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Thermon Group Holdings, Inc.NYSE:THR Aktienübersicht

Marktkapitalisierung US$2.0b
Aktienkurs
US$61.14
US$51
19.9% überbewertet intrinsischer Abschlag
1Y129.8%
7D-14.2%
1D
Wert des Portfolios
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Thermon Group Holdings, Inc.

NYSE:THR Lagerbericht

Marktkapitalisierung: US$2.0b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Thermon Group Holdings (THR) Aktienübersicht

Thermon Group Holdings, Inc. bietet technische Lösungen für die Prozessindustrie in den Vereinigten Staaten und Lateinamerika, Kanada, Europa, dem Nahen Osten, Afrika und dem asiatisch-pazifischen Raum. Mehr Details

THR grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung0/6
Künftiges Wachstum3/6
Vergangene Leistung2/6
Finanzielle Gesundheit6/6
Dividenden0/6

Belohnungen

Risikoanalyse

Bei unseren Risikoprüfungen wurden keine Risiken für THR festgestellt.

THR Community Fair Values

Create Narrative

See what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.

Thermon Group Holdings, Inc. Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Thermon Group Holdings
Historische Aktienkurse
Aktueller AktienkursUS$61.14
52-Wochen-HochUS$71.87
52-Wochen-TiefUS$23.86
Beta0.83
1 Monat Veränderung1.02%
3 Monate Veränderung27.48%
1 Jahr Veränderung129.85%
3 Jahre Veränderung148.13%
5 Jahre Veränderung247.39%
Veränderung seit IPO397.88%

Aktuelle Nachrichten und Updates

Narrativ-Update May 17

THR: CECO Acquisition Terms Will Pressure Future Shareholder Value

Analysts have maintained their $51.00 price target for Thermon Group Holdings, citing updated assumptions around the discount rate, long-term revenue growth, profit margins, and forward P/E that still support this valuation level. What's in the News CECO Environmental Corp.

Recent updates

Narrativ-Update May 17

THR: CECO Acquisition Terms Will Pressure Future Shareholder Value

Analysts have maintained their $51.00 price target for Thermon Group Holdings, citing updated assumptions around the discount rate, long-term revenue growth, profit margins, and forward P/E that still support this valuation level. What's in the News CECO Environmental Corp.
Narrativ-Update Apr 28

THR: CECO Deal Terms And Liquidity Profile Will Shape Future Shareholder Outcomes

Analysts have maintained their $51.00 price target on Thermon Group Holdings, citing consistent assumptions regarding the discount rate, revenue growth, profit margin, and future P/E as the basis for their view. What's in the News CECO Environmental Corp.
Narrativ-Update Apr 11

THR: Pending CECO Deal Structure And Liquidity Will Influence Future Shareholder Outcomes

Analysts reaffirmed a $51.00 price target on Thermon Group Holdings, citing relatively unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E, which together keep their overall view steady for now. What's in the News CECO Environmental Corp.
Narrativ-Update Mar 28

THR: Pending CECO Acquisition And Liquidity Position Will Shape Future Returns

Analysts have maintained Thermon Group Holdings' fair value estimate at $51.00. They cited only minor technical adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, which they said do not materially change their overall outlook.
Narrativ-Update Mar 13

THR: Pending CECO Deal And Liquidity Will Shape Future Returns

Analysts have reduced their price target on Thermon Group Holdings from about $54.67 to $51.00, citing updates to fair value assumptions, a slightly higher discount rate, and a modestly lower future P/E multiple, while keeping core revenue growth and profit margin expectations essentially unchanged. What's in the News CECO Environmental Corp.
Narrativ-Update Feb 26

THR: Deal With CECO And Liquidity Position Will Shape Future Multiple

Analysts have trimmed their price target for Thermon Group Holdings from approximately $57 to about $54.67 as they refresh assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News CECO Environmental Corp.
Narrativ-Update Feb 11

THR: Liquidity And Acquisition Plans Will Likely Support A Higher Future Multiple

Analysts have lifted their price target on Thermon Group Holdings from $37 to $57, citing updated assumptions around revenue growth, profit margins, and a higher future P/E multiple. What's in the News Thermon Group Holdings plans to look for acquisitions, with the CFO highlighting a focus on both organic growth and acquisitions as part of a balanced capital allocation approach.
Analyseartikel Feb 03

Thermon Group Holdings, Inc. (NYSE:THR) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

Thermon Group Holdings, Inc. ( NYSE:THR ) shares have continued their recent momentum with a 25% gain in the last month...
Neues Narrativ Feb 03

Data Center And Electrification Tailwinds Will Support Stronger Long Term Outcomes

Catalysts About Thermon Group Holdings Thermon Group Holdings provides industrial and commercial heating, monitoring, and control solutions across sectors such as energy, power, data centers, transportation, and general industrial. What are the underlying business or industry changes driving this perspective?
Narrativ-Update Jan 26

THR: Completed Buyback Will Leave Shares Looking Expensive Versus Fundamentals

Analysts have maintained their price target on Thermon Group Holdings at US$37.00, noting only minor adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions that did not materially change their overall view of the stock's valuation. What's in the News Thermon Group Holdings repurchased 236,427 shares between July 1, 2025 and September 30, 2025 for US$6 million under its existing buyback program, covering 0.72% of shares outstanding (Key Developments).
Narrativ-Update Jan 12

THR: Share Repurchases Will Support Steady Outlook And Fairly Valued Shares

Analysts have kept their fair value estimate for Thermon Group Holdings steady at US$37.00, with only small adjustments to the discount rate and future P/E assumptions. This indicates that their updated price target reflects relatively unchanged expectations around growth and profitability.
Analyseartikel Jan 10

Do Thermon Group Holdings' (NYSE:THR) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Jan 08

Thermon Group: Growth Drivers Are Largely Speculative Currently

Summary Thermon Group (THR) delivered strong FY2026 Q2 results, with a 58% YoY net income increase and a significant EPS beat, driving a 30% annual return. THR is positioned to benefit from electrification trends and surging data center demand for liquid load banks, but commercial viability of new products remains unproven. Profitability and margin expansion outpace sector medians, with gross margins at 45% and FCF margins at 12.8%, while the balance sheet shows ongoing deleveraging. Despite solid fundamentals, THR trades at fair valuation; I remain neutral and recommend waiting for commercial validation of Poseidon and Pontus products. Read the full article on Seeking Alpha
Narrativ-Update Dec 24

THR: Share Repurchases Will Support Stable Outlook And Fairly Priced Shares

Analysts have modestly reiterated their outlook on Thermon Group Holdings, keeping the price target effectively unchanged at about $37.00 per share. Slight adjustments to the discount rate and long-term valuation assumptions are viewed as insufficient to materially alter the company’s fair value profile.
Narrativ-Update Dec 10

THR: Share Repurchases Will Support Stable Outlook And Fairly Priced Shares

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.
Narrativ-Update Nov 25

THR: Fair Value Reflects Improved Margins Amid Share Repurchases and Modest Revenue Shift

Narrative Update on Thermon Group Holdings Analysts have raised their price target for Thermon Group Holdings from $33 to $37.00 per share, citing improved profit margin expectations. This comes despite slightly lower projected revenue growth and a modest increase in discount rate.
Analyseartikel Nov 22

Earnings Not Telling The Story For Thermon Group Holdings, Inc. (NYSE:THR) After Shares Rise 25%

Thermon Group Holdings, Inc. ( NYSE:THR ) shareholders have had their patience rewarded with a 25% share price jump in...
Analyseartikel Oct 11

With EPS Growth And More, Thermon Group Holdings (NYSE:THR) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analyseartikel Sep 17

Investors Don't See Light At End Of Thermon Group Holdings, Inc.'s (NYSE:THR) Tunnel

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
Analyseartikel Aug 28

Investors Will Want Thermon Group Holdings' (NYSE:THR) Growth In ROCE To Persist

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Narrativ-Update Aug 10

Electrification And Decarbonization Trends Will Unlock New Opportunities

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.
Analyseartikel May 25

Earnings Beat: Thermon Group Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a sad week for Thermon Group Holdings, Inc. ( NYSE:THR ), who've watched their investment drop 12% to...
Analyseartikel May 13

With Thermon Group Holdings, Inc. (NYSE:THR) It Looks Like You'll Get What You Pay For

With a price-to-earnings (or "P/E") ratio of 21.7x Thermon Group Holdings, Inc. ( NYSE:THR ) may be sending bearish...
Analyseartikel Mar 31

Are Investors Undervaluing Thermon Group Holdings, Inc. (NYSE:THR) By 41%?

Key Insights The projected fair value for Thermon Group Holdings is US$48.09 based on 2 Stage Free Cash Flow to Equity...
Analyseartikel Jan 29

Thermon Group Holdings (NYSE:THR) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Nov 22

Is Thermon Group Holdings, Inc. (NYSE:THR) Trading At A 27% Discount?

Key Insights Thermon Group Holdings' estimated fair value is US$42.94 based on 2 Stage Free Cash Flow to Equity Current...
Analyseartikel Nov 07

What You Can Learn From Thermon Group Holdings, Inc.'s (NYSE:THR) P/E

There wouldn't be many who think Thermon Group Holdings, Inc.'s ( NYSE:THR ) price-to-earnings (or "P/E") ratio of...
Analyseartikel Oct 25

Thermon Group Holdings' (NYSE:THR) Returns On Capital Are Heading Higher

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Seeking Alpha Oct 03

Thermon Group: Warming Up To The Shares Again (Rating Upgrade)

Summary Thermon Group Holdings, Inc.'s shares have come down to $28, presenting a compelling valuation at 14 times forward earnings, with leverage down to 1.2 times EBITDA. Despite softer organic performance and risks to full-year guidance, long-term ambitions and recent acquisitions support a modest investment position. The company provides industrial heating solutions, yet has diversified quite a bit away from oil and gas, aiming for $600-$700 million in sales by 2026. Recent acquisitions, including Vapor and F.A.T.I., enhance growth prospects, though organic sales and order intake have shown some weakness. Read the full article on Seeking Alpha
Analyseartikel Sep 18

Thermon Group Holdings (NYSE:THR) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
User avatar
Neues Narrativ Sep 16

Vapor Power Acquisition And Tactical Shifts Set To Propel Growth Amid Diversifying Markets

Diversifying revenue and reducing reliance on the oil and gas market aim to mitigate risks and enhance investor confidence.
Analyseartikel Sep 05

With EPS Growth And More, Thermon Group Holdings (NYSE:THR) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

Aktionärsrenditen

THRUS ElectricalUS Markt
7D-14.2%12.8%2.0%
1Y129.8%76.2%23.3%

Rendite im Vergleich zur Industrie: THR übertraf die Branche US Electrical , die im vergangenen Jahr eine Rendite von 76.2 erzielte.

Rendite vs. Markt: THR übertraf den Markt US, der im vergangenen Jahr eine Rendite von 23.3 erzielte.

Preisvolatilität

Is THR's price volatile compared to industry and market?
THR volatility
THR Average Weekly Movement8.2%
Electrical Industry Average Movement12.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

Stabiler Aktienkurs: THR hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: THRDie wöchentliche Volatilität (8%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
19541,792Bruce Thameswww.thermon.com

Thermon Group Holdings, Inc. bietet technische Lösungen für die industrielle Prozessbeheizung in den Vereinigten Staaten und Lateinamerika, Kanada, Europa, dem Nahen Osten, Afrika und dem asiatisch-pazifischen Raum. Das Unternehmen bietet Begleitheizungslösungen, einschließlich Software, automatisierte Konstruktionsdienste, Begleitheizungsprodukte, intelligente, vernetzte Steuerungs- und Überwachungssysteme, Konstruktionsdienste und Wartungsdienste; Rohrbündellösungen, die Bündelkonstruktionsdienste, beheizte und isolierte Probenleitungen umfassen; temporäre Stromversorgungssysteme; Heizdecken; und elektrische Begleitheizungskabel, Dampfheizungslösungen, Steuerungen, Überwachung und Software, Instrumentierung, Projektdienste, industrielle Heizungs- und Filtrationslösungen, temporäre Stromverteilung und Beleuchtung sowie andere ergänzende Produkte und Dienstleistungen. Darüber hinaus bietet das Unternehmen intelligente, vernetzte Geräte und Softwaresysteme für die Steuerung und Verwaltung eines Begleitheizungssystems, Umweltheizungslösungen mit elektrischer oder gasbetriebener Raumheizung für gefährliche und nicht gefährliche Bereiche unter den Marken Ruffneck, Norsemen und Catadyne sowie Prozessheizungslösungen; Filtrationslösungen unter der Marke 3L Filters; Lösungen für den Schienen- und Transitverkehr unter den Markennamen Hellfire, Velocity, ArcticSense und anderen; elektrische Widerstands-, Elektroden- und befeuerte Rohrschlangenkessel unter den Marken Vapor Power, Precision Boilers und Caloritech; sowie Flüssigkeitslastspeicher unter dem Markennamen Pontus.

Thermon Group Holdings, Inc.'s Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Thermon Group Holdings im Vergleich zum Marktanteil des Unternehmens?
THR grundlegende Statistiken
MarktanteilUS$2.01b
Gewinn(TTM)US$44.57m
Umsatz(TTM)US$536.26m
45.2x
Kurs-Gewinn-Verhältnis
3.8x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
THR Gewinn- und Verlustrechnung (TTM)
EinnahmenUS$536.26m
Kosten der EinnahmenUS$293.21m
BruttogewinnUS$243.06m
Sonstige AusgabenUS$198.49m
GewinnUS$44.57m

Zuletzt gemeldete Gewinne

Mar 31, 2026

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)1.35
Bruttomarge45.32%
Nettogewinnspanne8.31%
Schulden/Eigenkapital-Verhältnis26.2%

Wie hat sich THR auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/02 21:54
Aktienkurs zum Tagesende2026/05/29 00:00
Gewinne2026/03/31
Jährliche Einnahmen2026/03/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Thermon Group Holdings, Inc. wird von 14 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
James WestBarclays
Charles BradyBMO Capital Markets Equity Research
Justin AgesCJS Securities, Inc.