Market Cap
$1.0B
THRM
Gentherm Inc
$31.30 ▼ -6.93%
Prev close $33.63Market cap$1.0B
ConsensusBuy
12-mo target$48.00 (+53.4%)
▲ Bullish
Analyst conviction 6/10
High Impact Filing (7/10)21 New Institutional Positions15 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on THRM right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Buy (64%)
Inst. Holders
50 funds
Inst. Value
$810.9M
Inst. Activity
21 buys / 15 sells
Insider Activity
$0.00 buy / $243.1K sell
Insider Net $
-$243.1K
SEC Reports
15
Press Releases
3
Price chart 30d -21.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 m_and_a
Sep 11, 2026 SEC Gentherm Completes Combination with Modine’s Performance Technologies Business
Gentherm completes combination with Modine Performance Technologies, creating a global leader in the
Gentherm shareholders voted overwhelmingly to approve the share issuance and charter amendment proposals required to com
8-K — Impact 6/10
Gentherm shareholders voted overwhelmingly (99% of votes cast) to approve the combination with Modine's Performance Tech
Impact 7/10
Aug 17, 2026 Insider
Aug 13, 2026 SEC Nicholas Breisacher sold 925 shares
Chief Accounting Officer @ $43.21 ($40.0K)
Gentherm's S-4 registration statement (File No. 333-297224) was declared effective by the SEC on August 12, 2026. This s
EFFECT — Impact 3/10
Jul 29, 2026 Insider
Jul 23, 2026 SEC Kauffman Wayne S III sold 4,700 shares
SVP and General Counsel @ $43.21 ($203.1K)
Gentherm reported record Q2 2026 revenue of $416.2M, up 11.0% YoY (9.5% ex-FX), and raised full-year 2026 guidance for r
425, 8-K — Impact 6/10
Gentherm acquired Innovative Medical Equipment (IME), a provider of the ThermaZone thermal therapy device, to expand its
Impact 3/10
Analyst ratings buy % -4.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
64% rate it Buy or better · 14 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Sep 14, 2026 | CJS Securities | INITIATE | Market Outperform | 40% |
| Jul 25, 2026 | Freedom Broker | DOWNGRADE | Hold | 66% |
| Jul 24, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 24, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 20, 2026 | Stifel | MAINTAIN | Buy | 54% |
| May 14, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Apr 24, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Apr 24, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Apr 23, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 6 | 5 | 0 | 0 | 64% | |
| Aug 1, 2026 | 3 | 6 | 5 | 0 | 0 | 64% | |
| Jul 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Jun 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| May 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Apr 1, 2026 | 3 | 6 | 5 | 0 | 0 | 64% | |
| Mar 1, 2026 | 3 | 6 | 5 | 0 | 0 | 64% | |
| Feb 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% |
Price targets
Where 8 covering analysts think THRM trades over the next 12 months.
$48.00 +53.4% upside Strong Buy
Current$31.30 Low$34.00 Median$50.00 High$59.00 8 analysts
$34.00$59.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
15 SEC filing reports analyzed · 6 bullish, 2 bearish, 0 mixed, 7 neutral · avg impact 5.2/10.Plus 3 press releases.
BULLISH8-K6/10
Gentherm shareholders voted overwhelmingly to approve the share issuance and charter amendment propo
Sep 11, 2026
NEUTRALEFFECT3/10
Gentherm's S-4 registration statement (File No. 333-297224) was declared effective by the SEC on Aug
Aug 13, 2026
BULLISH425, 8-K6/10
Gentherm reported record Q2 2026 revenue of $416.2M, up 11.0% YoY (9.5% ex-FX), and raised full-year
Jul 23, 2026
BULLISHPRESS-RELEASE7/10
Gentherm reported Q2 2026 record revenue of $416.2M (+11% YoY) and adjusted EPS of $0.75, well above
Jul 23, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
m_and_a
Gentherm Completes Combination with Modine’s Performance Technologies Business
Gentherm completes combination with Modine Performance Technologies, creating a global leader in thermal and precision flow management solutions.
Oct 1, 2026
short_volume
Short Volume: THRM — 82.4% short (0.5M / 0.6M)
Short: 495,109 | Exempt: 0 | TRF Vol: 601,141 | Short Ratio: 82.4% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
m_and_a
Gentherm and Modine Manufacturing Company Announce Additional Information in Connection with Proposed Combination of Gentherm and Modine’s Performance Technologies Business
Gentherm and Modine provide transaction updates, including spin-off record date, special dividend and expected October 1 closing.
Sep 10, 2026
m_and_a
Gentherm Shareholders Approve Combination with Modine’s Performance Technologies Business
Gentherm shareholders approve combination with Modine's Performance Technologies business, advancing growth and expected to close Oct. 1, 2026.
Aug 14, 2026
short_interest_report
Short Interest: THRM up 31% to 2.3M shares
Settlement 2026-08-14 | Days to cover: 6.01 | ≈7.33% of shares outstanding (est.)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.65 | $0.57–$0.77 | -11.0% | -1.5% | 3↑ 2↓ | $0.4B | 6 |
| Next Q | $0.72 | $0.68–$0.80 | 46.9% | +0.4% | 3↑ 1↓ | $0.4B | 5 |
| Current FY | $2.90 | $2.75–$3.06 | 27.9% | -0.6% | 6↑ 0↓ | $1.6B | 7 |
| Next FY | $3.24 | $2.89–$3.79 | 11.7% | -1.1% | 6↑ 0↓ | $1.7B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.650 | — |
| 7d ago | $0.655 | -0.005 |
| 30d ago | $0.660 | -0.010 |
| 60d ago | $0.661 | -0.011 |
| 90d ago | $0.652 | -0.002 |
Institutional ownership
Which big funds own THRM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $810.9M total value (23,773,925 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 21 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,837,439 | $165.0M | 20.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,932,979 | $65.9M | 8.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,568,291 | $53.5M | 6.6% | — |
| STATE STREET CORP | 1,309,296 | $44.7M | 5.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,305,065 | $44.5M | 5.5% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,134,628 | $38.7M | 4.8% | — |
| AMERICAN CENTURY COMPANIES INC | 894,091 | $30.5M | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 818,634 | $27.9M | 3.4% | — |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 815,661 | $27.8M | 3.4% | — |
| AMERIPRISE FINANCIAL INC | 750,954 | $25.6M | 3.2% | ADD +55.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | ADD | 482,735 | 750,954 | +55.6% | $25.6M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 181,830 | 541,027 | +197.5% | $18.5M |
| CITADEL ADVISORS LLC | ADD | 212,473 | 288,549 | +35.8% | $9.8M |
| UBS Group AG | DOUBLED | 129,522 | 280,508 | +116.6% | $9.6M |
| Qube Research & Technologies Ltd | TRIM | 458,942 | 248,729 | -45.8% | $8.5M |
| JPMORGAN CHASE & CO | ADD | 137,531 | 236,772 | +72.2% | $8.0M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 271,464 | 175,982 | -35.2% | $6.0M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | ADD | 109,055 | 161,190 | +47.8% | $5.5M |
| Empowered Funds, LLC | DOUBLED | 36,299 | 127,821 | +252.1% | $4.4M |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 241,516 | 126,521 | -47.6% | $4.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$243.1K — $0.00 bought, $243.1K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Nicholas Breisacher | Chief Accounting Officer | SELL | 925 | $43.21 | $40.0K |
| Jul 29, 2026 | Kauffman Wayne S III | SVP and General Counsel | SELL | 4,700 | $43.21 | $203.1K |
| May 14, 2026 | Desormiere Sophie | Director | AWARD | 4,292 | — | — |
| May 14, 2026 | Heinzmann David W | Director | AWARD | 4,292 | — | — |
| May 14, 2026 | Hundzinski Ronald T | Director | AWARD | 4,292 | — | — |
| May 14, 2026 | Kowalchik Laura Michele | Director | AWARD | 4,292 | — | — |
| May 14, 2026 | Kummeth Charles R. | Director | AWARD | 4,292 | — | — |
| May 14, 2026 | Meter Elizabeth | Director | AWARD | 4,292 | — | — |
| May 14, 2026 | Stacey John | Director | AWARD | 4,292 | — | — |
| May 14, 2026 | Washington Kenneth E | Director | AWARD | 4,292 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for THRM.
Shares short
2,330,602
Settlement Sep 15, 2026
Change vs prior
+9.4%
Semi-monthly cycle
Days to cover
9.9
At avg daily volume
Of shares outstanding
≈7.6%
Estimate — not % of float
All THRM filing & press-release reports (18)
- 8-K reportSep 11, 2026
- PRESS-RELEASE reportSep 10, 2026
- EFFECT reportAug 13, 2026
- 425, 8-K reportJul 23, 2026
- PRESS-RELEASE reportJul 23, 2026
- PRESS-RELEASE reportJul 22, 2026
- PRESS-RELEASE reportJul 20, 2026
- PRESS-RELEASE reportJul 7, 2026
- 425 reportJul 2, 2026
- S-4 reportJul 2, 2026
- 8-K reportJul 2, 2026
- 425 reportJun 3, 2026
- 425 reportMay 19, 2026
- 425 reportApr 23, 2026
- 8-K reportApr 23, 2026
- PRESS-RELEASE reportApr 23, 2026
- DEFA14A reportApr 10, 2026
- PRESS-RELEASE reportApr 9, 2026