Modine Manufacturing

New Data Center Expansion And Facility Growth Will Drive Steady Outlook

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Aug 24

Updated

27 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

12.0%

7D

-0.9%

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1Y

12.0%

7D

-0.9%

You can edit this narrative until Nov 28 9:10 PM. Then, changes will post as Updates.

Author's Valuation

US$18314.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 27 Nov 25

Fair value Decreased 1.08%

MOD: New Facility Will Accelerate Data Center Cooling Demand Expansion

Analysts have slightly reduced their price target for Modine Manufacturing from $185 to $183. They cited modest improvements in revenue growth and profit margin, along with a lower anticipated future price-to-earnings ratio.

Shared on 12 Nov 25

Fair value Increased 6.32%

MOD: US Manufacturing Expansion Will Drive Strong Data Center Demand

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).

Shared on 29 Oct 25

Fair value Increased 2.35%

Analysts have raised their price target for Modine Manufacturing from $170 to $174. They cite slight improvements in profit margin forecasts and a modest adjustment to the discount rate as reasons for the change.

Shared on 15 Oct 25

Fair value Increased 6.25%

Analysts Raise Modine Manufacturing Price Target on Improved Growth Outlook Analysts have increased Modine Manufacturing's price target by $10 to $170, citing a stronger revenue growth forecast even though there is a slight decrease in the projected profit margin. What's in the News Modine is hiring dozens of employees for its new 153,000-square-foot facility in Franklin, Wisconsin.

Shared on 04 Aug 25

Fair value Increased 20%

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%.

Shared on 07 May 25

Fair value Decreased 5.84%

Shared on 30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 3.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 9.76%

AnalystConsensusTarget has decreased revenue growth from 9.8% to 8.8%, increased profit margin from 10.9% to 12.0% and decreased future PE multiple from 30.7x to 24.6x.

AnalystConsensusTarget Fair Value

US$183

14.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

16.36%

Building revenue growth rate

0.18%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.51%

Calculation

US$516.91m

Earnings '28

x

23.46x

PE Ratio '28

=

US$12.13b

Market Cap '28

US$12.13b

Market Cap '28

/

52.87m

No. shares '28

=

US$229.35

Share Price '28

US$229.35 Share Price '28

Discounted to 2025 @ 8.42% p.a.

=

US$179.98

Fair Value '25