MOD — Modine Manufacturing
Quarterly Earnings Performance
Calendar 2025
Note: Modine's fiscal year runs April–March. Calendar 2025 quarters map as follows:
- Cal Q1 2025 (Jan–Mar 2025) = Fiscal Q4 2025 (ended Mar 31, 2025)
- Cal Q2 2025 (Apr–Jun 2025) = Fiscal Q1 2026 (ended Jun 30, 2025)
- Cal Q3 2025 (Jul–Sep 2025) = Fiscal Q2 2026 (ended Sep 30, 2025)
- Cal Q4 2025 (Oct–Dec 2025) = Fiscal Q3 2026 (ended Dec 31, 2025)
| Quarter |
Period |
Report Date |
Revenue |
YoY Growth |
EPS (non-GAAP) |
Guidance (next qtr) |
Notes |
| Q1 2025 |
Jan–Mar 2025 |
2025-05-21 |
$647.2M |
+7% |
$1.12 |
FY26 adj. EPS $4.85–$5.20 |
Record adj. EBITDA; data center drives growth |
| Q2 2025 |
Apr–Jun 2025 |
2025-07-31 |
$682.8M |
+3% |
— |
— |
Climate Solutions organic growth offset vehicular |
| Q3 2025 |
Jul–Sep 2025 |
2025-10-29 |
$658.0M |
+6% |
$0.97 |
— |
Data center + Scott Springfield acquisition |
| Q4 2025 |
Oct–Dec 2025 |
2026-02-04 |
$805.0M |
+31% |
$1.19 |
FY26 EPS guidance updated |
Beat estimates; $805M vs. $760M est. |
| FY 2025 (Cal) |
Full Year |
— |
$2,792.2M |
+11% |
— |
— |
Sum of cal-year quarters; data center key driver |
FY 2025 (calendar) revenue is the sum of the four calendar quarters above. For reference, Modine's fiscal year 2025 (Apr 2024–Mar 2025) full-year net sales were $2,583.5M (+7% YoY) with adjusted EPS of $4.05.
Calendar 2026
Cal Q1 2026 (Jan–Mar 2026) = Fiscal Q4 2026 (ended Mar 31, 2026) — scheduled for 2026-05-22 and NOT YET REPORTED as of 2026-05-11.
| Quarter |
Period |
Est. Report Date |
Est. Revenue |
Est. EPS (adj.) |
Notes |
| Q1 2026 |
Jan–Mar 2026 |
2026-05-22 (est.) |
$918.0M (est.) |
$1.55 (est.) |
Fiscal Q4 2026; not yet reported |
Upcoming
| Quarter |
Est. Report Date |
Est. Revenue |
Est. EPS |
Source |
| Q1 2026 (Fiscal Q4 2026) |
2026-05-22 |
$918.0M (est.) |
$1.55 (est.) |
MarketBeat / Benzinga analyst consensus |
| Q2 2026 (Fiscal Q1 2027) |
2026-08-xx (est.) |
— |
— |
— |
Commentary
Modine Manufacturing's data center cooling business has been the primary growth engine, with the Climate Solutions segment delivering above-market growth fueled by hyperscaler demand and the Scott Springfield acquisition. Calendar Q4 2025 (Fiscal Q3 2026) revenue surged 31% to $805M, beating consensus by roughly $45M. Adjusted EPS has grown sequentially each reported quarter, with FY 2026 adjusted EPS guidance of $4.85–$5.20 representing ~20–28% growth over fiscal 2025's $4.05. The upcoming Fiscal Q4 2026 report (May 22, 2026) is the key near-term catalyst, with analysts expecting $918M revenue and $1.55 adjusted EPS.
Sources
Modine Q4 Fiscal 2025 Results – IR
Modine Q4 Fiscal 2025 Press Release – PR Newswire
Modine Q1 Fiscal 2026 Results – IR
Modine Q2 Fiscal 2026 Results – IR
Modine Q3 Fiscal 2026 Results – IR
Modine Q2 Fiscal 2025 – GuruFocus
Modine Manufacturing Earnings – MarketBeat
Generated: 2026-05-11