Thermon Group Holdings: Their Critical Role In Next-Generation Data Center Architecture

Thermon Group is transforming from a cyclical oil-field service provider into a diversified industrial technology leader with strong AI infrastructure exposure. THR's launch of Poseidon and Pontus liquid cooling banks positions it to capture a projected 21% CAGR market, targeting a 20-25% share in this niche. Q2 FY2026 results showed 14.7% revenue growth, 200 bps gross margin expansion to 46.4%, and 29% EBITDA growth, highlighting a favorable high-margin revenue mix.

Seeking Alpha • Dec 12, 2025

Thermon Group (THR) Is Up 19.07% in One Week: What You Should Know

Does Thermon Group (THR) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • Nov 11, 2025

Thermon Group Holdings, Inc. (THR) Q2 2026 Earnings Call Transcript

Thermon Group Holdings, Inc. ( THR ) Q2 2026 Earnings Call November 6, 2025 11:00 AM EST Company Participants Ivonne Salem - Vice President of FP&A and Investor Relations Bruce Thames - President, CEO & Director Thomas Cerovski - Senior VP & COO Jan Schott - Senior VP & CFO Conference Call Participants Justin Ages - CJS Securities, Inc. Brian Drab - William Blair & Company L.L.C., Research Division Alfred Moore - ROTH Capital Partners, LLC, Research Division Presentation Operator Greetings, and welcome to the Thermon Earnings conference call fiscal year 2026 quarter 2.

Seeking Alpha • Nov 6, 2025

Thermon Reports Second Quarter Fiscal 2026 Results

Raises Full-Year Guidance Amid Margin Expansion and Strategic Execution AUSTIN, TX / ACCESS Newswire / November 6, 2025 / Thermon Group Holdings, Inc. (NYSE:THR) ("Thermon" or the "Company"), a diversified industrial technology company and a global leader in industrial process heating solutions, today announced consolidated results for the second quarter ("Q2 2026") of the fiscal year ending March 31, 2026 ("Fiscal 2026"). SECOND QUARTER 2026 HIGHLIGHTS (all comparisons versus the prior year period unless otherwise noted) Revenue of $131.7 million, +14.9% Gross profit of $61.1 million, +20.0%; Gross Margin of 46.4% Net income of $15.0 million, +57.9%, or $0.45 earnings per diluted share (EPS) Adjusted Net Income (non-GAAP) of $18.3 million, +43.0%, or $0.55 Adjusted EPS (non-GAAP) Adjusted EBITDA (non-GAAP) of $30.6 million, +28.6%; Adjusted EBITDA margin (non-GAAP) of 23.2% New orders of $131.0 million, (0.1)%; book-to-bill ratio of 1.0x Net Leverage ratio of 1.0x Raising 2026 full-year financial guidance MANAGEMENT COMMENTARY "Thermon delivered exceptional second quarter results, with revenue and profitability that exceeded expectations across the board," stated Bruce Thames, President and CEO of Thermon.

Accesswire • Nov 6, 2025

Thermon Group (THR) Q2 Earnings and Revenues Top Estimates

Thermon Group (THR) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.38 per share a year ago.

Zacks Investment Research • Nov 6, 2025

Thermon Schedules Second Quarter Fiscal 2026 Earnings Conference Call - November 6, 2025

AUSTIN, TX / ACCESS Newswire / October 30, 2025 / Thermon Group Holdings, Inc. (NYSE:THR) ("Thermon") will issue a press release reporting its consolidated financial results for the second quarter of the fiscal year ending March 31, 2026, before the market opens on Thursday, November 6, 2025. Following the earnings release, Bruce Thames, President and Chief Executive Officer, Jan Schott, Senior Vice President and Chief Financial Officer, and Thomas Cerovski, Senior Vice President and Chief Operating Officer, will host a conference call at 10:00 a.m.

Accesswire • Oct 30, 2025

3 Instruments Stocks Set to Ride on Industrial Automation Thrust

Solid adoption of industrial automation, focus on higher energy efficiency and optimum resource utilization should drive the Zacks Instruments - Control industry. WTS, BMI and THR are well-positioned to gain from the evolving market dynamics.

Zacks Investment Research • Oct 7, 2025

Thermon Group Holdings, Inc. (THR) Q1 2026 Earnings Call Transcript

Thermon Group Holdings, Inc. (NYSE:THR ) Q1 2026 Earnings Conference Call August 7, 2025 11:00 AM ET Company Participants Bruce A. Thames - President, CEO & Director Ivonne Salem - Vice President of FP&A and Investor Relations Jan L.

Seeking Alpha • Aug 9, 2025

Thermon (THR) Q1 Revenue Falls 5.4%

Thermon (THR) Q1 Revenue Falls 5.4%

The Motley Fool • Aug 7, 2025

Thermon Reports First Quarter Fiscal 2026 Results

AUSTIN, TX / ACCESS Newswire / August 7, 2025 / Thermon Group Holdings, Inc. (NYSE:THR) ("Thermon" or the "Company"), a global leader in industrial process heating solutions, today announced consolidated results for the first quarter ("Q1 2026") of the fiscal year ending March 31, 2026 ("Fiscal 2026"). FIRST QUARTER 2026 HIGHLIGHTS (all comparisons versus the prior year period unless otherwise noted) Revenue of $108.9 million, (5.4)% Gross profit of $48.0 million, (4.7)%; Gross Margin of 44.1% Net income of $8.6 million, +1.2%, or $0.26 earnings per diluted share (EPS) Adjusted Net Income (non-GAAP) of $12.1 million, (7.6)%, or $0.36 Adjusted EPS (non-GAAP) Adjusted EBITDA (non-GAAP) of $21.2 million, (8.6)%; Adjusted EBITDA margin (non-GAAP) of 19.5% New orders of $120.7 million, (5.1)%; book-to-bill ratio of 1.11x Net Leverage ratio of 1.0x as of June 30, 2025 Confirming full-year 2026 guidance MANAGEMENT COMMENTARY "First quarter backlog conversion fell short of our expectations delaying roughly $10 million in revenue in the quarter; however, the actions we have taken to address these issues will enable these revenues to be recognized in the coming quarters, as evidenced by our solid backlog growth," stated Bruce Thames, President and CEO of Thermon.

Accesswire • Aug 7, 2025