MOD · Modine Manufacturing Co · Documents

$106.10 -0.57 (-0.53%) At close · Nov 12 Play latest call Q2 2027 earnings call transcript

Russell 1000 member Rebalance outlook locked

Market Cap

$5.64B

53.20M

Volume · Nov 12 1.74M Avg daily vol (3M) 1.62M

The company's filings, earnings calls and investor events, most recent first. Search and read these filings from Claude or ChatGPT with the SEC filings MCP server →

Annual report FY2026 Revenue $3.18B up 23.1% 10-K filed May 27, 2026 Quarterly report FY2027 Q2 Revenue $994.4M up 34.6% 10-Q filed Nov 4, 2026 Latest results Sales rise 35%, outlook lifted after spin-off 8-K filed Nov 3, 2026 Earnings call Q2 2027 earnings call Held Nov 4, 2026

2026

Nov 4

Earnings call

Fiscal 27 sales outlook raised to $3.1 to $3.2 billion

Modine raised fiscal 27 sales guidance to $3.1 to $3.2 billion, up 50% to 55%, and expects adjusted EBITDA of $470 to $500 million, exceeding 50% growth, after excluding performance technologies.

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We expect total company sales to be in the range of $3.1 to $3.2 billion, representing a 50% to 55% increase from the prior year, excluding performance technologies revenue from both periods. We expect fiscal 27 adjusted EBITDA to be in the range of $470 to $500 million, representing a growth rate in excess of 50%. Again, this outlook excludes performance technologies from the full fiscal year. For Modine, this milestone represents a clean strategic separation that allows us to focus 100% of our resources on our highest growth, highest margin thermal management opportunities. Open the document at this passage

Nov 4

Quarterly report 10-Q FY2027 Q2, ended Sep 30

Second-quarter sales rose 35 percent before October spin-off

Modine Manufacturing Company completed its Performance Technologies spin-off on October 1, 2026, and combination with Gentherm; second-quarter net sales before the transaction rose 35 percent to $994.4 million.

Revenue $994.4M ▲ 34.6% Net income $30M ▼ 32.4% Diluted EPS $0.56 ▼ 32.5%

Read from the MD&A section

4 source passages

When we use the terms “Modine,” “we,” “us,” the “Company,” or “our” in this report, we are referring to Modine Manufacturing Company. The quarter ended September 30, 2026 was the second quarter of fiscal 2027. On October 1, 2026, we completed the previously-announced spin-off of our Performance Technologies business, which was contributed to our wholly-owned subsidiary, Platinum SpinCo Inc. (“SpinCo”) prior to its spin-off and combination with Gentherm Incorporated (“Gentherm”) in a Reverse Morris Trust transaction. Second quarter net sales of $994.4 million were $255.5 million, or 35 percent, higher than the second quarter of the prior year, primarily due to $214.7 million of higher sales in our Data Centers segment, primarily driven by sales growth to hyperscale data center customers in North America. Open the document at this passage

Nov 3

Current report 8-K

Sales rise 35%, outlook lifted after spin-off

Modine reported second-quarter net sales of $994.4 million, up 35%, and adjusted EBITDA of $136.2 million. Fiscal 2027 continuing-business guidance is $3.1 to $3.2 billion in net sales and $470 to $500 million in adjusted EBITDA after the Performance Technologies spin-off.

Financial results Read from the first part of this long document

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Modine (NYSE: MOD), a diversified global leader in thermal management technology and solutions, today reported financial results for the quarter ended September 30, 2026. Net sales of $994.4 million increased $255.5 million, or 35 percent, from the prior year Adjusted EBITDA of $136.2 million increased $32.4 million, or 31 percent, from the prior year Completed the spin-off of Performance Technologies on October 1 We are updating our Fiscal 2027 financial outlook to reflect the higher expectations for our core businesses and the successful spin-off of the Performance Technologies business Additionally, we expect full-year adjusted EBITDA for our continuing business to be $470 to $500 million, representing a growth rate in excess of 50 percent, excluding Performance Technologies from both periods. Net Sales | $3.1 to $3.2 billion Adjusted EBITDA | $470 to $500 million Open the document at this passage

Oct 27

Current report 8-K Events of Oct 21

Director or officer change, or executive pay

Modine Manufacturing Company adopted Executive Severance Plan on October 21, 2026, with 1.5x/2.5x multiples for Michael B. Lucareli and 1.0x/2.0x for Erin J. Roth. Neil D. Brinker’s amendments dated October 22, 2026 provide two times and three (3) times severance.

Read from the first part of this long document

Oct 13

Proxy statement DEF 14A Meeting Nov 13, 2026

Proxy statement

Modine Manufacturing Company seeks shareholder approval to rename itself Modexus Solutions, Inc. at the November 13, 2026 virtual meeting, following its October 1, 2026 separation of Performance Technologies and combination with Gentherm Incorporated.

Oct 7

Current report 8-K/A Events of Oct 1

Current report

Modine Manufacturing Company completed the spin-off and combination of its Performance Technologies business with Gentherm on October 1, 2026, reporting pro forma net sales of $2,055.4 million and net earnings attributable to Modine of $54.0 million for the year ended March 31, 2026.

Oct 1

Current report 8-K

Entered into a material agreement, Completed an acquisition or sale of assets, Director or officer change, or executive pay, Regulation FD disclosure, Other events

Modine Manufacturing Company completed the spin-off and Reverse Morris Trust combination of its Performance Technologies business with Gentherm on October 1, 2026. Modine received $155,991,275, and shareholders received 0.44619 Gentherm shares per Modine share.

Read from the first part of this long document

Sep 17

Current report 8-K

Regulation FD disclosure AI summary on its way

Sep 10

Current report 8-K

Other events AI summary on its way

Aug 21

Current report 8-K Events of Aug 20

Shareholder vote results AI summary on its way

Jul 30

Earnings call