{"filings":[{"id":508277,"accession_number":"0001489096-26-000063","cik":1489096,"company_name":"Thermon Group Holdings, Inc.","ticker":"THR","form_type":"8-K","filed_at":"2026-05-19T10:45:07+00:00","items":["2.02","9.01"],"status":"ready","headline":"Thermon Q4 revenue up 11% to $148.3M; GAAP EPS $0.08; CECO merger on track for June","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $148.3M (+11% YoY); GAAP net income $2.7M ($0.08 EPS), down 84% on transaction costs.","Adjusted EPS $0.55; Adjusted EBITDA $32.1M (+5%); full-year revenue record $536.3M.","Full-year Adjusted EBITDA $119.6M (+9%); book-to-bill 1.03x; backlog $254.9M (+6%).","Secured 140 additional liquid load bank units in Q4, total orders 220 units; quote log >$100M.","CECO merger: stockholder votes May 27; expected to close June 2026; S-4 effective."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"daily_digest_date":"2026-05-19","daily_digest_url":"/daily/2026-05-19","daily_digest_rank":6},{"id":93144,"accession_number":"0001489096-26-000037","cik":1489096,"company_name":"Thermon Group Holdings, Inc.","ticker":"THR","form_type":"8-K","filed_at":"2026-04-20T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Thermon reports >$100M liquid load bank quote log, up 70% in 2 months; sees 5-7% organic growth from new products","event_type":"other_material","confidence":"high","bullets":["Quote log for liquid load banks exceeds $100M as of April 2026, up nearly 70% from two months ago.","Multi-year pipeline for liquid load bank solutions now approximately $400M; 80 units ordered since launch.","Management believes new product offerings could contribute 5–7% to organic growth beyond core business.","Capital project activity up 22% through first three quarters of fiscal 2026, citing rebound in core markets.","Manufacturing capacity expanded to support expected 20% annual market growth through 2032."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104529,"accession_number":"0001104659-26-033025","cik":1489096,"company_name":"Thermon Group Holdings, Inc.","ticker":"THR","form_type":"8-K","filed_at":"2026-03-23T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Thermon Group posts updated investor presentation to website","event_type":"other_material","confidence":"low","bullets":["Presentation titled 'THR Investor Presentation (Mar 2026)' posted to ir.thermon.com on March 23, 2026.","No specific financial updates, guidance changes, or material events disclosed in the 8-K.","Presentation not attached as exhibit; no additional details available from filing text.","Filing under Item 7.01; no new operational or strategic information provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104528,"accession_number":"0001104659-26-018826","cik":1489096,"company_name":"Thermon Group Holdings, Inc.","ticker":"THR","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Thermon Group enters merger with CECO Environmental; stockholders to receive $63.89 cash or 0.8110 CECO shares","event_type":"m_and_a","confidence":"high","bullets":["Per share consideration options: $63.89 cash, 0.8110 CECO shares, or 0.6840 CECO shares plus $10 cash.","CECO secured $200M incremental term loan and up to $700M backstop facility from Bank of America for financing.","Two Thermon directors to join CECO's board, expanding it from eight to ten members.","Termination fees: Thermon pays $74.7M; CECO pays $105M under specified conditions.","Closing targeted by August 24, 2026, subject to regulatory and stockholder approvals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104527,"accession_number":"0001489096-26-000020","cik":1489096,"company_name":"Thermon Group Holdings, Inc.","ticker":"THR","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Thermon Group Holdings Reports Record Q3 Fiscal 2026 Results and Raises Full-Year Guidance","event_type":"earnings","confidence":"high","bullets":["Revenue $147.3M, +9.6% YoY; record quarterly revenue driven by large project activity and pricing.","Adjusted EBITDA $35.6M, +11.9%; margin 24.2%, up 50 bps from prior year.","New orders record $158.2M, +14.1%; book-to-bill 1.1x; backlog up 10% to $259.4M.","Raising FY2026 guidance: revenue $516-$526M, Adjusted EBITDA $114-$120M, EPS $1.64-$1.78.","Ended quarter with net leverage 0.8x; repurchased $15.8M in shares during FY2026."],"consensus_eps_estimate":null,"consensus_eps_actual":1.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":387931000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120811,"accession_number":"0001489096-25-000153","cik":1489096,"company_name":"Thermon Group Holdings, Inc.","ticker":"THR","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Thermon Q2 beats: rev $131.7M (+14.9%), adj EPS $0.55, raises FY guidance","event_type":"earnings","confidence":"high","bullets":["Revenue $131.7M, +14.9% YoY; gross margin 46.4% vs 44.4% last year.","GAAP diluted EPS $0.45, +60.7%; adjusted EPS $0.55, +44.7%.","Adjusted EBITDA $30.6M, +28.6%, margin 23.2% (+240 bps).","Raises FY2026 guidance: revenue $506-527M, adj EBITDA $112-119M, adj EPS $2.00-2.15.","Backlog $251.3M (+16.9% YoY); net leverage 1.0x; repurchased $15.8M YTD shares."],"consensus_eps_estimate":null,"consensus_eps_actual":0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":240621000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137415,"accession_number":"0001489096-25-000124","cik":1489096,"company_name":"Thermon Group Holdings, Inc.","ticker":"THR","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Thermon Q1 FY2026 revenue $108.9M (-5.4% YoY); organic revenue down 11.3%; reaffirms full-year guidance","event_type":"earnings","confidence":"high","bullets":["Revenue $108.9M (-5.4% YoY); organic revenue down 11.3%; adjusted EPS $0.36 vs $0.38.","Backlog $252.2M (+27.1% YoY); new orders $120.7M (-5.1%) with book-to-bill 1.11x.","Adjusted EBITDA $21.2M (-8.6%); gross margin improved 30bps to 44.1% despite tariff headwinds.","Confirms FY2026 revenue guidance $495-$535M and adjusted EBITDA $104-$114M.","Repurchased $9.8M in stock; net leverage 1.0x; total liquidity $130.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":108898000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137414,"accession_number":"0001489096-25-000119","cik":1489096,"company_name":"Thermon Group Holdings, Inc.","ticker":"THR","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Thermon Group annual meeting: all director nominees and proposals approved","event_type":"other","confidence":"high","bullets":["Re-elected seven directors: Clarke, Dalgetty, Fix, George, Richey, Strzelecki, Thames; each received >93% votes for.","Ratified KPMG LLP as auditor for FY2026 with 31,245,068 votes for (97.1% of shares voted).","Advisory say-on-pay passed with 27,655,208 votes for, 2,479,919 against, 5,329 abstentions.","Quorum of 96.81% of outstanding shares represented at meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137413,"accession_number":"0001104659-25-071742","cik":1489096,"company_name":"Thermon Group Holdings, Inc.","ticker":"THR","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Thermon enters into $240M credit facility to refinance debt, extend maturity to 2030","event_type":"debt","confidence":"high","bullets":["$115M five-year secured revolving credit facility and $125M five-year secured term loan A.","Proceeds used to repay existing indebtedness under the prior credit agreement.","Thermon Europe B.V. added as a borrower; accordion up to $125M or 100% consolidated EBITDA.","Interest margins: ABR/Canadian prime loans 0.50%, SOFR/CORRA/EURIBOR loans 1.50% (leverage-based grid after one quarter).","Leverage covenant max 3.50:1.00; fixed charge coverage ratio min 1.25:1.00."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137411,"accession_number":"0001489096-25-000115","cik":1489096,"company_name":"Thermon Group Holdings, Inc.","ticker":"THR","form_type":"8-K/A","filed_at":"2025-07-15T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Thermon names Thomas Cerovski COO effective July 1; salary $425,000","event_type":"leadership","confidence":"high","bullets":["Thomas Cerovski promoted from SVP Global Business Units to SVP and COO, effective July 1, 2025.","Annual base salary of $425,000; eligible for short-term incentive plan with 75% target bonus prorated.","Cerovski reports to CEO Bruce Thames; will focus on growth, recurring revenue, and Decarbonization/Digitization/Diversification.","This 8-K/A amends prior filing to correct base salary figure to $425,000.","Cerovski has over 30 years energy/industrial experience; held roles at Dover and GE."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137412,"accession_number":"0001489096-25-000101","cik":1489096,"company_name":"Thermon Group Holdings, Inc.","ticker":"THR","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Thermon names Thomas Cerovski as SVP and COO, effective July 1, 2025","event_type":"leadership","confidence":"high","bullets":["Cerovski receives $450,000 base salary; target bonus of 75% under amended STIP.","Previously served as SVP, Global Business Units since 2019; reports to CEO Bruce Thames.","Prior roles include Dover Corp VP/GM and GE positions; 30+ years energy/industrial experience.","Focus areas: Decarbonization, Digitization, Diversification; grow installed base for recurring revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154721,"accession_number":"0001489096-25-000067","cik":1489096,"company_name":"Thermon Group Holdings, Inc.","ticker":"THR","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Thermon Q4 revenue up 5% to $134.1M, Adj. EBITDA +29% to $30.5M, guides FY26 revenue $495-535M","event_type":"earnings","confidence":"high","bullets":["Q4 net income $17.0M ($0.50 EPS); Adj. EPS $0.56, up 65% YoY; Adj. EBITDA margin 22.7% vs 18.5%.","Full-year revenue $498.2M (+1% YoY); record revenue and Adj. EBITDA of $109.2M.","Q4 new orders $138.8M (+19%); backlog $240.3M (+29% YoY); book-to-bill 1.04x.","FY26 guidance: revenue $495-535M, Adj. EBITDA $104-114M, Adj. EPS $1.77-1.99.","Board increased share repurchase authorization to $50M; $20M bought in FY25; net leverage 0.9x."],"consensus_eps_estimate":0.5878,"consensus_eps_actual":1.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":498207000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}