Modine Reports Record Q4 & FY26 Results, Strong FY27 Outlook, and Confirms $4B Data Center Contract
MOD has more than doubled off its 52-week low of $86.485 on elevated volume (3.4× avg).
Summary
Modine Manufacturing announced record Q4 and full-year results, beating EPS estimates, and issued strong fiscal 2027 guidance, including confirmation of a $4 billion data center cooling contract.
Key Events · Earnings and Guidance · MOD
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Record Q4 & Full-Year Fiscal 2026 Results
Reported record net sales of $954.4 million (up 47%) and adjusted EPS of $1.71 (up 53%) for Q4, significantly beating analyst estimates of $1.55. Full-year net sales reached $3.2 billion and adjusted EPS was $5.02, both record highs.
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Strong Fiscal 2027 Outlook
Projected net sales growth of 20-35% and adjusted EBITDA growth of 38-44% for fiscal 2027. The high-growth Data Centers segment is expected to lead with 60-80% sales growth.
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Landmark $4 Billion Data Center Contract Confirmed
Confirmed a multi-year agreement to supply over $4 billion in data center cooling products from 2027-2029 to a major hyperscale customer, cementing its market position.
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Strategic Transformation Progress
Highlighted the completion of three acquisitions, significant capacity expansion for data center products, and ongoing preparations for the pending spin-off of the Performance Technologies business.
Analysis · MOD · Manufacturing
Modine Manufacturing reported record fourth-quarter and full-year fiscal 2026 results, significantly beating analyst expectations for adjusted EPS. The company also provided a very strong outlook for fiscal 2027, projecting substantial sales and adjusted EBITDA growth, driven by its Data Centers segment. Crucially, the filing confirms a landmark $4 billion long-term agreement to supply data center cooling equipment, solidifying its position as a critical partner in a high-growth market. This comprehensive positive update underscores the company's successful strategic transformation and robust future prospects.
How filings like this one have moved
In the 30 days to Aug 25, 2026, 43.9% of the 999 measured filings Wiseek scored 9 moved their stock by 5% or more by the next session's close. The median move was -0.15%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, MOD was trading at $293.26 on NYSE in the Manufacturing sector, with a market capitalization of approximately $15.6B. The 52-week trading range was $86.48 to $323.25. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.