Modine (MOD) Q4 FY26 earnings call

Modine delivered a strong quarter, capping a fourth consecutive year of record revenue and adjusted EBITDA, driven by exceptional growth in its Climate Solutions segment, particularly data centers. The company secured a significant long-term capacity agreement for data center cooling, validating its strategic investments and market position. Despite short-term production and supply chain headwinds, management remains confident in its full-year outlook and continued earnings growth, while progressing with the spin-off of its Performance Technologies segment.