业绩总结 - Modine在2025财年第一季度实现了净销售6.615亿美元，毛利润为1.626亿美元，毛利率为24.6%[40] - 性能技术部门的调整后EBITDA增长了25%，调整后EBITDA利润率为14%[15][16] - 气候解决方案部门的净销售额从Q1 FY24的2.867亿美元增长至Q1 FY25的3.573亿美元[20] - Modine预计2025财年净销售增长6%至11%，调整后EBITDA为3.75亿至3.95亿美元，调整后每股收益为3.65至3.95美元[49] 用户数据 - Climate Solutions部门2024年第二季度净销售额为3.572亿美元，同比增长10%[76] - 性能技术部门的净销售额从Q1 FY24的3.431亿美元下降至Q1 FY25的3.090亿美元[30] 未来展望 - Modine预计2025财年净销售增长6%至11%，调整后EBITDA为3.75亿至3.95亿美元，调整后每股收益为3.65至3.95美元[49] 新产品和新技术研发 - Modine在2025财年第一季度取得了强劲的开局，气候解决方案部门的收购表现良好[6][10] 市场扩张和并购 - 气候解决方案部门的净销售额从Q1 FY24的2.867亿美元增长至Q1 FY25的3.573亿美元[20] 负面信息 - 性能技术部门的净销售额从Q1 FY24的3.431亿美元下降至Q1 FY25的3.090亿美元[30] 其他新策略和有价值的信息 - Modine的自由现金流为1400万美元，净债务为3.63亿美元，杠杆率为1.1倍[46] - 公司2025财年指导包括调整后EBITDA和调整后每股收益，不包括重组费用、收购和整合成本等[78]

收购与出售业务 - 公司通过收购Scott Springfield Manufacturing和Napps Technology Corporation扩大了数据中心和室内空气质量产品组合，支持公司的增长战略和改善室内空气质量的使命[124] - 公司出售了三家位于德国的汽车业务,支持公司将资源优先投向利润率更高的技术[125] 财务表现 - 第一季度销售额增加6%,主要由于气候解决方案分部销售额增加,部分被性能技术分部销售额下降所抵消[126] - 第一季度毛利增加34.7百万美元,毛利率提高400个基点至24.6%,主要由于有利的销售组合、平均售价上升和原材料成本下降[131,132] - 第一季度销售、一般及管理费用增加21.4百万美元,主要包括来自收购业务的额外费用和更高的薪酬相关费用[133] - 第一季度营业利润增加7.9百万美元,主要由于运营分部毛利增加,部分被销售、一般及管理费用和重组费用增加所抵消[135] - 气候解决方案分部第一季度销售额增加25%,主要由于销量增加,包括来自收购业务的41.1百万美元增量销售[141] - 性能技术分部第一季度销售额下降10%,主要由于销量下降,包括出售德国三家汽车业务导致的24.3百万美元销售额减少[148] 资本支出与债务 - 资本支出在2025财年前三个月为2680万美元，较上年同期增加1170万美元，主要用于支持数据中心产品产能提升等战略增长举措[156] - 公司信贷协议要求维持一定的杠杆率和利息覆盖率，截至2024年6月30日公司符合债务契约要求，预计未来将继续符合[157][158] 养老金计划 - 公司拟终止美国养老金计划，预计将向部分参与者提供一次性分配选择，并将为计划注资1500万至3000万美元，同时预计将确认1.2亿至1.3亿美元的一次性结算损失[159] 股票回购 - 截至2024年6月30日，公司在当前回购计划下尚有3210万美元的回购授权额度，未来回购决策将取决于业务状况、其他现金需求和股价等因素[160] 风险因素 - 公司面临的主要风险包括宏观经济和金融市场波动、原材料价格上涨、供应链挑战、劳动力成本和短缺、信息系统中断等[162][163][164] 内部控制 - 公司正在采取措施整改欧洲IT系统访问控制方面的内部控制缺陷，预计将在未来一段时间内完成整改[175][176][177][178] - 公司于2024财年第四季度完成了对Scott Springfield Manufacturing的收购，正在评估和整合其运营、流程和内部控制[179][180]

Modine (MOD) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.86 per share. This compares to earnings of $0.85 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 20.93%. A quarter ago, it was expected that this heating and cooling products maker would post earnings of $0.79 per share when it actually produced earnings of $0.77, delivering a surprise of -2.53%.Over the last four quart ...

财务业绩 - 第一季度销售额为6.615亿美元，同比增长6%，其中有机销售额增长4%[3] - 调整后EBITDA为1.009亿美元，同比增长25%[3] - 调整后每股收益为1.04美元，同比增长22%[3] - 净销售额为6.615亿美元，同比增长6.3%[27] - 毛利率为24.6%，同比提升4个百分点[38] - 调整后EBITDA为1.009亿美元，同比增长25.4%[40] - 调整后每股收益为0.88美元，同比增长3.5%[41] - 自由现金流为1370万美元[51] - 净负债为3.63亿美元，较上季度下降2.3%[49] 业务分部表现 - 气候解决方案分部销售额为3.573亿美元，同比增长25%，其中有机销售额增长10%[11] - 气候解决方案分部调整后EBITDA为7,190万美元，同比增长31%[11] - 性能技术分部销售额为3.09亿美元，同比下降10%，剔除剥离影响后有机销售额下降1%[12] - 性能技术分部调整后EBITDA为4,370万美元，同比增长25%[12] - 气候解决方案分部毛利率为28.2%，性能技术分部毛利率为20.6%[38] - 气候解决方案分部营业利润为5980万美元，性能技术分部营业利润为3150万美元[39] - 气候解决方案分部调整后EBITDA利润率为20.1%，性能技术分部为14.1%[46] - 气候解决方案部门销售额为357.2百万美元，同比增长10%[1] - 性能技术部门销售额为304.3百万美元，同比下降1%[1] 公司展望 - 公司预计2025财年销售额增长6%至11%，调整后EBITDA为3.75亿美元至3.95亿美元，调整后每股收益为3.65美元至3.95美元[4,15] - 公司表示数据中心和固定电力发电等高增长高利润领域的业务动力强劲，将有助于抵消汽车、农业和建筑设备市场的进一步疲软[5,15] - 完成收购Scott Springfield Manufacturing公司，预计将带来协同效应[43] 公司整体表现 - 公司总销售额为661.5百万美元，同比增长4%[1] - 公司剥离部分业务后的销售额为598.1百万美元[1] - 公司汇率变动对销售额产生4.1百万美元的正面影响[1]

Strong growth in data centers and continued margin improvement provided a strong start to fiscal 2025, leading to an upward revision to full-year earnings outlook RACINE, Wisc., July 30, 2024 /PRNewswire/ -- Modine (NYSE: MOD), a diversified global leader in thermal management technology and solutions, today reported financial results for the quarter ended June 30, 2024.First Quarter Highlights:Net sales of $661.5 million increased 6 percent from the prior year, organic sales increased 4 percentOperating in ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score ...

Investors interested in Automotive - Original Equipment stocks are likely familiar with AB Volvo (VLVLY) and Modine (MOD) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style ...

designer491/iStock via Getty Images Intro & Thesis I've been covering the Modine Manufacturing (NYSE:MOD) stock here on Seeking Alpha since November 2022. Since then, the stock has risen by an impressive 462%, which is phenomenal compared to any broad market index. However, my bullish rating shifted to neutral in mid-April of this year (despite that, the MOD stock continued to grow further). Seeking Alpha, my coverage of MOD stock Anyway, I believe the thesis of my last article remains relevant: I thi ...

The Russell 2000 is a benchmark index representing small-cap stocks. Its holdings are in a wide range of industries, including financials, industrials, information technology, healthcare and consumer discretionary.The Russell 2000 also recently underwent its annual rebalancing in late June. This allows for a number of new stocks to be added and stocks that no longer fit the index’s criteria to be dropped.Below, I discuss three stocks included in the Russell 2000 Index that are strong buys for investors, esp ...

Shares of Modine Manufacturing Company (MOD) reached an all-time high of $117.04 on Jul 16, 2024. It is currently trading around just 2% off its record-high levels. Year to date, shares of MOD have surged more than 90%, handily outperforming the industry and close peers, including Dana Inc. (DAN) and Gentherm Inc. (THRM) .YTD Price Comparison Image Source: Zacks Investment Research The impressive stock performance of MOD, which is a global leader in thermal management solutions, could be largely attributed ...