๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $1.71 (Est. $1.55) โ
โข Revenue: $954.4M (Est. $920.68M) โ
โข Adj. EBITDA: $146.1M, +40% YoY
โข Climate Solutions revenue: $665.9M, +87% YoY
โข Data Centers revenue: +158% YoY
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข FY27 Revenue growth: +20% to +35%
โข FY27 Adj. EBITDA: $650Mโ$680M
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Record Q4 and FY26 results driven by data center cooling demand
โข Signed landmark $4B long-term chiller agreement with hyperscale customer
โข Expanding manufacturing capacity for data center products at record pace
โข Pending spin-off of Performance Technologies to focus on higher-growth Climate Solutions business
โข Gross margin pressured by temporary expansion costs, tariffs, and material inflation