What Gentherm Incorporated told the SEC could break it.

Some of Gentherm's products contain key components such as semiconductor chips and copper, exposing it to availability and price pressures for those inputs (semiconductor supply/demand dynamics have already affected its ability to meet production requirements).

“Some of our products contain key components such as semi-conductor chips and copper”

Gentherm operates a manufacturing facility in Vynohradiv, Ukraine (Transcarpathia, near the Hungary border) that produced ~5% of its products in 2025 amid the ongoing war; it also derives over 15% of product revenue from customers in China, exposing it to Russia-Ukraine conflict and U.S.-China tension risks.

“Our facility in Vynohradiv, Ukraine is on the far western corner within the Transcarpathia region near the Hungary border. In 2025, 2024 and 2023, products manufactured at our Ukraine facility represented approximately 5%”

Increased trade restrictions/tariffs on imports from countries where Gentherm manufactures (notably China and Mexico) could materially hurt results; the U.S. has imposed tariffs on steel, aluminum and automotive components and China has imposed retaliatory tariffs on U.S. vehicles and components.

“increased trade restrictions, tariffs or taxes on imports from countries where we manufacture products, such as China and Mexico, could have a material adverse effect on our business and financial results. In recent years, the U.S. and Chinese governments have imposed a series of significant incremental retaliatory tariffs to certain imported products.”

In some instances Gentherm purchases components, raw materials and parts ultimately derived from a single source, putting it at increased risk for supply disruptions and cost pressures; a supply-chain failure to deliver sufficient quality/quantity on time would jeopardize its ability to meet customer production schedules.

“In some instances, we purchase components, raw materials and parts that are ultimately derived from a single source and may be at an increased risk for supply disruptions and cost pressures.”