Gentherm reported an EPS of $0.73, beating the estimated $0.65 and showcasing a 14.06% earnings surprise.The company's revenue for Q3 2025 was $386.87 million, exceeding estimates and indicating growth from the previous year.Gentherm's financial health is highlighted by a record quarterly revenue, strong operating cash flow, and solid market position with a P/E ratio of 37.34.Gentherm (NASDAQ:THRM) is a prominent player in the thermal management and pneumatic comfort technology sector. The company specializ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Commission File Number: 0-21810 GENTHERM INCORPORATED 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 September 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 . | Title of each class | Trading Symbol | Name of each exchange on which registered | | --- | -- ...

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Gentherm (NasdaqGS:THRM) Q3 2025 Earnings Call October 23, 2025 08:00 AM ET Company ParticipantsJon Douyard - CFOGregory Blanchette - Senior Director of Investor RelationsBill Presley - President and CEOConference Call ParticipantsRyan Sigdahl - AnalystRyan Brinkman - AnalystMatt Koranda - AnalystOperatorWelcome to the Gentherm Third Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. If any ...

Gentherm (NasdaqGS:THRM) Q3 2025 Earnings Call October 23, 2025 08:00 AM ET Company ParticipantsJon Douyard - CFOGregory Blanchette - Senior Director of Investor RelationsBill Presley - President and CEOConference Call ParticipantsRyan Sigdahl - AnalystRyan Brinkman - AnalystMatt Koranda - AnalystOperatorWelcome to the Gentherm Third Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. If any ...

Gentherm (NasdaqGS:THRM) Q3 2025 Earnings Call October 23, 2025 08:00 AM ET Speaker0Ladies and welcome to the Gentherm Third Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Gregory Blachett, Senior Director, Investor Relations.Thank you, sir. You may begin.Speaker1Thank you, and ...

财务数据和关键指标变化 - 第三季度总收入达到创纪录的3.87亿美元，同比增长4.1%，剔除外汇影响后增长2.4% [14] - 调整后税息折旧及摊销前利润为4900万美元，利润率为12.7%，较去年同期的12.9%下降20个基点 [15] - 调整后稀释每股收益为0.73美元，低于去年同期的0.75美元 [15] - 年初至今经营活动现金流为8800万美元，净杠杆率为0.2倍 [16] - 全年收入指引上调至14.7亿至14.9亿美元，调整后税息折旧及摊销前利润率指引收窄至11.9%至12.3% [17] - 资本支出指引下调至4500万至5500万美元 [17] 各条业务线数据和关键指标变化 - 汽车气候与舒适解决方案收入同比增长8.6%，剔除外汇影响后增长7%，表现优于关键市场轻型车产量160个基点 [5][15] - 医疗业务收入同比下降0.4%，剔除外汇影响后下降1.6% [15] - 第三季度获得汽车新业务订单7.45亿美元，年初至今累计达18亿美元，预计全年将超过20亿美元 [4][10] 各个市场数据和关键指标变化 - 在中国市场，随着小鹏汽车的热管理解决方案和理想汽车i6车型的全套热管理与气动解决方案的推出，业绩有所改善 [12] - 在欧洲市场，为全新吉普Compass车型推出了热管理与气动解决方案 [13] - 公司首次进入印度市场，获得本田平台气候控制座椅订单 [11][35] 公司战略和发展方向和行业竞争 - 核心战略是跨多个终端市场扩展核心技术，以推动盈利增长，在非汽车市场已产生超过3亿美元的生命周期收入机会管道 [6][7] - 成功获得梅赛德斯-奔驰重要战略订单，将Pulse A按摩系统应用于其高销量平台，这是从竞争对手处夺取的100%增量收入 [4][5] - 与一家大型全球家具品牌达成合作，将于2026年第一季度开始生产，利用现有产能 [7] - 医疗业务新产品开发进展顺利，预计年底前有重要产品发布 [8] - 全球战略制造足迹调整计划按计划进行，预计明年年底基本完成，中国天津和摩洛哥的新工厂已开始量产发货 [9] - 并购被视为实现战略优先事项的重要工具，重点关注与核心技术平台协同、进入新市场和扩展产品组合的机会 [9] 管理层对经营环境和未来前景的评论 - 公司密切关注供应链动态（如 Novelis 火灾、Nexperia 问题），目前对公司直接影响有限，但可能对行业整体产量产生影响 [6][32][33] - 中国市场表现改善，与国内原始设备制造商的合作将逐步使业务组合更贴近整体中国市场 [12] - 关税影响轻微，团队已与客户合作减轻风险 [15] - 第四季度收入预计将出现季节性环比下降 [16] 其他重要信息 - 运营卓越计划开始见效，有助于现金流生成 [5] - 公司正在全球推广标准化运营系统，以提高资产利用率、扩大利润率、降低资本支出要求并增加现金流 [8] - 9月召开了领导层峰会，统一了战略重点和全球业务流程标准化 [8] - 家具等非汽车市场开发周期和收入实现速度远快于传统汽车业务 [7] 问答环节所有提问和回答 问题: 赢得梅赛德斯-奔驰等征服性订单的动力因素是什么 [20][21] - 主要因素包括技术创新优势、为终端用户提供的价值主张以及牢固的客户关系，直接与原始设备制造商合作影响其产品计划的商业模式也是优势之一 [22][23] 问题: 3亿美元非汽车市场机会管道的构成和转化时间 [24] - 管道大致由家具、商用车和其他移动出行各占三分之一，家具行业需求强劲，转化快，首个家具订单预计2026年贡献300-500万美元收入，商用车领域对流体系统和方向盘技术兴趣浓厚 [25][26][27] - 这些机会利用现有产能和设备，是增量收入 [28] 问题: 近期供应链中断对生产的影响及未纳入指引的原因 [31] - 关注的供应链问题包括捷豹路虎网络安全事件（已基本解决）、Novelis火灾（主要影响Stellantis）和Nexperia问题，公司自身受影响有限，但行业可能受影响 [32][33] - 指引已考虑捷豹路虎事件的后续影响，但对其他事件因可见度有限未做大幅调整，将根据客户计划更新预测 [33][34] 问题: 印度市场的战略意义及其他潜在区域机会 [35] - 印度市场因其规模和公司目前零渗透率而具有吸引力，两轮车市场对座椅加热有需求，可能是阀门技术的潜在市场 [35] 问题: 制造足迹调整计划的节拍和边际效益时间表 [40] - 2024年相关成本影响约50个基点，2026年将开始看到部分遗留成本减少，但主要节约效益预计在2026年末至2027年显现 [40] 问题: 并购的战略重点 [41] - 并购重点在于构建更具韧性的公司，主要标准包括：进入目标市场、与核心战略和产品组合契合、具备合适的利润 profile 并创造价值 [41]

Gentherm (THRM) came out with quarterly earnings of $0.73 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.75 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +14.06%. A quarter ago, it was expected that this maker of climate-controlled seats and other products would post earnings of $0.59 per share when it actually produced earnings of $0.54, delivering a surprise of -8.47%.Ov ...

2025 Third Quarter Results October 23, 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 forwar ...

Exhibit 99.1 Gentherm Reports 2025 Third Quarter Results Achieved Record Quarterly Revenue of $387 Million; Strong Year to Date Operating Cash Flow of $88 Million Secured $745 Million of Automotive New Business Awards in the Quarter Revenue Mid-point Raised in 2025 Full Year Guidance Update NOVI, Michigan, October 23, 2025 -- Gentherm (NASDAQ:THRM), a global market leader of innovative thermal management and pneumatic comfort technologies, today announced its financial results for the third quarter ended Se ...