Modine Manufacturing Company (MOD) Investor presentation summary

Strategic vision and business model

• Focus on delivering highly engineered, mission-critical thermal solutions for cleaner, healthier environments.

• Mission includes reducing water and energy consumption, lowering emissions, and improving indoor air quality.

• Values emphasize integrity, people-centric culture, technology, results, and teamwork.

Portfolio and market positioning

• FY2026 sales reached $3.2B with adjusted EBITDA of $471M and operations in 14 countries.

• Major segments: Data Centers, Commercial HVAC, and Performance Technologies, serving diverse end markets.

• Data Centers segment generated $1.1B in FY26 sales, focusing on energy-efficient cooling solutions.

• Commercial HVAC and Performance Technologies segments contributed $974M and $1.13B in FY26 sales, respectively.

Strategic initiatives and growth drivers

• Pursuing growth through acquisitions, divestitures, and portfolio evolution to focus on high-growth, high-margin businesses.

• 80/20 discipline drives operational efficiency, business simplification, and strategic resource allocation.

• Positioned as a global leader in data center cooling and specialty HVAC/refrigeration.