earnings
confidence high
sentiment positive
materiality 0.80
Modine reports record Q4 revenue, adjusted EPS; FY2027 EBITDA guidance $650-680M
MODINE MANUFACTURING CO
- Q4 net sales $954.4M (+47% YoY), record quarterly; adjusted EPS $1.71 (+53% YoY).
- FY2026 revenue $3.2B, record; adjusted EBITDA $471.0M, record; adjusted EPS $5.02.
- Data Centers sales up 158% in Q4; $4B long-term chiller deal with hyperscale customer.
- FY2027 outlook: revenue growth 20-35%, adjusted EBITDA $650-680M (+38-44%).
- Pending spin-off of Performance Technologies segment; M&A costs $20.3M, restructuring $20.6M in FY2026.