Q2 FY2026 EarningsQ2 FY26 revenue of $416.2M exceeded consensus of $382.9M (+8.70%), primarily driven by a 38.2% YoY surge in Lumbar and Massage Comfort Solutions. However, GAAP EPS of $0.14 significantly missed the $0.44 mean expectation due to $12.9M in M&A costs related to the Modine Transaction and $6.0M in restructuring charges. Management announced a new $400M stock repurchase program and expects the $1B Modine Transaction to close in Q4 2026.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Gentherm(THRM) the Revenue is 416.17 M (+10.95%), Beat estimate;the EBIT is 10.69 M (-62.95%), Miss estimate;the EPS is 0.14 (+600%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.42B10.95%
0.38B2.07%
+0.03B8.88%
EBITMiss expectations
0.01B62.95%
0.03B6.13%
-0.02B56.82%
EPSMiss expectations
0.14600.00%
0.442100.00%
-0.30001,500.00%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf