Thermon Group Holdings, Inc.

NYSE:THR 株式レポート

時価総額：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 将来の成長

Future 基準チェック /36

Thermon Group Holdingsは、25%と4.8%でそれぞれ年率25%で利益と収益が成長すると予測される一方、EPSはgrowで22.4%年率。

主要情報

25.0%

収益成長率

22.40%

EPS成長率

Electrical 収益成長19.7%
収益成長率4.8%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日01 Jun 2026

今後の成長に関する最新情報

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...

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...
User avatar
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...

業績と収益の成長予測

NYSE:THR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/20285917565853
3/31/20275556556764
3/31/2026536453347N/A
12/31/2025522595568N/A
9/30/2025509595060N/A
6/30/2025492545261N/A
3/31/2025498545363N/A
12/31/2024492475868N/A
9/30/2024494447283N/A
6/30/2024503496678N/A
3/31/2024495525566N/A
12/31/2023489494355N/A
9/30/2023475423849N/A
6/30/2023452383647N/A
3/31/2023441344858N/A
12/31/2022421353947N/A
9/30/2022399372431N/A
6/30/2022380273238N/A
3/31/2022356202429N/A
12/31/2021326102229N/A
9/30/202130552228N/A
6/30/202129072229N/A
3/31/202127612230N/A
12/31/2020291-12534N/A
9/30/2020312-14253N/A
6/30/202034945971N/A
3/31/2020383126071N/A
12/31/201940922N/A66N/A
9/30/201942825N/A51N/A
6/30/201941521N/A31N/A
3/31/201941323N/A23N/A
12/31/201840122N/A21N/A
9/30/201837413N/A12N/A
6/30/201834614N/A13N/A
3/31/201830912N/A23N/A
12/31/20172749N/A25N/A
9/30/201724514N/A37N/A
6/30/201725213N/A39N/A
3/31/201726415N/A26N/A
12/31/201626915N/A25N/A
9/30/201627918N/A39N/A
6/30/201628021N/A37N/A
3/31/201628223N/A48N/A
12/31/201528430N/A53N/A
9/30/201529737N/A46N/A
6/30/201530642N/A50N/A

アナリストによる今後の成長予測

収入対貯蓄率: THRの予測収益成長率 (年間25% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: THRの収益 ( 25% ) はUS市場 ( 17.2% ) よりも速いペースで成長すると予測されています。

高成長収益: THRの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: THRの収益 ( 4.8% ) US市場 ( 13% ) よりも低い成長が予測されています。

高い収益成長: THRの収益 ( 4.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: THRの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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 16:59
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

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