NYSE$MOD

Modine Manufacturing Company · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Modine's third quarter results were reported, showing revenue and gross margin growth driven by strong data center sales, including the benefit from the Scott Springfield acquisition.

Modine reported a 10% increase in net sales to $616.8 million, driven by strong data center sales. Gross profit increased by 18% to $149.6 million, and adjusted EPS increased by 24% to $0.92. The Climate Solutions segment saw a 42% increase in sales, while the Performance Technologies segment experienced a 16% decrease.

  • Net sales increased 10 percent from the prior year.
  • Net earnings decreased 9 percent from the prior year.
  • Adjusted EBITDA increased 18 percent from the prior year.
  • Earnings per share decreased 8 percent from the prior year.

Headline financials

Total Revenue

$617M

Previous: $561M+9.9%
EPS (adj)

$0.92

Previous: $0.83+10.8%
Gross Margin

24.3%

No prior period
SG&A Expenses

$82M

No prior period
Adjusted EBITDA

$87.3M

No prior period
Adjusted EBITDA Margin

14.2%

No prior period
Capital Expenditures

-$56.3M

Previous: -$43.8M-28.5%
Net Income

$41.2M

Previous: $44.4M-7.2%
Operating Income

$59.3M

Previous: $61.7M-3.9%
Gross Profit

$150M

Previous: $127M+17.5%
Stock-Based Comp

$6.9M

Previous: $3.1M+122.6%

Revenue & EPS history

Modine · Revenue · Quarterly

$617M

Q3 2025+9.9%vs Q3 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Modine · $960M total across 2 segments · Q4 2026

  • Climate Solutions
    $666M
  • Performance Technologies
    $294M

Forward guidance

The company is reaffirming its previously announced guidance for Fiscal 2025, which would result in the third consecutive year of record results. The outlook for the data center business remains strong, driven by both organic growth and the Scott Springfield acquisition. The company expects aggressive cost actions in Performance Technologies segment.

Tailwinds

  • Reaffirming previously announced guidance for Fiscal 2025
  • Data center business outlook remains strong
  • Driven by both organic growth and the Scott Springfield acquisition
  • Investments made to expand technology offerings
  • Accelerate new product development

Headwinds

  • Vehicular end-markets remain challenged
  • Lower volumes in some areas of the business
  • Higher SG&A expenses
  • Higher restructuring expenses
  • Absence of gain on sale of automotive businesses

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+2.8%

Avg return

Earnings day

+4.9%

Avg return

5 days after

+6.5%

Avg return

30 days after

63%

40 / 64 earnings

Positive

+41.1%

Q2 2021

Best reaction

-39.9%

Q2 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026+2.9%+10.1%-6.1%
Q2 2026-4.3%-5.6%+0.1%
Q1 2026+18.7%+23.7%+19.8%
Q4 2025-11.4%-14.9%-8.4%
Q3 2025+7.3%+0.3%-18.0%
Q2 2025-7.8%-14.8%+1.8%
Q1 2025+15.0%-3.4%+13.3%
Q4 2024-5.5%+1.3%-8.3%
Q3 2024+4.7%+6.9%+35.9%
Q2 2024+2.2%+3.1%+31.1%
Q1 2024+13.6%+16.1%+28.6%
Q4 2023+18.3%+32.9%+53.0%
Q3 2023-5.1%-1.0%+11.1%
Q2 2023+3.7%+14.0%+16.7%
Q1 2023+9.8%+18.3%+11.8%
Q4 2022+26.6%+31.4%+29.6%
Q3 2022+14.2%+8.2%-0.3%
Q2 2022-0.7%-0.2%-4.8%
Q1 2022-17.2%-15.5%-26.9%
Q4 2021+0.9%+8.4%+1.0%
Q3 2021+2.7%+7.4%+11.5%
Q2 2021+41.1%+51.8%+77.7%
Q1 2021+19.6%+20.7%+18.7%
Q4 2020-1.7%+0.6%-9.0%
Q3 2020+23.8%+9.8%-14.0%
Q2 2020-39.9%-34.5%-39.3%
Q1 2020-26.4%-21.4%-26.9%
Q4 2019+3.5%+8.0%+5.0%
Q3 2019+9.0%+6.7%+7.4%
Q2 2019+11.2%+17.5%+12.9%
Q1 2019+0.3%+1.4%-3.4%
Q4 2018+4.9%-2.2%+3.3%
Q3 2018+0.4%+4.7%-4.1%
Q2 2018+10.4%+13.8%+10.9%
Q1 2018+3.1%+5.8%-0.6%
Q4 2017+20.9%+19.7%+27.6%
Q3 2017-10.0%-13.0%-14.5%
Q2 2017-12.3%-15.1%+21.0%
Q1 2017-0.7%+2.7%+14.6%
Q4 2016-2.6%-6.8%-18.5%
Q3 2016+16.3%
Q2 2016+1.7%
Q1 2016-2.2%
Q4 2015-6.5%
Q3 2015-0.4%
Q2 2015+3.1%
Q1 2015-2.6%
Q4 2014-3.4%
Q3 2014+11.1%
Q2 2014+1.9%
Q1 2014+25.6%
Q4 2013+8.5%
Q3 2013+2.0%
Q2 2013+0.1%
Q1 2013+0.3%
Q4 2010+6.4%
Q4 2012-11.6%
Q3 2012+1.1%
Q3 2011+1.1%
Q2 2012+5.1%
Q4 2011-5.7%
Q1 2011-5.7%
Q1 2012-5.7%
Q2 2011-5.7%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro