Q4 2025 Gentherm Inc Earnings Call Transcript

Feb 19, 2026 / 01:00 PM GMT

Release Date Price: $31.31 (+1.29%)

Transcript 10-K8-K

Key Points

Positve

Gentherm Inc (THRM) made significant progress on long-term strategic initiatives, focusing on expanding technology applications beyond automotive.
The company announced a planned combination with Modine Performance Technologies, expected to create a $2.6 billion market leader with potential growth to over $3.5 billion.
Gentherm Inc (THRM) generated a commercial funnel totaling over $300 million in lifetime revenue in markets outside of light vehicles, including commercial vehicles, power sports, and home and office.
The company introduced the Thermofix system, a new medical product expected to generate revenue and contribute to the medical segment's growth.
Gentherm Inc (THRM) achieved record revenue of $1.5 billion in 2025, with strong growth in automotive climate and comfort solutions.

Negative

Despite revenue growth, adjusted EBITDA margin decreased from 12.6% to 11.7% due to higher material costs and expenses related to footprint realignment.
The ongoing footprint transitions are expected to continue being a profit drag, impacting margins by approximately 60 basis points in 2026.
The company's revenue growth has plateaued over the last few years, with only a modest increase of 2.9% in 2025.
Gentherm Inc (THRM) faces foreign exchange headwinds, particularly from the peso, which could impact financial performance.
The completion of the footprint realignment has been extended to 2027, potentially delaying expected benefits and cost efficiencies.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

THRM.OQ - Gentherm Inc
Q4 2025 Gentherm Inc Earnings Call
Feb 19, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Gentherm 4th quarter in full year 2025 earnings conference call and webcast. At this time, all participants are in listen-only mode. A question-and-answer session will follow the formal presentation. You may be placed into the question queue at any time by pressing 1 on your telephone keypad. As a reminder, this conference is being recorded.

If anyone should require operator assistance, please press 0. It's not my pleasure to turn the call over to Gregory Blanchett, senior director of investor relations. Please go.

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Unidentified_2 [2]
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