Post by MikeTesteron Jan 23, 2025 10:18am

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Post# 36416925
Thermon Group Holdings, Inc. (THR): A Global Leader in Indus
Thermon Group Holdings, Inc. (THR): A Global Leader in IndusSolid play here. THR looking strong with their diversification strategy. Grabbed some shares at $22 after seeing their Q2 numbers. Revenue might be down 7.4% YoY but they're pivoting smart - 80% of revenue now from materials sales and smaller projects with higher margins. Vapor Power acquisition looks like a game changer. $55M contribution already and expanding into data centers and nuclear power. Their decarbonization pipeline is massive at $320M. Management guiding $495-515M revenue for FY2025 which shows confidence.BTW, BeyondSPX continues to deliver high quality in-depth analysis on just about every US stock out there, even microcaps, for free. Great resource for DD. https://beyondspx.com/article/thermon-group-holdings-inc-thr-a-global-leader-in-industrial-process-heating-solutions