Update shared on04 Aug 2025
Fair value Increased 18%The notable increase in consensus revenue growth forecasts from 7.2% to 15.3% and a lower projected future P/E have driven a substantial rise in Modine Manufacturing’s fair value estimate, now reflected in the analyst price target revision from $133.40 to $158.00.
What's in the News
- Modine raised fiscal 2026 earnings guidance, now expecting net sales growth of 10% to 15%.
- Announced a $100 million investment over the next 12-18 months to expand U.S. manufacturing for Airedale by Modine data center cooling products, including new and expanded facilities and a modular data center platform.
- Launched the DSU destratification fan targeting industrial settings, featuring efficient airflow, durable construction, and flexible installation options.
- Completed repurchase of 230,000 shares for $18.4 million.
- Committed over $38 million to expand data center chiller manufacturing capacity in Grenada, MS, creating 450+ jobs and upgrading facilities.
Valuation Changes
Summary of Valuation Changes for Modine Manufacturing
- The Consensus Analyst Price Target has significantly risen from $133.40 to $158.00.
- The Consensus Revenue Growth forecasts for Modine Manufacturing has significantly risen from 7.2% per annum to 15.3% per annum.
- The Future P/E for Modine Manufacturing has fallen from 23.92x to 22.46x.
Disclaimer
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