Modine Manufacturing Company

Report azionario NYSE:MOD

Capitalizzazione di mercato: US$10.4b

Modine Manufacturing Performance degli utili passati

Criteri Il passato verificati 1/6

Modine Manufacturing ha registrato una crescita degli utili a un tasso medio annuo di 29.3%, mentre il settore Building ha registrato utili in crescita a un tasso medio annuo di 8.2%. I ricavi sono stati in crescita a un tasso medio annuo di 9.2%. Il ritorno sul capitale proprio di Modine Manufacturing è 12.1% e ha margini netti di 4.3%.

Informazioni chiave

29.33%

Tasso di crescita degli utili

29.28%

Tasso di crescita dell'EPS

Building Crescita del settore13.32%
Tasso di crescita dei ricavi9.24%
Rendimento del capitale proprio12.06%
Margine netto4.28%
Ultimo aggiornamento sugli utili30 Jun 2026

Aggiornamenti sulle prestazioni recenti

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...

Recent updates

Aggiornamento narrativa • 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.
Nuova narrativa • 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?
Aggiornamento narrativa • 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
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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.

Ripartizione dei ricavi e delle spese

Come Modine Manufacturing guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.

Storico di utili e ricavi

NYSE:MOD Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
30 Jun 263,37214435129
31 Mar 263,18112233429
31 Dec 252,8749830935
30 Sep 252,68618630235
30 Jun 252,60518830435
31 Mar 252,58418430235
31 Dec 242,54016028542
30 Sep 242,48416427142
30 Jun 242,44716425442
31 Mar 242,40816223542
31 Dec 232,42222621844
30 Sep 232,42120620844
30 Jun 232,37918419744
31 Mar 232,29815319244
31 Dec 222,2547217850
30 Sep 222,19612117050
30 Jun 222,0979716350
31 Mar 222,0508516650
31 Dec 211,9916217546
30 Sep 211,973-20818146
30 Jun 211,955-20017446
31 Mar 211,808-21116146
31 Dec 201,766-20214460
30 Sep 201,756-515260
30 Jun 201,794-1917460
31 Mar 201,976-219360
31 Dec 192,0591119270
30 Sep 192,1272718570
30 Jun 192,1767118170
31 Mar 192,2138417670
31 Dec 182,2239617766
30 Sep 182,1945018066
30 Jun 182,1542717966
31 Mar 182,1032218366
31 Dec 172,0251316764
30 Sep 171,8624215664
30 Jun 171,6712214064
31 Mar 171,5031412564
31 Dec 161,3581415261
30 Sep 161,3372014361
30 Jun 161,354214361
31 Mar 161,353-210761
31 Dec 151,372-121770
30 Sep 151,407-121820

Guadagni di qualità: MOD ha un grande una tantum perdita di $145.1M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 30th June, 2026.

Margine di profitto in crescita: Gli attuali margini di profitto netti di MOD (4.3%) sono inferiori rispetto allo scorso anno (7.2%).

Flusso di cassa libero e analisi degli utili

Analisi della crescita degli utili nel passato

Andamento degli utili: MOD è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 29.3% all'anno.

Accelerare la crescita: MOD ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: MOD ha avuto una crescita negativa degli utili ( -23.3% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Building ( 0.4% ).

Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 12.1% ) di MOD è considerato basso.

Rendimento delle attività

Rendimento del capitale investito

Scoprire le aziende con forti performance passate

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/20 10:36
Prezzo dell'azione a fine giornata2026/08/20 00:00
Utili2026/06/30
Utili annuali2026/03/31

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 delle guide su come utilizzare i nostri report e dei 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.