Modine Manufacturing
MOD
$139.84 -15.35%
Exchange: NYSE | Sector: Consumer Cyclical | Industry: Auto Parts
Q3 2025
Published: Feb 5, 2025

Earnings Highlights

  • Revenue of $616.80M up 9.9% year-over-year
  • EPS of $0.76 decreased by 10.6% from previous year
  • Gross margin of 24.3%
  • Net income of 41.00M
  • ""Data center revenues increased by 176% this quarter, propelled by strong organic growth and the inorganic benefit of the Scott Springfield acquisition."" - Neil Brinker
MOD
Modine Manufacturing Company

Executive Summary

Modine Manufacturing Company reported a solid Q3 2025, marked by strong revenue growth primarily propelled by its Climate Solutions segment, particularly in data centers. Total revenue reached $616.8 million, reflecting a 9.87% year-on-year increase despite a 6.26% sequential decline compared to Q2. Gross profit margin showed robust improvement, primarily driven by data center expansion and strategic acquisitions like Scott Springfield, whose contribution was a remarkable $74 million, indicating a transformative quarter for Modine. However, the Performance Technologies segment faced challenges with lower sales, signaling a cautious outlook for some traditional markets.

Key Performance Indicators

Revenue
Increasing
616.80M
QoQ: -6.26% | YoY: 9.87%
Gross Profit
Increasing
149.60M
24.25% margin
QoQ: -9.66% | YoY: 17.52%
Operating Income
Decreasing
59.30M
QoQ: -21.25% | YoY: -3.89%
Net Income
Decreasing
41.00M
QoQ: -11.06% | YoY: -7.66%
EPS
Decreasing
0.76
QoQ: -13.64% | YoY: -10.59%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 738.90 0.83 +11.7% View
Q1 2026 682.80 0.95 +13.1% View
Q3 2025 616.80 0.76 +9.9% View
Q2 2025 658.00 0.86 +6.0% View
Q1 2025 661.50 0.88 +6.3% View