Geopolitics Alpha

Modine Manufacturing Co (MOD) (Q2 2027) Earnings Call Highlights: Data Center Revenue Jumps 95% ...

Published . Updated .

Key takeaways

  • Modine Manufacturing Co (MOD) posted 35% total sales growth and raised its fiscal 2027 outlook to $3.1--$3.2 billion, even as supply chain pressures and material inflation weighed on margins.
  • Exposed: QQQ, AIQ, GOOGL, MSFT, META
  • Market reaction: price tracking starts with the next trading session.

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Modine Manufacturing Co (MOD) (Q2 2027) Earnings Call Highlights: Data Center Revenue Jumps 95% ...

Modine Manufacturing Co (MOD) posted 35% total sales growth and raised its fiscal 2027 outlook to $3.1--$3.2 billion, even as supply chain pressures and material inflation weighed on margins.

Directly affected

  • MOD Modine Manufacturing-35.0% 30d

    Named in this report.

Indirectly affected

  • QQQ Invesco QQQ-9.8% 30d

    Invesco QQQ: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story.

  • AIQ Global X Artificial Intelligence & Technology ETF-2.2% 16d

    Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story.

  • TIP iShares TIPS Bond ETF-0.4% 30d

    iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • IYT iShares U.S. Transportation ETF

    iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story.

  • MSFT Microsoft+4.0% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.

  • GOOGL Alphabet-17.2% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.

  • AMZN Amazon.com+0.5% 30d

    Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.

  • META Meta Platforms-16.6% 30d

    Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
MOD+41.28%+25.58%baseafter closeafter closeafter closeafter close
QQQ+3.43%-1.51%baseafter closeafter closeafter closeafter close
AIQ+5.11%-1.32%baseafter closeafter closeafter closeafter close
TIPNo price data for this ticker———————
IYTNo price data for this ticker———————
MSFT-4.62%-8.82%baseafter closeafter closeafter closeafter close
GOOGL-1.88%-3.44%baseafter closeafter closeafter closeafter close
AMZN-8.41%-7.66%baseafter closeafter closeafter closeafter close
META-0.86%-3.69%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Modine Manufacturing Co (MOD) (Q2 2027) Earnings Call Highlights: Data Center Revenue Jumps 95% ... Yahoo Finance

Source: Yahoo Finance

The price since 5 Nov 2026: Invesco Qqq Trust, Series 1 (QQQ) versus the S&P 500

CompanyWhenMoveStatus
Global X Fds (AIQ)three days earlier-1.32%final price
Global X Fds (AIQ)five days earlier+5.11%final price
Amazon Com (AMZN)three days earlier-7.66%final price
Amazon Com (AMZN)five days earlier-8.41%final price
Alphabet (GOOGL)three days earlier-3.44%final price
Alphabet (GOOGL)five days earlier-1.88%final price
Meta Platforms (META)three days earlier-3.69%final price
Meta Platforms (META)five days earlier-0.86%final price
MODthree days earlier+25.58%final price
MODfive days earlier+41.28%final price
Microsoft (MSFT)three days earlier-8.82%final price
Microsoft (MSFT)five days earlier-4.62%final price
Invesco Qqq Trust, Series 1 (QQQ)three days earlier-1.51%final price
Invesco Qqq Trust, Series 1 (QQQ)five days earlier+3.43%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Invesco Qqq Trust, Series 1 (QQQ)

Companies carried with this story

  • QQQ Invesco Qqq Trust, Series 1

    In “Modine Manufacturing Co (MOD) (Q2 2027) Earnings Call Highlights: Data Center Revenue Jumps 95% ...,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story

  • AIQ Global X Fds

    For “Modine Manufacturing Co (MOD) (Q2 2027) Earnings Call Highlights: Data Center Revenue Jumps 95% ...,” Global X Fds (AIQ) is linked, with no stored direction, medium confidence. Reason on file: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story

  • GOOGL Alphabet

    In “Modine Manufacturing Co (MOD) (Q2 2027) Earnings Call Highlights: Data Center Revenue Jumps 95% ...,” Alphabet (GOOGL) is linked, with no stored direction, medium confidence. Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story

  • MSFT Microsoft

    Microsoft (MSFT) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Modine Manufacturing Co (MOD) (Q2 2027) Earnings Call Highlights: Data Center Revenue Jumps 95% ....” Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story

  • META Meta Platforms

    For “Modine Manufacturing Co (MOD) (Q2 2027) Earnings Call Highlights: Data Center Revenue Jumps 95% ...,” Meta Platforms (META) is linked, with no stored direction, medium confidence. Reason on file: Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story

  • AMZN Amazon Com

    Amazon Com (AMZN) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Modine Manufacturing Co (MOD) (Q2 2027) Earnings Call Highlights: Data Center Revenue Jumps 95% ....” Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story

Invesco Qqq Trust, Series 1 (QQQ)

The 5 Nov 2026 story “Modine Manufacturing Co (MOD) (Q2 2027) Earnings Call Highlights: Data Center Revenue Jumps 95% ...” names Invesco Qqq Trust, Series 1 (QQQ) because of this story.

Invesco Qqq Trust, Series 1 (QQQ) is on the page because Invesco QQQ: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story

A second company, Global X Fds (AIQ), is listed for a different reason: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story

Price levels for Invesco Qqq Trust, Series 1 (QQQ)

AIQ traded between 61.70 and 67.40 across 13 sessions. The latest close on file is 62.94. GOOGL traded between 276.93 and 359.38 across 20 sessions. The latest close on file is 279.90. QQQ traded between 680.34 and 757.18 across 20 sessions. The latest close on file is 685.32.

How strong the case is around Invesco Qqq Trust, Series 1 (QQQ)

46 out of 100

“Modine Manufacturing Co (MOD) (Q2 2027) Earnings Call Highlights: Data Center Revenue Jumps 95% ...” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.