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Thermon Group Holdings 향후 성장
Future 기준 점검 3/6
Thermon Group Holdings은 연간 수입과 매출이 각각 25%와 4.8% 증가할 것으로 예상되고 EPS는 연간 22.4%만큼 증가할 것으로 예상됩니다.
핵심 정보
25.0%
이익 성장률
22.40%
EPS 성장률
| Electrical 이익 성장 | 17.9% |
| 매출 성장률 | 4.8% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 01 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
새로운 내러티브 • 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?내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2028 | 591 | 75 | 65 | 85 | 3 |
| 3/31/2027 | 555 | 65 | 56 | 76 | 4 |
| 3/31/2026 | 536 | 45 | 33 | 47 | N/A |
| 12/31/2025 | 522 | 59 | 55 | 68 | N/A |
| 9/30/2025 | 509 | 59 | 50 | 60 | N/A |
| 6/30/2025 | 492 | 54 | 52 | 61 | N/A |
| 3/31/2025 | 498 | 54 | 53 | 63 | N/A |
| 12/31/2024 | 492 | 47 | 58 | 68 | N/A |
| 9/30/2024 | 494 | 44 | 72 | 83 | N/A |
| 6/30/2024 | 503 | 49 | 66 | 78 | N/A |
| 3/31/2024 | 495 | 52 | 55 | 66 | N/A |
| 12/31/2023 | 489 | 49 | 43 | 55 | N/A |
| 9/30/2023 | 475 | 42 | 38 | 49 | N/A |
| 6/30/2023 | 452 | 38 | 36 | 47 | N/A |
| 3/31/2023 | 441 | 34 | 48 | 58 | N/A |
| 12/31/2022 | 421 | 35 | 39 | 47 | N/A |
| 9/30/2022 | 399 | 37 | 24 | 31 | N/A |
| 6/30/2022 | 380 | 27 | 32 | 38 | N/A |
| 3/31/2022 | 356 | 20 | 24 | 29 | N/A |
| 12/31/2021 | 326 | 10 | 22 | 29 | N/A |
| 9/30/2021 | 305 | 5 | 22 | 28 | N/A |
| 6/30/2021 | 290 | 7 | 22 | 29 | N/A |
| 3/31/2021 | 276 | 1 | 22 | 30 | N/A |
| 12/31/2020 | 291 | -1 | 25 | 34 | N/A |
| 9/30/2020 | 312 | -1 | 42 | 53 | N/A |
| 6/30/2020 | 349 | 4 | 59 | 71 | N/A |
| 3/31/2020 | 383 | 12 | 60 | 71 | N/A |
| 12/31/2019 | 409 | 22 | N/A | 66 | N/A |
| 9/30/2019 | 428 | 25 | N/A | 51 | N/A |
| 6/30/2019 | 415 | 21 | N/A | 31 | N/A |
| 3/31/2019 | 413 | 23 | N/A | 23 | N/A |
| 12/31/2018 | 401 | 22 | N/A | 21 | N/A |
| 9/30/2018 | 374 | 13 | N/A | 12 | N/A |
| 6/30/2018 | 346 | 14 | N/A | 13 | N/A |
| 3/31/2018 | 309 | 12 | N/A | 23 | N/A |
| 12/31/2017 | 274 | 9 | N/A | 25 | N/A |
| 9/30/2017 | 245 | 14 | N/A | 37 | N/A |
| 6/30/2017 | 252 | 13 | N/A | 39 | N/A |
| 3/31/2017 | 264 | 15 | N/A | 26 | N/A |
| 12/31/2016 | 269 | 15 | N/A | 25 | N/A |
| 9/30/2016 | 279 | 18 | N/A | 39 | N/A |
| 6/30/2016 | 280 | 21 | N/A | 37 | N/A |
| 3/31/2016 | 282 | 23 | N/A | 48 | N/A |
| 12/31/2015 | 284 | 30 | N/A | 53 | N/A |
| 9/30/2015 | 297 | 37 | N/A | 46 | N/A |
| 6/30/2015 | 306 | 42 | N/A | 50 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: THR 의 연간 예상 수익 증가율(25%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: THR 의 연간 수익(25%)이 US 시장(18.2%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: THR 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: THR 의 수익(연간 4.8%)이 US 시장(연간 13%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: THR 의 수익(연간 4.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: THR의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/02 13:07 |
| 종가 | 2026/05/29 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Thermon Group Holdings, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| James West | Barclays |
| Charles Brady | BMO Capital Markets Equity Research |
| Justin Ages | CJS Securities, Inc. |