Gentherm Incorporated (THRM)
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-10-29
$30.95-3.88%
Close 2026-10-30 · 1-day change
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-10-29
Research Workspace
Put THRM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Automotive Parts & Equipment: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 9% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 43% in its worst 12-month stretch.
View RiskGentherm's Modine combination is the growth claim, but revenue growth slowed as Q3 earnings missed. Q3 revenue grew 4.7% year over year, after 11.0% in Q2. Q3 revenue beat expectations, though reported EPS missed consensus by 50.7%. THRM trades at 13× P/E versus a 13× peer median. Expectations look modest versus our view, though integration costs pressured profitability. Our model puts the next-quarter miss probability near 46%. Peer multiples imply a price about 9% above where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-30. THRM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering THRM (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare THRM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| THRM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automotive Parts & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put THRM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Complete combination with Modine Performance Technologies
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Specific 2030 revenue and EBITDA targets outline expected scale and benefits following the Modine combination.
Threatens: Improve profitability and operational efficiency
A third-quarter earnings miss challenges profitability and execution, though the headline gives no detail on cause or severity.
Threatens: Improve profitability and operational efficiency
A $0.32 earnings miss indicates profitability weakness despite revenue exceeding estimates.
Advances: Complete combination with Modine Performance Technologies
Acquisition completion aligns with growth objectives.
Advances: Complete combination with Modine Performance Technologies
Acquisition update supports growth and combination objectives.
Advances: Complete combination with Modine Performance Technologies
Merger approval directly supports growth and expansion objectives.
Advances: Complete combination with Modine Performance Technologies
Shareholder approval is crucial for the business combination.
