Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-Q þ QUARTERLY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See definitions of "large accelerated filer," "accelerated filer," "smaller reporting company," and "emerging growth company" in Rule 12b- ...

Modine Manufacturing Company (MOD) Q1 2026 Earnings Call July 31, 2025 11:00 AM ET Speaker0Good morning, ladies and gentlemen, and welcome to Modine's First Quarter Fiscal twenty twenty six Earnings Conference Call. At this time, all participants are in a listen only mode. Later, we will conduct a question and answer session and instructions will follow at that time. As a reminder, this conference call is being recorded. I would now like to turn the conference over to your host, Ms.Kathy Powers, Vice Presid ...

Financial Performance - Net sales increased to $682.8 million, up from $661.5 million, a 3.2% increase[15] - Adjusted EBITDA grew to $101.4 million from $100.9 million, with a margin of 14.9%[15] - Adjusted EPS increased by 2% to $1.06[17] - Free cash flow was slightly positive at $0.2 million[18] Segment Performance - Climate Solutions - Climate Solutions revenue increased by 11%[6] - Climate Solutions adjusted EBITDA increased by 10%[6] - Climate Solutions net sales were $397.4 million, a 15% increase from $357.3 million[11] - Data Centers sales grew significantly, driving overall growth in Climate Solutions[11] Segment Performance - Performance Technologies - Performance Technologies revenues decreased by 8%[9] - Performance Technologies adjusted EBITDA decreased by 14%[9] - Performance Technologies net sales were $285.5 million, down from $309.0 million[13] Fiscal Year 2026 Outlook - The company raised its revenue outlook to +10% to +15%, projecting $2.84 billion to $2.97 billion in net sales[19] - Adjusted EBITDA is expected to be between $440 million and $470 million, a +12% to +20% increase[19] - Climate Solutions revenue is projected to grow by +25% to +35%[19] - Performance Technologies revenue is expected to decline by (2%) to (12%)[19]

For the quarter ended June 2025, Modine (MOD) reported revenue of $682.8 million, up 3.2% over the same period last year. EPS came in at $1.06, compared to $1.04 in the year-ago quarter.The reported revenue represents a surprise of +4.87% over the Zacks Consensus Estimate of $651.12 million. With the consensus EPS estimate being $0.93, the EPS surprise was +13.98%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectati ...

Modine (MOD) came out with quarterly earnings of $1.06 per share, beating the Zacks Consensus Estimate of $0.93 per share. This compares to earnings of $1.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +13.98%. A quarter ago, it was expected that this heating and cooling products maker would post earnings of $0.95 per share when it actually produced earnings of $1.12, delivering a surprise of +17.89%.Over the last four qua ...

Exhibit 99.1 NEWS RELEASE FOR IMMEDIATE RELEASE Modine Reports First Quarter Fiscal 2026 Results Raising guidance for fiscal 2026 based on improved outlook for data center sales resulting from planned capacity expansion coupled with impact from recent acquisitions Racine, WI – July 30, 2025 – Modine (NYSE: MOD), a diversified global leader in thermal management technology and solutions, today reported financial results for the quarter ended June 30, 2025. First Quarter Highlights: Fiscal 2026 Outlook: Opera ...

Core Insights - Modine Manufacturing Company (MOD) is expected to report first-quarter fiscal 2026 results on July 30, with earnings per share (EPS) estimated at 93 cents and revenues at $651.12 million, reflecting a 10.58% decline in EPS year-over-year [1][9] - The consensus estimate for quarterly revenues indicates a year-over-year decline of 1.57% [2] Financial Performance - In the fourth quarter of fiscal 2025, MOD reported adjusted EPS of $1.12, exceeding the Zacks Consensus Estimate of 95 cents, and net sales of $647 million, surpassing the estimate of $625 million [2] - The company has consistently beaten earnings estimates in the past four quarters, with an average surprise of 14.90% [2] Revenue Projections - For fiscal 2026, MOD anticipates net revenues to increase by 2-10% year-over-year, with the Climate Solutions segment projected to grow by 12-20%, driven by strong demand in data centers and commercial indoor air quality products [3] - The company expects revenue growth of over 30% year-over-year specifically for data centers [3] EBITDA Expectations - Adjusted EBITDA for fiscal 2026 is expected to range between $420 million and $450 million, compared to $392.1 million in fiscal 2025, indicating a positive outlook for the company's performance [4] Segment Performance - Performance Technologies sales are projected to decline by 2% to 12% year-over-year due to ongoing market weaknesses and trade conflicts, which may offset overall top-line growth in the first quarter [5] - SG&A expenses as a percentage of sales increased to 12.8% in fiscal 2025 from 11.3% in fiscal 2024, and are expected to remain elevated, potentially impacting margin performance in the upcoming quarter [6] Earnings Prediction - The current Earnings ESP for MOD is -4.30%, indicating that the model does not predict an earnings beat for the upcoming quarter [7][8]

Wall Street expects a year-over-year decline in earnings on lower revenues when Modine (MOD) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On the ...

Core Viewpoint - Modine will host a conference call and webcast to discuss its first quarter financial results for the period ended June 30, 2025, scheduled for July 31, 2025 [1] Group 1: Financial Results Announcement - The conference call will feature Modine's President and CEO, Neil D. Brinker, and Executive Vice President and CFO, Michael B. (Mick) Lucareli, who will review the company's first quarter financial results [2] - Financial results are set to be released after market close on July 30, 2025 [1] Group 2: Accessing the Webcast - Investors can access the live webcast and presentation slides through Modine's investor section on their website, with a recommendation to log in at least 10 minutes prior to the event [3] - A replay of the slides and audio will be available on or after July 31, 2025, and an audio-only replay will be accessible until midnight on August 7, 2025 [3] Group 3: Company Overview - Modine has over 100 years of experience in thermal management technology, focusing on engineering solutions for cleaner and healthier environments [4] - The company employs more than 11,000 individuals globally and operates in North America, South America, Europe, and Asia [4]

Company Performance - Modine's stock decreased by 4.44% to $99.90, underperforming the S&P 500's daily loss of 0.79% [1] - Over the past month, Modine's stock has increased by 11.66%, outperforming the Auto-Tires-Trucks sector's decline of 2.1% and the S&P 500's gain of 5.22% [1] Upcoming Earnings - Modine is expected to report an EPS of $0.96, reflecting a 7.69% decrease from the same quarter last year [2] - The revenue forecast for Modine is $651.12 million, indicating a 1.57% decline compared to the previous year [2] Full Year Projections - For the full year, earnings are projected at $4.52 per share, representing an increase of 11.6% from the prior year [3] - Revenue is estimated to be $2.74 billion, showing a growth of 6.14% compared to the previous year [3] Analyst Estimates - Recent changes in analyst estimates for Modine suggest positive short-term business trends, which are generally viewed as favorable for the business outlook [3] - The Zacks Rank system, which incorporates estimate changes, currently ranks Modine at 3 (Hold) [5] Valuation Metrics - Modine's Forward P/E ratio stands at 23.13, indicating a premium compared to its industry's Forward P/E of 12.83 [5] - The company has a PEG ratio of 0.68, which is lower than the average PEG ratio of 1.12 for Automotive - Original Equipment stocks [6] Industry Context - The Automotive - Original Equipment industry ranks 142 in the Zacks Industry Rank, placing it in the bottom 43% of over 250 industries [7] - The Zacks Industry Rank indicates that top-rated industries tend to outperform lower-rated ones by a factor of 2 to 1 [7]