Modine Manufacturing (MOD)
NYSE:MOD
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
1.43Last Year’s EPS
1.06Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive narrative: exceptional top-line growth (especially in data centers and Climate Solutions), record adjusted EBITDA and EPS gains, a landmark $4 billion LTA that validates demand, sizable acquisitions adding revenue, robust free cash flow and planned capacity expansion. Short-term challenges include supply chain component shortages, weather-related lost production, tariff and material cost pressure, and near-term margin compression in parts of the business. Management communicated clear mitigation plans, confidence in demand, and ambitious FY27 guidance. Overall, the positives (record results, large LTA, strong guidance, and cash generation) materially outweigh the temporary operational headwinds.Company Guidance
Record Revenue and Adjusted EBITDA
Fourth consecutive year of record-breaking revenue and adjusted EBITDA; consolidated adjusted EBITDA improved 40% year-over-year and adjusted EPS increased 53% to $1.71.
Data Center Momentum and Long-Term Agreement (LTA)
Data center revenue grew 73% for the full fiscal year to $1.1 billion, with Q4 data center revenue over $400 million (chiller production in North America increased 5x year-over-year). Signed an LTA guaranteeing supply of more than $4 billion of data center cooling products for calendar years 2027–2029; received a $165 million upfront payment to support capacity expansion.
Climate Solutions Segment Outperformance
Climate Solutions reported a 43% increase in full-year revenues (32% organic) and an exceptional Q4 with sales up 87% year-over-year; Q4 Climate Solutions adjusted EBITDA grew 63% driven by strong data center earnings.
Acquisitions and Portfolio Transformation
Completed three strategic acquisitions (Absolute Air, L. B. White, Climate By Design) adding $119 million of incremental revenue during the year, expanding product offerings and channels in HVAC and heating markets.
Aggressive Fiscal 2027 Guidance
Company expects total company sales growth of 20%–35% for FY27; data center sales guidance raised to 60%–80% growth for FY27 (up from prior multi-year estimate of 50%–70%); FY27 adjusted EBITDA guidance $650–$680 million (>40% growth) with 100–200 bps margin improvement expected.
Strong Cash Flow and Financial Position
Positive free cash flow of $153 million in Q4; upfront $165 million customer payment recorded as contract liability; net debt $363 million (leverage ratio 0.8x) and management expects leverage to decline in FY27.
Capacity Investment and Operational Scaling
Announced an incremental $100 million investment to expand U.S. data center capacity (on schedule); doubling of chiller capacity planned by end of fiscal year (about half of current capacity already running).
Strategic Corporate Actions
Announced planned spin-off of Performance Technologies and merger with Gentherm (expected to close before year-end), and a segment reporting recast (Data Centers and Commercial HVAC) to align with strategic focus.
MOD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MOD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 26, 2026 | $295.88 | $279.93 | -5.39% |
Feb 04, 2026 | $199.53 | $205.32 | +2.90% |
Oct 28, 2025 | $162.02 | $155.26 | -4.17% |
Jul 30, 2025 | $113.62 | $134.56 | +18.43% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Modine Manufacturing (MOD) report earnings?
Modine Manufacturing (MOD) is schdueled to report earning on Aug 05, 2026, After Close (Confirmed).
What is Modine Manufacturing (MOD) earnings time?
Modine Manufacturing (MOD) earnings time is at Aug 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MOD EPS forecast?
MOD EPS forecast for the fiscal quarter 2027 (Q1) is 1.43.