Modine Manufacturing Company (MOD) Q4 2025 Earnings Call Transcript

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Q4: 2025-05-20 Earnings Summary

Insights
EPS of $1.12 beats by $0.17
 | Revenue of $647.20M (7.24% Y/Y) beats by $15.74M

Modine Manufacturing Company (NYSE:MOD) Q4 2025 Earnings Conference Call May 21, 2025 11:00 AM ET

Company Participants

Kathy Powers - VP, Treasurer and IR
Neil Brinker - President and CEO
Mick Lucareli - EVP and CFO

Conference Call Participants

Chris Moore - CJS Securities
Matt Summerville - D.A. Davidson
Brian Drab - William Blair
Noah Kaye - Oppenheimer

Operator

Good morning, ladies and gentlemen. And welcome to Modine's Fourth Quarter and Fiscal Year 2025 Earnings Conference Call [Operator Instructions]. As a reminder, this conference call is being recorded. I would now like to turn the call over to your host, Ms. Kathy Powers, Vice President, Treasurer and Investor Relations. Thank you. You may begin.

Kathy Powers

Good morning. And welcome to our conference call to discuss Modine's fourth quarter and full year fiscal 2025 results. I'm joined by Neil Brinker, our President and Chief Executive Officer; and Mick Lucareli, our Executive Vice President and Chief Financial Officer. The slides that we will be using for today's presentation are available on the Investor Relations section of our Web site, modine.com. On Slide 3 of the deck is our notice regarding forward-looking statements. This call will contain forward-looking statements as outlined in our earnings release as well as in our company's filings with the Securities and Exchange Commission. With that, I'll turn the call over to Neil.

Neil Brinker

Thank you, Kathy. And good morning, everyone. We closed out the year with a strong fourth quarter performance. This was another record year for Modine with the highest reported sales and profitability in our history for the third year in a row. For the past three years, our strategy has been to shift our business mix to drive top line growth and expand EBITDA margin. We've made significant investments in order to spur this growth. And for the first time in our

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