This company has been acquired
Thermon Group Holdings (THR) Hisse Özeti
Thermon Group Holdings, Inc. Amerika Birleşik Devletleri ve Latin Amerika, Kanada, Avrupa, Orta Doğu, Afrika ve Asya-Pasifik'teki proses endüstrileri için mühendislik ürünü endüstriyel proses ısıtma çözümleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 0/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
Risk kontrollerimizden THR için herhangi bir risk tespit edilmedi.
THR Community Fair Values
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Analyst Price Targets
Thermon Group Holdings, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$61.14 |
| 52 Haftanın En Yüksek Seviyesi | US$71.87 |
| 52 Haftanın En Düşük Seviyesi | US$23.86 |
| Beta | 0.83 |
| 1 Aylık Değişim | 1.02% |
| 3 Aylık Değişim | 27.48% |
| 1 Yıllık Değişim | 129.85% |
| 3 Yıllık Değişim | 148.13% |
| 5 Yıllık Değişim | 247.39% |
| Halka arzdan bu yana değişim | 397.88% |
Son Haberler & Güncellemeler
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...Hissedar Getirileri
| THR | US Electrical | US Pazar | |
|---|---|---|---|
| 7D | -14.2% | -4.2% | -2.0% |
| 1Y | 129.8% | 46.8% | 17.2% |
Getiri vs. Endüstri: THR geçen yıl % 46.8 oranında getiri sağlayan US Electrical sektörünü aştı.
Getiri vs Piyasa: THR geçen yıl % 17.2 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| 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 | 16.5% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: THR son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: THR 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1954 | 1,792 | Bruce Thames | www.thermon.com |
Thermon Group Holdings, Inc. Amerika Birleşik Devletleri ve Latin Amerika, Kanada, Avrupa, Orta Doğu, Afrika ve Asya-Pasifik'teki proses endüstrileri için mühendislik ürünü endüstriyel proses ısıtma çözümleri sunmaktadır. Yazılım otomatik mühendislik tasarım hizmetleri, ısı izleme ürünleri, akıllı bağlantılı kontrol ve izleme sistemleri, inşaat hizmetleri ve bakım hizmetleri dahil olmak üzere ısı izleme çözümleri; demet tasarım hizmetleri, ısıtmalı ve yalıtımlı numune hatları içeren boru demeti çözümleri; geçici güç sistemleri; ısıtmalı battaniyeler ve elektrikli ısı izleme kabloları, buhar ısıtma çözümleri, kontroller, izleme ve yazılım, enstrümantasyon, proje hizmetleri, endüstriyel ısıtma ve filtrasyon çözümleri, geçici elektrik güç dağıtımı ve aydınlatma ve diğer tamamlayıcı ürün ve hizmetler sunmaktadır. Şirket ayrıca bir ısı izleme sisteminin kontrolü ve yönetimi için akıllı, bağlantılı cihazlar ve yazılım sistemleri; Ruffneck, Norsemen ve Catadyne markaları altında tehlikeli ve tehlikeli olmayan alanlar için elektrik veya gazla çalışan alan ısıtması sunan çevresel ısıtma çözümleri; proses ısıtma çözümleri sunmaktadır; 3L Filters markası altında filtrasyon çözümleri; Hellfire, Velocity, ArcticSense ve diğer markalar altında demiryolu ve transit çözümleri; Vapor Power, Precision Boilers ve Caloritech markaları altında elektrikli direnç, elektrot ve ateşlemeli bobin tüp kazanları; ve Pontus markası altında sıvı yük bankaları.
Thermon Group Holdings, Inc. Temel Bilgiler Özeti
| THR temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$2.01b |
| Kazançlar(TTM) | US$44.57m |
| Gelir(TTM) | US$536.26m |
THR aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| THR gelir tablosu (TTM) | |
|---|---|
| Gelir | US$536.26m |
| Gelir Maliyeti | US$293.21m |
| Brüt Kâr | US$243.06m |
| Diğer Giderler | US$198.49m |
| Kazançlar | US$44.57m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 1.35 |
| Brüt Marj | 45.32% |
| Net Kâr Marjı | 8.31% |
| Borç/Özkaynak Oranı | 26.2% |
THR uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/02 12:49 |
| Gün Sonu Hisse Fiyatı | 2026/05/29 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2026/03/31 |
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 |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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 kullanacağınıza dair 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
Thermon Group Holdings, Inc. 14 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| James West | Barclays |
| Charles Brady | BMO Capital Markets Equity Research |
| Justin Ages | CJS Securities, Inc. |