Added to YB: 2026-01-23
Pitch date: 2025-11-17
THR [bullish]
Thermon Group Holdings, Inc.
+51.92%
current return
Author Info
No bio for this author
Company Info
Thermon Group Holdings, Inc. provides engineered industrial process heating solutions for process industries in the United States and Latin America, Canada, Europe, the Middle East, Africa, and the Asia-Pacific.
Market Cap
$1.3B
Pitch Price
$33.40
Price Target
55.00 (+8%)
Dividend
N/A
EV/EBITDA
13.29
P/E
23.40
EV/Sales
2.89
Sector
Electrical Equipment
Category
growth
Thermon Group Holdings, Inc. - $THR
THR: Heat tracing/thermal mgmt co pivoting from O&G to data centers & power infrastructure. Liquid load bank launch targeting $60M+ revenue by FY28 at 50% margins. NERC cold-weather regs (EOP-012) drive utility demand. $55 PT (60% upside), 12% IRR. Risks: bookings decline, slower LLB adoption.
Read full article (7 min)