Gentherm

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.