THR Thermon Group Holdings, Inc.

NEUTRAL Impact: 5/10 8-K
Horizon days Filed May 28, 2026 Processed 16d ago SEC 0001104659-26-067251
8-K context-dependent: Items 7.01
Latest settled — T+1d
THR ▼ -8.49% at T+1d
NEUTRAL call ✗ call lost -8.49% · α vs SPY -8.73% · entry $66.81 → $61.14
Next anchor: T+5d due 9d ago
Entry anchored
May 28, 05:19 AM ET
via Databento tick
T+1d
-8.49%
call -8.49% · α -8.73%
$61.14
settled 15d ago
T+5d
call — · α —
due 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Thermon Group Holdings stockholders overwhelmingly approved the merger with CECO Environmental at a special meeting on May 27, 2026, with nearly 99.97% of votes cast in favor. The transaction is expected to close on or around June 1, 2026, and each Thermon share will be converted into cash, stock, or mixed consideration per the merger agreement. This filing confirms the final shareholder vote and election results, removing the primary closing condition.

Actionable Insight

With shareholder approval secured and closing expected within days, THR shares should trade near the implied merger consideration value. Monitor for any regulatory or customary closing condition delays; the proration results mean most holders will receive a mix of cash and CECO stock.

Key Facts

  • Stockholders approved the merger proposal with 28,766,607 votes for, 3,169 against, and 3,102 abstentions (99.97% of votes cast in favor).
  • Transaction expected to close on or around June 1, 2026, subject to remaining customary closing conditions.
  • Election results: 41.18% of shares elected Stock Consideration (prorated to ~$1.48 cash + 0.7920 CECO shares per THR share); 6.50% elected Cash Consideration ($63.89/share); 19.22% elected Mixed Consideration ($10.00 cash + 0.6840 CECO shares).
  • Non-binding advisory vote on executive compensation in connection with the merger was also approved (28,484,838 for, 249,056 against).
  • Approximately 28.77 million shares (87.5% of outstanding) were represented at the special meeting, constituting a quorum.

Financial Impact

Merger consideration valued at $63.89 per share in cash or equivalent stock value; total transaction value not disclosed in this filing.

share conversionmerger consideration

Risk Factors

  • Closing could be delayed or fail if remaining customary conditions are not satisfied or waived.
  • Post-merger integration risks for the combined entity could affect CECO stock value, which impacts THR shareholders receiving stock consideration.
  • Any material adverse change or regulatory issue between now and closing could derail the transaction.

Market Snapshot

Exchange
NYSE
Sector
Electrical Industrial Apparatus
Analyst Consensus
0% bullish (12 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-067251
Document: tm2615817d1_ex99-1.htm0001104659-26-067251
Document: 0001104659-26-067251-index-headers.html0001104659-26-067251
Document: 0001104659-26-067251-index.html0001104659-26-067251
Document: 0001104659-26-067251.txt0001104659-26-067251
6 reports for THR
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for THR — sortable, filterable
Type Now
Jun 1, 2026
11d ago
25-NSE
BULLISH ★ 7/10
$61.02 awaiting T+1awaiting T+1
Jun 1, 2026
11d ago
8-K
BULLISH ★ 7/10
$61.02 awaiting T+1awaiting T+1
May 28, 2026
16d ago
8-K
NEUTRAL ★ 5/10
$66.81 $61.14▼ −8.49%▼ −8.73%
May 19, 2026
24d ago
425
NEUTRAL ★ 5/10
$65.43 $65.04▼ −0.60%▼ −0.79%
May 19, 2026
25d ago
8-K
NEUTRAL ★ 4/10
$63.42 $65.43▲ +3.17%▲ +2.13%
Apr 20, 2026
7w ago
8-K
BULLISH ★ 7/10
$54.12 $51.80▼ −4.29%▼ −3.63%
Showing 6 of 6

US Market Status

Market Closed — Opens Mon (48h 35m)

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