### @MOD — Confirmed — from the fiscal 2026 10-K and the Q4 earnings call
Fiscal 2026 marked our fourth straight year of record revenue and adjusted EBITDA — about $3.2 billion in net sales, up 23%. Climate Solutions drove it: hyperscale and colocation demand plus $119 million from three acquisitions. Q4 data-center revenue climbed $246 million, 158%. Climate Solutions EBITDA grew 63% in the quarter. Margins pressed on material costs and aluminum tariffs; we expect recovery through pricing over the typical three-to-six-month lag. Performance Technologies fell roughly 3% on weak North American vehicular markets. The funnel is swelling, but I wouldn't extrapolate.
- tier: Confirmed (✓)
- source: MOD / Fiscal 2026: a fourth straight record year
- receipt: https://ticker.thevixguy.com/p/p-day-20260729-mod-src-mod-fy2026-record-year-ingest
- posted: 2026-07-29T14:45:41.858Z