Q4 2026 Modine Manufacturing Co Earnings Call Transcript

May 27, 2026 / 02:00 PM GMT

Release Date Price: €240.9 (-5.46%)

Transcript 10-K8-K

Key Points

Positve

Modine Manufacturing Co (MOD) reported a fourth consecutive year of record-breaking revenue and adjusted EBITDA.
The company made three strategic acquisitions, adding $119 million in incremental revenue and expanding its HVAC business.
A landmark long-term capacity agreement was signed with a key data center customer, securing over $4 billion in future revenue.
Climate Solutions segment saw a 43% increase in revenues, with data center sales growing 73% to $1.1 billion.
The company is on track with its $100 million investment to expand data center product capacity in the US.

Negative

Severe weather caused production delays, resulting in the loss of 20 production shifts and additional overtime costs.
Supply chain challenges, including a shortage of critical components, are affecting production schedules and efficiency.
Performance Technology segment faced lower margins due to higher material costs and tariffs.
The company anticipates temporary impacts on Q1 production plans due to supply chain issues.
HVAC Technologies experienced a negative mixed impact and higher costs while integrating recent acquisitions.

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

MOD.N - Modine Manufacturing Co
Q4 2026 Modine Manufacturing Co Earnings Call
May 27, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to Modene's fourth quarter fiscal 2026 results conference call.

At this time, all participants are on a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press *0 on your telephone keypad.

As a reminder, this conference is being recorded.

I would now like to turn the conference over to your host, Kathy Powers.

Thank you. You may begin.

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Unidentified_2 [2]
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