Gentherm (THRM) Hisse Özeti
Gentherm Incorporated, Amerika Birleşik Devletleri, Çin, Almanya, Çek Cumhuriyeti, Güney Kore, Meksika, Slovakya, Romanya, Japonya, Birleşik Krallık ve uluslararası alanda termal yönetim ve pnömatik konfor teknolojileri tasarlar, geliştirir, üretir ve satar. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
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Analyst Price Targets
Gentherm Incorporated Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$30.76 |
| 52 Haftanın En Yüksek Seviyesi | US$39.48 |
| 52 Haftanın En Düşük Seviyesi | US$25.76 |
| Beta | 1.35 |
| 1 Aylık Değişim | 4.55% |
| 3 Aylık Değişim | -3.45% |
| 1 Yıllık Değişim | 10.09% |
| 3 Yıllık Değişim | -46.41% |
| 5 Yıllık Değişim | -55.99% |
| Halka arzdan bu yana değişim | -25.43% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| THRM | US Auto Components | US Pazar | |
|---|---|---|---|
| 7D | -0.4% | 1.5% | 0.5% |
| 1Y | 10.1% | 11.1% | 25.4% |
Getiri vs. Endüstri: THRM geçen yıl % 11.1 oranında getiri sağlayan US Auto Components sektörünü aştı.
Getiri vs Piyasa: THRM geçen yıl % 25.4 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| THRM volatility | |
|---|---|
| THRM Average Weekly Movement | 5.6% |
| Auto Components Industry Average Movement | 6.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: THRM son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: THRM 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1991 | 14,174 | Bill Presley | gentherm.com |
Gentherm Incorporated, Amerika Birleşik Devletleri, Çin, Almanya, Çek Cumhuriyeti, Güney Kore, Meksika, Slovakya, Romanya, Japonya, Birleşik Krallık ve uluslararası alanda termal yönetim ve pnömatik konfor teknolojileri tasarlar, geliştirir, üretir ve satar. Otomotiv ve Medikal olmak üzere iki segmentte faaliyet göstermektedir. Şirket, otomobil yolcularına termal konfor sağlamak için koltuk ısıtıcıları, üfleyiciler ve değişken sıcaklık iklim kontrollü koltuklar için termoelektrik cihazlar ve direksiyon simidi ısıtıcıları dahil olmak üzere iklim konfor sistemleri; elektronik kontrol üniteleri gibi entegre elektronik bileşenler; bel desteği, yan destek ayarı, çok konturlu koltuklar ve masaj sistemlerinden oluşan pnömatik bel ve masaj konfor çözümleri; ve boyun ve omuz klimaları ve kapı panelleri ve kolçaklar için iklim kontrol sistemleri dahil olmak üzere diğer iklim ve konfor sistemleri sunmaktadır.
Gentherm Incorporated Temel Bilgiler Özeti
| THRM temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$929.22m |
| Kazançlar(TTM) | US$22.63m |
| Gelir(TTM) | US$1.54b |
41.7x
F/K Oranı0.6x
P/S OranıTHRM aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| THRM gelir tablosu (TTM) | |
|---|---|
| Gelir | US$1.54b |
| Gelir Maliyeti | US$1.17b |
| Brüt Kâr | US$372.94m |
| Diğer Giderler | US$350.31m |
| Kazançlar | US$22.63m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.74 |
| Brüt Marj | 24.24% |
| Net Kâr Marjı | 1.47% |
| Borç/Özkaynak Oranı | 30.6% |
THRM uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/13 20:19 |
| Gün Sonu Hisse Fiyatı | 2026/05/13 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Gentherm Incorporated 15 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| null null | Argus Research Company |
| Luke Junk | Baird |
| Gary Prestopino | Barrington Research Associates, Inc. |