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Gentherm(THRM) - 2025 Q2 - Quarterly Report
2025-07-25 04:53
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2025 OR ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission File Number: 0-21810 GENTHERM INCORPORATED (Exact name of registrant as specified in its charter) Michigan 95-4318554 (State or other jurisdict ...
Gentherm(THRM) - 2025 Q2 - Earnings Call Transcript
2025-07-24 21:00
Gentherm (THRM) Q2 2025 Earnings Call July 24, 2025 08:00 AM ET Speaker0Greetings, and welcome to the Gentherm Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer As a reminder, this conference is being recorded. It is now my pleasure to introduce Gregory Blanchett, Senior Director, Investor Relations. Please go ahead.Speaker1Thank you, and good morning, everyone. Thanks for joining us today. Gentherm's earnings results ...
Gentherm(THRM) - 2025 Q2 - Earnings Call Presentation
2025-07-24 20:00
2025 Second Quarter Results July 24, 2025 Proprietary © Gentherm Forward-Looking Statements Except for historical information contained herein, statements in this presentation are forward-looking statements that are made by Gentherm Incorporated (the "Company") pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements that address future operating, financial or business performance or strategies or expectations are forward-looking statements. The forward- ...
Gentherm(THRM) - 2025 Q2 - Quarterly Results
2025-07-24 18:10
"The Gentherm team delivered second quarter results in line with our expectations, with adjusted EBITDA improving sequentially, and strong commercial performance. Our Automotive New Business Awards reached over $1 billion year-to-date as a result of our continued innovation, technology leadership, and strong customer relationships," said Bill Presley, the Company's President and CEO. Second Quarter Highlights Presley concluded, "Our focus remains on executing our strategic priorities, while driving operatin ...
Gentherm Reports 2025 Second Quarter Results
GlobeNewswire News Room· 2025-07-24 18:00
财务表现 - 第二季度产品收入为3.751亿美元,同比下降0.2%,剔除外汇影响后下降1.6% [6] - 汽车气候与舒适解决方案收入同比增长3.8%,按固定汇率计算增长2.5% [6] - 毛利率同比下降180个基点至23.9%,主要受材料成本上升和劳动力成本增加影响 [6] - 调整后EBITDA为4590万美元,占收入的12.2%,低于去年同期的4990万美元 [6] - GAAP稀释每股收益为0.02美元,去年同期为0.60美元 [6] 业务发展 - 第二季度获得6.2亿美元汽车新业务奖项,包括福特下一代F系列卡车平台订单 [6] - 年初至今汽车新业务奖项累计达10亿美元 [1] - 汽车气候与舒适解决方案收入表现优于S&P全球轻型汽车生产报告10个基点 [6] - 腰椎和按摩舒适解决方案收入同比增长14.5% [23] 财务指引 - 2025年产品收入指引范围从14-15亿美元收窄至14.3-15亿美元 [5] - 调整后EBITDA利润率指引从11.5-13%调整为11.7-12.5% [5] - 资本支出指引从7000-8000万美元下调至5500-6500万美元 [5] 现金流与资产负债表 - 流动性增至4.16亿美元,净杠杆率维持在0.5倍 [6] - 第二季度回购1000万美元公司普通股 [6] - 现金及现金等价物为1.283亿美元,较期初下降583万美元 [32] 产品分类表现 - 气候控制座椅收入同比基本持平,为2.002亿美元 [23] - 气候控制内饰收入同比增长5.4%至4959万美元 [23] - 气候与舒适电子产品收入同比大幅增长42.1% [23] - 阀门系统收入同比下降14.1% [23]
Are Investors Undervaluing Gentex (GNTX) Right Now?
ZACKS· 2025-07-23 22:42
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use a variety of methods, in ...
Looking for a Fast-paced Momentum Stock at a Bargain? Consider Gentherm (THRM)
ZACKS· 2025-07-23 21:50
Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potenti ...
Gentherm Announces Date for 2025 Second Quarter News Release and Conference Call
Globenewswire· 2025-07-10 04:30
公司财务信息 - 公司将于2025年7月24日公布2025年第二季度财务结果并召开电话会议讨论 [1] 会议信息 - 电话会议免费拨打号码为1 - 877 - 407 - 4018,国际拨打号码为1 - 201 - 689 - 8471,会议ID为13754880 [2] - 可在公司网站投资者关系板块的活动页面观看电话会议直播和一年存档回放 [2] - 电话会议结束约两小时后可拨打1 - 844 - 512 - 2921(国际拨打1 - 412 - 317 - 6671)收听电话回放,密码为13754880,回放截止至2025年8月7日晚上11:59(美国东部时间) [3] 联系方式 - 投资者联系人为Gregory Blanchette,邮箱为investors@gentherm.com,电话为248.308.1702 [4] - 媒体联系人为Melissa Fischer,邮箱为media@gentherm.com,电话为248.289.9702 [4] 公司概况 - 公司是创新热管理和气动舒适技术的全球市场领导者,汽车产品包括气候控制座椅、气候控制内饰等,医疗产品包括患者体温管理系统 [4] - 公司正在开发多项新技术和产品,以改进现有产品并为现有和新市场创造新的产品应用 [4] - 公司在13个国家的工厂拥有超14000名员工,2024年录得约15亿美元的年销售额,并获得24亿美元的汽车新业务奖项 [4]
Gentherm Expands Strategic Partnership with DUOMED to Enhance Distribution Across Europe
Globenewswire· 2025-06-27 20:00
文章核心观点 Gentherm宣布与DUOMED的长期合作扩展至法国,双方将为欧洲更多临床医生和患者提供先进的患者体温管理技术 [1]。 合作内容 - DUOMED将向法国和比荷卢地区的医疗保健提供商提供Gentherm的全系列患者体温管理产品,包括Astopad电阻式加热系统和Vytil品牌对流加热系统 [2]。 双方观点 - Gentherm医疗高级副总裁兼总经理Steve Fletcher表示与了解区域医疗需求、能提供本地专业知识的市场领先合作伙伴合作很关键,DUOMED在欧洲的强大影响力和与临床医生的深厚关系使其成为公司扩大业务和强化质量承诺的理想合作伙伴 [3]。 - DUOMED法国总裁Christian Defly称Gentherm的解决方案符合其使命,能为客户提供创新、质量和可靠性,法国临床医生的早期反馈积极 [4]。 - DUOMED Vytil集团总监Gregoire Plessia很高兴将Gentherm医疗制造的对流加热系列产品加入其不断增长的Vytil品牌产品系列 [4]。 公司介绍 Gentherm - 是创新热管理和气动舒适技术的全球市场领导者,产品包括汽车和医疗领域,在13个国家设有工厂,拥有超14000名员工 [5]。 - 2024年公司录得约15亿美元的年销售额,并获得24亿美元的汽车新业务奖项 [5]。 DUOMED集团 - 是Palex集团的一部分,活跃于医院和医疗实践的医疗技术和设备的销售、咨询、集成、培训和技术支持领域,与医疗专业人员和创新医疗技术制造商合作,提供高质量的端到端解决方案 [6]。 Vytil产品 - 在欧洲医疗设备分销领域拥有超25年专业经验,产品在质量、安全和性价比方面表现出色,注重可用性和创新,倾听终端用户需求,为医疗界提供一流产品 [7]。
Gentherm (THRM) 2025 Earnings Call Presentation
2025-06-04 22:03
业绩总结 - Gentherm在2024年的总收入为15亿美元[7] - 2024年汽车新业务奖项总额达到24亿美元[5] - Gentherm的调整后EBITDA为12.6%[5] 市场分布 - 公司在北美的收入占比为40%[7] - 欧洲市场的收入占比为33%[7] - 中国市场的收入占比为15%[7] 人力资源与客户基础 - Gentherm在全球拥有超过14,000名员工[5] - 公司在100多个国家拥有客户[8] 技术与创新 - Gentherm已获得425项专利[8] 公司背景 - 公司在1991年成立,总部位于密歇根州诺维[5]