Modine ManufacturingPrefer Sterling in Google
Add sterlingcharts.com as a preferred source so our charts can appear with a preferred badge in Google Top Stories, AI Mode, and AI Overviews.
Register for a premium account to gain access to Sterling AI.
Get StartedThings you can ask Sterling:
| Period | Printed fact |
|---|---|
| March 2026 (agreement date) | Long-term capacity agreement with one strategic data center customer (10-K contract-liability footnote) |
| Calendar 2027 through 2029 | Expect to sell more than $4 billion of data center cooling products to this customer. 10-K: no assurance the customer will purchase the projected amounts |
| Up-front deposit (FY2026) | $165.0 million customer deposit to support capacity investment (10-K footnote) |
| Period | Data Centers sales | Basis |
|---|---|---|
| FY2024 | 294.2 | Actual ($ millions, July 2025 product-group recast) |
| FY2025 | 644.2 | Actual ($ millions, July 2025 product-group recast) |
| FY2026 | 1,108.2 | Actual ($ millions, July 2026 segment recast) |
| FY2027 | +60% to +80% | Company outlook as of Q1 FY2027, not an actual |
| FY2028 | More than $2 billion | Company target as printed, not an actual |
| Period | Printed order-book fact |
|---|---|
| Q3 FY2026 | First of three consecutive record order-intake quarters (Q4 FY2026 slides: second consecutive quarter of record order intake at year-end) |
| Q4 FY2026 | Second consecutive quarter of record order intake (Q4 FY2026 Exhibit 99.2) |
| Q1 FY2027 | Third consecutive quarter of record order intake. Backlog nearly double the year-ago level (Q1 FY2027 Exhibit 99.1) |
| Period | Climate Solutions (%) | Data Centers (%) | Commercial HVAC (%) | Performance Technologies (%) | Company (%) |
|---|---|---|---|---|---|
| Q1 FY2026 | 7 | -7 | 0 | ||
| Q2 FY2026 | 15 | -4 | 7 | ||
| Q3 FY2026 | 36 | 0 | 21 | ||
| Q4 FY2026 | 70 | -4 | 37 | ||
| Q1 FY2027 | 90 | 6 | -4 | 24 |