Gentherm（THRM）株式概要
は、米国、中国、ドイツ、チェコ共和国、韓国、メキシコ、スロバキア、ルーマニア、日本、英国、および世界各国において、熱管理および空気圧快適化技術の設計、開発、製造、販売を行っている。 詳細
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Analyst Price Targets
Gentherm Incorporated 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$30.76 |
| 52週高値 | US$39.48 |
| 52週安値 | US$25.76 |
| ベータ | 1.35 |
| 1ヶ月の変化 | 4.55% |
| 3ヶ月変化 | -3.45% |
| 1年変化 | 10.09% |
| 3年間の変化 | -46.41% |
| 5年間の変化 | -55.99% |
| IPOからの変化 | -25.43% |
最新ニュース
ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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
ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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
ナラティブ更新 • 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).ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| THRM | US Auto Components | US 市場 | |
|---|---|---|---|
| 7D | -0.4% | 2.8% | 1.5% |
| 1Y | 10.1% | 7.1% | 25.5% |
業界別リターン: THRM過去 1 年間で7.1 % の収益を上げたUS Auto Components業界を上回りました。
リターン対市場: THRMは、過去 1 年間で25.5 % のリターンを上げたUS市場を下回りました。
価格変動
| THRM volatility | |
|---|---|
| THRM Average Weekly Movement | 5.6% |
| Auto Components Industry Average Movement | 6.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: THRM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: THRMの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1991 | 14,174 | Bill Presley | gentherm.com |
は、米国、中国、ドイツ、チェコ共和国、韓国、メキシコ、スロバキア、ルーマニア、日本、英国、および海外で、熱管理および空気圧快適化技術の設計、開発、製造、販売を行っている。自動車部門と医療部門の2部門で事業を展開。同社は、シートヒーター、送風機、温度調節シート用サーモエレクトリック装置、ステアリングヒーターなど、自動車の乗員に温熱快適性を提供する空調快適性システム、電子制御ユニットなどの統合電子部品、ランバーサポート、サイドボルスター調整、マルチコントゥアーシート、マッサージシステムなどからなる空気圧式ランバー＆マッサージ快適性ソリューション、ネック＆ショルダーコンディショナー、ドアパネルやアームレストの空調制御システムなど、その他の空調・快適性システムを提供している。また、コンポーネントを電源に接続するために使用される、既製の個別ケーブルやすぐに取り付けられるケーブルネットワークなどの自動車用ケーブル技術、様々な種類のバッテリーや熱管理製品に使用されるセル接続装置やバッテリーケーブル技術からなるバッテリー性能ソリューション、ブレーキやエンジンシステム、燃料管理用のバルブシステム、電子・ソフトウェアシステムには、空調・快適システム用の電子制御ユニットやメモリーシートモジュールなどの電子制御ユニットが含まれる。さらに、集中治療における高体温療法、外科手術における正常温熱療法、およびその他の加温/冷却療法用の患者体温管理システムをBlanketrolおよびAstothermブランドで提供している。同社は軽自動車のOEM（相手先ブランドによる生産）メーカーやティア1、医療業界にサービスを提供している。以前はアメリゴン・インコーポレーテッドとして知られ、2012年9月に社名をゲンテルム・インコーポレーテッドに変更した。同社は1991年に法人化され、ミシガン州ノースビルに本社を置いている。
Gentherm Incorporated 基礎のまとめ
| THRM 基礎統計学 | |
|---|---|
| 時価総額 | US$929.22m |
| 収益（TTM） | US$22.63m |
| 売上高(TTM) | US$1.54b |
41.7x
PER（株価収益率0.6x
P/SレシオTHRM は割高か？
公正価値と評価分析を参照収益と収入
| THRM 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.54b |
| 売上原価 | US$1.17b |
| 売上総利益 | US$372.94m |
| その他の費用 | US$350.31m |
| 収益 | US$22.63m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.74 |
| グロス・マージン | 24.24% |
| 純利益率 | 1.47% |
| 有利子負債／自己資本比率 | 30.6% |
THRM の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/13 02:10 |
| 終値 | 2026/05/13 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Gentherm Incorporated 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Luke Junk | Baird |
| Gary Prestopino | Barrington Research Associates, Inc. |