Latest news with #ThermonGroupHoldings
Yahoo
5 days ago
- Business
- Yahoo
Thermon Group Holdings Inc (THR) Q1 2026 Earnings Call Highlights: Strategic Growth Amid ...
Release Date: August 07, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Thermon Group Holdings Inc (NYSE:THR) achieved gross margin improvement over the prior year, demonstrating effective operational framework and agility. The company's backlog increased by 27% from last year, positioning it well for future revenue recognition. Thermon Group Holdings Inc (NYSE:THR) launched new products, Pontus and Poseidon load banks, targeting the growing data center market. The company reported strong order momentum in the rail and transit market, with the backlog doubling over the last 12 months. Thermon Group Holdings Inc (NYSE:THR) maintained a strong balance sheet with a leverage ratio of just one time, providing flexibility for growth strategies. Negative Points Thermon Group Holdings Inc (NYSE:THR) experienced a 5% year-over-year decline in revenues due to temporary delays in backlog conversion and project execution timing. The company faced softness in incoming order rates following liberation day, impacting overall bookings. Revenue in the first quarter decreased by 5%, with organic revenue down 11% excluding contributions from acquisitions. Adjusted EBITDA decreased by 9% due to revenue decline and continued investments in growth initiatives. Thermon Group Holdings Inc (NYSE:THR) anticipates margin headwinds in the upcoming quarters due to tariff impacts. Q & A Highlights Warning! GuruFocus has detected 2 Warning Sign with BOM:543526. Q: Can you provide an update on the capital improvement project that led to production delays and when the delayed orders are expected to ship? A: Yes, the capital improvement project took longer than anticipated, but it is now fully operational and running at historical throughput levels. We expect the delayed revenues to convert in Q2 and throughout the year. Supply chain disruptions have also been resolved. (Bruce Dames, CEO) Q: Could you elaborate on the liquid load bank opportunity in data centers and the expected revenue potential? A: Liquid load banks are used to test cooling and electrical systems in liquid-cooled data centers. We recently launched these products and are building a pipeline of opportunities. We aim to capture a 20-25% market share in this growing segment. (Bruce Dames, CEO) Q: What are your gross margin expectations for the next quarter and the rest of the year? A: We anticipate some margin headwinds in Q2 due to tariffs, but expect pricing adjustments to offset these costs in the latter half of the year. We aim to maintain gross margins around 44.8% by year-end. (Bruce Dames, CEO) Q: Can you discuss the strong demand at FATI and what has changed since the last fiscal quarter? A: FATI has seen strong demand, particularly in electrification opportunities in Europe and the Middle East. The backlog has doubled since the acquisition, driven by regulations and investments in electrification to reduce emissions. (Bruce Dames, CEO) Q: Could you provide more details on your capital allocation priorities, including M&A and share buybacks? A: Our M&A pipeline is active, and we are looking for opportunities to complement our strategy. We will continue share repurchases if there are no attractive M&A opportunities. We have flexibility in capital allocation, focusing on growth and debt reduction. (John Schott, CFO) For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. 擷取數據時發生錯誤 登入存取你的投資組合 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤
USA Today
29-07-2025
- Business
- USA Today
Thermon(R) Introduces Poseidon(TM) and Pontus(TM) Liquid Load Banks: Revolutionizing Data Center Commissioning and Validation
AUSTIN, TX / ACCESS Newswire / July 29, 2025 / Thermon Group Holdings, Inc. (NYSE:THR) ('Thermon'), a global leader in thermal management, power distribution, and environmental controls, today announced its universal availability of their new Poseidon™ Liquid Load Bank (for US markets) and Pontus™ Liquid Load Bank (for non-US markets). These advanced systems are designed to accurately simulate real-world thermal and electrical demand, providing mission critical component test validation for data centers and other High Performance Computing (HPC) environments. The new liquid load banks offer a built-for-purpose solution for the rigorous demands of data center commissioning and start up. They serve as essential test validation systems for critical HPC data center infrastructure, like Coolant Distribution Units, Uninterruptible Power Supplies and back-up power generators. Key features and benefits of the Poseidon and Pontus Load Banks include: A built-for-purpose liquid-cooled load bank targeting the data center commissioning and start-up market, including Integrated Systems Testing. Industry-leading performance, sizing, and weight, contributing to the lower total cost of ownership. Engineered for data center testing applications – with integrated modern controls and monitoring in a standardized package for quick delivery. Simple, easy controls and a comprehensive audible alarm system to indicate high temperature, low flow, and low water conditions. Modular design with the ability to connect over 100 units in series to test the increasing IT loads in the industry. Custom designed and optimized by process heating/heat transfer experts, but standardized for quicker lead times and more value, the Poseidon and Pontus Load Banks boast a robust capacity rating up to 600kW within a compact design. Built for rapid deployment, these lightweight systems feature a mobile, space-saving design, allowing for quick and efficient testing in different locations within modular, mobile HPC and other data center environments. Poseidon and Pontus load banks provide real-time oversight of the dynamic thermal performance and electrical demands crucial for a modern data center in the rapidly expanding age of artificial intelligence (AI). 'The launch of the Poseidon and Pontus Liquid Load Banks marks a significant milestone for Thermon – greatly expanding our opportunity within the rapidly growing data center market.' said Bruce Thames, President & CEO of Thermon. 'As data centers evolve to meet the intense demands of AI and HPC, the need for precise, reliable, and efficient validation tools is paramount. Our new liquid load banks deliver unparalleled performance, mobility, and ease of use, reinforcing Thermon's commitment to providing innovative solutions that empower our customers to build and operate the most robust and efficient critical infrastructure.' The new liquid load banks are available globally and are certified to local requirements along with the following applicable standards: UL, CSA, CE, ASME, ANSI, NEMA, PED and NEC, ensuring compliance and reliability across diverse markets. For more information on the Poseidon and Pontus load banks, click here. Through its global network, Thermon provides safe, reliable and mission critical industrial process heating solutions. Thermon specializes in providing complete flow assurance, process heating, temperature maintenance, freeze protection and environmental monitoring solutions. Thermon is headquartered in Austin, Texas. For more information, please visit CONTACT: Michelle Saab, Senior Manager, Global Marketing Phone: +1-512-560-5482 SOURCE: Thermon Group Holdings Inc. View the original press release on ACCESS Newswire
Yahoo
16-07-2025
- Business
- Yahoo
Do Options Traders Know Something About THR Stock We Don't?
Investors in Thermon Group Holdings, Inc. THR need to pay close attention to the stock based on moves in the options market lately. That is because the Aug. 15, 2025 $17.5 Call had some of the highest implied volatility of all equity options today. What is Implied Volatility? Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy. What do the Analysts Think? Clearly, options traders are pricing in a big move for Thermon Group Holdings shares, but what is the fundamental picture for the company? Currently, Thermon Group Holdings is a Zacks Rank #5 (Strong Sell) in the Instruments – Control industry that ranks in the Bottom 7% of our Zacks Industry Rank. Over the last 60 days, no analyst increased the earnings estimates for the current quarter, while one has dropped the estimates. The net effect has taken our Zacks Consensus Estimate for the current quarter from 39 cents per share to 37 cents in that period. Given the way analysts feel about Thermon Group Holdings right now, this huge implied volatility could mean there's a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected. Looking to Trade Options? Check out the simple yet high-powered approach that Zacks Executive VP Kevin Matras has used to close recent double and triple-digit winners. In addition to impressive profit potential, these trades can actually reduce your risk. Click to see the trades now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Thermon Group Holdings, Inc. (THR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
25-05-2025
- Business
- Yahoo
Results: Thermon Group Holdings, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
It's been a mediocre week for Thermon Group Holdings, Inc. (NYSE:THR) shareholders, with the stock dropping 12% to US$26.48 in the week since its latest yearly results. Thermon Group Holdings reported US$498m in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of US$1.57 beat expectations, being 5.0% higher than what the analysts expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year. We check all companies for important risks. See what we found for Thermon Group Holdings in our free report. Taking into account the latest results, the current consensus from Thermon Group Holdings' four analysts is for revenues of US$523.4m in 2026. This would reflect a modest 5.1% increase on its revenue over the past 12 months. Statutory earnings per share are forecast to dip 7.4% to US$1.50 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$536.9m and earnings per share (EPS) of US$1.70 in 2026. From this we can that sentiment has definitely become more bearish after the latest results, leading to lower revenue forecasts and a real cut to earnings per share estimates. See our latest analysis for Thermon Group Holdings The analysts made no major changes to their price target of US$36.00, suggesting the downgrades are not expected to have a long-term impact on Thermon Group Holdings' valuation. One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that Thermon Group Holdings' revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 5.1% growth on an annualised basis. This is compared to a historical growth rate of 12% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 8.5% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Thermon Group Holdings. The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. On the negative side, they also downgraded their revenue estimates, and forecasts imply they will perform worse than the wider industry. The consensus price target held steady at US$36.00, with the latest estimates not enough to have an impact on their price targets. With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Thermon Group Holdings going out to 2027, and you can see them free on our platform here.. It might also be worth considering whether Thermon Group Holdings' debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
23-05-2025
- Business
- Yahoo
Thermon's Q4 Earnings and Revenues Beat Estimates, Rise Y/Y
Thermon Group Holdings, Inc. THR reported fourth-quarter fiscal 2025 adjusted earnings per share (EPS) of 56 cents, which surpassed the Zacks Consensus Estimate of 50 cents. The bottom line grew 64.7% year over year, driven by revenue growth, enhanced profitability and reduced interest the fiscal year ended March 31, 2025, adjusted EPS grew 2.8% year over year to $1.87. Revenues in the quarter totaled $134.1 million, beating the Zacks Consensus Estimate by 0.4%. The top line expanded 5% year over year, driven by sustained strength in OPEX revenues, including strong performance from Vapor Power and contributions from F.A.T.I. This growth was partially offset by softness in large project revenues. Excluding contributions from F.A.T.I., organic revenues for the fourth quarter rose 3%. For the full year, total revenues were $498.2 million, up 0.7% year over year. (See the Zacks Earnings Calendar to stay ahead of market-making news.) Thermon reported a strong fiscal 2025, achieving record revenues and adjusted EBITDA, driven by successful integrations of the Vapor Power and F.A.T.I. acquisitions and continued execution of its strategic priorities. In fiscal 2025, revenues from Decarbonization and Electrification reached $63 million, marking 80% year-over-year growth, primarily led by contributions from Vapor Power. However, organic revenues within this segment contracted 19%, largely attributed to shifts in U.S. policy. Thermon's opportunities pipeline was $435 million, up 70% year over year in fiscal 2025. Thermon Group Holdings, Inc. price-consensus-eps-surprise-chart | Thermon Group Holdings, Inc. Quote Despite macroeconomic uncertainties, Thermon sees positive demand trends in electrification, decarbonization, on-shoring and power markets. The company remains focused on its strategic pillars—Decarbonization, Digitization and Diversification—and is expanding into growth areas such as data centers and nuclear. Gross margin during the quarter expanded 330 basis points (bps) to 44.3% from 41% in the prior-year quarter. This was due to a more favorable revenue mix, improved pricing and productivity enhancements. For fiscal 2025, the gross margin was 44.7% compared with 42.8% in fiscal 2024. Adjusted EBITDA for the quarter increased 29% year over year to $30.5 million, driven by revenue growth, a more favorable mix, productivity gains and contributions from F.A.T.I., though partially offset by weakness in large projects. For fiscal 2024, adjusted EBITDA increased 5% year over year to $109.2 million. During the fourth quarter, it delivered bookings of $138.8 million, a 19% increase from $117 million in the same period last year. The book-to-bill ratio was 1.04. For fiscal 2025, it delivered bookings of $536 million. The book-to-bill ratio was 1.08. Selling, general, and administrative expenses for the fourth quarter remained flat at $32.8 million year over year. This stability was driven by ongoing efficiency initiatives and effective cost management, which helped offset higher operating expenses related to the F.A.T.I. acquisition and continued investments in growth initiatives. As of March 31, 2025, the company had $39.5 million in cash and cash equivalents with $138.9 million of total debt compared with $48.6 million and $172.5 million, respectively, in the prior-year period. For fiscal 2025, THR generated $63.1 million of cash from operating activities compared with $66 million in fiscal 2024. For fiscal 2026, revenues are projected in the range of $495-$535 million, implying year-over-year growth of 3.5% at the midpoint. Adjusted EBITDA is expected to be in the band of $104-$114 million, flat at the midpoint. Management anticipates GAAP EPS to be between $1.35 and $1.57 and adjusted EPS to be between $1.77 and $1.99. Capital expenditure is estimated to be 2.5-3.0% of revenues. Depreciation and amortization expenses are estimated to be $23 million. Effective tax rate for fiscal 2026 is projected to be approximately 26%. The company anticipates a slight decline in adjusted EBITDA margin, primarily due to the expected lag in the impact of its tariff mitigation efforts, which are likely to benefit results in the second half of the year. Thermon currently carries a Zacks Rank #3 (Hold). Shares of the company have declined 19.1% in the year compared with the Zacks Instruments - Control industry's fall of 2.2%. You can see the complete list of today's Zacks #1 (Strong Buy) Rank stocks here. Image Source: Zacks Investment Research Watts Water Technologies, Inc. WTS reported first-quarter 2025 adjusted EPS of $2.37 compared with $2.33 in the prior-year quarter. The bottom line topped the Zacks Consensus Estimate by 11.8%. WTS' quarterly net sales declined 2% year over year to $558 million. The top line surpassed the Zacks Consensus Estimate by 3.2%. Organic sales were down 2% year over year. In the past year, shares of WTS have jumped 14.6%. Badger Meter, Inc. BMI reported earnings of $1.30 for the first quarter of 2025, which beat the Zacks Consensus Estimate by 20.4%. Also, the bottom line compared favorably with the year-ago quarter's EPS of 99 cents. Quarterly net sales of BMI were $222.2 million, up 13% from $196.3 million in the year-ago quarter, driven by higher utility water sales and the initial contribution from the SmartCover acquisition. The Zacks Consensus Estimate was pegged at $222 million. In the past year, shares of BMI have jumped 21.5%. Sensata Technologies Holding plc ST reported first-quarter 2025 adjusted EPS of 78 cents compared with 89 cents a year ago. However, the bottom line topped the Zacks Consensus Estimate by 8.3%. Revenues for the quarter reached $911.3 million, down 9.5% from a year ago. However, the figure outperformed management's expectations ($870-$890 million) and beat the consensus estimate by 3.6%. In the past six months, shares of ST have decreased 24%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Badger Meter, Inc. (BMI) : Free Stock Analysis Report Sensata Technologies Holding N.V. (ST) : Free Stock Analysis Report Watts Water Technologies, Inc. (WTS) : Free Stock Analysis Report Thermon Group Holdings, Inc. (THR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
