Update shared on 10 Dec 2025
Narrative Update on Analyst Price Target for Thermon Group Holdings
Analysts have maintained their price target for Thermon Group Holdings at approximately $37.00 per share, with only immaterial adjustments to the underlying discount rate, revenue growth, profit margin, and future P/E assumptions. This reflects a broadly unchanged fundamental outlook.
What's in the News
- Completed a share repurchase of 1,303,168 shares, representing 3.89% of outstanding shares, for a total of $36.19 million under the buyback program announced on March 15, 2024 (Key Developments).
- Between July 1, 2025 and September 30, 2025, repurchased 236,427 shares, or 0.72% of outstanding shares, for $6 million as the final tranche of the current authorization (Key Developments).
Valuation Changes
- Fair Value: Unchanged at approximately $37.00 per share, indicating a stable intrinsic valuation.
- Discount Rate: Risen slightly from about 9.44% to roughly 9.49%, reflecting a marginally higher required return.
- Revenue Growth: Essentially unchanged at around 4.20% annually, signaling a stable growth outlook.
- Net Profit Margin: Effectively flat at roughly 11.75%, indicating no meaningful change in profitability assumptions.
- Future P/E: Risen slightly from about 21.49x to approximately 21.52x, implying a modestly higher valuation multiple on future earnings.
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AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
