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Thermon (THR) To Report Earnings Tomorrow: Here Is What To Expect


Radek Strnad /
2024/08/06 3:11 am EDT

Industrial process heating solutions provider Thermon (NYSE:THR) will be announcing earnings results tomorrow before the bell. Here's what investors should know.

Thermon beat analysts' revenue expectations by 5.6% last quarter, reporting revenues of $136.4 million, up 11.7% year on year. It was a strong quarter for the company, with full-year revenue guidance topping analysts' expectations and a narrow beat of analysts' earnings estimates.

Is Thermon a buy or sell going into earnings? Read our full analysis here, it's free.

This quarter, analysts are expecting Thermon's revenue to grow 3.4% year on year to $126.7 million, slowing from the 19.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.32 per share.

Thermon Total Revenue

The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Thermon has a history of exceeding Wall Street's expectations, beating revenue estimates every single time over the past two years by 12.9% on average.

Looking at Thermon's peers in the electrical equipment segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Benchmark Electronics's revenues decreased 2.8% year on year, beating analysts' expectations by 4.7%, and Methode Electronics reported a revenue decline of 7.9%, topping estimates by 3.9%. Benchmark Electronics traded up 17.7% following the results while Methode Electronics was also up 46.1%.

Read our full analysis of Benchmark Electronics's results here and Methode Electronics's results here.

Investors in the electrical equipment segment have had steady hands going into earnings, with share prices flat over the last month. Thermon's stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $37.3 (compared to the current share price of $29.07).

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