Update shared on 12 Nov 2025
Fair value Increased 6.32%Analysts have raised their price target for Modine Manufacturing from $174 to $185, citing expectations for stronger revenue growth and improved profit margins.
What's in the News
- Modine Manufacturing raised its financial guidance for fiscal year 2026, now expecting net sales growth between 15% to 20%, up from the prior outlook of 10% to 15% (Corporate Guidance: Raised).
- The company is expanding its U.S. manufacturing capacity with a $100 million investment over the next 12 to 18 months, supporting data center growth with new and expanded facilities in Texas, Mississippi, Wisconsin, and Missouri (Business Expansions).
- Dozens of new jobs are available at Modine's new Franklin, Wisconsin facility, with plans to have around 300 employees there by March 2026 as data center business grows (Business Expansions).
- Modine launched updated Computer Room Air Conditioner and Air Handler lines for North American edge data centers, featuring high efficiency, flexible deployment, and low environmental impact; these new products will be showcased at the Yotta'25 event in September 2025 (Product-Related Announcements).
- International expansion continues with the opening of a 100,000-square-foot data center cooling equipment facility in Chennai, India, supporting rising APAC market demand for high-efficiency cooling solutions (Business Expansions).
Valuation Changes
- Consensus Analyst Price Target has increased from $174 to $185, reflecting higher valuation expectations.
- Discount Rate has risen to 8.52% from 7.97%, suggesting a slightly higher perceived risk or cost of capital.
- Revenue Growth forecast has increased to 17.66% from 15.32%, indicating stronger anticipated sales expansion.
- Net Profit Margin projection is up slightly, moving to 11.48% from 10.90%.
- Future P/E (Price-to-Earnings) ratio estimate has fallen to 24.95x from 26.15x. This change implies potential for a more attractive valuation relative to earnings growth.
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