The earnings call highlighted strong growth in the Climate Solutions segment and significant investments and strategic acquisitions in the data center market, leading to an increased fiscal outlook. However, challenges in Performance Technologies and lower free cash flow were noted as areas of concern.

Company Guidance -

Q2 2026

During Modine's first quarter fiscal 2026 earnings call, the company provided updated guidance, raising both revenue and earnings outlook for the fiscal year. Modine reported an 11% increase in revenue and a 10% improvement in adjusted EBITDA for its Climate Solutions segment, which was buoyed by recent acquisitions of AbsolutAire and L.B. White. The company also announced an ambitious $100 million investment to expand manufacturing capacity across four U.S. sites to support its growing data center business, aiming to reach $2 billion in data center revenues by fiscal 2028. Despite a downturn in vehicular markets leading to an 8% decline in Performance Technologies revenue, Modine is optimistic about future growth, with a projected total sales increase of 10% to 15% for fiscal 2026 and an adjusted EBITDA target of $440 million to $470 million.

Strong Performance in Climate Solutions

The Climate Solutions segment reported an 11% increase in revenue and a 10% improvement in adjusted EBITDA, with a margin of 20%. Recent acquisitions contributed significantly to this growth.

Significant Investment in Data Centers

Modine announced a $100 million investment to expand manufacturing capacity across four U.S. sites to meet the growing demand in the data center market, with an expectation to reach $2 billion in data center revenues by fiscal '28.

Increased Fiscal 2026 Outlook

The company raised its revenue and earnings outlook for fiscal '26, expecting total sales to grow between 10% and 15%, up from the previous range of 2% to 10%.

Successful Strategic Acquisitions

Acquisitions of AbsolutAire, L.B. White, and Climate by Design International integrated well into the company's HVAC Technologies Group, contributing to revenue and market expansion.

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 Company (MOD) report earnings?

Modine Manufacturing Company (MOD) is schdueled to report earning on Nov 04, 2025, After Close (Confirmed).

What is Modine Manufacturing Company (MOD) earnings time?

Modine Manufacturing Company (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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