earnings
confidence high
sentiment positive
materiality 0.85
Thermon Q4 revenue up 5% to $134.1M, Adj. EBITDA +29% to $30.5M, guides FY26 revenue $495-535M
Thermon Group Holdings, Inc.
2025-FY EPS
reported $1.57
vs consensus $0.59
▲ beat
(+167.1%)
- 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.
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