The earnings call presented a generally positive outlook with strong growth in Climate Solutions and Data Center segments, supported by strategic acquisitions. However, challenges remain in the Performance Technologies segment, affecting overall profitability.

Company Guidance

During Modine's First Quarter Fiscal 2026 Earnings Conference Call, the company provided updated guidance driven by strong performance and strategic investments. The Climate Solutions segment reported an 11% increase in revenue and a 10% improvement in adjusted EBITDA, with an adjusted EBITDA margin of 20%. Modine announced a $100 million investment to expand manufacturing capacity for its North America data center business, with expectations to approach $2 billion in data center revenues by fiscal 2028. For fiscal 2026, the company raised its total sales growth outlook to 10% to 15%, with Climate Solutions expected to grow by 25% to 35% and data center sales by over 45%. Adjusted EBITDA is projected to be in the range of $440 million to $470 million, reflecting a $20 million increase from previous expectations. The Performance Technologies segment, however, faced challenges with an 8% revenue decline and corresponding declines in adjusted EBITDA due to market conditions. Modine continues to focus on organic growth, strategic acquisitions, and optimizing its portfolio to support long-term growth objectives.

Strong Start to Fiscal Year

Modine delivered a solid start to the year, leading to an increase in revenue and earnings outlook for fiscal '26.

Strategic Acquisitions

Completed three strategic acquisitions: AbsolutAire, L.B. White, and Climate by Design International, contributing to revenue growth and expanded product offerings.

Climate Solutions Performance

Climate Solutions segment posted an 11% increase in revenue and a 10% improvement in adjusted EBITDA.

Data Center Business Expansion

Announced a $100 million investment to expand manufacturing capacity across four U.S. sites, anticipating $2 billion of data center revenues by fiscal '28.

Increased Fiscal 2026 Outlook

Raised revenue growth outlook to 10%-15% and data center revenue growth to 45% for fiscal '26.

Modine (MOD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

MOD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2026 (Q2)	1.03 / -	0.97	―	―	―
Jul 30, 2025	2026 (Q1)	0.92 / 1.06	1.04	1.92% (+0.02)
May 20, 2025	2025 (Q4)	0.95 / 1.12	0.77	45.45% (+0.35)
Feb 04, 2025	2025 (Q3)	0.79 / 0.92	0.74	24.32% (+0.18)
Oct 29, 2024	2025 (Q2)	0.92 / 0.97	0.89	8.99% (+0.08)
Jul 30, 2024	2025 (Q1)	0.86 / 1.04	0.85	22.35% (+0.19)
May 21, 2024	2024 (Q4)	0.76 / 0.77	0.67	14.93% (+0.10)
Jan 30, 2024	2024 (Q3)	0.59 / 0.74	0.48	54.17% (+0.26)
Nov 01, 2023	2024 (Q2)	0.66 / 0.89	0.48	85.42% (+0.41)
Aug 02, 2023	2024 (Q1)	0.44 / 0.85	0.32	165.63% (+0.53)

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
Jul 30, 2025	$113.62	$134.56	+18.43%
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%

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 Nov 04, 2025, After Close (Confirmed).

What is Modine Manufacturing (MOD) earnings time?

Modine Manufacturing (MOD) earnings time is at Nov 04, 2025, 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 2026 (Q2) is 1.03.

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