Key Takeaways Modine is set to report Q2 fiscal 2026 results on Oct. 28, after market close.Consensus sees Q2 EPS at $0.97 and revenues up 4.9% year over year.Climate Solutions' strength offsets weak Performance Technologies demand and higher costs.Modine Manufacturing Company (MOD) is slated to release second-quarter fiscal 2026 results on Oct. 28, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings per share (EPS) and revenues is pegged at 97 cents and $690.5 mil ...

Core Viewpoint - Modine (MOD) is showing potential as a bullish investment opportunity due to its recent technical indicators and positive earnings estimate revisions [1][4]. Technical Analysis - MOD has recently reached a key level of support and has overtaken the 20-day moving average, indicating a short-term bullish trend [1]. - The 20-day simple moving average is a popular trading tool that helps smooth out short-term price trends and signals trend reversals [2]. Performance Metrics - Over the past four weeks, MOD shares have increased by 12.1% [4]. - The company currently holds a Zacks Rank of 3 (Hold), suggesting potential for continued upward movement [4]. Earnings Estimates - There has been one upward revision in earnings estimates for the current fiscal year, with no downward revisions, indicating a positive outlook [4]. - The consensus estimate for MOD has also increased, further supporting the bullish sentiment [4]. Investment Consideration - Given the positive technical indicators and earnings estimate revisions, investors are encouraged to consider adding MOD to their watchlist [5].

Investors with an interest in Automotive - Original Equipment stocks have likely encountered both Aptiv PLC (APTV) and Modine (MOD) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies w ...

Core Insights - Modine Manufacturing Company (MOD) and Dana Incorporated (DAN) are both key players in the thermal-management products sector for the automotive industry, with Modine also involved in HVAC and agricultural equipment, while Dana focuses on motion/drive systems for vehicles and machinery [1] Modine Stock Analysis - In Q1 FY26, Modine reported net sales of $682.8 million, a 3% increase from $661.5 million year-over-year, driven by the Climate Solutions segment [4] - Modine anticipates net sales growth of 10-15% for FY26, supported by recent acquisitions such as AbsolutAire and L.B. White, which enhance its market presence [5][7] - The company expects adjusted EBITDA for FY26 to be between $440-$470 million, reflecting a growth of 12-20% [7] - Performance Technologies segment faced challenges with a 4% decline in heavy-duty equipment sales and an 8% drop in on-highway sales, leading to a projected revenue decrease of 2-12% for FY26 [8] Dana Stock Analysis - Dana reported sales of $1.9 billion from continuing operations in Q2 2025, alongside a $2.7 billion divestiture of its Off-Highway business to streamline operations [9][10] - The company expects to generate approximately $2.4 billion in net cash from the sale, with plans to use $2 billion for debt repayment and initiate a $1 billion capital return program [10] - Dana's cost-savings initiative has realized $60 million in savings in Q2, contributing to a target of a 10% adjusted EBITDA margin by 2026 [11] - For 2025, Dana forecasts revenues between $7.25 billion and $7.55 billion, with an adjusted EBITDA margin of 7.4-8.1% [11] Valuation and Estimates - Modine trades at a forward sales multiple of 2.66X, while Dana's forward sales multiple is at 0.35X [13] - The Zacks Consensus Estimate for Modine's FY26 EPS indicates a year-over-year growth of 14.3%, while Dana's FY25 EPS suggests a significant growth of 50% [15][16] Conclusion - Modine's growth is supported by strategic acquisitions but faces challenges in its Performance Technologies segment due to market demand [17] - Dana's strong debt reduction strategy, capital return program, and focus on electrified systems position it favorably for profitability and margin expansion through 2026 [19]

Core Insights - Modine Manufacturing Company is a key player in the thermal management industry, focusing on heating and cooling solutions across automotive, commercial, and industrial sectors [1] - B. Riley has reaffirmed a "Buy" rating for Modine, raising the price target from $160 to $180, indicating confidence in the company's future performance [2][6] - Modine's stock has shown a recent increase of 2.56%, outperforming major indexes, although it has declined by 0.75% over the past month [3][6] Financial Performance - Modine's upcoming earnings report is expected to show earnings per share (EPS) of $1.01, reflecting a 4.12% increase year-over-year [4] - The Zacks Consensus Estimate anticipates net sales of $690.47 million, representing a 4.93% rise from the previous year [4] - Currently, Modine's stock is priced at approximately $153.57, with a market capitalization of around $8.06 billion [5]

Wall Street expects a year-over-year increase in earnings on higher revenues when Modine (MOD) reports results for the quarter ended September 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 stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On ...

Core Viewpoint - Modine (MOD) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with stock price movements [4][6]. - For the fiscal year ending March 2026, Modine is expected to earn $4.63 per share, with a 2.5% increase in the Zacks Consensus Estimate over the past three months [8]. Investment Implications - The upgrade reflects an improvement in Modine's underlying business, suggesting that investors may respond positively by driving the stock price higher [5]. - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with only the top 20% receiving a "Strong Buy" or "Buy" rating, indicating a strong potential for market-beating returns [9][10].

Core Insights - The article presents a perspective on various stocks, emphasizing the author's unique insights and knowledge in the investment field [1] Company and Industry Summary - The analyst holds a beneficial long position in shares of TSM, AMZN, and GOOG, indicating confidence in these companies' future performance [2] - The analysis is intended for informational purposes, highlighting the importance of conducting personal research before making investment decisions [3]

Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions [3] Group 1 - The analyst expresses a beneficial long position in shares of TSM, AMZN, and GOOG through various financial instruments [2] - The analysis aims to provide contrasting views on the analyst's portfolio, highlighting unique insights and knowledge [1] Group 2 - The article clarifies that the analysis is for informational purposes only and should not be considered professional investment advice [3] - It notes that past performance is not indicative of future results, and no specific investment recommendations are provided [4]

Core Points - Modine will host a conference call and webcast to discuss its second quarter financial results for the period ended September 30, 2025, on October 29, 2025 [1][2] - The financial results will be released after market close on October 28, 2025 [1] - The call will be led by Modine's President and CEO, Neil D. Brinker, and CFO, Michael B. Lucareli [2] Access Information - To access the live webcast, participants should log on through Modine's investor section at least 10 minutes prior to the event [3] - A replay of the slides and audio will be available on or after October 29, 2025 [3] - An audio-only replay will be available until midnight on November 5, 2025, by dialing the provided numbers [3] Company Overview - Modine has over 100 years of experience in thermal management technology, focusing on engineering solutions for mission-critical applications [4] - The company aims to create a cleaner, healthier world through its technologies that improve air quality, reduce energy and water consumption, and lower harmful emissions [4] - Modine operates globally with more than 11,000 employees and has facilities in North America, South America, Europe, and Asia [4]