Gentherm Offers Too Much Upside To Be Underperforming Like This

Gentherm Incorporated remains a soft Buy as its transformation and merger with Modine Performance Technologies drive significant upside potential. THRM delivered impressive Q1 FY2026 results: sales up 11.2% to $393.7M, outpacing a contracting vehicle production market. Management guides for FY2026 revenue of $1.5–$1.6B and EBITDA of $175–$195M, with the Modine merger expected to boost combined revenue to $2.6B and EBITDA to $322M.

Seeking Alpha • May 28, 2026

Modine's $4B AI Coup Freezes Out the Competition

The market consistently misprices the physical infrastructure required to sustain exponential technological growth. Right now, the structural bottleneck for artificial intelligence (AI) is not silicon availability.

MarketBeat • May 27, 2026

Gentherm Named a 2025 Supplier of the Year by General Motors

NOVI, Mich., May 26, 2026 (GLOBE NEWSWIRE) -- Gentherm (NASDAQ: THRM) a global market leader of innovative thermal management and pneumatic comfort technologies, has been presented with a 2025 Supplier of the Year Award at General Motors' 34th annual Supplier of the Year event in Austin, Texas.

GlobeNewsWire • May 26, 2026

Gentherm Announces Participation in Upcoming Second Quarter 2026 Investor Conference

NOVI, Mich., May 20, 2026 (GLOBE NEWSWIRE) -- Gentherm (NASDAQ: THRM), a global market leader of innovative thermal management and pneumatic comfort technologies, today announced that it is scheduled to participate in the following upcoming investor conference in the second quarter of 2026.

GlobeNewsWire • May 20, 2026

Gentherm to Showcase Science-Backed Wellness Experiences Applied to Home and Office at NeoCon 2026

NOVI, Mich., May 14, 2026 (GLOBE NEWSWIRE) -- Gentherm (NASDAQ: THRM), a global market leader of innovative thermal management and pneumatic comfort technologies, today announced it will showcase its latest expansion into the Home and Office market at NeoCon 2026 in Chicago, IL including Preview Day on June 7, 2026 and exhibit days June 8–10, 2026.

GlobeNewsWire • May 14, 2026

Tech and Semiconductors Lead As Order Flows Expand Across Sectors

It is important to distinguish between capital inflows and short-term price performance, as flow activity and directional momentum do not always align.

Benzinga • May 7, 2026

Riverwater Small Cap Strategy: Q1 2026 Buys, Sells, And Standouts

Modine Manufacturing led the way during the quarter, benefiting from secular demand in data center cooling and a well received spinoff of Modine Manufacturing's auto cooling business. Coming out of 2025, Adeia reported record revenue and profitability, supported by a surge in IP licensing activity. AtriCure remains well positioned given its first-mover advantage and deep integration within surgical workflows despite near-term competitive concerns from Edwards Lifesciences.

Seeking Alpha • Apr 27, 2026

Gentherm Incorporated (THRM) Q1 2026 Earnings Call Transcript

Gentherm Incorporated (THRM) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 23, 2026

Gentherm (THRM) Beats Q1 Earnings and Revenue Estimates

Gentherm (THRM) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.51 per share a year ago.

Zacks Investment Research • Apr 23, 2026

Gentherm (THRM) Earnings Expected to Grow: Should You Buy?

Gentherm (THRM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Apr 16, 2026