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Analyst Price Targets
Thermon Group Holdings, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$61.14 |
| 52週高値 | US$71.87 |
| 52週安値 | US$23.86 |
| ベータ | 0.83 |
| 1ヶ月の変化 | 1.02% |
| 3ヶ月変化 | 27.48% |
| 1年変化 | 129.85% |
| 3年間の変化 | 148.13% |
| 5年間の変化 | 247.39% |
| IPOからの変化 | 397.88% |
最新ニュース
Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...
新しいナラティブ • 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?ナラティブ更新 • 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).ナラティブ更新 • 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.分析記事 • 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ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...株主還元
| THR | US Electrical | US 市場 | |
|---|---|---|---|
| 7D | -14.2% | -1.8% | -1.0% |
| 1Y | 129.8% | 36.6% | 14.7% |
業界別リターン: THR過去 1 年間で36.6 % の収益を上げたUS Electrical業界を上回りました。
リターン対市場: THR過去 1 年間で14.7 % の収益を上げたUS市場を上回りました。
価格変動
| THR volatility | |
|---|---|
| THR Average Weekly Movement | 8.2% |
| Electrical Industry Average Movement | 11.6% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: THR 、 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: THRの 週次ボラティリティ ( 8% ) 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 |
|---|---|---|---|
| 1954 | 1,792 | Bruce Thames | www.thermon.com |
サーモン・グループ・ホールディングスは、米国、中南米、カナダ、欧州、中東、アフリカ、アジア太平洋地域のプロセス産業向けに、エンジニアリングによる産業プロセス加熱ソリューションを提供している。同社は、ソフトウェアによる自動エンジニアリング設計サービス、ヒートトレース製品、スマート接続制御・監視システム、建設サービス、メンテナンスサービスを含むヒートトレースソリューション、バンドル設計サービス、加熱・絶縁サンプルラインからなるチューブバンドルソリューション、仮設電源システム、加熱毛布、および電気ヒートトレースケーブル、蒸気加熱ソリューション、制御、監視、ソフトウェア、計装、プロジェクトサービス、工業用加熱・ろ過ソリューション、仮設配電・照明、およびその他の補完的な製品・サービスを提供している。また、ヒートトレースシステムを制御・管理するためのスマートなコネクテッドデバイスやソフトウェアシステム、ラフネック、ノーズメン、カタダインの各ブランドで、危険・非危険区域用の電気またはガスによる空間暖房を提供する環境暖房ソリューション、プロセス暖房ソリューションも提供している；3Lフィルター」ブランドのろ過ソリューション、「ヘルファイア」、「ベロシティ」、「アークティックセンス」、その他のブランド名の鉄道・輸送ソリューション、「ヴェイパーパワー」、「プレシジョンボイラー」、「カロリテック」ブランドの電気抵抗ボイラー、電極ボイラー、焼成コイル管ボイラー、「ポンタス」ブランド名の液体ロードバンクを提供している。さらに、エンジニアリングと設計、調達とプロジェクト管理、ターンキー建設据付、定期的な設備評価または監査、メンテナンスサービスなどのプロジェクトサービスも提供している。さらに、同社は電子架橋施設を運営している。一般産業、化学・石油化学、石油、ガス、発電、商業、食品・飲料、鉄道・運輸、その他の市場にサービスを提供している。サーモン・グループ・ホールディングスは1954年に設立され、テキサス州オースティンに本社を置いている。
Thermon Group Holdings, Inc. 基礎のまとめ
| THR 基礎統計学 | |
|---|---|
| 時価総額 | US$2.01b |
| 収益（TTM） | US$44.57m |
| 売上高(TTM) | US$536.26m |
45.2x
PER（株価収益率3.8x
P/SレシオTHR は割高か？
公正価値と評価分析を参照収益と収入
| THR 損益計算書（TTM） | |
|---|---|
| 収益 | US$536.26m |
| 売上原価 | US$293.21m |
| 売上総利益 | US$243.06m |
| その他の費用 | US$198.49m |
| 収益 | US$44.57m |
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） | 1.35 |
| グロス・マージン | 45.32% |
| 純利益率 | 8.31% |
| 有利子負債／自己資本比率 | 26.2% |
THR 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 | 2026/06/02 23:27 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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
Thermon Group Holdings, Inc. 4 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。14
| アナリスト | 機関 |
|---|---|
| James West | Barclays |
| Charles Brady | BMO Capital Markets Equity Research |
| Justin Ages | CJS Securities, Inc. |