Gentherm Inc · NASDAQ:THRM
Gentherm — 2026 J.P. Morgan Auto Conference
12 slides from Gentherm's conference presentation, Aug 13, 2026
Slide 1: 2026 J.P. Morgan Auto Conference
2026 J.P. Morgan Auto Conference Bill Presley, President and CEO Jon Douyard, Executive Vice President of Finance, Chief Financial Officer and Treasurer Gentherm, Inc. | August 13, 2026 Proprietary © Gentherm
Slide 2: Disclaimer
Disclaimer NO OFFER OR SOLICITATION This release 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 securitie
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 1991 $2.2B Management Devices Solutions Systems Compan
Slide 4: Confident in Path to Improved Financial Performance
Confident in Path to Improved Financial Performance ($M) 25A-27E CAGR THRM ~6%+ 23A-25A CAGR LVP ~0% THRM ~1% Key Drivers LVP ~1% ~$1,700 $1,600 ✓ Revenue growth accelerating into 2027 $1,499 + Strong automotive launch activity Revenue $1,469 $1,456 + Adjacent market pursuits gaining traction + New
Slide 5: Strategic Combination with Modine Performance Technologies
Strategic Combination with Modine Performance Technologies Expands Gentherm’s product portfolio in thermal and precision flow management with industry leading, mission critical products $3.5B+ $2.6B Shifts revenue mix from 97% light vehicle to ~63% with increased Revenue exposure into attractive, gr
Slide 6: Well Positioned to Drive Shareholder Value
Well Positioned to Drive Shareholder Value Solid Financial Foundation Capital Allocation Priorities Organic Investments ~1.0x Estimated post-closing net leverage ratio; target net leverage of ~1x to 1.5x over time ✓ Return-driven capital investments to drive organic growth ✓ Consistent with strategi
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: 2026 Guidance
2026 Guidance Raising full year guidance driven by strong first half results As of Jul 2026 Comments Product $1.55B – $1.65B • Delivering mid-to-high single digit growth over market for 2026 with Revenues ~5% growth YoY (ex-fx) industry light vehicle production declining ~(3%) • Margin expansion of
Slide 11: 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
Slide 12: Proprietary & Confidential © Gentherm 2024
Proprietary & Confidential © Gentherm 2024 12