MODINE MANUFACTURING CO — Form 8-K
Filed July 24, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Modine reorganized reporting into three segments: Data Centers (sales $1,108.2M, +119% YoY), Commercial HVAC ($973.8M, +4% YoY), and Performance Technologies ($1,131.8M, -6% YoY) for fiscal year ended March 31, 2026. Data Centers adjusted EBITDA margin was 19.4%, Commercial HVAC 16.7%, and Performance Technologies 13.8%. Company recorded $20.6M restructuring charges, $4.1M impairment (Germany facility), $3.9M asset sale loss, $5.3M acquisition integration costs, and $15.0M disposition costs related to pending Reverse Morris Trust transaction with Gentherm.
Why this rating
Reorganization and cost items are routine. Data Centers growth is real but mixed with dispositions underway. Modine is ~$3.2B annual revenue; $1.1B Data Centers segment is material but segment realignment alone is administrative disclosure.
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