Gentherm Incorporated : 1Q 2025 Gentherm Incorporated Earnings Conference Presentation
THRM
Published on 05/07/2025 at 13:56
2025 First Quarter Results
April 24, 2025
Proprietary © Gentherm
Operating Environment Update
Executing with agility in rapidly changing environment
Tariffs
Industry Volume
% of revenue by region (2024 Revenue ~$1.5B) Countries with Gentherm manufacturing
11.9
11.8
30.6
30.5
16.6
16.6
15.1
14.0
(7%)
Change
(2%)
February April
North America Europe China Rest of Asia
Primarily in-region, for-region; Mexico for N. America (majority USMCA compliant)
Working closely with customer / suppliers to mitigate direct tariff impact
Limited OEM demand schedule changes to date
Monitoring demand / inventory closely
Commercial and operational actions in place to minimize impact to Gentherm
Industry Leading Technologies with Broad Market Application
Industry:
Automotive
Medical
Modality:
Resistive
Liquid
Air
Fluid Management
Controlled Air Flow
Special Solutions
Puls.A Pulsating Massage
PCS Lumbar Support
PCS Massage
CCS® Portfolio
WarmAir®
CCS® Neck Conditioner
CCI Portfolio
Blanketrol® III System
Astopad®
Accelerating Growth in Medical through Enhanced PLM
Objective: Grow Medical addressable market by leveraging Gentherm core technology platforms
c
Existing Medical Products
Engaged Auto Engineering Team
"Read Across" review of product portfolio
Leveraged automotive components
Identified potential new products for medical market
Gentherm Core Technology Platforms
Completed TWO proof of concepts with potential to greatly expand addressable market
Validated market opportunity through multiple voice of customer meetings with strong feedback
Scaling core technology across multiple end markets to drive profitable growth
Disclaimer
Gentherm Inc. published this content on May 07, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 07, 2025 at 17:55 UTC.