Company Participants Brian Drab - William Blair Jonathan Braatz - Kansas City Capital Associates It is now my pleasure to introduce your host, Ivonne Salem, Vice President of FP&A and Investor Relations. Thank you. You may begin. During the call, we will discuss some items that do not conform to Generally Accepted Accounting Principles. We have reconciled those items to the most comparable GAAP measures in the tables at the end of the earnings press release. These non-GAAP measures should be considered in a ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 001-35159 THERMON GROUP HOLDINGS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdicti ...

Kevin Fox Bruce Thames Yes, Jon, I think you're thinking about it the right way. If you look at the SG&A line, call it, maybe close to $4 million, that's primarily driven by the resources that you're alluding to. And I think as the business continues to grow, we look at that on a TTM basis as a percentage of revenue, and targeting that in the, call it, mid-to-low 20s is where we're really going for as we think about the model of getting this business to 23%, 24%, potentially 25% of EBITDA. Given the histori ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 001-35159 THERMON GROUP HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 27-2228185 (State or o ...

Conference Call Participants Ivonne Salem Now I would like to introduce Bruce Thames, our President and Chief Executive Officer for his opening remarks. installed base, which provides a significant opportunity to capture recurring revenues, while driving growth across our traditional and market verticals. Moving now to Slide 6 on our digitization strategy, last quarter, we introduced you to the Genesis Duo, the latest addition to our market-leading digital platform, the Genesis Network. The platform provide ...

| --- | --- | --- | --- | --- | |-------|--------------------------------------------------------------------------|-----------------------------------------------|-----------------|----------------------------| | | Full Year Revenue and Earnings Guidance | USD in millions except per share information | FY 2023 | FY 2024E | | • | Continued strength in Western Hemisphere and rebound in | Revenue | $440.6 | $455 – $485 | | • | Europe and Asia Pacific Continuous improvement in operations and pricing | YOY% | 2 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For The Fiscal Year Ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35159 THERMON GROUP HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 27-2228185 (State or other jurisdiction of incorp ...

Conference Call Participants The value of our installed base is more closely tied to spending in less volatile operating budgets that sustain and optimize customer production whereas customer capital spending is what builds that installed base over time, but can be more volatile as macroeconomic conditions cycle. For a point of reference, the average size of an over time order capturing both the small and large categories in our fiscal 2023 year-to-date is approximately $70,000, well below the $500,000 thre ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 001-35159 THERMON GROUP HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 27-2228185 (State ...

Thermon Group Holdings, Inc. (NYSE:THR) Q2 2023 Results Conference Call November 3, 2022 10:00 AM ET Company Participants Ivonne Salem - Vice President, FP&A and Investor Relations Bruce Thames - President, CEO and Director Kevin Fox - Senior VP and CFO Conference Call Participants Brian Drab - William Blair Jon Braatz - Kansas City Capital Operator Greetings, and welcome to the Thermon Group Holdings Second Quarter Fiscal 2023 Earnings Conference Call. At this time, all participants are in a listen-only mo ...