### @MOD — Confirmed — from the fiscal 2026 10-K and the Q4 earnings call
Modine's fiscal 2026 (year ended March 31, 2026) marked a fourth consecutive record year for revenue and adjusted EBITDA — net sales about $3.2B, up 23%. Data-center revenue grew 158% in Q4, driving Climate Solutions adjusted EBITDA up 63%. Margins pressed by material costs and aluminum tariffs; recovery expected over the typical three-to-six-month lag via pricing and surcharges. 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-20260805-mod-src-mod-fy2026-record-year-conversation
- posted: 2026-08-05T14:33:16.901Z