We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
3 Top Auto OEM Stocks With Solid Estimates Revision in a Tough Scenario
Read MoreHide Full Article
Key Takeaways
MOD posted Q3 fiscal 2026 EPS of $1.19, beating estimates, with revenue up 5.9% above consensus.
ATMU topped Q4 2025 EPS and revenue estimates, with earnings outlook revised 4.6% higher in seven days.
LCII beat Q4 2025 estimates, while current-year EPS estimates climbed 7.2% in a week.
The U.S. automotive – original equipment manufacturer (OEM) industry has been facing a challenging environment. U.S. vehicle sales are expected to moderate in 2026 as high interest rates, elevated car prices, and tighter household budgets continue to weigh on affordability.
Nevertheless, we have narrowed our search to three auto OEM stocks with a top Zacks Rank that have seen positive earnings and revenue estimate revisions in the last seven days. These companies came up with strong results in their last reporting quarter. Market participants are expecting these companies to do robust business this year despite a tough landscape.
Modine reported third-quarter fiscal 2026 adjusted earnings of $1.19 per share, beating the Zacks Consensus Estimate of $0.99 per share. Quarterly revenues of $805 million surpassed the Zacks Consensus Estimate by 5.90%.
MOD presents a compelling growth story driven by accelerating data center demand, expanding margins and disciplined portfolio transformation. MOD is benefiting from strong hyperscale exposure and multi-year pipeline visibility, with management expecting 50-70% annual growth in the data center business over the next two fiscal years.
Modine’s Climate Solutions segment is showing margin expansion momentum. Margins improved sequentially in fiscal third-quarter 2026. For the fourth quarter, the company expects segment margins in the 20-21% range and anticipates exiting fiscal 2026 at its highest quarterly margin level to date. MOD has set a fiscal 2027 margin target of 20-23% for Climate Solutions, implying continued improvement.
Modine is advancing its portfolio transformation through a Reverse Morris Trust that will combine its Performance Technologies business with Gentherm. Post-transaction, MOD will emerge as a pure-play diversified Climate Solutions company. The deal is set to close in the fourth quarter of calendar year 2026.
Modine has an expected revenue and earnings growth rate of 21.3% and 49.9%, respectively, for the next year (ending March 2027). The Zacks Consensus Estimate for next year’s earnings has improved 0.6% in the last seven days.
Image Source: Zacks Investment Research
Atmus Filtration Technologies Inc.
Atmus Filtration Technologies designs and manufactures filtration and media solutions. ATMU serves customers across truck, bus, agriculture, construction, mining, marine and power generation vehicle and equipment markets. ATMU sells filtration products under the Fleetguard brand in the United States and internationally.
ATMU came up with fourth-quarter 2025 earnings of $0.66 per share, beating the Zacks Consensus Estimate of $0.57 per share. Quarterly revenues of $446.6 million outpaced the Zacks Consensus Estimate by 5.75%.
Atmus Filtration Technologies has an expected revenue and earnings growth rate of 13% and 7.3%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 4.6% in the last seven days.
Image Source: Zacks Investment Research
LCI Industries
LCI Industries is a supplier of components to the recreational vehicle and manufactured housing industries as well as adjacent industries, including bus, cargo and equestrian trailer, marine and heavy truck. LCII operates through two segments, Original Equipment Manufacturers and Aftermarket.
LCII’s product portfolio includes awnings, suspension enhancement, chassis, doors and laminates, electronics, interior, software and apps, windows and glass, thermoformed bath and kitchen products.
LCII posted fourth-quarter 2025 earnings of $0.89 per share, beating the Zacks Consensus Estimate of $0.69 per share. Quarterly revenues of $932.7 million outpaced the Zacks Consensus Estimate by 1.59%.
LCI Industries has an expected revenue and earnings growth rate of 3.5% and 17.8%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 7.2% in the last seven days.
Image Source: Zacks Investment Research
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
3 Top Auto OEM Stocks With Solid Estimates Revision in a Tough Scenario
Key Takeaways
The U.S. automotive – original equipment manufacturer (OEM) industry has been facing a challenging environment. U.S. vehicle sales are expected to moderate in 2026 as high interest rates, elevated car prices, and tighter household budgets continue to weigh on affordability.
Nevertheless, we have narrowed our search to three auto OEM stocks with a top Zacks Rank that have seen positive earnings and revenue estimate revisions in the last seven days. These companies came up with strong results in their last reporting quarter. Market participants are expecting these companies to do robust business this year despite a tough landscape.
These companies are: Modine Manufacturing Co. (MOD - Free Report) , Atmus Filtration Technologies Inc. (ATMU - Free Report) and LCI Industries (LCII - Free Report) . Each of our picks currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Modine Manufacturing Co.
Modine reported third-quarter fiscal 2026 adjusted earnings of $1.19 per share, beating the Zacks Consensus Estimate of $0.99 per share. Quarterly revenues of $805 million surpassed the Zacks Consensus Estimate by 5.90%.
MOD presents a compelling growth story driven by accelerating data center demand, expanding margins and disciplined portfolio transformation. MOD is benefiting from strong hyperscale exposure and multi-year pipeline visibility, with management expecting 50-70% annual growth in the data center business over the next two fiscal years.
Long-term capacity agreements enhance MOD’s revenue predictability. The pipeline expansion reflects structural AI-driven infrastructure demand, supporting operating leverage and improving earnings visibility.
Modine’s Climate Solutions segment is showing margin expansion momentum. Margins improved sequentially in fiscal third-quarter 2026. For the fourth quarter, the company expects segment margins in the 20-21% range and anticipates exiting fiscal 2026 at its highest quarterly margin level to date. MOD has set a fiscal 2027 margin target of 20-23% for Climate Solutions, implying continued improvement.
Modine is advancing its portfolio transformation through a Reverse Morris Trust that will combine its Performance Technologies business with Gentherm. Post-transaction, MOD will emerge as a pure-play diversified Climate Solutions company. The deal is set to close in the fourth quarter of calendar year 2026.
Modine has an expected revenue and earnings growth rate of 21.3% and 49.9%, respectively, for the next year (ending March 2027). The Zacks Consensus Estimate for next year’s earnings has improved 0.6% in the last seven days.
Image Source: Zacks Investment Research
Atmus Filtration Technologies Inc.
Atmus Filtration Technologies designs and manufactures filtration and media solutions. ATMU serves customers across truck, bus, agriculture, construction, mining, marine and power generation vehicle and equipment markets. ATMU sells filtration products under the Fleetguard brand in the United States and internationally.
ATMU came up with fourth-quarter 2025 earnings of $0.66 per share, beating the Zacks Consensus Estimate of $0.57 per share. Quarterly revenues of $446.6 million outpaced the Zacks Consensus Estimate by 5.75%.
Atmus Filtration Technologies has an expected revenue and earnings growth rate of 13% and 7.3%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 4.6% in the last seven days.
Image Source: Zacks Investment Research
LCI Industries
LCI Industries is a supplier of components to the recreational vehicle and manufactured housing industries as well as adjacent industries, including bus, cargo and equestrian trailer, marine and heavy truck. LCII operates through two segments, Original Equipment Manufacturers and Aftermarket.
LCII’s product portfolio includes awnings, suspension enhancement, chassis, doors and laminates, electronics, interior, software and apps, windows and glass, thermoformed bath and kitchen products.
LCII posted fourth-quarter 2025 earnings of $0.89 per share, beating the Zacks Consensus Estimate of $0.69 per share. Quarterly revenues of $932.7 million outpaced the Zacks Consensus Estimate by 1.59%.
LCI Industries has an expected revenue and earnings growth rate of 3.5% and 17.8%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 7.2% in the last seven days.
Image Source: Zacks Investment Research