Modine expects $3.1B-$3.2B fiscal 2027 sales and $470M-$500M adjusted EBITDA as data center demand drives 80%-90% segment growth (NYSE:MOD)

Modine Manufacturing (MOD) reported Q2 earnings, highlighting demand for data center cooling solutions. The company plans to expand production and expects margin improvements. Total sales rose 35%, with data center and Commercial HVAC segments growing 59%. Full-year revenue outlook is $3.1B-$3.2B, with adjusted EBITDA of $470M-$500M. MOD expects positive free cash flow for the year.

Modine Manufacturing Co (MOD) reported Q2 2027 earnings with data center revenue up 95%, but adjusted EBITDA margin at 15.4% below expectations due to supply chain issues and cost inflation. Gross margin declined to 20.7%. Free cash flow was negative. Management expects margin improvement in H2, driven by volume and cost recovery. Supply chain challenges persist, but some progress was reported. The company sees significant opportunities in data center cooling and coils.

Modine (MOD) reported Q2 2027 earnings, highlighting progress in supply chain stabilization and capacity expansion. The company saw a 23% revenue increase in its Commercial HVAC segment and a 95% sales surge in data centers, with adjusted EBITDA margins at 15.4%. Challenges include supply chain disruptions and higher material costs, but Modine expects further margin improvements and earnings growth exceeding 80% in data centers this year.

Modine Manufacturing (MOD) stock fell 25.3% after Q2 FY2027 results missed earnings expectations and lowered full-year revenue guidance to $3.10B–$3.20B. KeyBanc cut its price target to $225 from $280, citing margin pressures. CEO and CFO cited supply chain and material cost issues. Data center infrastructure stocks also declined due to political concerns.

Modine Manufacturing (NYSE:MOD) reported Q2 FY27 revenue growth of 35% to $994.4M, driven by a 95% surge in its Data Centers segment. However, margins compressed due to cost inflation and supply chain pressures, leading to a 23.97% stock drop. Adjusted EPS of $1.35 missed estimates. Management raised FY27 guidance, expecting 50-55% sales growth and improved margins in H2.

Modine Manufacturing (NYSE: MOD) reported Q2 EPS of $1.35, missing estimates by $0.07, while revenue of $994.4M exceeded expectations. The company forecasted FY 2027 revenue of $3.10B-$3.20B, below the consensus of $3.54B. The stock is down 35.86% over the past 3 months and 14.16% over the past year, with 6 negative EPS revisions in the last 90 days.