US · Consumer Cyclical · Auto Parts
EPS came in at 0.33 against a street estimate of 0.66 — a miss of 50.0%.
Analysts rate Gentherm Inc a buy (7 buy, 2 hold, 0 sell out of 9) with an average price target of $48.00.
CONFIDENT Gentherm reported solid automotive demand and closed the Modine combination, adding diversification and growth opportunities. Inflation and freight pressured margins, while management maintained legacy guidance, began aggressive buybacks, and expects power-generation growth. Q3 FY26 China remained strong, domestic Chinese OEM sales exceeded global OEM sales for the first time, and Modine’s India footprint enabled a roughly $25 million lifetime-revenue award. Analysts pressed management on inflation recovery, buybacks, Modine margins, 2027 growth, power generation, and restructuring. Management emphasized customer negotiations, operational self-help, footprint benefits, and emerging cross-selling opportunities. 2026-10-22…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 15.74% |
| Vanguard Portfolio Management, LLC | 6.29% |
| Dimensional Fund Advisors, Inc. | 5.10% |
| Harvey Partners LLC | 4.31% |
| State Street Corp | 4.26% |
| Vanguard Capital Management, LLC | 4.25% |
| Segall Bryant & Hamill | 4.24% |
| Global Alpha Capital Management Ltd. | 3.86% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $405,102 thousand, up from $386,870 thousand in Q3 2025. • Nine-month 2026 revenue was $1,214,974 | 2026-10-22 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter product revenue was $405.1 million, up 4.7% from $386.9 million; revenue excluding foreign-currency effects rose 4.4 | 2026-10-22 |
| Material agreement · Q3 2026 HEADLINE NUMBERS • Gentherm completed the spin-off and combination of Modine Manufacturing’s Performance Technologies business with Gentherm on Octob | 2026-10-01 |
| Shareholder vote results · Q3 2026 GENTHERM INCORPORATED – 8-K SUMMARY HEADLINE NUMBERS • Shareholder Meeting Date: September 10, 2026 • Attendance: 29,142,794 shares present or repre | 2026-09-11 |
| Quarterly report · Q2 2026 GENTHERM INCORPORATED – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (Q2 2026): $416.2 million vs. $375.1 million (Q2 2025) — +10.9% growth • Rev | 2026-07-23 |
| Acquisition completed · Q3 2026 GENTHERM INCORPORATED – 8-K SUMMARY HEADLINE NUMBERS • Q2 2026 financial results announced July 23, 2026 • Full year 2026 guidance updated (specific | 2026-07-23 |
| Material agreement · Q2 2026 GENTHERM INCORPORATED – 8-K SUMMARY HEADLINE NUMBERS • $550 million secured five-year revolving credit facility established • $50 million sublimit f | 2026-07-02 |
| Board / officer change · Q2 2026 GENTHERM INCORPORATED - 8-K SUMMARY HEADLINE NUMBERS • Share Authorization Increase: Shareholders approved addition of 1,700,000 shares to the 2023 | 2026-05-19 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $2.07 / share ex-date Oct 2, 2026 · pay Oct 7, 2026 | 2026-10-02 |
| Announcement | Date |
|---|---|
| Full-year guidance updated to include Modine Performance Technologies combination Gentherm reported third-quarter 2026 revenue of $405.1 million, up 4.7% year over year (4.4% excluding currency effects). Automotive Climate and Comfort Solutions revenue grew 8.8%, and the | 2026-10-22 |
| Modine transaction closes, adding a designated director to Gentherm’s board Gentherm reported steps connected with the closing of its transaction with Modine. Modine waived its right to appoint a second director, but retained the right to select one director after c | 2026-10-01 |
| Transactions among Gentherm, Modine and SpinCo expected to close October 1, 2026 Gentherm, Modine and SpinCo shareholders approved the required share-issuance and charter-amendment proposals for their planned transactions. The transactions are expected to close on Octobe | 2026-09-11 |
| 2026 full year guidance raised; $400M stock repurchase authorized Gentherm reported strong second quarter 2026 results with record quarterly revenue of $416 million, representing 9.5% year-over-year growth excluding currency effects. The company raised its | 2026-07-23 |
| Third Amended and Restated Credit Agreement for Modine acquisition transaction Gentherm Incorporated announced a Third Amended and Restated Credit Agreement dated June 29, 2026, with Bank of America as administrative agent. This is a routine credit facility refinancing | 2026-07-02 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Gentherm Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.