Modine Manufacturing Company

NYSE:MOD Rapport sur les actions

Capitalisation boursière : US$12.5b

Modine Manufacturing Gestion

Gestion contrôle des critères 3/4

Le PDG Modine Manufacturing est Neil Brinker, nommé en Dec2020, a un mandat de 5.33 ans. La rémunération annuelle totale est $ 12.71M, composée du salaire de 8.8% et des bonus 91.2%, y compris les actions et options de la société. détient directement 0.4% des actions de la société, d'une valeur de $ 49.96M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.7 ans et 4.8 ans.

Informations clés

Neil Brinker

Directeur général

US$12.7m

Rémunération totale

Pourcentage du salaire du PDG8.84%
Durée du mandat du directeur général5.3yrs
Propriété du PDG0.4%
Durée moyenne d'occupation des postes de direction4.7yrs
Durée moyenne du mandat des membres du conseil d'administration4.8yrs

Mises à jour récentes de la gestion

Recent updates

The Coiled Spring Effect: Why Modine's Gross Profit Signals Explosive Stock Upside

Apr 29

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.

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.

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.

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.

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.

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

Feb 12
There May Be Some Bright Spots In Modine Manufacturing's (NYSE:MOD) Earnings

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.

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

Jan 30
Investors Appear Satisfied With Modine Manufacturing Company's (NYSE:MOD) Prospects As Shares Rocket 31%

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.

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).

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).

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).

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.

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).

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.

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.

Earnings Tell The Story For Modine Manufacturing Company (NYSE:MOD) As Its Stock Soars 40%

Aug 20
Earnings Tell The Story For Modine Manufacturing Company (NYSE:MOD) As Its Stock Soars 40%

Modine Manufacturing Company (NYSE:MOD) Just Reported And Analysts Have Been Lifting Their Price Targets

Aug 02
Modine Manufacturing Company (NYSE:MOD) Just Reported And Analysts Have Been Lifting Their Price Targets

Estimating The Intrinsic Value Of Modine Manufacturing Company (NYSE:MOD)

Jul 10
Estimating The Intrinsic Value Of Modine Manufacturing Company (NYSE:MOD)

Modine Manufacturing (NYSE:MOD) Seems To Use Debt Quite Sensibly

Jun 25
Modine Manufacturing (NYSE:MOD) Seems To Use Debt Quite Sensibly

Modine Manufacturing Company's (NYSE:MOD) 29% Jump Shows Its Popularity With Investors

May 07
Modine Manufacturing Company's (NYSE:MOD) 29% Jump Shows Its Popularity With Investors

Modine Manufacturing: A Potential Winner In The AI Boom

Apr 29

Modine Manufacturing: Still Not Too Late To Buy This NYSE Gem

Jan 05

Modine Manufacturing: This Point Keeps Me From Investing

Nov 14

Analyse de la rémunération des PDG

Comment la rémunération de Neil Brinker a-t-elle évolué par rapport aux bénéfices de Modine Manufacturing?
DateRémunération totaleSalaireBénéfices de l'entreprise
Dec 31 2025n/an/a

US$98m

Sep 30 2025n/an/a

US$186m

Jun 30 2025n/an/a

US$188m

Mar 31 2025US$13mUS$1m

US$184m

Dec 31 2024n/an/a

US$160m

Sep 30 2024n/an/a

US$164m

Jun 30 2024n/an/a

US$164m

Mar 31 2024US$9mUS$1m

US$162m

Dec 31 2023n/an/a

US$226m

Sep 30 2023n/an/a

US$206m

Jun 30 2023n/an/a

US$184m

Mar 31 2023US$5mUS$883k

US$153m

Dec 31 2022n/an/a

US$72m

Sep 30 2022n/an/a

US$121m

Jun 30 2022n/an/a

US$97m

Mar 31 2022US$2mUS$826k

US$85m

Dec 31 2021n/an/a

US$62m

Sep 30 2021n/an/a

-US$208m

Jun 30 2021n/an/a

-US$200m

Mar 31 2021US$3mUS$258k

-US$211m

Rémunération vs marché: La rémunération totale de Neil ($USD 12.71M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.50M ).

Rémunération et revenus: La rémunération de Neil a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.


PDG

Neil Brinker (49 yo)

5.3yrs
Titularisation
US$12,706,532
Compensation

Mr. Neil D. Brinker is President, Chief Executive Officer and Director of Modine Manufacturing Company since December 01, 2020 and also served as its Interim President of Performance Technologies since Sep...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Neil Brinker
President5.3yrsUS$12.71m0.40%
$ 50.0m
Michael Lucareli
Executive VP & CFO14.5yrsUS$5.21m0.090%
$ 11.3m
Erin Roth
VP, General Counsel2.4yrsUS$2.44m0.0025%
$ 317.5k
Brian Agen
VP & Chief Human Resources Officer13.5yrsUS$2.68m0.16%
$ 20.6m
Eric McGinnis
President of Climate Solutions4yrsUS$3.42m0.076%
$ 9.5m
Dan Hedstrom
VP & Chief Information Officer1.5yrspas de donnéespas de données
Kathleen Powers
VP of Investor Relations & Tax and Treasurer14.5yrspas de donnéespas de données
Jeremy Patten
President of the Performance Technologiesless than a yearpas de donnéespas de données
Arthur Laszlo
President of Data Centersno datapas de données0.0095%
$ 1.2m
Mark Hudson
VP & Corporate Controller13.6yrspas de donnéespas de données
4.7yrs
Durée moyenne de l'emploi
54yo
Âge moyen

Gestion expérimentée: L'équipe de direction de MOD est considérée comme expérimentée (ancienneté moyenne 4.7 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Neil Brinker
President5.3yrsUS$12.71m0.40%
$ 50.0m
Alan Lowe
Independent Directorless than a yearpas de donnéespas de données
Marsha Williams
Independent Chairman & Lead Director27.3yrsUS$368.66k0.21%
$ 25.8m
William Wulfsohn
Independent Director3.6yrsUS$248.73k0.011%
$ 1.4m
David Wilson
Independent Director3.9yrsUS$248.73k0.012%
$ 1.4m
Katherine Harper
Independent Director4.3yrsUS$268.73k0.027%
$ 3.3m
Suresh Garimella
Independent Director14.8yrsUS$257.73k0.15%
$ 18.7m
Eric Ashleman
Independent Director7.2yrsUS$248.73k0.10%
$ 13.0m
Christine Yan
Independent Director11.9yrsUS$260.73k0.14%
$ 17.6m
Gary Bendza
Independent Director1.5yrsUS$52.50kpas de données
4.8yrs
Durée moyenne de l'emploi
60yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de MOD sont considérés comme expérimentés (ancienneté moyenne 4.8 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/04/29 11:14
Cours de l'action en fin de journée2026/04/29 00:00
Les revenus2025/12/31
Revenus annuels2025/03/31

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 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.

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