Modine Manufacturing Croissance future
Future contrôle des critères 6/6
Modine Manufacturing devrait augmenter ses bénéfices et son chiffre d'affaires de 72% et de 20.4% par an respectivement. Le BPA devrait croître de de 70.4% par an. Le rendement des capitaux propres devrait être 27.2% dans 3 ans.
Informations clés
72.0%
Taux de croissance des bénéfices
70.39%
Taux de croissance du BPA
| Building croissance des bénéfices | 20.1% |
| Taux de croissance des recettes | 20.4% |
| Rendement futur des capitaux propres | 27.19% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 14 Apr 2026 |
Mises à jour récentes de la croissance future
Recent updates
Seeking Alpha • May 07
Modine: This Powerhouse Stock Can Keep Going
Summary Modine is up 89% YTD, driven by surging data center and AI-related demand, with data center cooling revenue up 78% last quarter. MOD will spin off its underperforming Performance Technologies segment, creating a pureplay data center thermal technology company with higher growth and margin profiles. Pro-forma MOD is expected to trade at ~35x EV/EBITDA, with Climate Solutions projected to grow 50–70% over two years and data center revenue exceeding $2B by FY28. I see 14% upside to a $308 target, but MOD’s high valuation and exposure to data center/AI sentiment make it a hold rather than a buy. Read the full article on Seeking Alpha
Mise à jour de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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.Article d'analyse • Aug 20
Earnings Tell The Story For Modine Manufacturing Company (NYSE:MOD) As Its Stock Soars 40%
NYSE:MOD 1 Year Share Price vs Fair Value Explore Modine Manufacturing's Fair Values from the Community and select...Article d'analyse • Aug 02
Modine Manufacturing Company (NYSE:MOD) Just Reported And Analysts Have Been Lifting Their Price Targets
Modine Manufacturing Company ( NYSE:MOD ) just released its latest first-quarter results and things are looking...Article d'analyse • Jul 10
Estimating The Intrinsic Value Of Modine Manufacturing Company (NYSE:MOD)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Modine Manufacturing fair value estimate is US$118 Current...Article d'analyse • Jun 25
Modine Manufacturing (NYSE:MOD) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Apr 29
Modine Manufacturing: A Potential Winner In The AI Boom
Summary Modine Manufacturing's strategic shift to AI data center cooling, driven by acquisitions, positions it for significant growth. Successful integration of Scott Springfield and Airedale enhances Modine's competitive edge in advanced cooling solutions, crucial for AI and cloud computing markets. Despite challenges in traditional markets, Modine's Climate Solutions segment shows robust growth, with a 176% increase in data center sales in Q3. Risks include potential slowdowns in AI growth, competition from larger players, and supply chain disruptions, but Modine's strategic focus and execution remain strong. Read the full article on Seeking AlphaSeeking Alpha • Jan 05
Modine Manufacturing: Still Not Too Late To Buy This NYSE Gem
Summary Modine Manufacturing stock signals a new buying opportunity within its strong upward trend. In 2024, it doubled its value on the New York Stock Exchange, with 38 new all-time highs. Over the last 26 trading sessions, MOD stock has declined by 19% overall, reaching critical support levels where buying interest is expected. The excellent operating EBITDA and FCF growth rate offsets its seemingly high valuation. The recent acquisition of Scott Springfield enhances medium-term expectations for the company’s outlook. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
Modine Manufacturing: This Point Keeps Me From Investing
Summary Modine Manufacturing’s strategic initiatives and market expansion efforts are driving significant revenue and adjusted EBITDA growth. In contrast, the identified material weakness is likely to require time and resources. However, I think the focus on margin expansion and data centers is the right move. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 3/31/2028 | 4,565 | 543 | 365 | 483 | 7 |
| 3/31/2027 | 3,834 | 392 | 216 | 354 | 8 |
| 3/31/2026 | 3,147 | 127 | 12 | 171 | 8 |
| 12/31/2025 | 2,874 | 98 | -20 | 109 | N/A |
| 9/30/2025 | 2,686 | 186 | 42 | 145 | N/A |
| 6/30/2025 | 2,605 | 188 | 116 | 201 | N/A |
| 3/31/2025 | 2,584 | 184 | 129 | 213 | N/A |
| 12/31/2024 | 2,540 | 160 | 98 | 198 | N/A |
| 9/30/2024 | 2,484 | 164 | 100 | 202 | N/A |
| 6/30/2024 | 2,447 | 164 | 114 | 213 | N/A |
| 3/31/2024 | 2,408 | 162 | 127 | 215 | N/A |
| 12/31/2023 | 2,422 | 226 | 155 | 215 | N/A |
| 9/30/2023 | 2,421 | 206 | 108 | 162 | N/A |
| 6/30/2023 | 2,379 | 184 | 79 | 135 | N/A |
| 3/31/2023 | 2,298 | 153 | 57 | 108 | N/A |
| 12/31/2022 | 2,254 | 72 | 20 | 72 | N/A |
| 9/30/2022 | 2,196 | 121 | 36 | 87 | N/A |
| 6/30/2022 | 2,097 | 97 | -11 | 36 | N/A |
| 3/31/2022 | 2,050 | 85 | -29 | 12 | N/A |
| 12/31/2021 | 1,991 | 62 | -29 | 11 | N/A |
| 9/30/2021 | 1,973 | -208 | 5 | 44 | N/A |
| 6/30/2021 | 1,955 | -200 | 92 | 127 | N/A |
| 3/31/2021 | 1,808 | -211 | 117 | 150 | N/A |
| 12/31/2020 | 1,766 | -202 | 122 | 159 | N/A |
| 9/30/2020 | 1,756 | -5 | 83 | 128 | N/A |
| 6/30/2020 | 1,794 | -19 | 10 | 70 | N/A |
| 3/31/2020 | 1,976 | -2 | -13 | 58 | N/A |
| 12/31/2019 | 2,059 | 11 | 8 | 82 | N/A |
| 9/30/2019 | 2,127 | 27 | N/A | 84 | N/A |
| 6/30/2019 | 2,176 | 71 | N/A | 108 | N/A |
| 3/31/2019 | 2,213 | 84 | N/A | 103 | N/A |
| 12/31/2018 | 2,223 | 96 | N/A | 86 | N/A |
| 9/30/2018 | 2,194 | 50 | N/A | 88 | N/A |
| 6/30/2018 | 2,154 | 27 | N/A | 100 | N/A |
| 3/31/2018 | 2,103 | 22 | N/A | 124 | N/A |
| 12/31/2017 | 2,025 | 13 | N/A | 113 | N/A |
| 9/30/2017 | 1,862 | 42 | N/A | 101 | N/A |
| 6/30/2017 | 1,671 | 22 | N/A | 61 | N/A |
| 3/31/2017 | 1,503 | 14 | N/A | 42 | N/A |
| 12/31/2016 | 1,358 | 14 | N/A | 42 | N/A |
| 9/30/2016 | 1,337 | 20 | N/A | 56 | N/A |
| 6/30/2016 | 1,354 | 2 | N/A | 74 | N/A |
| 3/31/2016 | 1,353 | -2 | N/A | 72 | N/A |
| 12/31/2015 | 1,372 | -12 | N/A | 85 | N/A |
| 9/30/2015 | 1,407 | -12 | N/A | 70 | N/A |
| 6/30/2015 | 1,450 | 13 | N/A | 61 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de MOD ( 72% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de MOD ( 72% par an) devraient croître plus rapidement que le marché US ( 16.6% par an).
Croissance élevée des bénéfices: Les bénéfices de MOD devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de MOD ( 20.4% par an) devrait croître plus rapidement que le marché US ( 11.5% par an).
Croissance élevée des revenus: Le chiffre d'affaires de MOD ( 20.4% par an) devrait croître plus rapidement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de MOD devrait être élevé dans 3 ans ( 27.2 %)
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 13:25 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/03/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 expliquant comment 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.
| Analyste | Institution |
|---|---|
| David Leiker | Baird |
| Walter Liptak | Barrington Research Associates, Inc. |
| Jeffrey Van Sinderen | B. Riley Securities, Inc. |