The Zacks Analyst Blog Features Modine Manufacturing, Atmus Filtration Technologies, and LCI Industries

Press Release

Chicago, IL – February 25, 2026 – Zacks.com has released its latest selection of stocks featured in the Analyst Blog. Each day, Zacks Equity Research analysts provide insights into current events and trends affecting the stock market. The most recent blog highlights the following companies: Modine Manufacturing Co. (MOD), Atmus Filtration Technologies Inc. (ATMU), and LCI Industries (LCII).

Key Takeaways from Tuesday’s Analyst Blog

Three Leading Auto OEM Stocks with Upward Estimate Revisions in a Challenging Market

The U.S. auto original equipment manufacturer (OEM) sector is navigating a difficult period. Vehicle sales are projected to slow in 2026, as persistent high interest rates, increased car prices, and tighter consumer budgets continue to impact affordability.

Despite these headwinds, three auto OEM stocks with a top Zacks Rank have recently received upward revisions to their earnings and revenue estimates. These companies delivered impressive results in their latest quarterly reports, and investors anticipate continued strong performance throughout the year.

• Modine Manufacturing Co.
• Atmus Filtration Technologies Inc.
• LCI Industries

All three currently hold a Zacks Rank #1 (Strong Buy). See the full list of Zacks #1 Rank stocks here.

Company Highlights

Modine Manufacturing Co.

For the third quarter of fiscal 2026, Modine posted adjusted earnings of $1.19 per share, surpassing the Zacks Consensus Estimate of $0.99. Revenue for the quarter reached $805 million, exceeding expectations by 5.9%.

Modine’s growth is fueled by rising demand in the data center market, expanding profit margins, and a strategic portfolio shift. The company’s exposure to hyperscale data centers and a robust project pipeline position it for 50-70% annual growth in this segment over the next two years, according to management.

Long-term contracts provide revenue stability, while the company’s pipeline reflects ongoing demand for AI-driven infrastructure, supporting both operational leverage and earnings visibility.

The Climate Solutions division continues to show margin improvement, with third-quarter margins rising sequentially. Modine anticipates fourth-quarter margins in the 20-21% range and expects to finish fiscal 2026 with its highest quarterly margin to date. The target for fiscal 2027 is a 20-23% margin for Climate Solutions, indicating further progress.

Modine is also restructuring its portfolio through a Reverse Morris Trust transaction, merging its Performance Technologies business with Gentherm. After completion, Modine will focus solely on Climate Solutions, with the deal expected to close in the fourth quarter of 2026.

Looking ahead to the year ending March 2027, Modine forecasts revenue growth of 21.3% and earnings growth of 49.9%. The consensus estimate for next year’s earnings has increased by 0.6% over the past week.

Atmus Filtration Technologies Inc.

Atmus Filtration Technologies develops and produces filtration and media solutions for a range of markets, including trucks, buses, agriculture, construction, mining, marine, and power generation. Its products are sold under the Fleetguard brand both in the U.S. and internationally.

In the fourth quarter of 2025, Atmus reported earnings of $0.66 per share, topping the Zacks Consensus Estimate of $0.57. Revenue for the quarter was $446.6 million, 5.75% above expectations.

For the current year, Atmus anticipates revenue growth of 13% and earnings growth of 7.3%. The consensus estimate for annual earnings has risen by 4.6% in the past week.

LCI Industries

LCI Industries supplies components to the recreational vehicle and manufactured housing sectors, as well as related markets such as buses, cargo and equestrian trailers, marine, and heavy trucks. The company operates through two main divisions: Original Equipment Manufacturers and Aftermarket.

Its product range includes awnings, suspension systems, chassis, doors, laminates, electronics, interiors, software, windows, glass, and thermoformed bath and kitchen products.

For the fourth quarter of 2025, LCI Industries reported earnings of $0.89 per share, beating the Zacks Consensus Estimate of $0.69. Quarterly revenue reached $932.7 million, exceeding estimates by 1.59%.

LCI expects revenue to grow by 3.5% and earnings by 17.8% this year. The consensus estimate for annual earnings has improved by 7.2% in the last seven days.

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Contact Information

• Zacks Investment Research
• 800-767-3771 ext. 9339

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• Modine Manufacturing Company (MOD): Free Stock Analysis Report
• LCI Industries (LCII): Free Stock Analysis Report
• Atmus Filtration Technologies Inc. (ATMU): Free Stock Analysis Report

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