Gentherm Q4 revenue up 8.5%, EBITDA misses estimates

Gentherm

19/02/2026 11:08

Overview

Thermal management tech firm's Q4 product revenue grew 8.5% yr/yr

Adjusted EBITDA for Q4 missed analyst expectations

Adjusted EPS for Q4 rose to $0.49 from $0.29 last year

Outlook

Gentherm projects 2026 product revenues between $1.5 bln and $1.6 bln

Company expects 2026 adjusted EBITDA between $175 mln and $195 mln

Gentherm provides preliminary 2027 revenue outlook of ~$1.7 bln

Result Drivers

AUTOMOTIVE AWARDS - Secured $485 mln in new automotive business awards in Q4, contributing to revenue growth

MATERIAL COSTS - Higher material costs and footprint realignment expenses led to a decrease in gross margin

AUTOMOTIVE REVENUE - Automotive Climate and Comfort Solutions revenue increased 11.1% yr/yr, outperforming industry benchmarks

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Product Revenue
$382.80 mln
Q4 EPS
$0.10
Q4 Adjusted EBITDA
Miss
$40.60 mln
$41.43 mln (5 Analysts)
Q4 Gross Margin
23.70%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"

Wall Street's median 12-month price target for Gentherm Inc is $44.00, about 42.3% above its February 18 closing price of $30.91

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nGNX5rnfjc

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)