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Modine Manufacturing Company Q4 FY2026 Earnings Call

· Earnings call transcript and AI-powered summary

Key Context: Modine reported its fourth consecutive year of record revenue and adjusted EBITDA for fiscal 2026 (ended ~March 2026). The company highlighted strong momentum in data centers, three HVAC acquisitions adding $119M in incremental revenue, a $100M U.S. data center capacity expansion, and a planned spin-off of the Performance Technologies segment via merger with Gentherm. A landmark long-term agreement (LTA) was announced for >$4B in data center cooling products (calendar 2027-2029).

Financial Highlights (Q4 FY2026 vs. Prior Year)

  • Total company sales: +47% (driven by Climate Solutions data center growth).
  • Gross profit: +29%.
  • Adjusted EBITDA: +40%, with margin improving 40 basis points sequentially from Q3; SG&A as % of sales fell 190 bps to 10.7%.
  • Adjusted EPS: +53% to $1.71.
  • Free cash flow: +$153M (included $165M upfront customer payment recorded as contract liability).
  • Net debt: $363M (leverage 0.8x); CapEx for FY2026: $143M.

Segment Performance

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Operator: Greetings, and welcome to Modine's Fourth Quarter Fiscal 26 Results Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Kathy Powers. Thank you. You may begin. Kathleen T. Powers: Hello, and good morning. Welcome to our conference call to discuss Modine's Fourth Quarter Fiscal 26 Results. I am joined by Neil D. Brinker, our President and Chief Executive Officer and Mick Lucarelli, our Executive Vice President and Chief Financial Officer. The slides that we will be using with today's presentation are available on the Investor Relations section of our website, modine.com. On Slide 3 of that deck is our notice regarding forward looking statements. This call will contain forward looking statements as outlined in our earnings release as well as in our company's filings with the Securities and Exchange Commission. With that, I will turn the call over to Neil. Neil D. Brinker: Thank you, Kathy, and good morning, everyone. I am pleased to report another strong quarter capping off our fourth consecutive year of record breaking revenue and adjusted EBITDA. This is a testament to the hard work and dedication of the entire team. Even more importantly, we have built strong business momentum and significantly advanced

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