Industry Overview - The U.S. automotive OEM industry is currently facing a challenging environment with vehicle sales expected to moderate in 2026 due to high interest rates, elevated car prices, and tighter household budgets impacting affordability [1] Company Highlights Modine Manufacturing Co. (MOD) - Modine reported third-quarter fiscal 2026 adjusted earnings of $1.19 per share, exceeding the Zacks Consensus Estimate of $0.99 per share, with quarterly revenues of $805 million surpassing estimates by 5.90% [4] - The company is experiencing strong growth driven by increasing data center demand, expanding margins, and disciplined portfolio transformation, with management expecting 50-70% annual growth in the data center business over the next two fiscal years [5][6] - Modine's Climate Solutions segment is showing margin expansion, with expectations of segment margins in the 20-21% range for the fourth quarter and a fiscal 2027 margin target of 20-23% [7] - The company is advancing its portfolio transformation through a Reverse Morris Trust, which will position it as a pure-play diversified Climate Solutions company, with the deal expected to close in the fourth quarter of calendar year 2026 [8] - Modine has an expected revenue growth rate of 21.3% and an earnings growth rate of 49.9% for the next year ending March 2027, with the Zacks Consensus Estimate for next year's earnings improving by 0.6% in the last seven days [9] Atmus Filtration Technologies Inc. (ATMU) - Atmus reported fourth-quarter 2025 earnings of $0.66 per share, beating the Zacks Consensus Estimate of $0.57 per share, with revenues of $446.6 million exceeding estimates by 5.75% [12] - The company has an expected revenue growth rate of 13% and an earnings growth rate of 7.3% for the current year, with the Zacks Consensus Estimate for current year's earnings improving by 4.6% in the last seven days [12] LCI Industries (LCII) - LCI Industries posted fourth-quarter 2025 earnings of $0.89 per share, surpassing the Zacks Consensus Estimate of $0.69 per share, with quarterly revenues of $932.7 million exceeding estimates by 1.59% [14] - The company has an expected revenue growth rate of 3.5% and an earnings growth rate of 17.8% for the current year, with the Zacks Consensus Estimate for current year's earnings improving by 7.2% in the last seven days [15]

Core Insights - Atmus Filtration Technologies Inc. reported financial results for Q4 and the full year ending December 31, 2025, highlighting strong performance in net sales and income [1] Financial Performance - Net sales reached $447 million for the fourth quarter and $1,764 million for the full year [1] - GAAP net income was $48 million for the fourth quarter and $207 million for the full year [1] - Diluted earnings per share stood at $0.58 for the fourth quarter [1]

Company Announcement - Atmus Filtration Technologies Inc. will report its financial results for the third quarter of 2025 on November 7, 2025, before market open [1] - A conference call will be held on the same day at 10:00 AM CT to discuss the financial results with the investment community [1][2] Company Overview - Atmus Filtration Technologies Inc. is a global leader in filtration and media solutions, with over 65 years of experience in designing and manufacturing filtration solutions [3] - The company operates on six continents and serves various markets, including truck, bus, agriculture, construction, mining, marine, and power generation [3] - Atmus is headquartered in Nashville, Tennessee, and employs approximately 4,500 people globally [3] Recent Developments - Atmus Filtration Technologies has released its inaugural Sustainability Report for 2023-2024, outlining its approach to sustainability [5] - The company has declared a quarterly cash dividend of $0.055 per common share, marking a 10% increase from the previous dividend of $0.05 [6] - For the second quarter of 2025, Atmus reported net sales of $454 million, GAAP net income of $60 million, and diluted earnings per share of $0.72 [7]