Laszlo Arthur Jr. sold $266K of MOD

Modine Manufacturing (MOD) shares are down about 23% over three months as Wall Street cut EPS outlooks. The Zacks Consensus Estimate for fiscal 2027 and 2028 EPS fell by 9 cents and 5 cents. After a Q1 beat and 20% to 35% sales growth guidance, gross margin dropped to 20.8% amid higher costs, supply bottlenecks, and weaker segment margins.

Modine (NYSE: MOD) discussed its Q1 ended June 30, 2026 call and the planned Gentherm spin-off/merger involving Platinum SpinCo. Modine said filings are progressing, with Gentherm’s S-4 submitted and an IRS ruling expected before closing, targeted before year-end. It guided fiscal 2027 sales up 20% to 35% and adjusted EBITDA $650m to $680m.

MODINE MANUFACTURING CO (MOD) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 mod-20260729xex99d1.htm EX-99.1 Exhibit 99.1 NEWS RELEASE FOR IMMEDIATE RELEASE Modine Reports First Quarter Fiscal 2027 Results ​ Continued strength in core growth engines supports reaffirmed Fiscal 2027 outlook ​ Racine, WI – July 29, 2026 – Modine (NYSE: MOD), a dive

Modine (NYSE:MOD) said on May 26, 2026 it signed a long-term capacity agreement with a strategic data center customer for its Airedale cooling solutions. The deal reserves capacity to supply more than $4 billion of products in 2027-2029, supported by a $165 million upfront cash payment. The company cited rising AI-driven thermal management demand; it reported Q4 data center sales up 158% year over year.

Generac said it signed an agreement with an unnamed “leading hyperscale data center operator” to supply backup generators after a qualification process. The company reported Q1 net sales up 12% y/y, with Commercial & Industrial sales up 28% driven by data centers, and it raised its full-year outlook. Generac plans a new Sussex, Wisconsin factory later this year.

Modine (NYSE:MOD) reported fourth consecutive year of record revenue and adjusted EBITDA, citing three acquisitions adding $119M incremental revenue and expanding HVAC. The company signed a long-term capacity agreement with a data center customer for over $4B in future revenue; Climate Solutions revenue rose 43%, with data center sales up 73% to $1.1B. Severe weather and supply-chain component shortages delayed production, while Performance Technology margins fell on higher costs and tariffs.