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]

【DT新材料】 获悉，荣耀终端股份有限公司近日正式 获得深圳证监局上市辅导备案 ，中信证券担任辅 导机构，IPO节奏全面提速。作为"国产高端手机先锋"之一，荣耀正加速从传统智能手机制造商向"全球AI 终端生态公司"的转型之路。据悉，荣耀已设立AI新产业部门，重点聚焦于 具身 智能机器人、AI终端设 备、仿生本体系统等 前沿方向 ，并联合 深圳国资发起设立 14.4亿元AI终端产业基金 ，全力打造AI产业 生态闭环。 当前 更具传热效率与热容调控能力的液冷方案 正在进入这一终端市场赛道：AI笔记本正在尝试小型闭环 液冷模组；部分高端 AR/VR设备引入微型环路热管或液体冷却模块 ；移动机器人中的核心模组，已有企 业尝试定制 微泵+微通道冷却系统 。从热管到液冷， 下一代AI终端设备的热管理边界，正逐步被重新划 定。 随着荣耀全力布局 AI终端与机器人硬件 ，其产品将普遍面临 高算力、高功耗、紧凑封装 的结构特性， 由此带来新的热管理挑战。各类细分设备对散热系统的精度、集成性与可靠性提出了更高要求： （1）机器人方向：动态结构下的散热协同 人形与具身机器人广泛集成边缘计算模组、传感器系统与电驱动力模块，热密度显著 ...

人工智能、新能源汽车、储能等应用场景蓬勃发展，服务器功耗、电池发热量等也持续攀高，这使得空气 冷却解决成本和难度大幅上升。液冷技术作为历史悠久、产业生态系统最为丰富的热管理解决方案，发挥 着越来越关键的作用。 本届液冷产业创新 与应用 论坛，将以液冷技术的实际应用场景、行业热点和技术难点为导向，邀请产业 技术专家和行业领袖，分享和探讨液冷领域的关键技术和工程应用解决方案。活动预期规模 300人，将吸 收顶尖公司和机构的行业远见，整合产业链资源、对接众多需求，积极助力液冷产业未来发展和持续进 步。 论坛时间： 2025年7月3-5日 大会地点： 广东-东莞 主办单位： 深圳市德泰中研信息科技有限公司（DT新材料），iTherM 支持单位： 佛山兴大业不锈钢有限公司 深圳威铂驰热技术有限公司 浙江亚通新材料股份有限公司 深圳市路乐科技有限公司 深圳华尔升智控技术有限公司 依米康科技集团股份有限公司 东莞益东流体科技有限公司 南京格诺维斯新材料有限公司 鸣谢单位： 清华大学 华中科技大学 华南理工大学 湖南大学 维谛技术有限 公司 中兴通讯股份有限公司 烽火通信科技股份有限公司 英业达股份有限公司 中兴通讯股份有限 ...

Modine Manufacturing Company (MOD) FY Conference Summary Company Overview - Modine Manufacturing Company is a global leader in heating and cooling technologies with a history of over 110 years [10] - The company has undergone a significant transformation over the past four years, improving EBITDA margins from approximately 6-7% to around 15% [3][10] Key Financial Metrics - Revenue for the last reported year was $2.6 billion, with an EBITDA of $392 million [10] - The Climate Solutions segment has grown to become larger than the Performance Technologies segment for the first time in the company's history [10][11] Strategic Transformation - The transformation strategy is centered around the purpose statement: "engineering a cleaner, healthier world," which guides all operations [8] - The company focuses on deep thermal management solutions, targeting markets such as data centers and electric vehicles [12][19] - The "eightytwenty" principle is a core strategy, emphasizing continuous evolution of the product portfolio to enhance shareholder value [14][15] Business Segments - **Performance Technologies**: Previously the largest segment, now reduced in size due to divestitures and SKU count reductions, generating about $1 billion in sales [17] - **Climate Solutions**: A rapidly growing segment, with revenue increasing from approximately $500 million in FY22 to $600 million, and EBITDA margins improving from 12% to over 20% [19] Data Center Market - The data center segment is experiencing exponential growth driven by increased compute power and the need for efficient cooling solutions [22] - Modine's products are typically priced 15-20% higher than competitors due to their efficiency and effectiveness in reducing operational costs [23] - The company has secured a significant $180 million order from a neo cloud provider for AI infrastructure, indicating strong demand in this sector [39] Capacity Expansion and Investments - Modine is expanding its capacity for data center products, increasing from one facility in the UK to ten facilities globally [51] - Recent investments include a $38 million retooling of a facility in Grenada, Mississippi, to support data center growth [26] Market Differentiation - Modine differentiates itself through custom solutions and a focus on sustainability, which has become increasingly important in the data center market [47][48] - The company has established strong relationships with customers, some lasting over 100 years, which enhances its competitive position [15] Future Outlook - The company anticipates continued growth in the Climate Solutions segment, with a target of 10-13% revenue growth and adjusted EBITDA of 16-18% [30] - Modine is actively pursuing strategic acquisitions to bolster its market position and replace non-strategic business segments [28][29] Challenges and Considerations - The Performance Technologies segment is undergoing significant restructuring, with plans to exit $250-300 million of non-strategic business [55] - The heavy-duty equipment market is cyclical, and while there are expectations for recovery, the company is focused on improving margins regardless of volume fluctuations [60][62] Conclusion - Modine Manufacturing Company is positioned for growth through strategic transformation, focusing on high-margin Climate Solutions and data center markets, while navigating challenges in its legacy Performance Technologies segment. The emphasis on sustainability and custom solutions provides a competitive edge in a rapidly evolving industry.

Company Overview - Modine is a diversified global leader in thermal management technology and solutions, with over 100 years of experience in solving thermal management challenges for mission-critical applications [3] - The company is headquartered in Racine, Wisconsin, and operates in North America, South America, Europe, and Asia, employing more than 11,000 people worldwide [3] - Modine's purpose is to engineer a cleaner, healthier world, focusing on evolving its portfolio to provide the latest heating, cooling, and ventilation solutions [3] Upcoming Event - Modine will participate in the William Blair 45th Annual Growth Stock Conference on June 4, 2025 [1] - The presentation will be led by Neil D. Brinker, President and CEO, and Michael B. Lucareli, Executive Vice President and CFO, scheduled for 12:40 p.m. Central time (1:40 p.m. Eastern Time) [2] - A live webcast of the presentation will be available on Modine's Investor Relations website, with recordings accessible for 90 days post-event [2]

Core Insights - Modine reported a strong fourth quarter and fiscal year 2025, achieving record revenue and adjusted EBITDA for the third consecutive year, driven by growth in the Climate Solutions segment and effective transformation strategies [2][10][12]. Fourth Quarter Highlights - Net sales increased by 7% to $647.2 million compared to $603.5 million in the prior year, primarily due to higher sales in the Climate Solutions segment [3][10]. - Gross profit rose by 23% to $166.0 million, with gross margin improving by 330 basis points to 25.7%, attributed to favorable sales volume and mix in the Climate Solutions segment [4][10]. - Operating income increased by 59% to $74.5 million, while net earnings surged by 92% to $50.1 million [6][10]. Full-Year Highlights - Fiscal 2025 net sales reached $2,583.5 million, a 7% increase from $2,407.8 million in the previous year, driven by strong performance in the Climate Solutions segment [9][10]. - Record net earnings of $185.5 million represented a 14% increase from the prior year, with adjusted EBITDA rising by 25% to $392.1 million [10][12]. - Earnings per share increased to $3.42, up from $3.03 in the previous year [10][12]. Fiscal 2026 Outlook - The company anticipates continued growth in fiscal 2026, projecting net sales growth between 2% to 10% and adjusted EBITDA in the range of $420 million to $450 million, reflecting a growth of 7% to 15% [10][15]. - The Climate Solutions segment is expected to maintain strong performance, supported by a robust order book for data center products [15]. - The Performance Technologies segment will focus on cost reduction measures due to ongoing challenges in vehicular end markets [15]. Segment Performance - The Climate Solutions segment reported sales of $356.3 million, a 28% increase year-over-year, driven by data center cooling and HVAC&R products [11][33]. - The Performance Technologies segment experienced an 11% decline in sales to $294.8 million, primarily due to market-related declines in automotive and commercial vehicle sectors [11][33]. Balance Sheet & Liquidity - As of March 31, 2025, total debt was $350.8 million, with cash and cash equivalents totaling $71.6 million, resulting in net debt of $279.2 million, a decrease of $92.3 million from the previous year [14][40]. - The company generated $213.3 million in net cash from operating activities, with free cash flow increasing to $129.3 million [13][41].

Core Viewpoint - The article discusses the growth and investment opportunities in the AI computing center market in China, particularly focusing on the Huawei Ascend ecosystem and its associated companies across four key areas: complete machines, power supply, cooling, and connectivity [2]. Group 1: Complete Machines - The newly added computing power in 2024 is expected to reach approximately 20,000 PFlops, with the investment scale of China's intelligent computing center market projected to reach 288.6 billion yuan by 2028. In 2023, the market size was 87.9 billion yuan, showing a year-on-year growth of over 90% [3]. - As of August 2024, there are over 300 intelligent computing center projects in China, with a total announced computing power exceeding 500,000 PFlops. About one-third of these projects are planned to have a computing power greater than 500 PFlops, mainly funded by government or telecom operators [3]. Group 2: Power Supply - AI servers utilize three power supply methods: external cabinets, racks, and trays. The power supply unit (PSU) converts high-voltage AC from the grid to 48V DC, which is then further converted to 12V for CPUs and 0.8V for GPUs [15]. - The GB200 NVL72 cabinet is equipped with 48 5.5kW PSUs, providing a total power of 132kW. The increasing power demand in AI servers is expected to expand the AI power supply market [16][21]. Group 3: Cooling - The power consumption of single cabinets has increased from 4-6 kW in traditional computing centers to 20-40 kW or higher in intelligent computing centers. Liquid cooling technology is becoming the preferred choice due to its efficiency and low energy consumption [27]. - The market size for liquid cooling data centers in China was 8.63 billion yuan in 2023, with a growth rate of 26.2%, expected to reach 18.01 billion yuan by 2026 [29]. Group 4: Connectivity - Backplane connectors are crucial for high-performance servers and communication devices, supporting high-speed data transmission and ensuring signal integrity [38]. - The Chinese communication connector market is projected to grow at a compound annual growth rate of 30%-35%, with expectations to exceed 60 billion yuan by 2025, where AI-related connectors will account for over 70% of the market [40].

RACINE, Wis., May 7, 2025 /PRNewswire/ -- Modine (NYSE: MOD), a diversified global leader in thermal management technology and solutions, announced today that it will host a conference call and webcast to discuss its fourth quarter and fiscal year 2025 financial results for the period ended March 31, 2025, on Wednesday, May 21, 2025, at 10:00 a.m. Central Time (11:00 a.m. Eastern Time). Results are scheduled to be released after the market closes on Tuesday, May 20, 2025.During the call, Modine President an ...