Thermon (THR) Q3 2026 Earnings Call Transcript

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Feb. 5, 2026 astatine 11 a.m. ET

• Chief Executive Officer — Bruce Thames

• Chief Financial Officer — Jan Schott

• Chief Operating Officer — Thomas Cerovski

• Vice President, FP&A and Investor Relations — Ivonne Salem

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Operator: Greetings, and invited to the Thermon Group Holdings Third Quarter Fiscal 2026 Results Conference Call. At this time, each participants are successful a listen-only mode. A question and reply league volition travel the presentation. As a reminder, this league is being recorded. I volition present crook the league implicit to your host, Ivonne Salem, Vice President FP&A and IR. Thank you. You whitethorn begin.

Ivonne Salem: Good greeting and convey you for joining Thermon Group Holdings' Third Quarter Fiscal 2026 Results Conference Call. Leading the telephone contiguous are CEO, Bruce Thames, Chief Financial Officer, Jan Schott, and Chief Operating Officer, Thomas Cerovski. Earlier this morning, we issued an net property release, which has been filed with the SEC connected Form 8-K and is besides disposable connected the Investor Relations conception of our website. Additionally, the slides for this league telephone tin beryllium recovered connected our IR website nether News and Events, IR Calendar Earnings Conference Call, Q3 2026. During the call, we volition sermon immoderate items that bash not conform to Generally Accepted Accounting Principles.

We person reconciled those items to the astir comparable GAAP measures successful the tables astatine the extremity of the net property release. These non-GAAP measures should beryllium considered successful summation to and not arsenic a substitute for measures of fiscal show reported successful accordance with GAAP. I would similar to punctual you that during this call, we mightiness marque definite forward-looking statements regarding our company. Please notation to our yearly study and astir caller quarterly study filed with the SEC for much accusation regarding our forward-looking statements, including the risks and uncertainties that could interaction our aboriginal results.

Our existent results mightiness disagree materially from those contemplated by these forward-looking statements, and we undertake nary work to publically update immoderate forward-looking statements, whether arsenic a effect of caller information, aboriginal developments, oregon otherwise, but arsenic mightiness beryllium required by law. Today's telephone volition statesman with remarks from our CEO, Bruce Thames, who volition supply a reappraisal of our caller concern performance, including an update connected our strategical initiatives. Following Bruce, our Chief Operating Officer, Thomas Cerovski, volition stock an update connected our advancement and opportunities successful the information halfway marketplace and mean voltage heaters, which are 2 cardinal components of our integrated maturation plans going forward.