Gentherm Incorporated (THRM)

Gentherm's stock performance has been influenced by quarterly earnings reports and broader market conditions. In the second quarter of 2025, product revenues saw a slight decrease, but Automotive Climate and Comfort Solutions revenue increased, and the company secured over $600 million in automotive new business awards. In the third quarter of 2025, the company announced record quarterly revenue, securing $745 million in automotive new business awards. The stock price experienced fluctuations between December 2025 and January 2026. Jonathan Douyard was appointed Chief Financial Officer, effective January 1, 2025.

Demand for Gentherm's automotive products is tied to automotive sales and production cycles, influenced by economic conditions, fuel prices, regulatory requirements, government initiatives, and consumer demand. The company's focus on thermal management solutions for electric vehicles aligns with long-term technological trends. Demand for medical patient temperature management systems is likely less seasonal and driven by healthcare needs.

Gentherm, Inc. is a global technology leader specializing in thermal management and pneumatic comfort technologies, operating primarily in the Consumer Discretionary sector. The company designs, develops, and manufactures heating, cooling, and temperature control products, including Climate Control Seats, heated steering wheels, and lumbar and massage comfort solutions for the automotive industry. Gentherm also provides battery thermal management systems, automotive cables, and valve systems, and has a Medical segment that produces patient temperature management systems. The automotive segment accounted for 97% of total revenues in fiscal year 2024.

Gentherm has a global presence with facilities across North America, Europe, and Asia. The company operates in 13 countries, including the United States, Germany, China, Hungary, Japan, Mexico, Morocco, North Macedonia, South Korea, Ukraine, United Kingdom, and Vietnam.

Gentherm has maintained a positive brand reputation, marked by industry recognition. General Motors recognized Gentherm as a 2024 Supplier of the Year. Gentherm published its 2024 Sustainability Report, highlighting its commitment to people, planet, and products. Gentherm, in partnership with General Motors, received the Automotive News PACE Innovation Partnership Award for their ClimateSense project.

Gentherm's ownership is predominantly institutional, with approximately 90-97% of the company's stock held by institutional investors, including BlackRock, Inc. and Vanguard Group Inc. Individual insider ownership accounts for approximately 45.01% of the stock, with notable individual shareholders including Paul Oster, Oscar B. Marx Iii, and Thomas M. Wheeler.