MOD Stock: HOLD Call - Revenue +47% YoY on the Data-Center Cooling Boom Q4 FY2026

Modine Manufacturing Q4 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $270.45 -> HOLD - ACCUMULATE below $215.00 with $175.00 reassess level - TRIM above $340.00 TRIGGER: Data center sales sustaining triple-digit YoY growth AND FY27 sales tracking the high end of the +20-35% guide WINDOW: 12-18 months - the data center capacity expansion and spin-off both play out WALL STREET CONSENSUS - Ratings: 4 Strong Buy / 6 Buy / 5 Hold / 1 Sell / 0 Strong Sell -> BUY - Median 12-month PT: $325.00 (range $263 - $370) THESIS Modine is a fast-growing data center cooling company, with Climate Solutions up eighty seven percent, record revenue, and a four billion dollar chiller agreement, that has already re-rated roughly three-fold in a year. Bull lever: Data center cooling sales grew one hundred fifty eight percent and now exceed four hundred million a quarter; the pending Performance Technologies spin-off leaves a purer, faster-growing cooling business. Key risk: After a three-fold run the stock trades near thirty eight times forward earnings, leaving little margin for any slowdown in hyperscaler capex or spin-off execution. KEY METRICS - Q4 FY2026 - Revenue: $0.95B record (+47.5% YoY) - GAAP diluted EPS: $1.36 (+47.8% YoY); adjusted EPS $1.71 (+53%) - Climate Solutions sales +87% to $665.9M; Data Centers +158% (over $400M in the quarter) - Free Cash Flow: $125.1M (up from $27M YoY); FCF margin ~13% - GAAP Operating margin: 10.9% - Net debt cut to ~$363M after a ~$431M Q4 debt paydown; landmark $4B chiller agreement - NOTE: The prior-quarter (Q3) GAAP loss was a ONE-TIME non-cash pension termination charge ($116.1M), not an operating miss - FY27 guide: sales +20% to +35%; adjusted EBITDA $650M-$680M (+38-44%) - Pending spin-off of Performance Technologies (Reverse Morris Trust with Gentherm) DISCLAIMER This is for informational and educational purposes only. Not financial advice. Charged Alpha does not have a position in MOD. #MOD #Modine #earnings #investing #stocks #ChargedAlpha #DataCenter #AI #Cooling