Modine Manufacturing Company

NYSE:MOD Rapport sur les actions

Capitalisation boursière : US$10.4b

Modine Manufacturing Dividendes et rachats

Dividende contrôle des critères 0/6

Modine Manufacturing n'a pas d'antécédents de versement de dividendes.

Informations clés

n/a

Rendement du dividende

0.6%

Rendement des rachats

Rendement total pour l'actionnaire0.6%
Rendement futur des dividendes0%
Croissance des dividendesn/a
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distributionn/a

Mises à jour récentes sur les dividendes et les rachats

Pas de mise à jour

Recent updates

Mise à jour du récit Aug 14

MOD: Data Center Capacity Agreement And Backlog Will Drive Future Upside

Analysts have trimmed their fair value estimate for Modine Manufacturing to $280 from $325, reflecting a modestly higher discount rate, slightly lower revenue growth and profit margin assumptions, and a reduced future P/E, even as recent research continues to highlight strong data center demand, record orders, and some production and timing related risks around the near term ramp. Analyst Commentary Recent Street research on Modine Manufacturing shows a mix of enthusiasm for the data center opportunity and a growing focus on execution risk, especially around the ramp in new programs and margins.
Nouveau récit Aug 03

Data Center Demand And Long Term Capacity Agreements Will Drive Sustained Future Upside

Catalysts About Modine Manufacturing Modine Manufacturing provides thermal management products and systems for Data Centers, Commercial HVAC and Performance Technologies customers. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Jul 31

MOD: Long Term Data Center Capacity Deal Will Support Future AI Cooling Demand

Analysts have modestly reduced the blended price target for Modine Manufacturing to about $323 from roughly $341, reflecting a slightly lower revenue growth outlook, a lower assumed future P/E multiple, and improved profit margin expectations following recent research updates around data center contracts and near term earnings trends. Analyst Commentary Recent research on Modine Manufacturing centers on how the company executes against its data center opportunities, manages margins in its climate and HVAC businesses, and justifies a higher valuation after a strong run of news.
Seeking Alpha Jul 27

Modine: Strong Data Center Growth Makes The Valuation Justifiable

Summary Modine is transforming into a leading data center cooling company, with FY2026 revenue up 23% and strong multi-year growth drivers. At $241, I rate MOD a Buy, citing robust revenue growth and a $4B capacity agreement, but highlight margin and free cash flow improvement as essential. MOD’s valuation is demanding at 31x FY2027 EPS, but becomes more attractive if margin recovery and double-digit EPS growth materialize post-FY2028. The key risk is execution: if MOD fails to convert growth into higher margins and free cash flow, the current valuation is hard to justify. Read the full article on Seeking Alpha
Mise à jour du récit Jun 28

MOD: Long Term Data Center Agreement Will Drive Future Upside

Modine Manufacturing's analyst price target has moved from $263 to $325, as analysts point to stronger expected profit margins, higher assumed future P/E multiples, and ongoing momentum in data center cooling demand following the latest long term agreement and Q4 results. Analyst Commentary Recent Street research on Modine Manufacturing highlights a cluster of higher price targets following the Q4 report and the announcement of a US$4b long term data center agreement.
Mise à jour du récit Jun 14

MOD: Long Term Data Center Deal Will Drive Future AI Cooling Demand

Narrative Update on Modine Manufacturing Analysts lifted the price target framework for Modine Manufacturing to about $341 from roughly $330, citing recent Q4 earnings, the $4 billion long-term data center agreement, and continued investment to expand its data center cooling and HVAC product portfolio as key supports for the updated outlook. Analyst Commentary Bullish analysts are broadly positive on Modine Manufacturing after the recent Q4 report and the announcement of the long term data center agreement, and several have raised their valuation frameworks accordingly.
Mise à jour du récit May 31

MOD: Long Term Data Center Agreement Will Shape Future AI Infrastructure Balance

Analysts have lifted the implied fair value for Modine stock from about $266 to roughly $330, citing higher long-term growth expectations tied to recent Q4 results, raised out-year estimates, and new multi-year data center agreements. Analyst Commentary Recent research updates cluster around stronger Q4 execution, a growing data center opportunity, and how those elements feed into Modine's long-term earnings power and valuation.
Nouveau récit May 29

Data Center Cooling Dependence Will Shape Future Returns Despite Strong HVAC Momentum

Catalysts About Modine Manufacturing Modine Manufacturing provides thermal management and HVAC systems for data centers, commercial HVAC and vehicle related markets. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit May 14

MOD: Data Center One Stop Shop Will Shape Future AI Infrastructure Balance

Analysts have nudged their price target for Modine Manufacturing to $265.57, supported by research that highlights the company's one stop shop positioning in thermal solutions for data center cooling and refrigeration, as well as expectations for data center revenue growth and EBITDA margin expansion over the next few years. Analyst Commentary Recent research updates on Modine Manufacturing focus on the company’s positioning as a one stop shop for thermal solutions in data center cooling and refrigeration, and how that could connect to growth expectations and profitability targets over the coming years.
Mise à jour du récit Apr 28

MOD: Data Center Thermal One Stop Shop Will Drive Balanced AI Infrastructure Outlook

The analyst fair value estimate for Modine Manufacturing has increased from about $251.14 to $265.57. This change reflects updated views from multiple firms that cite the company’s role in data center cooling and refrigeration solutions and the potential for higher future P/E assumptions.
Mise à jour du récit Apr 10

MOD: Data Center Thermal One Stop Position Will Shape AI Infrastructure Prospects

Analysts have kept the Modine Manufacturing fair value estimate steady at $251.14 while fine tuning assumptions on discount rate, profit margin, and future P/E. This reflects fresh bullish research that highlights Modine's one stop shop position in data center thermal solutions and expectations for stronger data center revenue and EBITDA margin potential.
Mise à jour du récit Mar 27

MOD: Data Center Cooling Exposure Will Drive Future AI Infrastructure Upside

Analysts have lifted their price target on Modine Manufacturing to $263, pointing to the company’s position as a one stop provider of thermal solutions for data center cooling and refrigeration and their expectations for strong growth in its data center revenue and EBITDA margins. Analyst Commentary Recent research points to a constructive stance on Modine Manufacturing, with several firms adjusting targets higher and one initiating coverage at a price target of $263.
Mise à jour du récit Mar 13

MOD: Data Center Cooling Execution And Margins Will Shape Future AI Upside

Analysts nudged their price target on Modine Manufacturing to $251.14, supported by research that highlights its role as a one stop shop for data center cooling and refrigeration solutions and references Street targets such as Roth Capital's $263 level, which is tied to expectations around data center growth and EBITDA margin expansion. Analyst Commentary Street research around Modine is clustered on the positive side, with several firms lifting price targets and one initiating with a Buy rating tied to the data center and refrigeration story.
Mise à jour du récit Feb 26

MOD: Data Center Cooling Margins And Execution Will Shape Future AI Opportunity

Narrative Update The analyst price target for Modine Manufacturing has shifted modestly higher to $251.14. Analysts point to the company's role as a one stop provider of thermal solutions for data center cooling and refrigeration, along with expectations for stronger profit margins and a lower future P/E multiple.
Article d’analyse Feb 12

There May Be Some Bright Spots In Modine Manufacturing's (NYSE:MOD) Earnings

The market was pleased with the recent earnings report from Modine Manufacturing Company ( NYSE:MOD ), despite the...
Mise à jour du récit Feb 11

MOD: Expanded US Data Center Buildout Will Support Future AI Cooling Demand

Modine Manufacturing's analyst fair value estimate has been raised from $183 to approximately $249, as analysts update their targets following a series of price target increases from firms such as B. Riley, Oppenheimer, KeyBanc, DA Davidson, and UBS.
Article d’analyse Jan 30

Investors Appear Satisfied With Modine Manufacturing Company's (NYSE:MOD) Prospects As Shares Rocket 31%

Modine Manufacturing Company ( NYSE:MOD ) shares have had a really impressive month, gaining 31% after a shaky period...
Mise à jour du récit Jan 28

MOD: Expanded US Data Center Capacity Will Support AI Demand

Analysts kept their fair value estimate for Modine Manufacturing steady at US$183.00, pointing to only minor tweaks in assumptions around the discount rate, revenue growth, profit margin and future P/E that they believe do not warrant a change in the target price. Analyst Commentary With the fair value estimate held at US$183.00, recent commentary around Modine Manufacturing focuses less on headline target changes and more on how assumptions about growth, margins and valuation multiples fit together.
Mise à jour du récit Jan 11

MOD: Expanded US Data Center Capacity Will Support AI Demand

Analysts have maintained their price target for Modine Manufacturing at $183.00, citing largely unchanged assumptions around revenue growth, profit margins, and future P/E, with only minor adjustments to the discount rate in their updated models. What's in the News Opened a new 155,000 square foot manufacturing facility in Franklin, Wisconsin, focused on Airedale by Modine data center cooling solutions, as part of a multi year US$100 million investment plan in data center capacity (Key Developments).
Mise à jour du récit Dec 26

MOD: Data Center Expansion Will Support AI Demand And Drive Future Upside

Narrative Update on Modine Manufacturing Analysts have modestly raised their price target on Modine Manufacturing to approximately $183.00 per share, reflecting slightly higher discount rate and future price-to-earnings assumptions while maintaining robust revenue growth and profit margin expectations. What's in the News Opened a new 155,000-square-foot manufacturing facility in Franklin, Wisconsin, to expand Airedale by Modine data center cooling capacity as part of a multi-year $100 million investment program (Key Developments).
Mise à jour du récit Dec 12

MOD: Data Center Expansion Will Support AI Demand While Shares Appear Balanced

Analysts have modestly raised their price target on Modine Manufacturing to approximately 183 dollars, reflecting slightly higher projected revenue growth and a marginally richer future price to earnings multiple, despite only minimal changes to profit margin assumptions and discount rate inputs. What's in the News Opened a new 155,000 square foot data center cooling manufacturing facility in Franklin, Wisconsin, as part of a multiyear 100 million dollar expansion, with plans for more than 300 new jobs by March 2026 and about 430 employees within three years (Key Developments).
Mise à jour du récit Nov 27

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.
Mise à jour du récit Nov 12

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).
Mise à jour du récit Oct 29

New Data Center Expansion And Facility Growth Will Drive Steady Outlook

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.
Mise à jour du récit Oct 15

Expanding Data Centers And HVAC Will Fuel Future Opportunity

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.

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Données insuffisantes pour déterminer si les dividendes par action de MOD ont été stables dans le passé.

Dividende croissant: Données insuffisantes pour déterminer si les paiements de dividendes de MOD ont augmenté.


Rendement des dividendes par rapport au marché

Modine Manufacturing Rendement des dividendes par rapport au marché
Comment le rendement du dividende de MOD se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (MOD)n/a
25% du marché (US)1.3%
25% du marché (US)4.0%
Moyenne du secteur (Building)1.6%
Analyste prévisionnel (MOD) (jusqu'à 3 ans)0%

Dividende notable: Impossible d'évaluer le rendement des dividendes de MOD par rapport aux 25 % les moins bien payés par les actionnaires, car la société n'a signalé aucun versement récent.

Dividende élevé: Impossible d'évaluer le rendement des dividendes de MOD par rapport aux 25 % des principaux payeurs de dividendes, car la société n'a signalé aucun versement récent.


Bénéfice distribué aux actionnaires

Couverture des revenus: Données insuffisantes pour calculer le ratio de distribution de MOD afin de déterminer si les dividendes versés sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Impossible de calculer la durabilité des dividendes car MOD n'a signalé aucun versement.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/20 00:36
Cours de l'action en fin de journée2026/08/20 00:00
Les revenus2026/06/30
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Modine Manufacturing Company est couverte par 16 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
David LeikerBaird
Walter LiptakBarrington Research Associates, Inc.
Jeffrey Van SinderenB. Riley Securities, Inc.