2025 Baird Global Consumer, Technology & Services Conference Bill Presley, President and CEO Jon Douyard, Executive Vice President of Finance, Chief Financial Officer and Treasurer Gentherm, Inc. | June 4, 2025 Proprietary © Gentherm Forward-Looking Statements Except for historical information contained herein, statements in this presentation are forward-looking statements that are made by Gentherm Incorporated (the "Company") pursuant to the safe harbor provisions of the Private Securities Litigation Refor ...

Gentherm (THRM) Conference Call Summary Company Overview - Gentherm is a global market leader in thermal management and pneumatic comfort technologies, primarily serving the automotive and medical sectors [2][3] - The company specializes in seat heaters, heated and cooled seats, steering wheel heaters, and pneumatic comfort solutions acquired in 2022 [2][3] Core Technologies - Gentherm's product portfolio is built on four core technology platforms: thermal management, air moving devices, pneumatic solutions, and valve systems [4] - The company aims to scale its technology into adjacent markets such as commercial vehicles, agriculture, two-wheelers, and home goods [5][6] Market Position and Strategy - Gentherm has a global presence with over 14,000 employees in 13 countries and engages with over 50 original equipment manufacturers (OEMs) [6][7] - The company controls its commercial destiny by selling directly to OEMs, allowing for strategic flexibility [6][7] - Gentherm's strategic framework focuses on scaling profitably while expanding margins and driving total shareholder return [7][10] Financial Performance - Gentherm reported a revenue of $1.5 billion with an EBITDA margin of 12.5% [11] - The company aims to return to mid to high teens EBITDA through growth, eliminating duplicate costs, and improving profitability in newly acquired segments [22][23] Innovation and R&D - Innovation is a core pillar for Gentherm, with a commitment to continuous improvement and product development [36] - The company invests approximately 6% of sales in R&D, focusing on enhancing customer experience and cost competitiveness [40] Growth Opportunities - The adoption of climate-controlled seats is projected to reach nearly 70% of vehicles by 2030, with significant growth expected in lumbar and massage technologies [44][45] - The company anticipates that the pneumatic and lumbar business could exceed $300 million by 2027, growing from $175 million last year [38][45] China Market Strategy - Gentherm is shifting its customer mix in China from 80% global joint ventures to a more balanced 60% global JV and 40% Chinese OEMs by next year [50] - The company views the Chinese market as a critical opportunity for competitive intelligence and innovation [51][52] Sales and Purchasing Environment - The purchasing environment has normalized, with no significant delays or cancellations in program awards, indicating a return to traditional business models [56][57] - Gentherm expects strong bookings in the second half of the year, tracking at $400 million in the first quarter [56][57] Conclusion - Gentherm is positioned for growth through strategic scaling of its technologies across various markets, a strong focus on innovation, and a solid financial foundation [11][22][36]

Company Overview - Gentherm is a global market leader in innovative thermal management and pneumatic comfort technologies, with a focus on automotive and medical products [4] - The company recorded annual sales of approximately $1.5 billion in 2024 and secured $2.4 billion in automotive new business awards [4] Upcoming Events - Gentherm will participate in the Baird Global Consumer, Technology & Services Conference on June 4, 2025, featuring a fireside chat with CEO Bill Presley and CFO Jon Douyard [2] - A live audio webcast of the fireside chat will be available, with a replay accessible for 90 days on Gentherm's Investor Relations website [3] - Additional conferences include the Stifel Cross Sector 1x1 Conference on June 3, 2025, and the Wells Fargo Industrials & Materials Conference on June 10, 2025 [5]

☒ Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2025 OR ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) For the transition period from to . Commission File Number: 0-21810 GENTHERM INCORPORATED (Exact name of registrant as specified in its charter) Michigan 95-4318554 (State or other jurisdic ...

Forward-Looking Statements Except for historical information contained herein, statements in this presentation are forward-looking statements that are made by Gentherm Incorporated (the "Company") pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements that address future operating, financial or business performance or strategies or expectations are forward-looking statements. The forward-looking statements included in this presentation are made as of t ...

Gentherm (THRM) Q1 2025 Earnings Call April 24, 2025 08:00 AM ET Company Participants Gregory Blanchette - Senior Director, Investor RelationsBill Presley - President ,CEO & Board of DirectorJonathan Douyard - EVP, CFO & Treasurer Conference Call Participants Ryan Sigdahl - Partner & Senior Research AnalystNone - AnalystRyan Brinkman - Equity Research Analyst Operator Greetings and welcome to the Gentherm First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a list ...

Gentherm (THRM) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.62 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.25%. A quarter ago, it was expected that this maker of climate-controlled seats and other products would post earnings of $0.68 per share when it actually produced earnings of $0.29, delivering a surprise of -57.35%.Ove ...

Delivered Revenue of $354 million, up +1% ex-FX, led by Strong Lumbar and Massage Comfort Solutions Growth Secured $400 million of Automotive New Business Awards including Key Conquest Wins Commenced Shipment of Customer Approved Production Components from New Morocco Facility 2025 Full Year Revenue Guidance Remains Unchanged, Adjusted EBITDA Margin Range Expanded NOVI, Mich., April 24, 2025 (GLOBE NEWSWIRE) -- Gentherm (NASDAQ:THRM), a global market leader of innovative thermal management and pneumatic com ...

Core Viewpoint - Gentherm, a leader in thermal management and comfort technologies, is set to report its Q1 2025 financial results on April 24, 2025, followed by a conference call at 8 am ET to discuss these results [1]. Financial Results Announcement - The financial results for the first quarter of 2025 will be reported on April 24, 2025 [1]. - A conference call to discuss the results will take place at 8 am ET on the same day [1]. Conference Call Details - Toll-free dial-in number for the conference call is 1-877-407-4018, and the international dial-in number is 1-201-689-8471 [2]. - The conference ID number for the call is 13753379 [2]. - A live webcast and a one-year archived replay of the call will be available on Gentherm's Investor Relations website [2]. Telephonic Replay Information - A telephonic replay will be available approximately two hours after the call by dialing 1-844-512-2921 for domestic callers and 1-412-317-6671 for international callers [3]. - The passcode for both the live call and the replay is 13753379 [3]. - The replay will be accessible until 11:59 p.m. ET on May 8, 2025 [3]. Company Overview - Gentherm is a global market leader in thermal management and pneumatic comfort technologies, with a diverse range of automotive and medical products [4]. - Automotive products include Climate Control Seats, heated interior systems, battery performance solutions, and various electronic devices [4]. - The company employs over 14,000 individuals across multiple countries, including the United States, Germany, China, and others [4].

NOVI, Mich., March 25, 2025 (GLOBE NEWSWIRE) -- Gentherm (NASDAQ:THRM), a global market leader of innovative thermal management and pneumatic comfort technologies, today published its 2024 Sustainability Report. The report highlights Gentherm's key areas of focus: People, Planet and Products, and provides updates on previously established environmental performance metrics. "Gentherm's success is built on innovation, dedication and the pursuit of excellence. Over the past year, we made significant progress i ...