Update shared on10 Aug 2025
Fair value Decreased 8.33%The consensus analyst price target for Thermon Group Holdings has been reduced to $33.00 from $36.00, primarily due to a decline in net profit margin and a higher future P/E multiple, signaling expectations of weaker profitability and a less attractive valuation.
What's in the News
- Thermon Group launched Poseidon (US) and Pontus (non-US) advanced liquid load banks for global data center and HPC market applications, emphasizing rapid deployment, modularity, and compliance with major international standards.
- The company was dropped from the Russell 2000 Dynamic Index.
- Thermon increased its equity buyback authorization by $24.4 million, bringing total buyback capacity to $74.4 million.
- Between January and March 2025, Thermon repurchased 483,169 shares (1.43% of shares outstanding) for $13.9 million, totaling 702,043 shares (2.08%) and $20.43 million under its ongoing buyback program.
- The company is expected to report Q1 2026 results on August 7, 2025.
Valuation Changes
Summary of Valuation Changes for Thermon Group Holdings
- The Consensus Analyst Price Target has fallen from $36.00 to $33.00.
- The Net Profit Margin for Thermon Group Holdings has significantly fallen from 12.06% to 10.67%.
- The Future P/E for Thermon Group Holdings has risen from 20.06x to 21.20x.
Disclaimer
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