Gentherm Incorporated Q2 2025 Earnings Recap

THRM Q2 2025 July 25, 2025

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Gentherm reported solid Q2 2025 results, with a significant uptick in adjusted EBITDA margins and $600 million in new automotive business awards, positioning the company for continued growth.

Earnings Per Share Miss

$0.54 vs $0.59 est.

-8.5% surprise

Revenue Beat

375090000 vs 372870800 est.

+0.6% surprise

Market Reaction

1-Day +0.61%

5-Day -7.53%

30-Day +8.05%

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Key Takeaways

Achieved an adjusted EBITDA margin improvement of over 100 basis points compared to Q1.
Secured $600 million in new automotive business awards in Q2, totaling $1 billion year-to-date.
Significant contract with Ford for F-Series platforms, establishing Gentherm as a full comfort solution provider.
Domestic OEMs accounted for 70% of new awards in China, reflecting a shift in customer mix strategy.
Pneumatic, lumbar, and massage product lines to grow from $175 million to over $300 million by 2027, driven by increasing adoption and new contracts.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit THRM on AllInvestView.

Next Q3 2025