Financial Performance - Revenue increased by 7.7% to $115.1 million, driven by Vapor Power and OPEX growth[11] - Organic revenue declined by 5% despite a 34% decline in large project revenue[10] - Adjusted EBITDA increased by 5% year-over-year to $23.2 million[11] - Adjusted EPS decreased by 5% to $0.38[11] - Free Cash Flow was $8.8 million, a significant increase of 663.2% year-over-year[11] Strategic Initiatives and Diversification - The company achieved its 70% diversification target ahead of plan[10] - OPEX sales increased by 22% year-over-year, or 4% organically[13] - Revenue from diversified end markets increased by 16%, while revenue from Oil & Gas decreased by 7%[29] Balance Sheet and Cash Flow - Net debt to Adjusted EBITDA leverage was 1.1x[11] - Cash and cash equivalents increased by 47.9% to $49.1 million[30] - Total debt increased by 49% to $169.1 million[30] Fiscal Year 2025 Guidance - The company projects revenue between $527 million and $553 million, representing 7%-12% growth[33] - Adjusted EPS is projected to be between $1.90 and $2.06[33] - Adjusted EBITDA is expected to be between $112 million and $120 million, representing 8%-15% growth[33]

THERMON GROUP HOLDINGS, INC. EARNINGS PRESENTATION FOURTH QUARTER FISCAL YEAR 2025 MAY 22, 2025 Q4 FY2025 Earnings | 1 Actual events, results and outcomes may differ materially from our expectations due to a variety of factors. Although it is not possible to identify all of these factors, they include, among others, (i) future growth of our key end markets and related capital investments; (ii) our ability to operate successfully in foreign countries; (iii) uncertainty over and changes in administrative poli ...