Q2 2026 Modine Manufacturing Co Earnings Call Transcript

Oct 29, 2025 / 03:00 PM GMT

Release Date Price: €136.45 (+10.04%)

Transcript 10-Q8-K

Key Points

Positve

Modine Manufacturing Co (MOD) reported a 24% increase in revenue for its Climate Solutions segment, driven by strong demand in data centers.
The company successfully launched chiller production in Grenada, Mississippi, and plans to expand with additional production lines.
Modine Manufacturing Co (MOD) is expanding its global footprint with new facilities in India and the UK to meet regional demand.
The company is integrating recent acquisitions, which contributed to revenue growth and expanded product offerings.
Modine Manufacturing Co (MOD) is on track to achieve over $2 billion in revenues by fiscal 2028, driven by strong market demand and strategic investments.

Negative

The company faced temporary margin erosion due to significant investments in data center capacity expansion.
Hiring and training a large workforce for new production lines added significant costs with little immediate revenue impact.
Performance Technologies segment experienced a 4% revenue decline, although cost control measures improved EBITDA margins.
The company anticipates continued margin pressure in Q3 before improvements in Q4 as new production lines ramp up.
Free cash flow was negative due to higher inventory builds and capital expenditures, impacting short-term financials.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MOD.N - Modine Manufacturing Co
Q2 2026 Modine Manufacturing Co Earnings Call
Oct 29, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to our conference call to discuss Modine's second quarter fiscal 2026 results. I'm joined by Neil Brinker, our President and Chief Executive Officer, and Mick Lucarelli, our executive Vice President and Chief Financial Officer. The slides that we will be using for today's presentation are available on the investor relations section of our website, Moin.com.

On slide 3 of that deck is our notice regarding forward-looking statements. This call will contain forward-looking statements as outlined in our earnings release, as well as in our company's filings with the Securities and Exchange Commission. With that, I'll turn the call over to Neil.

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