Gentherm Incorporated (THRM)

Gentherm's stock has been influenced by several key events in the past six months. The Q3 2025 earnings report showed record revenue and new business awards, leading to an increase in the full-year revenue guidance. The Q4 2024 earnings report missed expectations, causing shares to fall. Analyst ratings were upgraded by Wall Street Zen and Weiss Ratings, while JPMorgan Chase & Co. increased its price target. SVP Barbara J. Runyon sold shares of the company's stock in August 2025.

Gentherm's revenue exhibits seasonality, particularly in its automotive segment, with the fourth quarter typically seeing lower revenue compared to the third quarter. Overall sales are driven by automotive production, which depends on consumer demand. The expansion of electrified vehicle applications is also increasing the demand for battery thermal management systems.

Gentherm, Inc. is a global technology company specializing in thermal management and pneumatic comfort technologies, operating in the Motor Vehicle Parts & Accessories sector and the Auto Parts industry. Its major products are categorized into Automotive (Climate Control Seats, heated interior systems, battery performance solutions, cable systems) and Medical (patient temperature management systems). The company is actively developing new technologies and products.

Gentherm has a global presence with over 14,000 employees across 13 countries, supplying automotive products to major manufacturers in North America, Europe, and Asia. Its medical products are used in hospitals worldwide, with key markets including the U.S., China, Germany, and Brazil. Gentherm expanded its partnership with DUOMED to distribute its patient temperature management portfolio across France.

Gentherm has maintained a positive brand reputation over the past year. The company secured new business awards, including a Puls.A™ award with BMW and a ComfortScale award with General Motors. Gentherm's partnership with General Motors on the ClimateSense® project was recognized with the Automotive News PACE Innovation Partnership Award. Early feedback from French clinicians regarding Gentherm's Vytil blankets has been very positive. Recent upgrades to ratings from various research firms also reflect a positive outlook on the company.

Gentherm's ownership is distributed among institutional, individual, and retail investors. Institutional investors hold a significant portion of the company’s stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Trigran Investments, Inc., iShares Core S&P Small-Cap ETF (IJR), Dimensional Fund Advisors Lp, Fuller & Thaler Asset Management, Inc., and State Street Corp. The largest individual shareholder is Paul Oster. Insiders collectively own a small percentage of the stock.