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MOD: New Facility Will Accelerate Data Center Cooling Demand Expansion

Update shared on 27 Nov 2025

Fair value Decreased 1.08%
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AnalystConsensusTarget's Fair Value
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1Y
12.0%
7D
-0.9%

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.

What's in the News

  • Modine has officially opened a new 155,000-square-foot manufacturing facility in Franklin, Wisconsin as part of a $100 million multi-site investment to expand data center cooling solutions. The facility is expected to create over 300 jobs by March 2026. (Key Developments)
  • The company has raised its financial guidance for fiscal year 2026, now expecting net sales growth of 15% to 20%, up from the prior outlook of 10% to 15%. (Key Developments)
  • Modine launched an updated range of Computer Room Air Conditioners (CRAC) and Air Handlers (CRAH) for North American edge data centers under the Airedale by Modine brand, offering energy-efficient and modular cooling solutions. (Key Developments)
  • Hiring is underway for dozens of positions at the new Franklin facility, with 55 immediate job openings across a range of roles in advanced manufacturing and production. (Key Developments)
  • The company completed the repurchase of 230,000 shares for $18.4 million as part of its buyback program announced in March 2025. (Key Developments)

Valuation Changes

  • Consensus Analyst Price Target has decreased slightly from $185 to $183.
  • Discount Rate has declined modestly, moving from 8.52% to 8.42%.
  • Revenue Growth has increased marginally, rising from 17.66% to 18.09%.
  • Net Profit Margin has risen gently, up from 11.48% to 11.69%.
  • Future P/E ratio has dropped from 24.95x to 23.46x.

Disclaimer

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