Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 38.09 · gapped above the open, then crossed back over prior close. High/low 39.22 at 4:00 am ET, 37.85 at 1:00 pm ET.
Gentherm Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Motor Vehicle Parts & Accessories
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of THRM revenue | Skew |
|---|---|---|---|
| LEALear Corporation | 1.03% | 16.00% | 16× |
| GMGeneral Motors | 0.10% | 12.00% | 123× |
| ADNTAdient plc | 1.13% | 11.00% | 9.7× |
| FFord Motor Company | 0.06% | 8.00% | 125× |
| HMCHonda | 0.05% | 5.00% | 91× |
| STLAStellantis | 0.04% | 5.00% | 120× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“For 2025, our revenues from sales to our two largest customers, Lear Corporation ("Lear") and Adient plc ("Adient") were $234 million and $164 million, respectively, representing 16% and 11% of our product revenues, respectively.”
$240M relationship16× more of THRM’s book than LEA’s
basisTHRM fy2025 · closed 2025-12 $1.5BLEA fy2025 · closed 2025-12 $23.3B
FILING10-K0001193125-26-059602cik 0000903129
“Our products supplied to General Motors and Volkswagen each represented 12% of our product revenues for the year ended December 31, 2025.”
$180M relationship123× more of THRM’s book than GM’s
basisTHRM fy2025 · closed 2025-12 $1.5BGM fy2025 · closed 2025-12 $185B
FILING
“Our products supplied to General Motors and Volkswagen each represented 12% of our product revenues for the year ended December 31, 2025.”
$180M relationship
basisTHRM fy2025 · closed 2025-12 $1.5B
FILING10-K0001193125-26-059602
“For 2025, our revenues from sales to our two largest customers, Lear Corporation ("Lear") and Adient plc ("Adient") were $234 million and $164 million, respectively, representing 16% and 11% of our product revenues, respectively.”
$165M relationship9.7× more of THRM’s book than ADNT’s
basisTHRM fy2025 · closed 2025-12 $1.5BADNT fy2025 · closed 2025-09 $14.5B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“BMW 9 % 8 % 8 %”
$135M relationship
basisTHRM fy2025 · closed 2025-12 $1.5B
FILING10-K0001193125-26-059602cik 0000903129
“Ford Motor Company 8 % 9 % 7 %”
$120M relationship125× more of THRM’s book than F’s
basisTHRM fy2025 · closed 2025-12 $1.5BF fy2025 · closed 2025-12 $187B
FILING10-K0001193125-26-059602
“Hyundai 7 % 9 % 10 %”
$105M relationship
basisTHRM fy2025 · closed 2025-12 $1.5B
FILING10-K0001193125-26-059602cik 0000903129
“Mercedes-Benz 6 % 7 % 8 %”
$90M relationship
basisTHRM fy2025 · closed 2025-12 $1.5B
FILING10-K0001193125-26-059602cik 0000903129
“Honda 5 % 4 % 4 %”
$75M relationship91× more of THRM’s book than HMC’s
basisTHRM fy2025 · closed 2025-12 $1.5BHMC fy2026 · closed 2026-03 $137B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Stellantis 5 % 4 % 6 %”
$75M relationship120× more of THRM’s book than STLA’s
basisTHRM fy2025 · closed 2025-12 $1.5BSTLA fy2025 · closed 2025-12 $180B
FILING10-K0001193125-26-059602
“Global EV manufacturer 5 % 5 % 4 %”
$75M relationship
basisTHRM fy2025 · closed 2025-12 $1.5B
FILING10-K0001193125-26-059602
“Jaguar/Land Rover 3 % 4 % 3 %”
$45M relationship
basisTHRM fy2025 · closed 2025-12 $1.5B
FILING10-K0001193125-26-059602cik 0000903129
“In April 2025, NHTSA announced that VW and Porsche Cars North America, Inc. ("Porsche") are each recalling vehicles from model years 2022-2023 to remedy a problem with their passenger occupant detection system that is alleged to be affected by the crimp connection of the seat cushion heating mat, which is produced by Gentherm.”
FILING10-K0001193125-26-059602cik 0000903129
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0001193125-26-059602cik 0000903129
Gentherm Inc has 0 disclosed suppliers and 13 disclosed customers. Each one is named in an SEC filing, either Gentherm Inc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
No filing we have read names a supplier of Gentherm Inc. Suppliers appear here when Gentherm Inc names them in its own annual report, or when a company names Gentherm Inc as a customer in theirs.
THRM (Gentherm Inc) has 0 disclosed suppliers and 13 disclosed customers, strongest disclosure first.
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: STLA −2.66%, in industrials & materials.