Şirket yükleniyor
Just reported
Q2 FY2027 results
From Modine Manufacturing's results release of 3 Kasım 2026; its quarterly report has since been filed.
Revenue
Actual
$994,4M
+%35 y/y
+%14 q/qGuided
—
No guide given
EPS, GAAP
Actual
$0,56
-%33 y/y
-%59 q/qGuided
—
No guide given
Operating income, GAAP
Actual
$97,8M
+%33 y/y
+%31 q/qGuided
—
No guide given
Company outlook
Full year 2027
- Revenue$3,1B – $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.
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Graded A or B and worth $2B or more: A first, then the largest.
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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.
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HSAIHesai Group10 Kas 2026CBGraded C, now B
Nasıl para kazanıyor
- Data center cooling equipment and related parts, service and controls%35
- Heat exchanger coils, refrigeration equipment, coatings and power-system cooling%18
- Heating and indoor-air-quality equipment%11
- Cooling systems and heat exchangers for on-road vehicles%23
- Cooling equipment for heavy-duty machinery and stationary power%13
Gelir payları FY2026 dönemi için tahmindir; resmî bir bildirimden alınmış rakamlar değildir.
Rekabet ettiği şirketler
Ne satıyor6
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.
3 tane daha göster
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.
Kim alıyor5
- 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.
2 tane daha göster
- 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.
Neye dayanıyor ve onu ne yıkabilir
Faaliyetin dayandığı şeyler
- 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.
Ters gidebilecekler
- 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.
Modine Manufacturing Co. hakkında
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.
- Merkez
- Racine, Wisconsin, United States
- Kuruluş
- 1916
- Çalışan sayısı
- approximately 13,200 (March 31, 2026, high)
- İşlem gördüğü borsa
- NYSE
- Mali yıl sonu
- March 31
Modine Manufacturing Co. şirketinin ABD Menkul Kıymetler ve Borsa Komisyonu’na (SEC) sunduğu kendi belgelerinden kuruldu. Rakamlar bildirildiği gibidir; hisse başına geçmiş bugünkü hisse tabanına göre yeniden hesaplanmıştır. Bu bir işletmeyi anlatır — yatırım tavsiyesi değildir ve alma ya da satma önerisi değildir.
