Bedrijf laden
Just reported
Q2 FY2027 results
From Modine Manufacturing's results release of 3 november 2026; its quarterly report has since been filed.
Revenue
Actual
US$ 994,4M
+35% y/y
+14% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$ 0,56
-33% y/y
-59% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$ 97,8M
+33% y/y
+31% q/qGuided
—
No guide given
Company outlook
Full year 2027
- RevenueUS$ 3,1B – US$ 3,2B-1,0% y/y First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Modine Manufacturing is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Auto Parts
Graded A or B and worth $2B or more: A first, then the largest.
ALSNAllison Transmission Holdings, Inc.US$ 10,7BA+
LEALear Corp.US$ 5,3BA
ATMUAtmus Filtration Technologies Inc.US$ 4,6BA+
DORMDorman Products, Inc.US$ 4BA
ORLYO Reilly Automotive IncUS$ 72,6BB+
Grade rose recently in Consumer Discretionary
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TMToyota Motor Corp.4 aug 2026BAGraded B, now A
RCLRoyal Caribbean Cruises Ltd.27 okt 2026FBGraded F, now B
AZOAutoZone, Inc.26 okt 2026CBGraded C, now B
SWSmurfit Westrock plc28 okt 2026CBGraded C, now B
HSAIHesai Group10 nov 2026CBGraded C, now B
Hoe het geld verdient
- Data center cooling equipment and related parts, service and controls35%
- Heat exchanger coils, refrigeration equipment, coatings and power-system cooling18%
- Heating and indoor-air-quality equipment11%
- Cooling systems and heat exchangers for on-road vehicles23%
- Cooling equipment for heavy-duty machinery and stationary power13%
De omzetaandelen zijn schattingen voor FY2026, geen cijfers uit een ingediend rapport.
Concurreert met
Wat het verkoopt6
Data center cooling equipment
Chillers, dry coolers, precision air-handling units, computer room air conditioners and air handlers, fan walls, and rear-door heat exchangers that remove heat from server rooms.
Liquid-cooling equipment for data centers
Coolant distribution units and immersion-cooling equipment that move heat away from high-density computing equipment.
Heating and indoor-air-quality equipment
Products include unit heaters, makeup-air units, duct furnaces, infrared heaters, air-handling units, packaged ventilators and dehumidifiers for buildings and work sites.
Nog 3 tonen
Heat exchanger coils and corrosion-protection coatings
Coils transfer heat in heating, air-conditioning and refrigeration equipment; coatings help protect equipment from corrosion and foreign matter.
Commercial and industrial refrigeration equipment
Evaporator unit coolers, condensers and other coolers used in supermarkets, refrigerated warehouses, cold rooms and industrial cooling.
Vehicle thermal-management systems
Products include engine and oil coolers, radiators, air-conditioning condensers, battery cooling plates and systems that regulate temperatures in electric-vehicle batteries and electronics.
Wie het koopt5
- Data center operators, including hyperscale, colocation, cloud-computing and edge-data-center businesses, buy cooling systems and may also purchase parts, maintenance and controls.
- Heating, ventilation, air-conditioning and refrigeration manufacturers buy heat exchangers and other components; wholesalers, distributors, contractors and installers also buy equipment for resale or installation.
- Schools, healthcare facilities, commercial buildings, factories, warehouses and other end users buy heating, cooling, refrigeration and indoor-air-quality equipment, often through contractors or distributors.
Nog 2 tonen
- Vehicle and equipment manufacturers, including Caterpillar, Deere, Stellantis, Volkswagen and Volvo, buy heat exchangers and cooling systems for vehicles and machinery.
- Utilities and power-equipment manufacturers buy cooling equipment for generators, transformers and other power systems.
Waar het op steunt, en wat het kan breken
Waar het bedrijf van afhangt
- 1Certain key components for data center cooling equipment were in short supply in the first quarter of fiscal 2027, limiting production schedules and slowing the planned increase in output.
- 2The ten largest customers accounted for 49% of fiscal 2026 net sales; one global technology customer accounted for about 11%.
- 3Modine buys aluminum, copper, steel and stainless steel, as well as other purchased components; changes in their prices or availability can affect production costs and schedules.
- 4Sales to vehicle and equipment manufacturers depend on those customers' production levels and orders.
Wat er mis kan gaan
- 1Supplier capacity constraints for key data center components have already disrupted production schedules; further shortages or delays could limit deliveries and raise manufacturing costs.
- 2A decline in orders from major customers could significantly affect sales, given the share of revenue represented by the largest customers and the 11% contribution from one global technology customer in fiscal 2026.
- 3The planned combination of the Performance Technologies businesses with Gentherm may be delayed, may not close, or may require additional separation work and costs.
Over Modine Manufacturing Co.
Modine makes equipment that moves heat out of data centers and helps control temperatures in buildings, factories, power systems and vehicles. Its data center products include chillers, air-handling equipment and liquid-cooling systems; its building products include heating and indoor-air-quality equipment. It also makes heat exchangers and cooling systems for vehicle and heavy-equipment manufacturers, a business that Modine plans to combine with Gentherm in a transaction that had not closed as of June 30, 2026.
- Hoofdkantoor
- Racine, Wisconsin, United States
- Opgericht in
- 1916
- Medewerkers
- approximately 13,200 (March 31, 2026, high)
- Genoteerd aan
- NYSE
- Einde boekjaar
- March 31
Gebouwd uit de eigen deponeringen van Modine Manufacturing Co. bij de Amerikaanse toezichthouder Securities and Exchange Commission (SEC). De cijfers zijn zoals gerapporteerd, met de historie per aandeel herrekend naar de huidige aandelenbasis. Dit beschrijft een bedrijf — het is geen beleggingsadvies en geen aanbeveling om iets te kopen of te verkopen.
