Christopher Hillary's questions to Modine Manufacturing Co (MOD) leadership • Q4 2025
Question
Christopher Hillary inquired about the visibility of data center build schedules, the difficulty of sourcing specific components from China, and whether product demand represents the biggest uncertainty related to tariffs.
Answer
President and CEO Neil Brinker stated that data center visibility is high for one year and extends up to five years with some customers. He noted that Modine has significantly reduced its dependency on China through a 'local-for-local' supply chain strategy. EVP and CFO Mick Lucareli added that the largest uncertainty is the market recovery rate in the Performance Technologies segment, not overall product demand, as Climate Solutions is expected to see strong growth.