Modine Manufacturing Company · NYSE:MOD
Modine Manufacturing — Corporate Update (July 2025)
5 slides from Modine Manufacturing's corporate update, Jul 1, 2025
Slide 1: Segment Product Group Changes Effective FY26
Segment Product Group Changes Effective FY26 July 2025
Slide 2: Product Group Changes – Revenue Re-segmentation Effective FY26
Product Group Changes – Revenue Re-segmentation Effective FY26 2 ➢ Changes in product group reporting structures are a normal part of the 80/20 cycle ➢ In September of 2024, management shared plans for new product groups during Modine’s Investor Day, planned to begin in the 1Q of Fiscal 2026 ➢ Due t
Slide 3: Performance Technologies Re-segmentation Effective FY26
Performance Technologies Re-segmentation Effective FY26 3 CURRENT PRODUCT GROUPS AIR-COOLED APPLICATIONS LIQUID-COOLED APPLICATIONS ADVANCED SOLUTIONS $609M FY25 Sales $405M FY25 Sales $129M FY25 Sales • AC - Automotive • AC - Commercial Vehicle • AC - Off-Highway • AC - GenSets • LC - Automotive •
Slide 4: Climate Solutions Re-segmentation Effective FY26
Climate Solutions Re-segmentation Effective FY26 4 CURRENT PRODUCT GROUPS HEAT TRANSFER PRODUCTS HVAC&R DATA CENTERS $403M FY25 Sales $394M FY25 Sales $644M FY25 Sales • OE and Aftermarket Coils • Anti-Corrosive Coatings • Heating Products • Refrigeration Coolers • School IAQ • Commercial IAQ • Data
Slide 5: Re-segmentation of Segment Product Groups Revenue
Modine Manufacturing Company Re-segmentation of Segment Product Groups Revenue (unaudited) (In millions) Climate Solutions product groups: Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 FY 2025 FY 2024 HVAC Technologies $ 50.0 $ 69.5 $ 72.5 $ 65.0 $ 257.0 $ 207.5 Heat Transfer Solutions 144.6 138.0 121.3 135.5 539