MOD at a glance
MODINE MANUFACTURING CO (MOD, SEC CIK 67347) filed its latest 10-K annual report on May 27, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on October 1, 2026 and Form 4 insider filings as recently as September 29, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended March 31, 2026 (FY2026), MODINE MANUFACTURING CO (MOD) reported revenue of $3.2 billion (up 23.1% from FY2025) and net income of $121.5 million. Diluted EPS was $2.26.
- As of June 30, 2026, 39 institutional investment managers tracked by SignalX reported holding MODINE MANUFACTURING CO (MOD) shares worth $5.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Agen Brian Jon on September 10, 2026 of 4,306 shares at $180.30 per share.
- In the last 90 days, MOD insiders reported 0 open-market purchases ($0) and 1 open-market sale ($776K) on Form 4, a net sale of $776K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $3.2B
- +23.1% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$776K
- 13F holders
- 39 funds
- $5.0B · +5 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Item 1.01 · Item 2.01 · Item 5.02 · Item 8.01 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Segment or product-line performance numbers not disclosed
- Cash position, operating cash flow, and capital deployment not disclosed
- Headwinds: geopolitical tensions, tariffs, supply-chain disruptions, inflation, labor shortages, and data-center execution risks
AI summary of the MOD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Item 1.01 references a Form 8-K filed January 29, 2026
Item 2.01: Completion of Acquisition or Disposition of Assets
- Modine completed the Performance Technologies disposition through separation, distribution and merger
- Modine received a cash distribution, while record-date shareholders received Gentherm common stock
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jeremy M. Patten departed as President, Performance Technologies
- Departure effective upon completion of the Transactions
Item 8.01: Other Events
- Cash Distribution received from SpinCo at transaction closing
- Net proceeds used to prepay borrowings under the July 10, 2025 credit agreement
Item 7.01: Regulation FD Disclosure
- No substantive Regulation FD disclosure or investor-actionable business update shown
Item EX-99.1: Item EX-99.1
- Performance Technologies spin-off and Gentherm combination completed through a Reverse Morris Trust transaction
- Modine shareholders received 0.44619 Gentherm shares per Modine share, retaining their existing Modine shares
Item 7.01: Regulation FD Disclosure
- SpinCo distribution record date: September 28, 2026; Modine shareholders receive one SpinCo share per Modine share
- Gentherm exchange ratio expected to increase, resulting in approximately 2,902,466 additional Gentherm shares issued
Item EX-99.1: Item EX-99.1
- SpinCo distribution set for October 1, 2026, followed immediately by Gentherm’s merger with Modine’s Performance Technologies business
- Modine shareholders receive one SpinCo share per Modine share, converted into Gentherm stock while retaining their Modine shares
Item EX-99.1: Item EX-99.1
- Planned October 1, 2026 closing combines Modine with Gentherm after Performance Technologies spinoff
- Proposed Modexus Solutions identity targets data-center cooling, commercial HVAC and refrigeration growth markets
Item 8.01: Other Events
- Planned name change to Modexus Solutions following Performance Technologies spinoff and Gentherm merger
- Transactions remain subject to shareholder approval of Articles of Incorporation amendment
AI summaries of MOD 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MOD
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Patten Jeremy Michael | F | Sep 28, 2026 | 631 | $198.07 |
| Agen Brian Jon | Sell | Sep 10, 2026 | 4,306 | $180.30 |
| Agen Brian Jon | M | Sep 10, 2026 | 1,988 | $12.28 |
| Agen Brian Jon | M | Sep 10, 2026 | 4,090 | - |
| Agen Brian Jon | M | Sep 10, 2026 | 3,779 | - |
| Agen Brian Jon | M | Sep 10, 2026 | 1,706 | - |
| Agen Brian Jon | M | Sep 10, 2026 | 2,353 | $6.62 |
| Agen Brian Jon | M | Sep 10, 2026 | 928 | $17.79 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.6B | $3.2B |
| Gross Profit | - | $643.8M | $731.1M |
| Operating Income | - | $283.5M | $342.4M |
| Net Income | - | $184.0M | $121.5M |
| Gross Margin | - | 24.9% | 23.0% |
| Op. Margin | - | 11.0% | 10.8% |
| Net Margin | - | 7.1% | 3.8% |
| Balance Sheet | |||
| Total Assets | $1.9B | $1.9B | $2.7B |
| Equity | - | $910.2M | $1.2B |
| ROE | - | 20.2% | 10.2% |
| Per Share | |||
| EPS | - | $3.42 | $2.26 |
| Cash Flow | |||
| Operating CF | - | $213.3M | $248.7M |
| CapEx | $87.7M | $84.0M | $143.3M |
Source: XBRL data in MODINE MANUFACTURING CO (MOD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MOD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 39 | $5.00B |
| Q1 2026 | 34 | $4.59B |
| Q4 2025 | 30 | $3.07B |
| Q3 2025 | 30 | $3.38B |
| Q2 2025 | 29 | $2.12B |
| Q1 2025 | 24 | $1.59B |
| Q4 2024 | 20 | $1.99B |
| Q3 2024 | 19 | $1.16B |
- Citadel Advisors LLC+280.9K (+192%)
- Morgan Stanley+253.4K (+48%)
- Raymond James Financial+212.4K (+75%)
- FMR LLC (Fidelity)+178.6K (+20%)
- D.E. Shaw & Co+108.4K (+31%)
- BlackRock−1.22M (-30%)
- T. Rowe Price Group−778.6K (-45%)
- JPMorgan Chase & Co−476.3K (-56%)
- State Street Corp−317.1K (-21%)
- Principal Financial Group−272.6K (-46%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 225 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MOD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 4 | Sep 29, 2026 | - | - | - |
| 8-K | Sep 17, 2026 | - | Analysis | - |
| 4 | Sep 14, 2026 | - | - | - |
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 8-K | Aug 21, 2026 | - | Analysis | - |
| 4 | Aug 21, 2026 | - | - | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - |
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MOD SEC filings: frequently asked questions
Are MOD insiders buying or selling?
In the last 90 days, MODINE MANUFACTURING CO (MOD) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $776,372 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MOD stock?
As of June 30, 2026, the largest MODINE MANUFACTURING CO (MOD) holders among the 13F filers tracked by SignalX were BlackRock ($765.5 million), Vanguard Capital Management LLC ($635.6 million), Vanguard Portfolio Management LLC ($588.8 million), Invesco Ltd ($338.2 million), State Street Corp ($312.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MOD's revenue in fiscal year 2026?
For the fiscal year ended March 31, 2026 (FY2026), MODINE MANUFACTURING CO (MOD) reported revenue of $3.2 billion (up 23.1% from FY2025) and net income of $121.5 million. Diluted EPS was $2.26. The figures come from the XBRL data in the 10-K.
What did MOD report in its latest 8-K?
MODINE MANUFACTURING CO (MOD) filed an 8-K on October 1, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement), Item 2.01 (Completion of Acquisition or Disposition of Assets), Item 5.02 (Departure/Appointment of Directors or Principal Officers), Item 8.01 (Other Events) and Item 7.01 (Regulation FD Disclosure). Item 1.01 references a Form 8-K filed January 29, 2026.
What are the latest MOD SEC filings?
MODINE MANUFACTURING CO (MOD) filed its latest 10-K annual report on May 27, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on October 1, 2026 and a Form 4 insider filing on September 29, 2026.
What is MOD's SEC CIK number?
MODINE MANUFACTURING CO (MOD)'s SEC Central Index Key (CIK) is 67347. EDGAR lists every MOD filing under that number.
Ask anything about MOD
The research agent reads MOD's filings, financials, insider trades and 13F holders, then answers with sources.