THERMON GROUP HOLDINGS, INC.
At today's price, THERMON GROUP HOLDINGS, INC. (THR) is priced for today's economics sustained for ~5.7 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At about $61, the price is above every valuation family: asset value reads it at more than 4x, earnings power at nearly 6x, and even forward growth at 1.26x. The reverse-DCF high is roughly $55, below the current price. The direction of travel is strong. Fiscal 2026 set records, with revenue around $536 million (up about 8%), gross margins in the mid-40s, orders up 14%, and a book-to-bill above 1.0. The price is paying for the growth narrative, particularly data center and medium-voltage heate
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205 institutional managers reported holding THR in 13F filings for the quarter ended 2026-03-31. 56 opened new positions that quarter. Held by Vanguard Group, FMR (Fidelity), BlackRock, among others.
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
THR has cut its share count 1.3% over the past five years, spending $36.16M on repurchases. It pays no dividend. Cash returned over the past three years: $36.16M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at THR over the trailing three years: 2023: 2 buys totaling $78k; 2024: 3 buys totaling $190k; 2025: 1 buy totaling $14k. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
THR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-08-05 | +4.3% | -5.5% |
| 2022-11-04 | +3.2% | +15.6% |
| 2023-05-26 | +1.2% | +19.5% |
| 2024-02-02 | -24.9% | +32.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
Last analyzed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.