Relations. Thank you. You may begin. Gregory Blanchette : Thank you, and good morning, everyone, and thanks for joining us today. Gentherm's earnings results were released earlier this morning, and a copy of the release is available at gentherm.com. Additionally, a webcast replay of today's call will be available later today on the Investor Relations section of Gentherm's website. During this call, we will make forward-looking statements within the meaning of federal securities laws. These statements reflect our current views with respect to future events and financial performance, and actual results may differ materially. We undertake no obligation to update them, except as required by law. Please see Gentherm's earnings release and its SEC filings, including the latest 10-K and subsequent reports for discussions of our risk factors and other significant assumptions, risks and uncertainties underlying such forward-looking statements. During the call, we will also discuss non-GAAP financial measures as defined by SEC Regulation G. Reconciliations of these non-GAAP financial measures to the comparable GAAP financial measures are included in our earnings release and investor presentation. On the call with me today are Bill Presley, President and Chief Executive Officer; and Jon Douyard, Chief Financial Officer. During their comments, they will be referring to a presentation deck that we made available on the Investors section of Gentherm's website. After the prepared remarks, we'll be pleased to take your questions. Now I'd like to turn the call over to Bill. William Presley : Thank you, Greg, and good morning, everyone. Let's begin on Slide 3 for an update on our business and the market. Strong commercial execution where we continue to significantly outperform the market, combined with operational discipline, resulted in an excellent first half, positioning Gentherm to deliver a solid year. Based on this performance, we are raising our full year 2026 guidance. We continue to monitor the macroeconomic and geopolitical environment, and at the same time, we are proactively managing inflationary pressures through disciplined commercial actions and operational execution. As we look ahead, our priorities remain clear. We are focused on executing our strategy, capitalizing on the opportunities within our control and driving sustainable profitable growth for our shareholders. Strategic profitable growth is a cornerstone of our strategy, and we continue to achieve critical milestones that position us for long-term success. We have confidence that Gentherm's automotive business will grow over market, while we continue to build momentum beyond the light vehicle market. During the quarter, Gentherm …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
William T. Presley | President, Chief Executive Officer & Director | USD 5,162,017 | Male | 1970 | Active |
Jonathan C. Douyard | Executive Vice President, Chief Financial Officer & Treasurer | USD 2,540,040 | Male | 1980 | Active |
Thomas Stocker | President of Gentherm Technologies | USD 1,109,381 | Male | 1971 | Active |
Barbara J. Runyon | Senior Vice President & Chief Human Resources Officer | USD 919,577 | Female | 1972 | Active |
Jaymi Wilson | Senior VP & Chief Strategy Officer | USD 909,997 | Female | 1978 | Active |
Steve Fletcher | Senior Vice President & GM of Medical Business | — | Male | — | Active |
Gregory Blanchette | Senior Director of Investor Relations | — | Male | — | Active |
Nicholas Breisacher | Vice President & Chief Accounting Officer | — | Male | — | Active |
Wayne S. Kauffman | Senior VP, General Counsel & Secretary | — | Male | 1970 | Active |
Gentherm announces participation in the J.P. Morgan Auto Conference on August 13, 2026, and the Seaport Summer Investor Conference on August 18, 2026.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Gentherm (THRM) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.
Gentherm (NASDAQ: THRM - Get Free Report) announced that its Board of Directors has approved a share buyback program on Thursday, July 23rd, RTT News reports. The company plans to repurchase $400.00 million in outstanding shares. This repurchase authorization allows the auto parts company to reacquire up to 36.2% of its shares through open market purchases.
Gentherm Incorporated (THRM) Q2 2026 Earnings Call Transcript
