Modine Manufacturing Company (MOD) Investor presentation summary

Vision, mission, and values

• Focus on evolving a portfolio of highly engineered, mission-critical thermal solutions.

• Purpose centers on engineering a cleaner, healthier world by reducing water and energy use, lowering emissions, and improving air quality.

• Values emphasize integrity, people-centricity, technology, results, and teamwork.

Business overview and segment performance

• FY2026 sales reached $3.2B with adjusted EBITDA of $471M and operations in 14 countries.

• Key segments: Data Centers (35%), Performance Technologies (36%), Commercial HVAC (29%), with diversified end markets.

• Data Centers segment offers full system cooling solutions, with chillers and AHUs as major products.

• Commercial HVAC provides energy-efficient solutions for various applications, with coils and heating as top products.

• Performance Technologies focuses on engineered products for fuel economy and emissions reduction, serving automotive, heavy-duty, and industrial markets.

Strategic direction and portfolio evolution

• Strategic pillars include leveraging thermal management expertise, focusing on high-growth, high-margin businesses, and applying the 80/20 discipline for operational excellence.

• Ongoing portfolio evolution through acquisitions (e.g., Airedale, Luvata, TMGcore) and divestitures to improve business mix.

• Announced plan to spin off Performance Technologies and combine with Gentherm, creating a pure-play climate solutions company.