Earnings summaries and quarterly performance for Gentherm.
Executive leadership at Gentherm.
William Presley
President and Chief Executive Officer
Barbara Runyon
Senior Vice President, Chief Human Resources Officer
Jaymi Wilson
Senior Vice President and General Manager, North America Automotive; Global Sales and Marketing
Jonathan Douyard
Executive Vice President, Chief Financial Officer and Treasurer
Leo Wang
Vice President and General Manager, Asia Automotive; Managing Director, Asia
Rafael Barkas
Senior Vice President, Global Operations and Supply Chain
Thomas Stocker
Senior Vice President and General Manager, Europe Automotive
Vishnu Sundaram
Senior Vice President, Chief Technology Officer
Wayne Kauffman
Senior Vice President, General Counsel and Secretary, Senior Vice President, Corporate Strategy
Board of directors at Gentherm.
Research analysts who have asked questions during Gentherm earnings calls.
Ryan Brinkman
JPMorgan Chase & Co.
6 questions for THRM
Matt Koranda
ROTH Capital Partners
5 questions for THRM
Ryan Sigdahl
Craig-Hallum Capital Group
5 questions for THRM
Luke Junk
Robert W. Baird & Co.
2 questions for THRM
Glenn Chin
Seaport Research Partners
1 question for THRM
Matthew Koranda
Roth Capital Partners, LLC
1 question for THRM
Matthew Raab
Craig-Hallum Capital Group
1 question for THRM
Recent press releases and 8-K filings for THRM.
- Gentherm aims to become a $3 billion company with less than 70% exposure to the light vehicle market, targeting mid-teens EBITDA and anticipating M&A as a component of this growth.
- The company is expanding into adjacent markets like commercial vehicles and motion furniture, having built a funnel of over $300 million in lifetime revenue since April and securing a production award with a leading furniture brand for Q1 2026.
- Gentherm's medical business, which currently generates $50 million in revenue with 50% gross margins, is targeted for significant growth to north of $100 million by leveraging automotive technology and new product development, with FDA announcements expected near year-end.
- Operational improvements, including footprint consolidation and standardizing operating systems, have led to a $20 million-$25 million reduction in CapEx this year and are projected to result in 0.5% plus of margin expansion by 2027 from these transitions.
- Despite an anticipated 2% decline in overall industry production volumes for 2026, Gentherm expects to outgrow the market due to strong award activity and strategic initiatives in new markets.
- Gentherm presented at the 2025 Baird Global Industrial Conference on November 11, 2025, with President and CEO Bill Presley and CFO Jon Douyard.
- For 2024, the company reported $1.5 billion in revenue, an Adjusted EBITDA of 12.6%, and $2.4 billion in Automotive New Business Awards.
- Gentherm is on track for $2B+ in Automotive New Business Awards this year, including strategic wins with Ford F-Series and Mercedes-Benz.
- The company has identified $300M+ lifetime revenue in target industries and has reduced its net leverage to 0.2x.
- Gentherm reported record quarterly revenue of $387 million for Q3 2025, an increase of 4.1% year-over-year, and generated $88 million in operating cash flow year-to-date.
- The company secured $745 million in automotive new business awards in Q3 2025, including a strategic conquest win with Mercedes-Benz for lumbar and massage comfort solutions, bringing year-to-date awards to $1.8 billion.
- Gentherm updated its full-year 2025 guidance, increasing the midpoint of its revenue expectation to a range of $1.47 billion-$1.49 billion and narrowing the adjusted EBITDA margin range to 11.9% to 12.3%.
- Progress was made in adjacent markets, with a commercial funnel of over $300 million of lifetime revenue and a new award from a global furniture brand, with production starting in Q1 2026.
- Gentherm achieved record quarterly revenue of $387 million in Q3 2025, driven by high demand and improved light vehicle industry production.
- The company secured $745 million in automotive new business awards during Q3 2025, including a significant conquest win with Mercedes-Benz, bringing the year-to-date total to $1.8 billion.
- Adjusted EBITDA for Q3 2025 was $49 million, representing 12.7% of sales, and year-to-date operating cash flow reached $88 million.
- Gentherm increased the midpoint of its full-year 2025 revenue guidance to a range of $1.47 billion to $1.49 billion and narrowed the adjusted EBITDA margin range to 11.9% to 12.3%.
- Progress in adjacent markets generated a commercial funnel of over $300 million in lifetime revenue, including a contract with a large global furniture brand to supply comfort solutions starting in Q1 2026.
Quarterly earnings call transcripts for Gentherm.
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