Gentherm Q2 Earnings Call Highlights

2 months ago 22

MarketBeat

Thu, July 23, 2026 astatine 8:06 AM CDT 7 min read

Key Points

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Gentherm raised its full-year 2026 outlook aft posting grounds quarterly merchandise revenue, with Q2 gross up 11% twelvemonth implicit twelvemonth to $416 cardinal and adjusted diluted EPS of $0.75. The institution present expects 2026 gross of astir $1.6 billion, adjusted EBITDA of $185 cardinal to $200 million, and adjusted escaped currency travel of $85 cardinal to $100 million.
Automotive request remained beardown and broad-based, with astir $690 cardinal successful caller concern awards successful Q2 and much than $1 cardinal twelvemonth to date. Management said maturation outpaced airy conveyance production, with particularly beardown show successful China and a 38% leap successful lumbar and massage comfortableness solutions revenue.
Gentherm is expanding beyond automotive done caller wins successful furnishings and medical, portion besides advancing its planned operation with Modine Performance Technologies. The institution said the woody should adjacent aboriginal successful Q4 and volition assistance diversify its extremity markets, portion it besides authorized up to $400 cardinal successful stock repurchases.

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Gentherm (NASDAQ:THRM) raised its full-year 2026 outlook aft reporting grounds quarterly merchandise gross and stronger-than-expected automotive request successful the 2nd quarter, executives said connected the company's net call.

President and Chief Executive Officer Bill Presley said the thermal absorption exertion institution delivered "an fantabulous archetypal half" done commercialized execution and operational discipline. He said the institution continued to outperform airy conveyance accumulation portion expanding its exertion into markets beyond automotive, including furnishings and aesculapian products.

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Chief Financial Officer Jon Douyard said second-quarter gross roseate 11% twelvemonth implicit twelvemonth to $416 million. Excluding overseas currency translation, gross accrued 9.5%, driven by higher automotive volumes. Automotive Climate and Comfort Solutions gross accrued 14.1%, oregon 12.7% excluding overseas exchange.

Automotive Growth Outpaces Market

Presley said Gentherm secured astir $690 cardinal successful automotive caller concern awards during the 2nd quarter, bringing year-to-date awards to much than $1 billion. He said the awards were successful enactment with institution expectations and reflected lawsuit request for Gentherm's technologies.

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During the question-and-answer session, Presley said the awards were "pretty good distributed" and were not driven by a azygous region, programme oregon customer. He said the institution remains assured that 2026 volition beryllium different beardown twelvemonth for caller concern awards.

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