Analysts on Wall Street project that Modine (MOD) will announce quarterly earnings of $0.99 per share in its forthcoming report, representing an increase of 7.6% year over year. Revenues are projected to reach $763.38 million, increasing 23.8% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 2.6% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this time ...

Creating a Premier Global Climate Solutions Company January 29, 2026 Forward-Looking Statements and RMT Disclaimer No Offer or Solicitation This communication is not intended to and does not constitute an offer to sell or the solicitation of an offer to buy or exchange any securities or a solicitation of any vote or approval in any jurisdiction, nor shall there be any sale, issuance or transfer of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registratio ...

Gentherm (NasdaqGS:THRM) M&A announcement January 29, 2026 08:00 AM ET Company ParticipantsBill Presley - CEOGregory Blanchette - Head of Investor RelationsJeremy Patten - PresidentJon Douyard - CFOConference Call ParticipantsLuke Junk - Senior Research AnalystMatt Koranda - Managing Director and Senior Research AnalystRyan Sigdahl - Senior Research AnalystOperatorGood morning and welcome to today's call to discuss Gentherm's combination with Modine's Performance Technologies business. I would now like to t ...

Gentherm to Combine with Modine Performance Technologies Gentherm © 2026 Performance + Technologies Forward-Looking Statements and RMT Disclaimer Building scale in thermal management solutions January 29, 2026 Additional Information and Where to Find It In connection with the proposed transaction among Gentherm, Modine and SpinCo, the parties intend to file relevant materials with the SEC, including, among other filings, a registration statement on Form S-4 to be filed by Gentherm (the "Form S-4") that will ...

Expands Gentherm’s portfolio with highly complementary thermal management products and engineering capabilities, creating strong commercial opportunities in attractive end markets including power generation, commercial vehicles, and heavy-duty equipmentCreates a compelling and more balanced financial profile for the combined company including lower light vehicle exposure, greater scale, substantial synergies, and a balance sheet with capacity to invest in future growthReverse Morris Trust transaction valued ...

液冷材料专家小范围 20260127 摘要 液冷技术通过缩小液冷板尺寸和仿生设计提升热交换效率，但材料是主 要瓶颈。铜基材料虽散热优异但成本高，金属基复合材料尚处商业化过 渡期。 芯片与冷板间的界面材料（如导热硅脂、凝胶等）选择至关重要，不同 材料表现差异大，需根据需求优化。膨胀系数匹配影响传热效率，材料 需具备良好导热性和稳定性。 市场上的液冷方案主要有铝合金和铜基冷板，以及各类界面填隙材料。 铝合金成本低但导热性有限，铜基适用于高功率散热，填隙材料各有优 缺点，需综合考虑。 传统金属材料在高功率芯片冷却中，因不融化导致孔洞影响传热。液态 金属虽贴合度好，但需防泄漏，且注入过程可能产生气孔，降低传热效 率。 一体化设计将热界面材料与冷板结合，消除界面热阻，通过化学修饰连 接材料，显著提升传输效率，优于传统导热硅脂等。 远东集团的一体化设计将液态金属固定在结构内，通过压缩赶走气孔， 化学修饰结合液态金属与冷板，消除界面热阻，关注界面材料本身。 Q&A 液冷技术目前的发展情况如何？有哪些发展瓶颈和亟待解决的问题？ 液冷技术已经发展多年，特别是在结构上已经非常成熟。目前液冷材料主要是 铝合金和铜，这些材料在结构设 ...

Why a Hybrid Approach is Essential As AI and high-performance compute workloads intensify and push rack densities higher, data center cooling strategies must adapt. TurboChill 3+MW is designed to operate over a wide range of water temperatures common in modern data centers, maximizing free-cooling opportunities in suitable geographies while maintaining precise temperature control for sensitive GPUs. Even as some AI data centers in favorable climates can operate with higher supply water temperatures, global ...

About Modine For more than 100 years, Modine has solved the toughest thermal management challenges for mission-critical applications. Our purpose of Engineering a Cleaner, Healthier Worldâ"¢ means we are always evolving our portfolio of technologies to provide the latest heating, cooling, and ventilation solutions. Through the hard work of more than 11,000 employees worldwide, our Climate Solutions and Performance Technologies segments advance our purpose with systems that improve air quality, reduce energy ...

Group 1: Investment Recommendations - Bank of America has identified several stocks well-positioned for the upcoming earnings season, including Amazon.com Inc., Brookdale Senior Living Inc., Corning Inc., Vertiv Holdings Co., and Carvana Co. [1] - Amazon is highlighted as a compelling investment due to its potential for valuation improvement, particularly if AWS revenue growth accelerates and AI capabilities are strengthened [2][3] - Brookdale Senior Living has been upgraded to a buy rating, benefiting from an aging population, with shares rising nearly 13% this year [4] - Carvana is recognized for its growth potential, driven by innovation and new initiatives, with its stock up 6% this year [5] - Corning has been rated a buy, supported by a favorable balance of glass supply and demand, and expected growth from carrier spending and Gen AI in the Optical market [6] - Vertiv is expected to benefit from margin recovery and improved free cash flow, with increased demand for its thermal management products due to AI adoption in data centers [7] Group 2: Market Trends and Earnings Outlook - The tech industry is anticipated to have a strong Q4 earnings season, with predictions of impressive earnings from tech giants like Amazon, Microsoft, and Alphabet, driven by demand for AI enterprise services [8] - The upgrade of Brookdale Senior Living reflects strong growth potential in the senior housing sector, despite challenges in the healthcare landscape [9] - Corning's strong Q3 results, with core sales up 14% year over year and enterprise sales in Optical Communications surging 58%, highlight ongoing shifts in digital infrastructure and materials science sectors [10]

"Airedale by Modine is well-positioned for the industry's shift toward higher temperature and higher heat density thermal architectures," said Art Laszlo, Group Vice President, Global Data Centers at Modine. "Alongside our air-cooled chillers with free cooling, we offer a full range of solutions including dry coolers, air handling units (AHU), coolant distribution units (CDU), and intelligent controls to optimize efficiency across diverse designs. We're also advancing our immersion cooling capabilities to s ...