Accessibility StatementSkip Navigation The 155,000-square-foot facility is part of Modine's multi-year $100 million investment announced in July to scale production of Airedale by Modineâ"¢ data center cooling solutions. The facility will create more than 300 new jobs by March 2026, with approximately 430 employees expected at the site within three years. "Franklin's collaborative spirit, a strong workforce and support for industrial growth made it an ideal location for this expansion," said John Williams, ...

Q3 2025 Earnings Conference Call November 6, 2025 This presentation includes references to calculations that are not based on generally accepted accounting principles ("GAAP"). Reconciliations of each of those non-GAAP measures to the most directly comparable GAAP measures have been included in the Appendix. When forward-looking non-GAAP measures are provided, the Company does not provide quantitative reconciliations of forward-looking non-GAAP measures to the most directly comparable GAAP measures, because ...

Financial Performance - The company achieved organic sales growth of 6% for the full year 2025[9], and 4% for Q4 2025[22], demonstrating broad-based strength across its operations[9] - Adjusted Segment EBITA margin expanded by 100 basis points to 171% for the full year 2025[9], and 20 basis points to 188% for Q4 2025[22] - Adjusted EPS increased by 17% year-over-year[9] from $321 in FY24 to $376 in FY25[39], successfully offsetting dilution from the R&LC divestiture[9] - Adjusted free cash flow conversion was strong at 102% for the full year 2025[9], validating disciplined capital allocation[9] - Q4 2025 adjusted EPS increased 14% year-over-year, from $111 to $126[24] Orders and Backlog - Orders grew by 7% for the full year 2025, with strong performance in the Americas offsetting softness in China[9] - Backlog grew by 13% to approximately $15 billion, providing visibility into future growth[9] Future Outlook - The company initiated FY26 adjusted EPS guidance of approximately $455, representing over 20% growth[9] - The company expects adjusted free cash flow conversion of approximately 100% for FY26[9] - For Q1 2026, the company anticipates organic revenue to be up approximately 3% and adjusted EPS to be approximately $083[43]

Core Insights - Johnson Controls International plc reported fiscal Q4 2025 GAAP earnings per share (EPS) of $0.42 and adjusted EPS of $1.26, with Q4 sales increasing by 3% to $6.4 billion and organic sales rising by 4% [2][11] - The company achieved a record backlog of $15 billion, reflecting a 13% increase year-over-year, driven by sustained demand in core verticals [4][11] - Full year sales reached $23.6 billion, marking a 3% increase, while organic sales grew by 6% [2][11] Financial Performance - Q4 net income from continuing operations attributable to Johnson Controls was $267 million, with adjusted net income at $798 million [3] - Total cash provided by operating activities was $968 million, with free cash flow at $838 million and adjusted free cash flow at $710 million [19] - The company paid dividends totaling $243 million and initiated accelerated share repurchase transactions amounting to $5.0 billion [19] Segment Results Americas - Q4 sales in the Americas segment were $4.3 billion, a 1% increase from the previous year, with organic sales up by 3% [6] - Segment EBITA margin improved to 19.5%, reflecting productivity gains despite transformation costs [7] EMEA (Europe, Middle East, Africa) - EMEA segment sales increased by 13% to $1.3 billion, with organic sales growing by 9% [8] - Segment EBITA margin expanded to 15.0%, benefiting from positive operating leverage [9] APAC (Asia Pacific) - APAC segment sales declined by 3% to $780 million, with organic sales also down by 3% due to lower volumes in China [10][12] - Segment EBITA margin decreased to 17.8%, reflecting pressures on factory absorption [12] Corporate Developments - The company completed the sale of its Residential and Light Commercial HVAC business to Bosch Group for $8.3 billion, with Johnson Controls receiving approximately $6.9 billion [19][25] - Corporate expenses increased significantly, with GAAP expenses at $269 million, a 105% rise compared to the previous year [13] Guidance and Future Outlook - The company initiated guidance for fiscal 2026, projecting organic sales growth in mid-single digits and adjusted EPS of approximately $4.55 [20] - The deployment of proprietary business systems is expected to enhance the company's ability to deliver consistent results and long-term value [4]

Core Viewpoint - Flex and LG Electronics have formed a partnership to develop integrated, modular cooling solutions aimed at addressing the thermal management challenges faced by AI-era data centers [2][4]. Group 1: Partnership Details - The collaboration will leverage Flex's liquid cooling portfolio and power products alongside LG's high-performance air and liquid cooling modules, including CRAC, CRAH, chillers, and coolant distribution units (CDUs) [4][8]. - The partnership aims to provide data center operators with customizable solutions that can scale with demand, enhancing efficiency and deployment speed [5][6]. Group 2: Technological Advancements - Advanced cooling technologies are essential for efficient heat dissipation in high-density data centers, which are increasingly necessary due to the rise of AI workloads [4][8]. - The integrated solutions will ensure reliable temperature control, maximize energy efficiency, and facilitate rapid deployment of high-density AI workloads [5][6]. Group 3: Market Positioning - This partnership is part of Flex's strategy to enhance its competitiveness in the AI data center market by collaborating with leading global companies [6]. - The co-developed solutions will be included in the Flex AI infrastructure platform, which integrates power, cooling, compute, and services into modular designs [6][8].

Core Insights - AAON, Inc. has appointed Roberto Giacomelli as Senior Vice President of Operations, responsible for overseeing operations at five manufacturing facilities across the U.S. [1][2] - Giacomelli brings over 24 years of experience in manufacturing operations, particularly in the automotive and HVAC industries, with a focus on operational excellence and team performance [2][3] - The company emphasizes its commitment to high-performance and energy-efficient HVAC solutions, aiming to enhance customer value through improved operations [4][6] Company Overview - AAON, founded in 1988, is a leader in HVAC solutions for commercial and industrial indoor environments, known for its highly configurable equipment [4] - The company is headquartered in Tulsa, Oklahoma, featuring an innovation center and testing lab to advance HVAC technology [4] Leadership Vision - Giacomelli expressed enthusiasm for AAON's leadership vision and the talent within the company, aiming to drive operational improvements and customer value [4]

Core Insights - Carrier Global Corporation will participate in the Baird 2025 Global Industrial Conference on November 12, 2025, with Chairman & CEO David Gitlin and Senior Vice President & CFO Patrick Goris speaking [1] - The company is recognized as a global leader in intelligent climate and energy solutions, focusing on innovations that enhance comfort, safety, and sustainability [2] Company Overview - Carrier Global Corporation has a long history of innovation, having invented modern air conditioning in 1902, and continues to lead in climate solutions such as temperature control and air quality [2] - The company emphasizes an inclusive workforce that prioritizes customer needs in its operations [2] Financial Updates - Carrier's Board of Directors has approved a $5 billion share repurchase authorization, indicating confidence in the company's financial health and future prospects [5]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Aaon, despite an expected increase in revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - Aaon is projected to report quarterly earnings of $0.33 per share, reflecting a year-over-year decrease of 47.6%. Revenues are expected to reach $338.05 million, which is a 3.3% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.09% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +3.50% for Aaon, suggesting analysts are optimistic about the company's earnings prospects [12]. Historical Performance - In the last reported quarter, Aaon was expected to earn $0.31 per share but only achieved $0.22, resulting in a surprise of -29.03%. Over the last four quarters, the company has beaten consensus EPS estimates twice [13][14]. Investment Considerations - While a potential earnings beat is indicated, other factors may influence stock performance, making it essential to consider the broader context beyond just earnings results [15][17].

Core Insights - The individual has extensive experience in the energy industry, having worked for 22 years in various roles including engineering, planning, and financial analysis [1] - The investment strategy focuses on achieving returns that match the S&P 500 while maintaining lower volatility and higher income [1] - The approach emphasizes long-term holding of investments unless there is a compelling reason to sell, with a focus on intrinsic value [1] Investment Strategy - The individual manages a personal portfolio since 1998, aiming for total return maximization by purchasing assets when prices are low relative to their intrinsic value [1] - There is no specific preference for asset class, market cap, sector, or yield, indicating a broad investment approach [1] Position Disclosure - The individual holds a beneficial long position in the shares of CARR, indicating confidence in the company's future performance [2]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]