Gentherm Inc · NASDAQ:THRM
Gentherm — 2026 Baird Global Consumer, Technology & Services Conference
10 slides from Gentherm's conference presentation, Jun 3, 2026
Slide 1: 2026 Baird Global Consumer, Technology & Services Conference
2026 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 3, 2026 Proprietary © Gentherm
Slide 2: Disclaimer
Disclaimer NO OFFER OR SOLICITATION This presentation is not intended to and does not constitute an offer to sell or the solicitation of an offer to buy or exchange any securities or a solicitation of any vote or approval in any jurisdiction, nor shall there be any sale, issuance or transfer of secu
Slide 3: About Gentherm
About Gentherm Gentherm is a global market leader of innovative thermal management and pneumatic comfort technologies Key Facts 2025 Financial Highlights Strong product portfolio with broad market application … Thermal Air Moving Pneumatic Valve Management Devices Solutions Systems 1991 $2.2B Compan
Slide 4: Confident in Path to Improved Financial Performance
Confident in Path to Improved Financial Performance ($M) 25A-27E CAGR THRM ~6%+ LVP ~0% 23A-25A CAGR Key Drivers THRM ~1% ~$1,700 LVP ~1% ✓ Revenue growth accelerating into 2027 $1,550 + Strong automotive launch activity $1,499 $1,469 Revenue $1,456 + Adjacent market pursuits gaining traction + New
Slide 5: Gentherm to Combine with Modine Performance Technologies
Gentherm to Combine with Modine Performance Technologies Expands Gentherm’s product portfolio in thermal and precision flow management with industry leading, mission critical products Performance Shifts revenue mix from primarily light vehicle into 1 Technologies attractive, growing end markets (com
Slide 6: Unlocking Growth and Margin Expansion
Unlocking Growth and Margin Expansion $100M+ $3.5B+ $3.4B + Cross-selling $2.6B + Product integration + New global markets + Power Gen acceleration Performance + Converting automotive awards Technologies + CV & Heavy-Duty recovery + Climate & Comfort adjacencies + Medical new product launches Mid to
Slide 7: Why Gentherm?
Why Gentherm? Innovative leader uniquely positioned for Continuous improvement mindset to drive Strong financial position with ability profitable growth driven by scalable margin expansion and solid cash flow to efficiently deploy capital and drive technology platforms and broad market conversion sh
Slide 8: Appendix
Appendix Proprietary © Gentherm
Slide 9: Use of Non-GAAP Financial Measures
Use of Non-GAAP Financial Measures In addition to the results reported herein in accordance with GAAP, the Company has provided here or may discuss on the related conference call adjusted earnings before interest, taxes, depreciation and amortization (“Adjusted EBITDA”); Adjusted EBITDA margin; adju
Slide 10: Reconciliation of Financial Figures
Reconciliation of Financial Figures Modine Performance Technologies LTM September 30, (Dollars in millions) 2025 Reported Revenue $1,129 Less: Pro Forma Adjustments (21) Pro Forma Adjusted Revenue $1,108 Adjusted EBITDA as per Modine Reporting $152 Less: Pro Forma Adjustments (11) Less: Estimated In
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