US · Consumer Cyclical · Auto Parts
EPS came in at 1.53 against a street estimate of 1.27 — a beat of 20.5%.
Analysts rate Modine Manufacturing Company a strong buy (9 buy, 0 hold, 0 sell out of 9) with an average price target of $302.12.
MIXED Data Centers surged 90% YoY but margin pressures from supply chain delays and labor inefficiency weigh Q1. Management confident in recovery by Q2; full-year 85%+ earnings growth expected. Commercial HVAC up 22%; Performance Technologies dividing off. Q1 FY27 Data Centers growth concentrated in Americas; EMEA growth slower but steady with strategic hyperscale and colocation customers. Analysts pressed supply chain risk, backlog conversion, and margin recovery trajectory. Management emphasized early mitigation through LTAs, dynamic sequencing, and visibility that June stabilization signals Q2 upside. One concern: could competitors capture demand if supply remains constrained, but management countered premium product and customer prioritization prevent leakage. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 5.40% |
| Vanguard Capital Management, LLC | 4.48% |
| Vanguard Portfolio Management, LLC | 4.15% |
| Capital Research Global Investors | 2.79% |
| Paradigm Capital Management, Inc. | 2.74% |
| Amvescap Plc. | 2.39% |
| Artisan Partners Limited Partnership | 2.24% |
| State Street Corp | 2.20% |
| Document | Date |
|---|---|
| Proxy statement · Q3 FY2027 EXECUTIVE PAY • CEO total compensation and change: The proxy statement does not provide executive compensation amounts or year-over-year changes. It | 2026-10-13 |
| Material agreement · Q3 FY2027 HEADLINE NUMBERS • On October 1, 2026, Modine Manufacturing Company completed the spin-off and merger of its Performance Technologies business with G | 2026-10-01 |
| Reg FD disclosure · Q2 FY2027 MODINE MANUFACTURING COMPANY - FORM 8-K SUMMARY HEADLINE NUMBERS • Record Date: September 28, 2026 for SpinCo distribution to Modine shareholders • | 2026-09-17 |
| Company announcement · Q2 FY2027 MODINE MANUFACTURING COMPANY - 8-K SUMMARY HEADLINE NUMBERS • Company will change its name to Modexus Solutions following completion of planned corp | 2026-09-10 |
| Shareholder vote results · Q2 FY2027 MODINE MANUFACTURING COMPANY – 8-K SUMMARY (August 20, 2026) HEADLINE NUMBERS • Three directors elected to serve until the 2029 Annual Meeting of Sh | 2026-08-21 |
| Quarterly report · Q1 FY2027 MODINE MANUFACTURING COMPANY – Q1 FY2027 SUMMARY HEADLINE NUMBERS • Net sales Q1 2027: $874.1 million vs. $682.8 million Q1 2026 (+28% year-over-yea | 2026-07-30 |
| Results announced · Q2 FY2027 MODINE MANUFACTURING COMPANY — Q1 FISCAL 2027 SUMMARY HEADLINE NUMBERS • Net sales: $874.1 million, up 28% year-over-year from $682.8 million • Net | 2026-07-29 |
| Reg FD disclosure · Q2 FY2027 MODINE MANUFACTURING COMPANY - FORM 8-K SUMMARY July 24, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Segment Reorganization Effective April 1, 2026: C | 2026-07-24 |
Readable in the app.
| Announcement | Date |
|---|---|
| Separation and distribution of Performance Technologies Business to Gentherm completed Modine Manufacturing completed a separation from its Performance Technologies Business, which was spun off to Gentherm. As part of this transaction, the company entered into five support agr | 2026-10-01 |
| Spin-off and merger with Gentherm announced with updated exchange ratio Modine Manufacturing and Gentherm announced updated terms for their previously announced merger of Gentherm with Modine's Performance Technologies business. Here's what's happening: Modine w | 2026-09-17 |
| Spinoff of Performance Technologies business and merger with Gentherm announced Modine Manufacturing Company announced on September 10, 2026 that it will change its name to Modexus Solutions. This name change will occur after two major corporate actions are completed: ( | 2026-09-10 |
| Spin-off and reverse merger with Gentherm in definitive agreement Modine Manufacturing reorganized its Climate Solutions segment into two separate operating segments effective April 1, 2026: Data Centers and Commercial HVAC. Starting Q1 fiscal 2027, the co | 2026-07-24 |
| Performance Technologies business combined with Gentherm in Reverse Morris Trust Modine Manufacturing announced on January 29, 2026, that it will separate its Performance Technologies business and combine it with Gentherm Incorporated in a Reverse Morris Trust transactio | 2026-01-29 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.