This company has been acquired
Thermon Group Holdings (THR) Aandelenoverzicht
Thermon Group Holdings, Inc. levert industriële procesverwarmingsoplossingen voor de procesindustrie in de Verenigde Staten en Latijns-Amerika, Canada, Europa, het Midden-Oosten, Afrika en Azië-Pacific. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 0/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 2/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
Geen risico's gedetecteerd voor THR uit onze risicocontroles.
THR Community Fair Values
Create NarrativeSee what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Thermon Group Holdings, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$61.14 |
| 52 Week Hoogtepunt | US$71.87 |
| 52 Week Laag | US$23.86 |
| Bèta | 0.83 |
| 1 maand verandering | 1.02% |
| 3 maanden verandering | 27.48% |
| 1 Jaar Verandering | 129.85% |
| 3 jaar verandering | 148.13% |
| 5 jaar verandering | 247.39% |
| Verandering sinds IPO | 397.88% |
Recent nieuws en updates
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 voor aandeelhouders
| THR | US Electrical | US Markt | |
|---|---|---|---|
| 7D | -14.2% | -1.6% | 0.8% |
| 1Y | 129.8% | 36.6% | 19.1% |
Rendement versus industrie: THR overtrof de US Electrical industrie, die het afgelopen jaar een rendement 36.6 % opleverde.
Rendement versus markt: THR overtrof de US markt, die het afgelopen jaar een rendement opleverde van 19.1 %.
Prijsvolatiliteit
| THR volatility | |
|---|---|
| THR Average Weekly Movement | 8.2% |
| Electrical Industry Average Movement | 12.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: THR heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 8% ) van THR is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1954 | 1,792 | Bruce Thames | www.thermon.com |
Thermon Group Holdings, Inc. levert industriële procesverwarmingsoplossingen voor de procesindustrie in de Verenigde Staten en Latijns-Amerika, Canada, Europa, het Midden-Oosten, Afrika en Azië-Pacific. Het bedrijf levert heat tracing-oplossingen, waaronder geautomatiseerde engineering-ontwerpservices, heat tracing-producten, slimme verbonden regel- en bewakingssystemen, constructiediensten en onderhoudsdiensten; oplossingen voor buizenbundels, waaronder bundelontwerpservices, verwarmde en geïsoleerde monsterleidingen; tijdelijke energiesystemen; verwarmde dekens; en elektrische heat tracing-kabels, stoomverwarmingsoplossingen, regel-, bewakings- en software, instrumentatie, projectdiensten, industriële verwarmings- en filtratieoplossingen, tijdelijke elektrische stroomdistributie en verlichting, en andere aanvullende producten en diensten. Het bedrijf biedt ook slimme, aangesloten apparaten en softwaresystemen voor de controle en het beheer van een verwarmingssysteem; milieuverwarmingsoplossingen die elektrische of gasgestookte ruimteverwarming bieden voor gevaarlijke en niet-gevaarlijke gebieden onder de merknamen Ruffneck, Norsemen en Catadyne; oplossingen voor procesverwarming; filtratieoplossingen onder de merknaam 3L Filters; oplossingen voor spoorvervoer en doorvoer onder de merknamen Hellfire, Velocity, ArcticSense en andere; elektrische weerstands-, elektrode- en spiraalbuisketels onder de merknamen Vapor Power, Precision Boilers en Caloritech; en banken voor vloeistoflading onder de merknaam Pontus.
Thermon Group Holdings, Inc. Samenvatting
| THR fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$2.01b |
| Inkomsten(TTM) | US$44.57m |
| Inkomsten(TTM) | US$536.26m |
Is THR overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| THR resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$536.26m |
| Kosten van inkomsten | US$293.21m |
| Brutowinst | US$243.06m |
| Overige uitgaven | US$198.49m |
| Inkomsten | US$44.57m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 1.35 |
| Brutomarge | 45.32% |
| Nettowinstmarge | 8.31% |
| Schuld/Eigen Vermogen Verhouding | 26.2% |
Hoe presteerde THR op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/02 13:16 |
| Aandelenkoers aan het einde van de dag | 2026/05/29 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2026/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Thermon Group Holdings, Inc. wordt gevolgd door 14 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| James West | Barclays |
| Charles Brady | BMO Capital Markets Equity Research |
| Justin Ages | CJS Securities, Inc. |