Modine Manufacturing Company

Report azionario NYSE:MOD

Capitalizzazione di mercato: US$14.5b

Modine Manufacturing Crescita futura

Criteri Future verificati 6/6

Modine Manufacturing prevede che gli utili e i ricavi cresceranno rispettivamente di 72% e 20.4% all'anno. Si prevede che l'EPS crescerà di 70.4% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 27.2% in 3 anni.

Informazioni chiave

72.0%

Tasso di crescita degli utili

70.39%

Tasso di crescita dell'EPS

Building crescita degli utili19.6%
Tasso di crescita dei ricavi20.4%
Rendimento futuro del capitale proprio27.19%
Copertura analitica

Good

Ultimo aggiornamento14 Apr 2026

Aggiornamenti recenti sulla crescita futura

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
Aggiornamento dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:MOD - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/20284,5655433654837
3/31/20273,8343922163548
3/31/20263,147127121718
12/31/20252,87498-20109N/A
9/30/20252,68618642145N/A
6/30/20252,605188116201N/A
3/31/20252,584184129213N/A
12/31/20242,54016098198N/A
9/30/20242,484164100202N/A
6/30/20242,447164114213N/A
3/31/20242,408162127215N/A
12/31/20232,422226155215N/A
9/30/20232,421206108162N/A
6/30/20232,37918479135N/A
3/31/20232,29815357108N/A
12/31/20222,254722072N/A
9/30/20222,1961213687N/A
6/30/20222,09797-1136N/A
3/31/20222,05085-2912N/A
12/31/20211,99162-2911N/A
9/30/20211,973-208544N/A
6/30/20211,955-20092127N/A
3/31/20211,808-211117150N/A
12/31/20201,766-202122159N/A
9/30/20201,756-583128N/A
6/30/20201,794-191070N/A
3/31/20201,976-2-1358N/A
12/31/20192,05911882N/A
9/30/20192,12727N/A84N/A
6/30/20192,17671N/A108N/A
3/31/20192,21384N/A103N/A
12/31/20182,22396N/A86N/A
9/30/20182,19450N/A88N/A
6/30/20182,15427N/A100N/A
3/31/20182,10322N/A124N/A
12/31/20172,02513N/A113N/A
9/30/20171,86242N/A101N/A
6/30/20171,67122N/A61N/A
3/31/20171,50314N/A42N/A
12/31/20161,35814N/A42N/A
9/30/20161,33720N/A56N/A
6/30/20161,3542N/A74N/A
3/31/20161,353-2N/A72N/A
12/31/20151,372-12N/A85N/A
9/30/20151,407-12N/A70N/A
6/30/20151,45013N/A61N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di MOD ( 72% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di MOD ( 72% all'anno) cresceranno più rapidamente del mercato US ( 16.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di MOD cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di MOD ( 20.4% all'anno) crescerà più rapidamente del mercato US ( 11.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di MOD ( 20.4% all'anno) crescerà più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di MOD sarà elevato tra 3 anni ( 27.2 %)

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 14:39
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2025/12/31
Utili annuali2025/03/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; abbiamo anche guide su come utilizzare i nostri report e 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 16 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.

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