Gentherm Inc (NASDAQ:THRM) Reports Mixed Q2 2025 Earnings: Revenue Beat but EPS Miss

Gentherm Inc (NASDAQ:THRM) reported its second-quarter 2025 earnings, delivering mixed results compared to analyst expectations. The company posted revenue of $375 million, surpassing the consensus estimate of $367.6 million, marking a 2% beat. However, earnings per share (EPS) came in at $0.54, falling short of the $0.59 forecast, a miss of approximately 9%.

Key Takeaways from the Earnings Report

• Revenue Growth: The $375 million in revenue represents a quarterly record for Gentherm’s automotive climate and comfort solutions, underscoring strong demand in its core segment.
• New Business Wins: The company secured over $600 million in new automotive business awards during the quarter, bringing its year-to-date total to $1 billion, signaling robust future revenue potential.
• EPS Shortfall: Despite the revenue beat, higher costs or operational inefficiencies may have contributed to the lower-than-expected EPS.

Market Reaction

The stock has seen a modest pre-market gain of 0.94%, suggesting cautious optimism among investors following the earnings release. Over the past month, shares have risen 14.4%, reflecting broader market confidence in Gentherm’s growth trajectory. The immediate reaction appears muted, likely due to the mixed nature of the results—strong revenue but weaker profitability.

Forward-Looking Estimates

Analysts project full-year 2025 revenue at $1.437 billion, with Q3 sales expected to reach $363.8 million. The EPS estimate for Q3 stands at $0.59, which will be a key benchmark for the company’s ability to improve profitability. Gentherm’s recent business wins could position it well to meet or exceed these forecasts, but execution on margins will be critical.

For a deeper dive into Gentherm’s earnings and analyst estimates, visit the earnings page.

Disclaimer: This article is not investment advice. Investors should conduct their own research or consult a financial advisor before making decisions.