Key Takeaways Modine's Q2 revenues rose 12% and EPS grew 9%, both topping consensus estimates.Climate Solutions revenues surged 24%, boosted by recent acquisitions and capacity gains.FY26 sales outlook lifted to 15-20% growth, though cash flow will tighten amid expansion.Shares of Modine Manufacturing Company (MOD) slid more than 4% since the release of its second-quarter fiscal 2026 results on Oct. 28, after the closing bells. The stock fell despite a year-over-year rise in fiscal second-quarter revenues a ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-Q þ QUARTERLY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ____________ Commission file number 1-1373 MODINE MANUFACTURING COMPANY (Exact name of registrant as specified in its charter) | W ...

Modine Manufacturing Company (NYSE:MOD) Q2 2026 Earnings Call October 29, 2025 11:00 AM ET Company ParticipantsDavid Tarantino - Assistant Vice PresidentKathy Powers - VP, Treasurer, and Head of Corporate Communications and Investor RelationsNeil Brinker - President and CEOMick Lucareli - EVP and CFOConference Call ParticipantsChris Moore - Senior AnalystJeff Van Sinderen - Senior AnalystMatt Summerville - Managing Director and Senior Research AnalystNoah Kaye - Senior Research AnalystBrian Drab - Partner a ...

Modine Manufacturing Company (NYSE:MOD) Q2 2026 Earnings Call October 29, 2025 11:00 AM ET Company ParticipantsDavid Tarantino - Assistant Vice PresidentKathy Powers - VP, Treasurer, and Head of Corporate Communications and Investor RelationsNeil Brinker - President and CEOMick Lucareli - EVP and CFOConference Call ParticipantsChris Moore - Senior AnalystJeff Van Sinderen - Senior AnalystMatt Summerville - Managing Director and Senior Research AnalystNoah Kaye - Senior Research AnalystBrian Drab - Partner a ...

Modine Manufacturing Company (NYSE:MOD) Q2 2026 Earnings Call October 29, 2025 11:00 AM ET Speaker4Good morning, ladies and gentlemen, and welcome to Modine's second quarter fiscal 2026 earnings conference call. At this time, all participants are in a listen-only mode. Later, we will conduct a question and answer session, and instructions will follow at that time. If anyone should require assistance during the conference, please press star, then zero on your telephone keypad. As a reminder, this conference ...

业绩总结 - 第二季度净销售额为738.9百万美元，同比增长12.2%[13] - 调整后的EBITDA为103.8百万美元，EBITDA利润率为14.0%[14] - 调整后的每股收益为1.06美元，同比增长9%[13] - 2025年第三季度净销售额为7.389亿美元，较2024年同期的6.580亿美元增长12.3%[31] - 2025年第三季度调整后EBITDA为1.038亿美元，较2024年同期的9980万美元增长4.0%[26] - 2025年第三季度每股摊薄收益为0.83美元，较2024年同期的0.86美元下降3.5%[23] - 2025年第三季度调整后每股收益为1.06美元，较2024年同期的0.97美元增长9.3%[23] - 2025年第三季度的调整后EBITDA利润率为14.0%[26] 用户数据 - 气候解决方案部门实现24%的收入增长，其中数据中心业务增长42%[6] - 预计气候解决方案数据中心销售在今年增长超过60%[20] 未来展望 - 预计2026财年净销售额增长15%至20%，气候解决方案部门增长35%至40%[19] - 预计2026财年的利息支出约为3100万至3500万美元[32] - 预计2026财年将记录非现金养老金结算费用约为1.2亿至1.25亿美元[32] 财务状况 - 自由现金流为负3000万美元，主要由于库存增加以支持未来交付[16] - 2025年第三季度自由现金流为-3050万美元，较2024年同期的4380万美元下降[29] - 净债务为4.98亿美元，杠杆比率为1.2倍[16] - 2025年第三季度的利息支出为830万美元，较2024年同期的740万美元上升7.3%[23] 其他信息 - SG&A费用为84.2百万美元，占净销售额的11.4%[13] - 由于数据中心建设成本和临时运营效率低下，毛利略有下降[15] - 2025年第三季度净收益为4480万美元，较2024年同期的4640万美元下降3.4%[23]

For the quarter ended September 2025, Modine (MOD) reported revenue of $738.9 million, up 12.3% over the same period last year. EPS came in at $1.06, compared to $0.97 in the year-ago quarter.The reported revenue represents a surprise of +7.02% over the Zacks Consensus Estimate of $690.47 million. With the consensus EPS estimate being $0.97, the EPS surprise was +9.28%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ...

Modine (MOD) came out with quarterly earnings of $1.06 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $0.97 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +9.28%. A quarter ago, it was expected that this heating and cooling products maker would post earnings of $0.93 per share when it actually produced earnings of $1.06, delivering a surprise of +13.98%.Over the last four quar ...

Exhibit 99.1 NEWS RELEASE FOR IMMEDIATE RELEASE Modine Reports Second Quarter Fiscal 2026 Results Strong revenue performance driven by strong organic growth in Climate Solutions segment and strategic acquisitions; raising full-year revenue guidance Racine, WI – October 28, 2025 – Modine (NYSE: MOD), a diversified global leader in thermal management technology and solutions, today reported financial results for the quarter ended September 30, 2025. Fiscal 2026 Outlook: "This quarter's strong organic growth r ...

Second Quarter Financial Results Net sales increased 12 percent to $738.9 million, compared with $658.0 million in the prior year. Sales growth was driven by higher sales in the Climate Solutions segment, driven by strong demand from data center customers and sales from acquired businesses, partially offset by lower sales in the Performance Technologies segment, primarily related to on-going market weakness. Gross profit decreased $0.7 million to $164.9 million and gross margin decreased by 290 basis points ...