Modine (MOD) reported $805 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 30.5%. EPS of $1.19 for the same period compares to $0.92 a year ago.The reported revenue represents a surprise of +5.9% over the Zacks Consensus Estimate of $760.14 million. With the consensus EPS estimate being $0.99, the EPS surprise was +19.96%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine the ...

Financial Performance Overview - Net sales increased to $738.9 million, up from $658.0 million, representing a growth of approximately 12.3%[13] - Adjusted EBITDA grew by 4% to $103.8 million, compared to $99.8 million in the prior year[15] - Adjusted EPS increased by 9% to $1.06[15] Climate Solutions Segment - Climate Solutions revenue increased by 24%, driven by acquisitions and organic growth[6] - Organic growth within Climate Solutions was 15%, including a 42% increase in Data Centers[6] - Recent acquisitions contributed $28 million in sales to HVAC Technologies[10] - Climate Solutions adjusted EBITDA margin was 16.7%, down from 21.5% due to investments in Data Centers and integration costs[10] - The company expects data center sales to grow more than 60% this year[20] - The company is targeting more than $2 billion of data center revenue in FY28[6] Performance Technologies Segment - Performance Technologies revenues decreased by 4% to $286.3 million, aligning with market conditions[9, 12] - Adjusted EBITDA for Performance Technologies increased by 3% to $42.2 million, improving the margin by 90 bps to 14.7%[9, 12] - Cost reduction actions resulted in nearly $7 million lower SG&A expenses[12] Fiscal Year 2026 Outlook - The company raised its net sales outlook to +15% to +20%, projecting $2.97 billion to $3.10 billion[19] - Climate Solutions revenue outlook raised to +35% to +40%[20] - Performance Technologies revenue outlook adjusted to flat to (7%)[20] - Adjusted EBITDA outlook reaffirmed at $440 million to $470 million, representing a growth of 12% to 20%[19]