)
Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Gentherm (THRM) investor relations material
Gentherm Baird 55th Annual Global Industrial Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Baird 55th Annual Global Industrial Conference summary11 Nov, 2025
Strategic Vision, Growth Initiatives, and Priorities
Focused on building a resilient, diversified business targeting $3 billion in revenue and less than 70% exposure to the light vehicle market, leveraging organic growth and M&A.
Secured over $2B in automotive new business awards for 2025, including key wins with Ford F-Series and Mercedes-Benz.
Expanded presence in powersports, commercial vehicles, and furniture markets, with new production starting in Q1 2026.
Medical product launch anticipated near year-end, supporting diversification and higher-margin growth.
Operational excellence and standardization, including facility consolidation and business system deployment, are key to maximizing asset utilization and reducing capital expenditures.
Automotive Market Performance and Outlook
On track for another year of $2 billion+ in light vehicle awards, with increasing take rates and strategic wins.
Products like climate-controlled seats and heated steering wheels are becoming standard, especially in China.
Pneumatics innovation, such as the Pulsea system, is driving growth, with four OEMs adopting the technology.
Despite a projected 2% industry volume decline in 2026, awarded activity and adjacent market initiatives are expected to drive outperformance.
Facility moves and operational improvements are expected to unlock margin leverage, aiming to return to 15%-16% EBITDA by 2027.
Expansion into Adjacent and Non-Automotive Markets
Building a $300 million+ lifetime revenue funnel in adjacent markets, with wins in power sports, commercial vehicles, and motion furniture.
Non-auto business targeted to reach 30% of total revenue, focusing on commercial vehicles, agriculture, and motion furniture using standard kits.
Standardized solutions enable rapid scaling in fragmented markets like furniture, leveraging existing assets without new investment.
Medical business offers double the margins of automotive, with established channels and new product development underway.
Medical segment expected to surpass $100 million, with new products addressing unmet surgical needs and pending FDA approvals.
"Standard kits" strategy for non-auto markets
Medical business operating leverage and scale
Footprint consolidation's margin expansion timeline
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Gentherm earnings date
Q4 202520 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage