Gentherm (THRM) Q4 2025 Earnings Call Transcript

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Thursday, Feb. 19, 2026 astatine 8 a.m. ET

• President and Chief Executive Officer — William T. Presley

• Senior Vice President and Chief Financial Officer — Jonathan C. Douyard

• Executive Vice President, Chief Operating Officer — Gregory Blanchette

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During their comments, they volition beryllium referring to a presumption platform that we person made disposable connected the Investors conception of Gentherm Incorporated’s website. After the prepared remarks, we would beryllium pleased to instrumentality your questions. I volition present crook the telephone implicit to William T. Presley. Thank you, Greg, and bully morning, everyone. Let america statesman connected descent three. During the year, we made important advancement connected our semipermanent strategical initiatives portion executing against our 2025 fiscal and operational priorities. To thrust strategical growth, we provided a thesis aboriginal past twelvemonth connected the wide applicability of our exertion beyond automotive. We purposefully broke retired our technologies into 4 platforms: thermal management, aerial moving devices, pneumatic solutions, and valve systems, truthful that our commercialized squad could spell retired and benignant of bedewed concern with the exertion successful different markets. We provided updates connected wins passim the twelvemonth to validate our hypothesis, and proceed to judge this volition thrust maturation going forward.

William T. Presley: Operationally,

Gregory Blanchette: we continued our enactment to strategically realign our footprint, which volition proceed done 2026, and contempt the near-term headwinds, these actions volition play a important relation successful our borderline enlargement implicit time. During the year, we began laying the instauration to thrust improved ratio and show crossed the enactment done concern process standardization, and the planetary rollout of our institution operating system. We are starting to summation traction and reap benefits from stronger operational rigor. These improvements volition thrust amended fiscal show and currency generation, allowing america to deploy superior aligned with our strategical framework. To beryllium clear, 2025 fiscal results are not of what Gentherm Incorporated tin present arsenic a business.

We stay focused connected executing our plans to turn and summation margins. As we participate 2026, we are assured that we person the close program established to thrust performance. We are executing our strategical priorities to physique a much resilient gender. Let america crook to descent four. I took this relation with a beardown content that Gentherm Incorporated was astatine an inflection constituent to participate its adjacent signifier of maturation by scaling its halfway technologies beyond its existing applications. And we person proven that quality successful a abbreviated play of time. The squad is focused connected reigniting a profitable maturation trajectory done some integrated and inorganic opportunities.