Education
About Us
Working with TipRanks
Follow Us
Modine Manufacturing Company (MOD)
NYSE:MOD
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
0.98Last Year’s EPS
1.04Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 20, 2025
|% Change Since: -13.18%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
Modine's earnings call highlighted strong financial performance with record sales and profitability, driven by growth in the Climate Solutions and Data Center segments. However, the company faces challenges in the Performance Technologies segment and uncertainties related to global trade and tariffs. Despite these challenges, Modine's strategic transformation and cost optimization efforts have resulted in significant margin improvements.Company Guidance
During Modine's fourth quarter and fiscal year 2025 earnings call, the company provided robust guidance for the upcoming fiscal year 2026. The Climate Solutions segment, which reported a remarkable 30% increase in revenues and a 45% rise in adjusted EBITDA, is expected to continue its growth trajectory with anticipated sales growth between 12% and 20%. This growth is largely driven by the data center and commercial indoor air quality (IAQ) sectors, with data center revenue projected to climb by over 30%. Meanwhile, the Performance Technologies segment faces challenges due to market downturns, with sales expected to decline by 2% to 12%, yet it aims for improved margins through cost-saving initiatives. Overall, Modine forecasts total company sales to increase by 2% to 10%, alongside an adjusted EBITDA range of $420 million to $450 million for fiscal 2026, reflecting an 11% increase at the midpoint. The company is also focused on executing its strategic plans, including expanding production capacities and pursuing strategic acquisitions and divestitures.Record-Breaking Sales and Profitability
Modine achieved the highest reported sales and profitability in its history for the third consecutive year. Adjusted EBITDA increased by 25% on a 7% sales increase.
Climate Solutions Segment Growth
Climate Solutions reported a 30% increase in revenues and a 45% increase in adjusted EBITDA, resulting in a 220 basis point improvement in adjusted EBITDA margins to 21%.
Data Center Segment Surge
Data center sales increased by 119% to $644 million, with North American sales as a major driver. The Scott Springfield acquisition contributed $197 million.
Strong Cash Flow and Share Repurchase
Modine generated $129 million of free cash flow for the year, reduced net debt by $92 million, and initiated an $18 million share repurchase as part of a $100 million stock buyback program.
Successful Strategic Transformation
This quarter marked the 13th consecutive quarter of year-over-year margin improvement, with a 300 basis point improvement in adjusted EBITDA margin from the prior year.
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 20, 2025 | $105.57 | $93.26 | -11.66% |
Feb 04, 2025 | $98.51 | $105.14 | +6.73% |
Oct 29, 2024 | $130.31 | $120.89 | -7.23% |
Jul 30, 2024 | $98.92 | $117.66 | +18.94% |
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 Company (MOD) report earnings?
Modine Manufacturing Company (MOD) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Modine Manufacturing Company (MOD) earnings time?
Modine Manufacturing Company (MOD) earnings time is at Jul 30, 2025, TBA Not 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 2026 (Q1) is 0.98.