Gentherm (THRM) Q3 FY26 earnings call

Earnings call· Sep 2026 (Q3 FY26)· Consumer Discretionary· Oct 22, 2026

Source: earnings call transcript

Gentherm's Q3 FY26 results highlight a pivotal quarter marked by the closing of the Modine acquisition, transforming the company into a diversified leader in thermal and precision flow management. The core automotive business demonstrated strong growth and new business wins, while expansion into home and office and medical markets progressed. Despite ongoing inflationary pressures impacting margins, management is focused on operational execution, cost synergies, and capital allocation, including share repurchases, to drive long-term shareholder value.

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THRM operating KPIs by quarter

THRM operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Jun 2026 Q2 FY26	This call Sep 2026 Q3 FY26	Change vs prior quarter
New business awards Automotive	~$690M We secured approximately $690 million in automotive new business awards during the quarter, bringing our year-to-date total to more than $1 billion. Source: earnings call transcript	$555M We secured $555 million in automotive new business awards during the quarter, bringing our year-to-date total to more than $1.6 billion. Source: earnings call transcript	—

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.