Spoken Alpha
THR
Thermon Group Holdings, Inc.
Overview
Thermon Group Holdings designs and manufactures industrial process heating solutions, including heat tracing cables, heating units, boilers, and control systems for customers in oil and gas, chemical, power generation, food and beverage, rail, and other industrial markets.
Thermon Group Holdings, Inc is a Industrials company operating in Specialty Industrial Machinery with a $2.01B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 5, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-05-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2025-08-0813 Q&A exchanges
- Q4 FY2025Earnings2025-05-2222 Q&A exchanges
- Q3 FY2025Earnings2025-02-0615 Q&A exchanges
- Q2 FY2025Earnings2024-11-1016 Q&A exchanges
- Q1 FY2025Earnings2024-08-1014 Q&A exchanges
- Q4 FY2024Earnings2024-05-299 Q&A exchanges
- Q3 FY2024Earnings2024-02-0113 Q&A exchanges
- Q2 FY2024Earnings2023-11-069 Q&A exchanges
- Q1 FY2024Earnings2023-08-059 Q&A exchanges
- Q4 FY2023Earnings2023-05-264 Q&A exchanges
- Q3 FY2023Earnings2023-02-0213 Q&A exchanges
- Q2 FY2023Earnings2022-11-0510 Q&A exchanges
- Q1 FY2023Earnings2022-08-0612 Q&A exchanges
- Q4 FY2022Earnings2022-05-2610 Q&A exchanges
- Q3 FY2022Earnings2022-02-0314 Q&A exchanges
- Q2 FY2022Earnings2021-11-1418 Q&A exchanges
- Q1 FY2022Earnings2021-08-0818 Q&A exchanges
- Q4 FY2021Earnings2021-05-2718 Q&A exchanges
- Q3 FY2021Earnings2021-02-0518 Q&A exchanges
- Q2 FY2021Earnings2020-11-0720 Q&A exchanges
- Q1 FY2021Earnings2020-08-0918 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-05EPS— vs $0.43—Rev— vs ——EODHD
- Q1 FY20262026-05-18EPS$0.55 vs $0.550.0%Rev$148.3M vs ——EODHD
- Q4 FY20252026-02-04EPS$0.66 vs $0.58+13.8%Rev$147.3M vs ——EODHD
- Q3 FY20252025-11-05EPS$0.55 vs $0.36+52.8%Rev$131.7M vs ——EODHD
- Q2 FY20252024-11-06EPS$0.38 vs $0.37+2.7%Rev$114.6M vs ——EODHD
- Q1 FY20252024-08-06EPS$0.38 vs $0.31+22.6%Rev$115.1M vs ——EODHD
- Q4 FY20242024-05-28EPS$0.34 vs $0.32+6.3%Rev$127.7M vs ——EODHD
- Q3 FY20242024-01-31EPS$0.59 vs $0.51+15.7%Rev$136.4M vs ——EODHD
- Q2 FY20242023-11-01EPS$0.49 vs $0.35+40.0%Rev$123.7M vs ——EODHD
- Q1 FY20242023-08-02EPS$0.40 vs $0.29+37.9%Rev$106.9M vs ——EODHD
- Q4 FY20232023-05-24EPS$0.41 vs $0.410.0%Rev$122.5M vs ——EODHD
- Q3 FY20232023-02-01EPS$0.52 vs $0.37+40.5%Rev$122.1M vs ——EODHD
- Q2 FY20232022-11-02EPS$0.38 vs $0.20+90.0%Rev$100.6M vs ——EODHD
- Q1 FY20232022-08-03EPS$0.25 vs $0.11+100.0%Rev$95.4M vs ——EODHD
- Q4 FY20222022-05-25EPS$0.31 vs $0.28+10.7%Rev$102.6M vs ——EODHD
- Q3 FY20222022-02-02EPS$0.37 vs $0.35+5.7%Rev$100.6M vs ——EODHD
- Q2 FY20222021-11-08EPS$0.12 vs $0.11+9.1%Rev$81.3M vs ——EODHD
- Q1 FY20222021-08-04EPS$0.07 vs $0.03+100.0%Rev$71.2M vs ——EODHD
- Q4 FY20212021-05-26EPS$0.03 vs $0.19-84.2%Rev$73.3M vs ——EODHD
- Q3 FY20212021-02-03EPS$0.30 vs $0.23+30.4%Rev$79.6M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-05 | — | $0.43 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-18 | $0.55 | $0.55 | 0.0% | $148.3M | — | — | EODHD |
| Q4 FY2025 | 2026-02-04 | $0.66 | $0.58 | +13.8% | $147.3M | — | — | EODHD |
| Q3 FY2025 | 2025-11-05 | $0.55 | $0.36 | +52.8% | $131.7M | — | — | EODHD |
| Q2 FY2025 | 2024-11-06 | $0.38 | $0.37 | +2.7% | $114.6M | — | — | EODHD |
| Q1 FY2025 | 2024-08-06 | $0.38 | $0.31 | +22.6% | $115.1M | — | — | EODHD |
| Q4 FY2024 | 2024-05-28 | $0.34 | $0.32 | +6.3% | $127.7M | — | — | EODHD |
| Q3 FY2024 | 2024-01-31 | $0.59 | $0.51 | +15.7% | $136.4M | — | — | EODHD |
| Q2 FY2024 | 2023-11-01 | $0.49 | $0.35 | +40.0% | $123.7M | — | — | EODHD |
| Q1 FY2024 | 2023-08-02 | $0.40 | $0.29 | +37.9% | $106.9M | — | — | EODHD |
| Q4 FY2023 | 2023-05-24 | $0.41 | $0.41 | 0.0% | $122.5M | — | — | EODHD |
| Q3 FY2023 | 2023-02-01 | $0.52 | $0.37 | +40.5% | $122.1M | — | — | EODHD |
| Q2 FY2023 | 2022-11-02 | $0.38 | $0.20 | +90.0% | $100.6M | — | — | EODHD |
| Q1 FY2023 | 2022-08-03 | $0.25 | $0.11 | +100.0% | $95.4M | — | — | EODHD |
| Q4 FY2022 | 2022-05-25 | $0.31 | $0.28 | +10.7% | $102.6M | — | — | EODHD |
| Q3 FY2022 | 2022-02-02 | $0.37 | $0.35 | +5.7% | $100.6M | — | — | EODHD |
| Q2 FY2022 | 2021-11-08 | $0.12 | $0.11 | +9.1% | $81.3M | — | — | EODHD |
| Q1 FY2022 | 2021-08-04 | $0.07 | $0.03 | +100.0% | $71.2M | — | — | EODHD |
| Q4 FY2021 | 2021-05-26 | $0.03 | $0.19 | -84.2% | $73.3M | — | — | EODHD |
| Q3 FY2021 | 2021-02-03 | $0.30 | $0.23 | +30.4% | $79.6M | — | — | EODHD |
Source: EODHD. THR reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks THR's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.74 | $4.31 | -13.2% | +1.0% | +0.6% |
| Q4 FY2026 | $4.09 | $4.49 | -8.8% | -1.2% | +0.5% |
| Q3 FY2026 | $3.75 | $4.40 | -14.8% | +2.4% | +3.0% |
| Q2 FY2026 | $3.79 | $4.44 | -14.7% | -4.2% | -4.6% |
| Q1 FY2025 | $3.73 | $4.46 | -16.4% | -5.4% | -3.0% |
| Q4 FY2025 | $4.30 | $4.40 | -2.3% | -2.5% | -5.2% |
| Q3 FY2025 | $3.74 | $4.37 | -14.5% | -6.2% | -6.4% |
| Q2 FY2025 | $3.97 | $4.37 | -9.1% | -0.3% | -3.2% |
| Q1 FY2024 | $4.27 | $4.41 | -3.2% | -0.7% | +0.9% |
| Q4 FY2024 | $3.96 | $4.55 | -12.9% | -2.8% | -4.0% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Maintained2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Bruce ThamesCEO1 yr 1 mo21 callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last call held guidance Q1 FY2026
- Jan L SchottCFO1 yr4 callsCurrentSample
CFO since 2025 • 3/4 beats (75%) • last call held guidance Q2 FY2026
- Kuahara RobertoSVP, Operations1 yrno recorded callsCurrentSample
DIVISION_HEAD since 2025 • 2/4 beats (50%) • guidance suspended Q1 FY2026
- Thomas N CerovskiSVP, Global Sales1 yrno recorded callsCurrentSample
DIVISION_HEAD since 2025 • 2/4 beats (50%) • guidance suspended Q3 FY2026
- David BuntinSVP, Thermon Heat Tracing1 yrno recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last guidance cut Q3 FY2026
- Mark John RobertsSVP, Global Engineering1 yrno recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last guidance raise Q3 FY2026
Peers
Other companies in Industrials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for THR.
$ curl https://api.spokenalpha.com/v1/companies/THRFAQ
Frequently asked about THR
Where can I find Thermon Group Holdings, Inc.'s (THR) earnings call transcripts?
Spoken Alpha indexes THR's earnings call transcripts at https://spokenalpha.com/companies/THR. Each call links to attributed speakers and parsed analyst Q&A. Thermon Group Holdings, Inc.'s own investor relations page is at https://ir.thermon.com/.
When was Thermon Group Holdings, Inc.'s most recent earnings call?
Thermon Group Holdings, Inc. (THR) held its most recent earnings call on 2025-08-08, covering fiscal Q1 2026.
What sector is THR in?
Thermon Group Holdings, Inc. (THR) operates in the Industrials sector (Specialty Industrial Machinery industry).