Gentherm (THRM) Aperçu de l'action
Gentherm Incorporated conçoit, développe, fabrique et vend des technologies de gestion thermique et de confort pneumatique aux États-Unis, en Chine, en Allemagne, en République tchèque, en Corée du Sud, au Mexique, en Slovaquie, en Roumanie, au Japon, au Royaume-Uni et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 3/6 |
| Performances passées | 0/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
THRM Community Fair Values
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Analyst Price Targets
Gentherm Incorporated Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$30.76 |
| Plus haut sur 52 semaines | US$39.48 |
| Plus bas sur 52 semaines | US$25.76 |
| Bêta | 1.35 |
| Variation sur 1 mois | 4.55% |
| Variation sur 3 mois | -3.45% |
| Variation sur 1 an | 10.09% |
| Variation sur 3 ans | -46.41% |
| Variation sur 5 ans | -55.99% |
| Évolution depuis l'introduction en bourse | -25.43% |
Nouvelles et mises à jour récentes
Mise à jour du récit • May 03
THRM: Comfort Platforms And Buybacks Will Support Future Upside Potential
Analysts now set a refreshed price target for Gentherm at $34, up from $33. This reflects updated assumptions around slightly lower projected revenue growth and profit margins, paired with a higher expected future P/E multiple and a modestly adjusted discount rate.Mise à jour du récit • Apr 18
THRM: Comfort Platforms And Buybacks Will Support Balanced Long Term Potential
Analysts have maintained Gentherm's price target at $33.00, citing updated assumptions for discount rate, revenue growth, profit margin and forward P/E that collectively support keeping the prior valuation view unchanged. What's in the News Gentherm launched a co branded product line with KUKA Home in Asia, taking its thermal technology platforms beyond automotive and into home furniture applications (Business Expansions).Mise à jour du récit • Apr 04
THRM: Comfort Platforms And Buybacks Will Support Future Upside Potential
Analysts have adjusted their price target for Gentherm to $33, down from $42, reflecting updated views on a higher discount rate, a revenue growth assumption of 5.96%, a profit margin assumption of 6.04%, and a future P/E of 11.42x. What's in the News Gentherm launched a co branded "Enhanced Comfort by Gentherm" program with KUKA Home in Asia, taking its thermal and comfort technology beyond automotive into home furniture applications and highlighting its role as a development partner from concept through production (Key Developments).Recent updates
Mise à jour du récit • May 03
THRM: Comfort Platforms And Buybacks Will Support Future Upside Potential
Analysts now set a refreshed price target for Gentherm at $34, up from $33. This reflects updated assumptions around slightly lower projected revenue growth and profit margins, paired with a higher expected future P/E multiple and a modestly adjusted discount rate.Mise à jour du récit • Apr 18
THRM: Comfort Platforms And Buybacks Will Support Balanced Long Term Potential
Analysts have maintained Gentherm's price target at $33.00, citing updated assumptions for discount rate, revenue growth, profit margin and forward P/E that collectively support keeping the prior valuation view unchanged. What's in the News Gentherm launched a co branded product line with KUKA Home in Asia, taking its thermal technology platforms beyond automotive and into home furniture applications (Business Expansions).Mise à jour du récit • Apr 04
THRM: Comfort Platforms And Buybacks Will Support Future Upside Potential
Analysts have adjusted their price target for Gentherm to $33, down from $42, reflecting updated views on a higher discount rate, a revenue growth assumption of 5.96%, a profit margin assumption of 6.04%, and a future P/E of 11.42x. What's in the News Gentherm launched a co branded "Enhanced Comfort by Gentherm" program with KUKA Home in Asia, taking its thermal and comfort technology beyond automotive into home furniture applications and highlighting its role as a development partner from concept through production (Key Developments).Seeking Alpha • Feb 20
Gentherm Is Finally Worthy Of An Upgrade As Its Transformation Progresses
Summary Gentherm Incorporated upgraded to a soft Buy as recent guidance and valuation outweigh near-term profitability concerns. THRM’s revenue growth, especially in climate and comfort electronics, and new contracts signal accelerating market momentum despite mixed bottom-line results. Management projects 2026 revenue of $1.5–$1.6 billion and EBITDA of $175–$195 million, with the transformative Modine Performance Technologies acquisition targeting $25 million in annual synergies. Long-term, THRM targets $3.5 billion in revenue and $525 million in EBITDA by 2030, supporting annualized upside potential of 12–14% if multiples re-rate. Read the full article on Seeking Alpha
Mise à jour du récit • Feb 17
THRM: New Surgical Safety System Will Support Higher Future Share Prices
Analysts have kept their $45.60 price target for Gentherm unchanged, citing broadly similar assumptions for revenue growth and discount rate, along with slightly higher modeled profit margins and a modestly lower future P/E multiple. What's in the News Gentherm submitted a 510(k) Class II premarket notification to the U.S. Food and Drug Administration for its ThermAffyx Patient Safety System, a combined patient warming and securement system for use in robotic surgery settings (Key Developments).Mise à jour du récit • Feb 03
THRM: Stable Fair Value And Margins Will Support Future Upside
Analysts maintained their Gentherm fair value estimate at US$42.00 and highlighted only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, rather than any material change in their overall view. Valuation Changes Fair Value: The Gentherm fair value estimate remains at US$42.00 per share.Article d’analyse • Jan 31
When Should You Buy Gentherm Incorporated (NASDAQ:THRM)?
Gentherm Incorporated ( NASDAQ:THRM ), is not the largest company out there, but it saw significant share price...Mise à jour du récit • Jan 19
THRM: Raised 2025 Guidance And Margin Outlook Will Support Upside
Analysts have kept their fair value target for Gentherm steady at US$42.00, with only small tweaks to assumptions such as discount rate, revenue growth, profit margin, and future P/E contributing to an unchanged overall price view. What's in the News Gentherm reported that from July 1, 2025 to September 30, 2025, it repurchased 0 shares for US$0 million, while completing a total buyback of 1,021,070 shares, or 3.29%, for US$39.9 million under the program announced on June 5, 2024 (Key Developments).Mise à jour du récit • Jan 05
THRM: Raised 2025 Guidance And Higher P/E Expectations Will Support Upside
Analysts now see Gentherm's fair value at US$42.00, up from US$36.00. This reflects updated assumptions around revenue growth, profit margins, discount rate and future P/E expectations.Mise à jour du récit • Dec 20
THRM: Raised 2025 Guidance Will Support Higher Future Share Prices
Analysts have modestly fine tuned their valuation model for Gentherm, maintaining a fair value estimate of $45.60. Incremental improvements in the discount rate and long term earnings assumptions leave the overall price target effectively unchanged.Mise à jour du récit • Dec 06
THRM: Raised 2025 Guidance And Completed Buyback Will Support Higher Prices
Analysts have modestly trimmed their price target on Gentherm, now seeing fair value at approximately $45.60 per share, as a slightly lower discount rate and future P/E assumptions temper the stock’s risk-reward profile despite largely unchanged growth and margin expectations. What's in the News Gentherm raised its full year 2025 earnings guidance, now expecting product revenues between $1.47 billion and $1.49 billion, slightly tightening and lifting the prior $1.43 billion to $1.5 billion range (Key Developments).Mise à jour du récit • Nov 22
THRM: Share Repurchase Completion And 2025 Guidance Will Support Higher Stock Prices
Analysts have maintained their price target for Gentherm at $45.60, citing stable expectations for the company's growth prospects and profitability even as there have been minor adjustments to risk and valuation assumptions. What's in the News Gentherm Incorporated raised its earnings guidance for the full year 2025, now projecting product revenues in the range of $1.47 billion to $1.49 billion.Mise à jour du récit • Nov 08
THRM: Future Revenue Range Expansion Will Likely Drive Share Price Higher
Analysts Slightly Raise Gentherm Price Target to $45.60 Analysts have modestly increased their price target for Gentherm from $45.20 to $45.60, citing incremental improvements in revenue growth estimates and updated valuation assumptions. What's in the News Gentherm has raised its earnings guidance for the full year 2025, now expecting product revenues between $1.47 billion and $1.49 billion.Mise à jour du récit • Oct 24
Comfort Features Will Drive Earnings Guidance and Platform Expansion Through 2025
Analysts have raised their price target for Gentherm from $42.60 to $45.20, citing improved revenue growth forecasts. This comes despite a slight decrease in profit margin expectations and minor adjustments to the discount rate and projected price-to-earnings ratio.Article d’analyse • Jul 23
We Think Gentherm (NASDAQ:THRM) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Jul 02
Gentherm's (NASDAQ:THRM) Returns Have Hit A Wall
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Seeking Alpha • Apr 23
Gentherm Looks Worth A Starter Position In The Mid-$20 Range, Despite Auto Sector Concerns
Summary I initiated coverage on Gentherm in December 2024 with a Hold rating, highlighting its niche in climate-controlled automotive devices but holding concerns over trade policy and recent business weakness. Gentherm's stock has fallen by nearly 50% in the past 4 months, as concerns for the auto sector mount. While Gentherm's shift to manufacturing in low-cost countries may not sit well in the United States, only ~35% of the company's direct sales are within the U.S. Despite risks, Gentherm's limited debt leverage and historical valuation discount make it a Buy, though with cautious optimism. Read the full article on Seeking AlphaArticle d’analyse • Apr 09
Why Investors Shouldn't Be Surprised By Gentherm Incorporated's (NASDAQ:THRM) 28% Share Price Plunge
To the annoyance of some shareholders, Gentherm Incorporated ( NASDAQ:THRM ) shares are down a considerable 28% in the...Article d’analyse • Mar 30
What Is Gentherm Incorporated's (NASDAQ:THRM) Share Price Doing?
Gentherm Incorporated ( NASDAQ:THRM ), is not the largest company out there, but it saw significant share price...Seeking Alpha • Feb 20
Gentherm Incorporated Is Getting Close To An Upgrade
Summary Gentherm Incorporated shares fell 7.8% after Q4 2024 results missed expectations, with revenue and earnings declining and disappointing 2025 guidance. The automotive segment struggled, with revenue dropping 4.3%, while the Medical segment saw an 8.1% revenue increase, though it remains a small part of the business. Despite weak sales and profitability metrics, Gentherm shares are attractively priced on an absolute basis but fairly valued compared to peers. Tariff uncertainties and operational changes present risks and opportunities, leading me to maintain a ‘hold’ rating instead of upgrading to ‘buy’. Read the full article on Seeking AlphaArticle d’analyse • Feb 03
These 4 Measures Indicate That Gentherm (NASDAQ:THRM) Is Using Debt Reasonably Well
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • Dec 20
Returns On Capital At Gentherm (NASDAQ:THRM) Have Stalled
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Dec 12
Sleepy Gentherm Approaching Value Territory, But No Dice
Summary Gentherm, an auto equipment firm known for automotive climate and comfort solutions, has seen its stock fall out of favor. The legacy subsegments of the business have struggled recently, and that's before any augmented trade tensions. Gentherm recently moved manufacturing to countries that could be targeted by Trump Administration tariffs, and that's a good reason for pause. I have a Hold rating on THRM shares at this price. Read the full article on Seeking AlphaArticle d’analyse • Nov 07
We Think Gentherm's (NASDAQ:THRM) Profit Is Only A Baseline For What They Can Achieve
Gentherm Incorporated ( NASDAQ:THRM ) recently posted some strong earnings, and the market responded positively. We...Article d’analyse • Oct 21
It's A Story Of Risk Vs Reward With Gentherm Incorporated (NASDAQ:THRM)
It's not a stretch to say that Gentherm Incorporated's ( NASDAQ:THRM ) price-to-earnings (or "P/E") ratio of 19.1x...Article d’analyse • Sep 27
Does Gentherm (NASDAQ:THRM) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Nouveau récit • Sep 24
Innovative Automotive Tech Fuels Growth, Outpaces Risks, And Boosts Market Share
Enhanced market penetration and product adoption with major OEMs to elevate revenue streams through increased content per vehicle.Article d’analyse • Sep 06
Is Now The Time To Look At Buying Gentherm Incorporated (NASDAQ:THRM)?
While Gentherm Incorporated ( NASDAQ:THRM ) might not have the largest market cap around , it received a lot of...Article d’analyse • Jul 15
A Look At The Intrinsic Value Of Gentherm Incorporated (NASDAQ:THRM)
Key Insights Gentherm's estimated fair value is US$60.37 based on 2 Stage Free Cash Flow to Equity Current share price...Article d’analyse • Jun 28
Returns On Capital Signal Tricky Times Ahead For Gentherm (NASDAQ:THRM)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Article d’analyse • Jun 13
Gentherm (NASDAQ:THRM) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Article d’analyse • May 10
Here's Why It's Unlikely That Gentherm Incorporated's (NASDAQ:THRM) CEO Will See A Pay Rise This Year
Key Insights Gentherm will host its Annual General Meeting on 16th of May CEO Phil Eyler's total compensation includes...Article d’analyse • May 03
Gentherm Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Investors in Gentherm Incorporated ( NASDAQ:THRM ) had a good week, as its shares rose 3.0% to close at US$51.49...Article d’analyse • Mar 29
Slowing Rates Of Return At Gentherm (NASDAQ:THRM) Leave Little Room For Excitement
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Rendement pour les actionnaires
| THRM | US Auto Components | US Marché | |
|---|---|---|---|
| 7D | -0.4% | 1.5% | 0.5% |
| 1Y | 10.1% | 11.1% | 25.4% |
Rendement vs Industrie: THRM a dépassé le secteur US Auto Components qui a rapporté 7.1 % au cours de l'année écoulée.
Rendement vs marché: THRM a sous-performé le marché US qui a rapporté 25.5 % au cours de l'année écoulée.
Volatilité des prix
| THRM volatility | |
|---|---|
| THRM Average Weekly Movement | 5.6% |
| Auto Components Industry Average Movement | 6.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: THRM n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de THRM ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1991 | 14,174 | Bill Presley | gentherm.com |
Gentherm Incorporated conçoit, développe, fabrique et vend des technologies de gestion thermique et de confort pneumatique aux États-Unis, en Chine, en Allemagne, en République tchèque, en Corée du Sud, au Mexique, en Slovaquie, en Roumanie, au Japon, au Royaume-Uni et dans le monde entier. Elle exerce ses activités dans deux secteurs, à savoir l'automobile et le médical. La société propose des systèmes de confort climatique, notamment des chauffages de siège, des ventilateurs et des dispositifs thermoélectriques pour les sièges à température variable et les chauffages de volant afin d'assurer le confort thermique des passagers automobiles ; des composants électroniques intégrés, tels que des unités de contrôle électronique ; des solutions pneumatiques de confort lombaire et de massage comprenant le soutien lombaire, le réglage des traversins latéraux, les sièges multicontours et les systèmes de massage ; et d'autres systèmes de climatisation et de confort, notamment des conditionneurs pour le cou et les épaules, et des systèmes de climatisation pour les panneaux de porte et les accoudoirs.
Gentherm Incorporated Résumé des fondamentaux
| THRM statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$929.22m |
| Bénéfices(TTM) | US$22.63m |
| Recettes(TTM) | US$1.54b |
41.7x
Ratio P/E0.6x
Ratio P/SLe site THRM est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| THRM compte de résultat (TTM) | |
|---|---|
| Recettes | US$1.54b |
| Coût des recettes | US$1.17b |
| Marge brute | US$372.94m |
| Autres dépenses | US$350.31m |
| Les revenus | US$22.63m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.74 |
| Marge brute | 24.24% |
| Marge bénéficiaire nette | 1.47% |
| Ratio dettes/capitaux propres | 30.6% |
Quelles ont été les performances à long terme de THRM?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/13 02:10 |
| Cours de l'action en fin de journée | 2026/05/13 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Gentherm Incorporated est couverte par 15 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| null null | Argus Research Company |
| Luke Junk | Baird |
| Gary Prestopino | Barrington Research Associates, Inc. |