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May 26, 2026
Modine (MOD) Fiscal Q4 2026 Earnings Preview: Data Center Momentum in Focus

Modine (MOD) Fiscal Q4 2026 Earnings Preview: Data Center Momentum in Focus

Key Takeaways

  • Modine is scheduled to report fiscal Q4 2026 results after market close on May 26, 2026, covering the quarter ended March 31, 2026.
  • Analyst consensus calls for earnings per share of $1.55, up from $1.12 in the year-ago quarter.
  • Revenue expectations align with the company’s raised fiscal 2026 outlook of 20% to 25% net sales growth.
  • Investors are focused on data center product ramp-up and Climate Solutions segment performance.
  • Adjusted EBITDA guidance for the full fiscal year stands at $455 million to $475 million.
  • Historical stock reactions to earnings have often reflected strength in thermal management demand.

Earnings Context and Why It Matters

Modine Manufacturing Company delivers mission-critical thermal management solutions across data centers, automotive, and industrial markets. The upcoming fiscal fourth-quarter report will close out a fiscal year marked by robust demand for data center cooling products. Strong prior-quarter results, including a 51% revenue increase in the Climate Solutions segment, have prompted management to raise full-year guidance. This earnings release offers investors an update on execution against that outlook and early visibility into fiscal 2027 trends in a high-growth end market.

Earnings Expectations

Consensus estimates compiled by major financial platforms project earnings per share of $1.55 for the quarter ended March 31, 2026, compared with $1.12 reported in the same quarter last year. Revenue forecasts are consistent with Modine’s previously raised fiscal 2026 guidance of 20% to 25% net sales growth. The company also expects adjusted EBITDA between $455 million and $475 million for the full fiscal year. Key metrics under scrutiny include data center order momentum, gross margin trends, and any commentary on production capacity expansion. In recent quarters, Modine has consistently beaten earnings estimates, supporting investor focus on sustained execution. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.

Market Reaction and Investor Sentiment

Sentiment heading into the report remains constructive, supported by the company’s upwardly revised fiscal 2026 outlook and continued data center tailwinds. Volatility is typical around earnings for growth-oriented industrial names, with price moves often tied to any updates on order backlog or margin guidance. Recent trading has reflected optimism around Modine’s positioning in high-demand thermal solutions markets.

Forward Outlook and Key Factors to Monitor

Following the release, investors will focus on any refinements to fiscal 2027 guidance and commentary on data center production ramp progress. Management has highlighted ongoing capacity investments to meet demand in this segment, which has driven recent top-line acceleration.

Broader industry dynamics, including supply chain stability and capital spending trends among data center operators, will also be relevant. Margin performance amid higher volumes and any updates on the Performance Technologies segment will provide additional color on profitability.

Seasonal patterns in automotive and industrial end markets may influence near-term results, while longer-term growth hinges on continued adoption of advanced thermal management technologies.

Integrating Tickeron AI Tools into My Research

In my research process, Tickeron’s AI Screener is an AI-powered stock and ETF discovery tool that helps traders and investors filter the market based on technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of stocks and ETFs using customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics. The screener helps identify trade ideas, trending stocks, breakout candidates, and market opportunities more efficiently than manual screening. I find it particularly useful when preparing for earnings like Modine’s to quickly benchmark performance and spot related opportunities.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations

Related Ticker: MOD

Aroon Indicator for MOD shows an upward move is likely

MOD's Aroon Indicator triggered a bullish signal on June 04, 2026. Tickeron's A.I.dvisor detected that the AroonUp green line is above 70 while the AroonDown red line is below 30. When the up indicator moves above 70 and the down indicator remains below 30, it is a sign that the stock could be setting up for a bullish move. Traders may want to buy the stock or look to buy calls options. A.I.dvisor looked at 294 similar instances where the Aroon Indicator showed a similar pattern. In of the 294 cases, the stock moved higher in the days that followed. This puts the odds of a move higher at .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on June 25, 2026. You may want to consider a long position or call options on MOD as a result. In of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .

MOD moved above its 50-day moving average on June 11, 2026 date and that indicates a change from a downward trend to an upward trend.

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where MOD advanced for three days, in of 350 cases, the price rose further within the following month. The odds of a continued upward trend are .

Bearish Trend Analysis

The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In of 63 cases where MOD's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are .

The Moving Average Convergence Divergence Histogram (MACD) for MOD turned negative on June 23, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 47 similar instances when the indicator turned negative. In of the 47 cases the stock turned lower in the days that followed. This puts the odds of success at .

Following a 3-day decline, the stock is projected to fall further. Considering past instances where MOD declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

Fundamental Analysis (Ratings)

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 88, placing this stock better than average.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. MOD’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating slightly better than average sales and a considerably profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: MOD's P/B Ratio (13.072) is very high in comparison to the industry average of (2.478). P/E Ratio (130.788) is within average values for comparable stocks, (77.206). Projected Growth (PEG Ratio) (1.112) is also within normal values, averaging (0.997). MOD has a moderately low Dividend Yield (0.000) as compared to the industry average of (0.025). P/S Ratio (5.000) is also within normal values, averaging (65.852).

Notable companies

The most notable companies in this group are AutoZone (NYSE:AZO), Advance Auto Parts (NYSE:AAP), Goodyear Tire & Rubber Company (The) (NASDAQ:GT).

Industry description

OEM or Original Equipment Manufacturer of auto parts refers to the original producer of a vehicles components, and so OEM car parts are usually identical to the parts used in producing the vehicle in the first place. OEM parts tend to fit the specifications of a particular model, and their compatibility is often guaranteed by the automaker itself. OEM parts could be more expensive to buy (compared to other vendors’ products) when a consumer goes for replacement. However, increased competition from aftermarket parts/third-party vendors could, in some cases, keep EOM prices in check. The industry might progress further in adopting newer technologies like 3D printing to boost supply chain performance and quality. Aptiv PLC, Magna International Inc. and BorgWarner Inc. are major OEMs for autos.

Market Cap

The average market capitalization across the Auto Parts: OEM Industry is 5.42B. The market cap for tickers in the group ranges from 206 to 72.02B. ORLY holds the highest valuation in this group at 72.02B. The lowest valued company is JBZY at 206.

High and low price notable news

The average weekly price growth across all stocks in the Auto Parts: OEM Industry was -1%. For the same Industry, the average monthly price growth was -4%, and the average quarterly price growth was 10%. WKSP experienced the highest price growth at 33%, while HYLN experienced the biggest fall at -40%.

Volume

The average weekly volume growth across all stocks in the Auto Parts: OEM Industry was -74%. For the same stocks of the Industry, the average monthly volume growth was -16% and the average quarterly volume growth was 95%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 46
P/E Growth Rating: 55
Price Growth Rating: 54
SMR Rating: 80
Profit Risk Rating: 87
Seasonality Score: 24 (-100 ... +100)
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General Information

a manufacturer of heat-transfer components and systems

Industry AutoPartsOEM

Profile
Details
Industry
Auto Parts OEM
Address
1500 DeKoven Avenue
Phone
+1 262 636-1200
Employees
11300
Web
https://www.modine.com
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