This company has been acquired
Thermon Group Holdings (THR) Aperçu de l'action
Thermon Group Holdings, Inc. fournit des solutions de chauffage industriel pour les industries de transformation aux États-Unis et en Amérique latine, au Canada, en Europe, au Moyen-Orient, en Afrique et dans la région Asie-Pacifique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 3/6 |
| Performances passées | 2/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
Aucun risque n'a été détecté pour THR à partir de nos contrôles de risques.
THR Community Fair Values
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Analyst Price Targets
Thermon Group Holdings, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$61.14 |
| Plus haut sur 52 semaines | US$71.87 |
| Plus bas sur 52 semaines | US$23.86 |
| Bêta | 0.83 |
| Variation sur 1 mois | 1.02% |
| Variation sur 3 mois | 27.48% |
| Variation sur 1 an | 129.85% |
| Variation sur 3 ans | 148.13% |
| Variation sur 5 ans | 247.39% |
| Évolution depuis l'introduction en bourse | 397.88% |
Nouvelles et mises à jour récentes
Recent updates
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.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.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.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.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.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.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.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...
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?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).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.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...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 AlphaTHR: 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.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.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.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...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...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...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...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.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...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...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...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...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...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...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...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 AlphaThermon 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...
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.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...Rendement pour les actionnaires
| THR | US Electrical | US Marché | |
|---|---|---|---|
| 7D | -14.2% | -2.3% | -2.7% |
| 1Y | 129.8% | 76.8% | 18.6% |
Rendement vs Industrie: THR a dépassé le secteur US Electrical qui a rapporté 76.8 % au cours de l'année écoulée.
Rendement vs marché: THR a dépassé le marché US qui a rapporté 18.6 % au cours de l'année écoulée.
Volatilité des prix
| THR volatility | |
|---|---|
| THR Average Weekly Movement | 8.2% |
| Electrical Industry Average Movement | 12.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: THR 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 THR ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1954 | 1,792 | Bruce Thames | www.thermon.com |
Thermon Group Holdings, Inc. fournit des solutions de chauffage industriel pour les industries de transformation aux États-Unis et en Amérique latine, au Canada, en Europe, au Moyen-Orient, en Afrique et dans la région Asie-Pacifique. Elle propose des solutions de traçage thermique, notamment des services de conception technique automatisée, des produits de traçage thermique, des systèmes de contrôle et de surveillance intelligents et connectés, des services de construction et des services de maintenance ; des solutions de faisceaux de tubes comprenant des services de conception de faisceaux, des lignes d'échantillonnage chauffées et isolées ; des systèmes d'alimentation temporaire ; des couvertures chauffantes ; et des câbles électriques de traçage thermique, des solutions de chauffage à la vapeur, des contrôles, des surveillances et des logiciels, de l'instrumentation, des services de projet, des solutions de chauffage et de filtration industriels, une distribution et un éclairage électriques temporaires, ainsi que d'autres produits et services complémentaires. L'entreprise propose également des appareils intelligents et connectés, ainsi que des systèmes logiciels pour le contrôle et la gestion d'un système de traçage thermique ; des solutions de chauffage environnemental qui offrent un chauffage électrique ou au gaz pour les zones dangereuses et non dangereuses sous les marques Ruffneck, Norsemen et Catadyne ; des solutions de chauffage de processus ; des solutions de filtration sous la marque 3L Filters ; des solutions ferroviaires et de transport en commun sous les marques Hellfire, Velocity, ArcticSense et autres ; des chaudières à résistance électrique, à électrodes et à tubes à serpentin sous les marques Vapor Power, Precision Boilers et Caloritech ; et des banques de chargement de liquides sous la marque Pontus.
Thermon Group Holdings, Inc. Résumé des fondamentaux
| THR statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$2.01b |
| Bénéfices(TTM) | US$44.57m |
| Recettes(TTM) | US$536.26m |
Le site THR est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| THR compte de résultat (TTM) | |
|---|---|
| Recettes | US$536.26m |
| Coût des recettes | US$293.21m |
| Marge brute | US$243.06m |
| Autres dépenses | US$198.49m |
| Les revenus | US$44.57m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 1.35 |
| Marge brute | 45.32% |
| Marge bénéficiaire nette | 8.31% |
| Ratio dettes/capitaux propres | 26.2% |
Quelles ont été les performances à long terme de THR?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/02 22:05 |
| Cours de l'action en fin de journée | 2026/05/29 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
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 pour apprendre à 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
Thermon Group Holdings, Inc. est couverte par 14 analystes. 4 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 |
|---|---|
| James West | Barclays |
| Charles Brady | BMO Capital Markets Equity Research |
| Justin Ages | CJS Securities, Inc. |