Gentherm (THRM) Q2 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, July 24, 2026 astatine 8:45 AM CDT 26 min read

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DATE

Thursday, July 23, 2026 astatine 8:00 a.m. ET

CALL PARTICIPANTS

• Senior Director of Investor Relations - Gregory Blanchette

• President and Chief Executive Officer - William Presley

• Chief Financial Officer - Jonathan Douyard

Full Conference Call Transcript

Operator: Greetings, and invited to Gentherm's Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please enactment that this league is being recorded. I'll present crook the league implicit to Gregory Blanchette, Senior Director of Investor Relations. Thank you. You whitethorn begin.

Gregory Blanchette: Thank you, and bully morning, everyone, and acknowledgment for joining america today. Gentherm's net results were released earlier this morning, and a transcript of the merchandise is disposable astatine gentherm.com. Additionally, a webcast replay of today's telephone volition beryllium disposable aboriginal contiguous connected the Investor Relations conception of Gentherm's website. During this call, we volition marque forward-looking statements wrong the meaning of national securities laws. These statements bespeak our existent views with respect to aboriginal events and fiscal performance, and existent results whitethorn disagree materially. We undertake nary work to update them, but arsenic required by law.

Please spot Gentherm's net merchandise and its SEC filings, including the latest 10-K and consequent reports for discussions of our hazard factors and different important assumptions, risks and uncertainties underlying specified forward-looking statements. During the call, we volition besides sermon non-GAAP fiscal measures arsenic defined by SEC Regulation G. Reconciliations of these non-GAAP fiscal measures to the comparable GAAP fiscal measures are included successful our net merchandise and capitalist presentation. On the telephone with maine contiguous are Bill Presley, President and Chief Executive Officer; and Jon Douyard, Chief Financial Officer. During their comments, they volition beryllium referring to a presumption platform that we made disposable connected the Investors conception of Gentherm's website.

After the prepared remarks, we'll beryllium pleased to instrumentality your questions. Now I'd similar to crook the telephone implicit to Bill.

William Presley: Thank you, Greg, and bully morning, everyone. Let's statesman connected Slide 3 for an update connected our concern and the market. Strong commercialized execution wherever we proceed to importantly outperform the market, combined with operational discipline, resulted successful an fantabulous archetypal half, positioning Gentherm to present a coagulated year. Based connected this performance, we are raising our afloat twelvemonth 2026 guidance. We proceed to show the macroeconomic and geopolitical environment, and astatine the aforesaid time, we are proactively managing inflationary pressures done disciplined commercialized actions and operational execution. As we look ahead, our priorities stay clear. We are focused connected executing our strategy, capitalizing connected the opportunities wrong our power and driving sustainable profitable maturation for our shareholders.