Gentherm Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Gentherm has 0 disclosed suppliers and 13 disclosed customers in SEC filings.
SentenceFor 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.
basisTHRM FY2025 revenue $1.5BLEA FY2025 revenue $23.3B
SentenceOur products supplied to General Motors and Volkswagen each represented 12% of our product revenues for the year ended December 31, 2025.
basisTHRM FY2025 revenue $1.5BGM FY2025 revenue $185B
SentenceOur products supplied to General Motors and Volkswagen each represented 12% of our product revenues for the year ended December 31, 2025.
basisTHRM FY2025 revenue $1.5B
THRM 10-Kaccession 0001193125-26-059602
SentenceFor 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.
basisTHRM FY2025 revenue $1.5BADNT FY2025 revenue $14.5BFY mismatch
TableProduct revenues by OEM, as a percentage of total Product revenues, for each of the past three years were as follows
| 2025 | 2024 | 2023 | |
|---|---|---|---|
| BMW | 9% | 8% | 8% |
basisTHRM FY2025 revenue $1.5B
THRM 10-Kaccession 0001193125-26-059602
TableProduct revenues by OEM, as a percentage of total Product revenues, for each of the past three years were as follows
| 2025 | 2024 | 2023 | |
|---|---|---|---|
| Ford Motor Company | 8% | 9% | 7% |
basisTHRM FY2025 revenue $1.5BF FY2025 revenue $187B
TableProduct revenues by OEM, as a percentage of total Product revenues, for each of the past three years were as follows
| 2025 | 2024 | 2023 | |
|---|---|---|---|
| Hyundai | 7% | 9% | 10% |
basisTHRM FY2025 revenue $1.5B
THRM 10-Kaccession 0001193125-26-059602
TableProduct revenues by OEM, as a percentage of total Product revenues, for each of the past three years were as follows
| 2025 | 2024 | 2023 | |
|---|---|---|---|
| Mercedes-Benz | 6% | 7% | 8% |
basisTHRM FY2025 revenue $1.5B
THRM 10-Kaccession 0001193125-26-059602
TableProduct revenues by OEM, as a percentage of total Product revenues, for each of the past three years were as follows
| 2025 | 2024 | 2023 | |
|---|---|---|---|
| Honda | 5% | 4% | 4% |
basisTHRM FY2025 revenue $1.5BHMC FY2026 revenue $137BFY mismatch
TableProduct revenues by OEM, as a percentage of total Product revenues, for each of the past three years were as follows
| 2025 | 2024 | 2023 | |
|---|---|---|---|
| Stellantis | 5% | 4% | 6% |
basisTHRM FY2025 revenue $1.5BSTLA FY2025 revenue $180B
SentenceGlobal EV manufacturer
5
%
5
%
4
%
basisTHRM FY2025 revenue $1.5B
THRM 10-Kaccession 0001193125-26-059602
SentenceJaguar/Land Rover
3
%
4
%
3
%
basisTHRM FY2025 revenue $1.5B
THRM 10-Kaccession 0001193125-26-059602
SentenceIn 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.
THRM 10-Kaccession 0001193125-26-059602
Last report1 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−8.05%
vs ±11.9% implied · ×0.68
shaded = implied · ▲▼ = realized
Gentherm Inc
30.37
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Expected move
No implied move.