2025 Baird Global Industrial Conference
Bill Presley, President and Chief Executive Officer Jon Douyard, Chief Financial OfficerGentherm, Inc. | November 11, 2025
Proprietary © Gentherm
About Gentherm
Gentherm is a global market leader of innovative thermal management and pneumatic comfort technologies
Strong product portfolio with broad market application …67%
Climate Control Seat, Interiors, and Electronics
12%
Lumbar and Massage Comfort Solutions
7%
Valve Systems
11%
Other
Current Industries:
Automotive
Medical
Select Target Industries:
Commercial vehicles
Two-wheelers
Industrial
Motion furniture
… Enabling industry leading solutions(% of 2024 revenue)
Valve Systems
Pneumatic Solutions
Air Moving Devices
Thermal Management
3%
Medical Solutions
Scaling core technology across multiple end markets to drive profitable growth
0.5x
Net Leverage
13
Countries with operations
12.6%
Adjusted EBITDA
14,000+
Employees
$1.5B
Revenue
Novi, MI
Headquarters
$2.4B
Automotive New Business Awards
1991
Company Founded
2024 Financial Highlights Key FactsGaining momentum across our strategic priorities
Strategic Profitable Growth
Clear Automotive growth path Identified $300M+ lifetime revenue in target industries Continuous improvement focus Strong balance sheet and access to capital
On track for $2B+ in Automotive New Business Awards this year
Secured strategic wins with Ford F-Series & conquest Mercedes-Benz
Driving increased adoption and penetration of innovative solutions
Won several awards in powersports & commercial vehicle markets
Starting production in 1Q26 with leading global furniture brand
Build Operational Excellence
Medical new product announcement expected near year-end
Ongoing deployment of standardized business operating system
Achieve Superior Financial Performance
Maximizing utilization of assets to drive down capital expenditures
Intentional capital allocation; reduced leverage to 0.2x
M&A funnel and target cultivation increased with focus on strategic priorities including channel and product expansion
Building a more resilient company through execution of our strategic framework
Why Gentherm?
Innovative leader uniquely positioned for profitable growth driven by scalable technology platforms and broad market applications
Continuous improvement mindset to drive margin expansion and solid cash flow conversion
Strong financial position with ability to efficiently deploy capital and drive shareholder value
Accelerating value-creation actions to deliver enhanced shareholder returns
Proprietary & Confidential © Gentherm 2024 6
Use of Non-GAAP Financial Measures
In addition to the results reported herein in accordance with GAAP, the Company has provided here or may discuss on the related conference call adjusted earnings before interest, taxes, depreciation and amortization ("Adjusted EBITDA"); Adjusted EBITDA margin; adjusted earnings per share ("Adjusted earnings per share" or "Adjusted EPS"); free cash flow; net capital expenditures ("net CAPEX"); Net Debt; liquidity; net leverage ratio ("net leverage"); revenue, segment revenue and product revenue excluding foreign currency translation and other specified gains and losses; and adjusted operating expenses, each a non-GAAP financial measure. See the Company's earnings release dated October 23, 2025, for the definitions of each non-GAAP financial measure, information regarding why the Company utilizes such non-GAAP measures as supplemental measures of performance or liquidity, and their limitations, and for certain reconciliations of GAAP to non-GAAP historical financial measures.
Proprietary © Gentherm
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Gentherm Inc. published this content on November 11, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on November 11, 2025 at 15:02 UTC.
