$MOD (MODINE MANUFACTURING) — 8-K: MOD Q2 FY27: Adj EPS $1.35 misses Street's $1.52 by $0.17 (-11.4%) despite 34.6% revenue growth

Adjusted EPS of $1.35 came in below the $1.52 consensus, a miss of $0.17 or 11.4%, even as revenue rose 34.6% YoY to $994M. Management guided FY2027 revenue to $3.1B-$3.2B and adjusted EBITDA to $470M-$500M for the continuing business post-spin. The top-line print was powered by Data Centers sales up 95% and Commercial HVAC up 23%, though gross margin compressed 160 bps to 20.7% on higher material, component and tariff costs.

Adjusted EPS of $1.35 came in below the $1.52 consensus, a miss of $0.17 or 11.4%, even as revenue rose 34.6% YoY to $994M. Management guided FY2027 revenue to $3.1B-$3.2B and adjusted EBITDA to $470M