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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Modine Manufacturing Company
Modine Manufacturing Company (MOD) investor relations material
Modine Manufacturing Company Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary4 Nov, 2026
Executive summary
Q2 FY27 net sales rose 35% YoY to $994.4M; adjusted EBITDA increased 31% to $136.2M, while net earnings attributable to shareholders fell to $30.0M from $44.4M.
Data Centers and Commercial HVAC sales grew 95% and 23%, respectively; continuing-business guidance was raised after the Performance Technologies spin-off.
Financial highlights
Operating income increased 33% to $97.8M; gross profit rose 25% to $205.4M, while gross margin declined 160 bps to 20.7%.
Adjusted EPS rose 27% to $1.35 from $1.06; diluted EPS was $0.56 versus $0.83, reflecting in part the spin-related tax charge.
SG&A was $104.6M, including $14.1M of spin-off disposition costs; SG&A as a share of sales declined 90 bps to 10.5%.
Q2 income tax expense included $29.5M tied to legal-entity restructuring for the spin-off.
Outlook and guidance
FY2027 continuing-business sales guidance is $3.1B–$3.2B, up 50%–55% YoY excluding Performance Technologies from both periods; adjusted EBITDA guidance is $470M–$500M, with growth above 50%.
Data Centers sales growth is forecast at 80%–90% and Commercial HVAC at 10%–15%; second-half margin improvement is assumed in both continuing segments.
FY2027 free cash flow is forecast from flat to $25M and capital expenditures at $150M–$200M; ranges include Performance Technologies for H1.
An additional $20M–$25M of transaction costs is expected in H2 FY2027.
Data Centers adjusted EBITDA margin is expected to improve 100–200 bps sequentially in Q3 and reach 20% or higher in Q4.
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Latest events from Modine Manufacturing Company
- A two-thirds vote will decide the proposed post-separation name change.MOD
Proxy filing - Spin-off and merger with Gentherm creates a focused climate solutions leader with strong growth.MODInvestor presentation
- Directors were elected, compensation and auditor ratified, and no shareholder questions arose.MODAGM 2026
- Q1 FY2027 sales up 28% with Data Centers leading, margins pressured but outlook strong.MODQ1 2027
- Virtual annual meeting to vote on directors, executive pay, and auditor ratification.MODProxy filing
- Record sales, strategic transaction, and strong governance mark this year's proxy.MODProxy filing
- Transformation to climate solutions and data centers drives growth, margin gains, and market leadership.MOD45th Annual William Blair Growth Stock Conference
- Q3 FY26 sales up 31% with strong data center growth, but pension charge led to net loss.MODQ3 2026
- Q2 FY2025 sales up 6% to $658M, with strong data center and Climate Solutions growth.MODQ2 2025
Next Modine Manufacturing Company earnings date
AGM 202613 Nov, 2026
Modine Manufacturing Company
Next Modine Manufacturing Company earnings date
AGM 202613 Nov, 2026
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Frequently asked questions
Modine Manufacturing Company provides engineered heat transfer systems and heat transfer components for use in on- and off-highway original equipment manufacturer vehicular applications. The company's Engine Cooling segment produces aluminum radiators and charge air coolers, which are used to cool the engine's coolant and intake air for on-highway heavy duty truck applications; radiators for medium duty truck applications; aluminum radiators, charge air coolers and oil coolers for various off-highway vehicular applications, including various agricultural, construction, military and industrial equipment; aftermarket aluminum radiators through direct sales to customers, as well as through radiator supply houses for a range of end market customers; and marine application products, such as keel coolers, raw water chillers, radiators and sea water pumps..