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Modine Manufacturing Company
Modine Manufacturing Company (MOD) investor relations material
Modine Manufacturing Company Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary30 Jul, 2026
Executive summary
Net sales for Q1 FY2027 rose 28% year-over-year to $874.1 million, driven by strong growth in Data Centers (up 90%) and Commercial HVAC (up 22%), with contributions from acquisitions and coil products.
Adjusted EBITDA increased 5% to $106.5 million; adjusted EPS rose 44% to $1.53, aided by a favorable tax benefit.
Gross margin declined 340 bps to 20.8% due to higher material costs, supply chain constraints, and operating inefficiencies in Data Centers.
Performance Technologies segment saw flat to modest growth, with net sales down 3% and ongoing preparations for a spin-off and merger with Gentherm.
Strategic initiatives included footprint optimization, cost recovery actions, and plant consolidations in Commercial HVAC.
Financial highlights
Net sales: $874.1 million (up 28% YoY); gross profit: $182.0 million (up 10% YoY); gross margin: 20.8% (down from 24.2% YoY).
Adjusted EBITDA: $106.5 million (up 5%); margin at 12.2% (down from 14.9% YoY).
Adjusted EPS: $1.53 (up 44%); net earnings: $74.3 million (up 44% YoY), aided by a $26.5 million tax benefit.
Operating income: $74.8 million (8.6% of net sales, down 1% YoY) due to higher SG&A and restructuring/spin-off costs.
Free cash flow was negative $5.0 million, impacted by higher capex, contract assets, and $14.9 million in restructuring/disposition costs.
Outlook and guidance
Fiscal 2027 net sales expected to grow 20–35% to $3.82B–$4.29B; Data Centers up 60–80%, Commercial HVAC up 5–10%, Performance Technologies flat to up 5%.
Adjusted EBITDA guidance: $650M–$680M, up 38–44%, with 100–200 bps margin improvement expected.
Free cash flow expected at 4–6% of sales; capex $150M–$200M for the year.
Sequential margin and earnings improvement expected each quarter, with strong double-digit earnings growth.
Spin-off and merger of Performance Technologies with Gentherm on track to close by Q4 2026, with $210 million in cash proceeds planned for debt repayment.
Explain labor and overhead in Data Centers
Status of S-4 and IRS filings for PT spin-off
Details on manufacturing consolidation at CDI
Supply chain impact on Data Centers margins
Commercial HVAC organic vs inorganic growth
Performance Technologies spin-off timeline
Data Center margin impact of component shortages
Hyperscaler LTA revenue cadence through 2029
Margin lift post-Performance Technologies spin
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Modine Manufacturing Company
- Virtual annual meeting to vote on directors, executive pay, and auditor ratification.MOD
Proxy filing10 Jul 2026 - Record sales, strategic transaction, and strong governance mark this year's proxy.MODProxy filing10 Jul 2026
- Transformation to climate solutions and data centers drives growth, margin gains, and market leadership.MOD45th Annual William Blair Growth Stock Conference9 Jul 2026
- Q2 FY2025 sales up 6% to $658M, with strong data center and Climate Solutions growth.MODQ2 20259 Jul 2026
- Q3 FY26 sales up 31% with strong data center growth, but pension charge led to net loss.MODQ3 20269 Jul 2026
- Raised FY26 outlook as data center and Climate Solutions drive sales and earnings growth.MODQ1 20268 Jul 2026
- Spin-off and merger with Gentherm create a focused climate solutions leader.MODInvestor presentation12 Jun 2026
- Record revenue and EBITDA, with 20–35% sales growth and $4B data center deal driving outlook.MODQ4 202627 May 2026
- Data center growth accelerates with modular innovation and disciplined expansion strategies.MODOppenheimer 21st Annual Industrial Growth Virtual Conference6 May 2026
Next Modine Manufacturing Company earnings date
AGM 202620 Aug, 2026
Modine Manufacturing Company
Next Modine Manufacturing Company earnings date
AGM 202620 Aug, 2026
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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