NYSE · Industrials

THERMON GROUP HLDGS INC THR

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.

Specialty Industrial Machinery

Company profile

Business mix

  • It provides heat tracing solutions, including software automated engineering design services, heat tracing products, smart connected control and monitoring systems, construction services, and maintenance services.
  • The company also offers smart, connected devices, and software systems for the control and management of a heat trace system.
  • In addition, it provides project services, such as engineering and design, procurement and project management, turnkey construction installation, recurring facility assessment or audit, and maintenance services.
  • Further, the company operates an electron cross-linking facility. It serves general industrial, chemical and petrochemical, oil, gas, power generation, commercial, food and beverage, rail and transit, and other markets.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in specialty industrial machinery?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 44.96 FCF 1.63% Buyback 3.69%
2000-01-01

Current firm holders

Firm Weight Value Filing period
Soros Fund Management George Soros 0.2% $22.6M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $22.6M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +448,088 / 0
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$22.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +448,088 (New) Total shares 448,088 Value $22.6M

Recent mentions

No public mentions.