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Visual24 Oct 2025
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Gentherm (THRM) investor relations material
Gentherm Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary23 Oct, 2025
Executive summary
Achieved record Q3 2025 revenue of $387 million, up 4.1% year-over-year, driven by strong Automotive Climate and Comfort Solutions growth and $745 million in new automotive business awards, including a major Mercedes-Benz win.
Operational excellence and restructuring initiatives supported $88 million in year-to-date operating cash flow and reduced net leverage to ~0.2x.
Entered adjacent markets with a major furniture contract and advanced medical product development, with first furniture shipments expected in Q1 2026.
Continued global manufacturing realignment, with new facilities operational in China and Morocco.
Expanded product adoption with GM and Japanese OEMs, and entered the Indian automotive market with a climate-controlled seat award.
Financial highlights
Q3 2025 product revenues reached $386.9 million, up from $371.5 million in Q3 2024; gross margin was 24.6%, down from 25.5% last year.
Adjusted EBITDA for Q3 was $49.0 million (12.7% margin), nearly flat year-over-year; adjusted diluted EPS was $0.73 (vs. $0.75 prior year).
Net income for Q3 2025 was $14.9 million, down from $16.0 million in Q3 2024; GAAP diluted EPS was $0.49 (vs. $0.51 prior year).
Year-to-date operating cash flow was $88 million; net leverage at 0.2x; liquidity increased to $462.2 million.
Net capex spend YTD was $30 million, with full-year guidance lowered to $45–$55 million.
Outlook and guidance
Full-year 2025 revenue guidance raised to $1.47–$1.49 billion, reflecting improved industry production and strong demand.
Adjusted EBITDA margin guidance narrowed to 11.9%–12.3%, with YTD delivery at 12.0%.
Capital expenditures guidance reduced to $45–$55 million, focusing on optimizing existing assets.
Guidance assumes flat to slightly increasing light vehicle production and stable EUR/USD at 1.13.
Adjusted effective tax rate expected at 26%–29%, trending toward the higher end.
Factors for Mercedes-Benz conquest win?
Breakdown of $300M adjacent market funnel
Rationale for supply chain impact exclusion from guidance?
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Frequently asked questions
Gentherm Incorporated develops, manufactures, and markets thermal management technologies. The company operates in three segments: Thermostat Solutions, Home Solutions, and Automotive Solutions. The Thermostat Solutions segment offers digital thermostats and related services for residential and commercial customers. The Home Solutions segment produces and sells refrigerators, wine coolers, freezers, beverage centers, dehumidifiers, air purifiers, blowers for heating and cooling; dehumidifiers for heating and cooling; heat pumps for heating and cooling; mini-splits/zone ductless systems for heating and cooling; geothermal products for home improvement contractors serving the residential market; boilers for heating water and space heating; cooking appliances; room air conditioners; furnaces; blowers/cooling systems; components and accessories to all appliances described above; hybrid ventilation systems by providing a single basic model with multiple options so as to allow a customer to purchase the system that fits its needs and budget. The Automotive Solutions segment manufactures condensers for automotive air conditioners. Gentherm Incorporated is based in Northville, Michigan.
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