Modine Manufacturing (MOD) Panoramica del titolo
Modine Manufacturing Company progetta, ingegnerizza, collauda, produce e vende soluzioni termiche mission-critical negli Stati Uniti, in Canada, Italia, Ungheria, Regno Unito, Cina e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 6/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
MOD Community Fair Values
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Analyst Price Targets
Concorrenti di Modine Manufacturing Company
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$295.58 |
| Massimo di 52 settimane | US$323.25 |
| Minimo di 52 settimane | US$86.48 |
| Beta | 1.66 |
| Variazione di 1 mese | 13.46% |
| Variazione a 3 mesi | 29.31% |
| Variazione di 1 anno | 204.19% |
| Variazione a 3 anni | 847.37% |
| Variazione a 5 anni | 1,755.49% |
| Variazione dall'IPO | 21,012.86% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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.Seeking Alpha • Jun 08
Modine: The AI Cooling Boom Is Rewriting The Investment Story
Summary Modine Manufacturing Company is transforming into a focused climate solutions and AI data center cooling provider, shedding its old-line industrial image. MOD's Airedale data center cooling business is experiencing rapid growth, with Data Centers sales up 158% and Climate Solutions up 87% year-over-year in Q4. A $4 billion long-term capacity agreement (2027–2029) with a major data center customer provides exceptional revenue visibility and underpins MOD’s strategic pivot. I rate MOD a buy for high-risk growth investors, citing accelerating earnings, portfolio simplification, and strong positioning in the AI infrastructure bottleneck. Read the full article on Seeking AlphaRecent updates
Aggiornamento della narrazione • 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.Seeking Alpha • Jun 08
Modine: The AI Cooling Boom Is Rewriting The Investment Story
Summary Modine Manufacturing Company is transforming into a focused climate solutions and AI data center cooling provider, shedding its old-line industrial image. MOD's Airedale data center cooling business is experiencing rapid growth, with Data Centers sales up 158% and Climate Solutions up 87% year-over-year in Q4. A $4 billion long-term capacity agreement (2027–2029) with a major data center customer provides exceptional revenue visibility and underpins MOD’s strategic pivot. I rate MOD a buy for high-risk growth investors, citing accelerating earnings, portfolio simplification, and strong positioning in the AI infrastructure bottleneck. Read the full article on Seeking AlphaAggiornamento della narrazione • 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.
Nuova narrazione • 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?Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaRendimenti per gli azionisti
| MOD | US Building | US Mercato | |
|---|---|---|---|
| 7D | 3.5% | 1.8% | -1.8% |
| 1Y | 204.2% | 13.6% | 23.3% |
Ritorno vs Industria: MOD ha superato il US Building che ha restituito 13.6 % nell'ultimo anno.
Rendimento vs Mercato: MOD ha superato il mercato US che ha restituito 23.3 % nell'ultimo anno.
Volatilità dei prezzi
| MOD volatility | |
|---|---|
| MOD Average Weekly Movement | 10.4% |
| Building Industry Average Movement | 6.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: MOD non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 10% ) di MOD è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1916 | 13,200 | Neil Brinker | www.modine.com |
Modine Manufacturing Company progetta, ingegnerizza, testa, produce e vende soluzioni termiche mission-critical negli Stati Uniti, in Canada, Italia, Ungheria, Regno Unito, Cina e a livello internazionale. Offre prodotti per il trasferimento di calore, tra cui costruzioni ad alette in tubo tondo, aerotermi a gas, idronici, elettrici e a olio combustibile, unità di aria di reintegro a tetto con alimentazione diretta e indiretta, forni a condotto, unità a infrarossi e prodotti per il riscaldamento perimetrale; ventilatori monoblocco, refrigeratori modulari, unità di trattamento dell'aria e di condensazione e cassette a soffitto; raffreddatori di unità evaporative, condensatori remoti, raffreddatori di fluidi, raffreddatori a gas e raffreddatori a secco e in salamoia; bobine di raffreddamento per motori e generatori, raffreddatori di olio per trasformatori, radiatori, essiccatori e scambiatori di calore industriali. L'azienda fornisce anche prodotti per centri dati che consistono in soluzioni di raffreddamento IT, tra cui refrigeratori, raffreddatori a secco, unità di trattamento dell'aria di precisione, condizionatori per sale computer, unità di trattamento dell'aria per sale computer, pareti di ventilatori, scambiatori di calore per porte posteriori, unità di distribuzione del refrigerante e soluzioni a immersione, oltre a vendere parti di ricambio, servizi di manutenzione e soluzioni di controllo per le apparecchiature esistenti e nuovi controlli e sistemi di gestione degli edifici.
Modine Manufacturing Company Riepilogo dei fondamenti
| MOD statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$15.71b |
| Utili (TTM) | US$121.50m |
| Ricavi(TTM) | US$3.18b |
128.5x
Rapporto P/E4.9x
Rapporto P/SMOD è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| MOD Conto economico (TTM) | |
|---|---|
| Ricavi | US$3.18b |
| Costo del fatturato | US$2.45b |
| Profitto lordo | US$732.40m |
| Altre spese | US$610.90m |
| Utili | US$121.50m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 2.30 |
| Margine lordo | 23.02% |
| Margine di profitto netto | 3.82% |
| Rapporto debito/patrimonio netto | 36.1% |
Come si è comportato MOD nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/22 10:41 |
| Prezzo dell'azione a fine giornata | 2026/06/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Modine Manufacturing Company è coperta da 15 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Leiker | Baird |
| Walter Liptak | Barrington Research Associates, Inc. |
| Jeffrey Van Sinderen | B. Riley Securities, Inc. |