Modine Manufacturing（1MOD）株式概要モダイン・マニュファクチャリング・カンパニーは、米国、カナダ、イタリア、ハンガリー、英国、中国、および世界各国で、ミッションクリティカルなサーマル・ソリューションの設計、エンジニアリング、試験、製造、販売を行っている。 詳細1MOD ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長6/6過去の実績1/6財務の健全性4/6配当金0/6報酬収益は年間72%増加すると予測されています リスク分析負債は営業キャッシュフローで十分にカバーされていない Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きい利益率(3.4%)は昨年より低い(6.3%) 過去3か月間に大規模なインサイダー売却が発生 +1 さらなるリスクすべてのリスクチェックを見る1MOD Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€225.4038.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-202m7b2016201920222025202620282031Revenue US$7.3bEarnings US$247.6mAdvancedSet Fair ValueView all narrativesModine Manufacturing Company 競合他社Carel IndustriesSymbol: BIT:CRLMarket cap: €3.7bLU-VESymbol: BIT:LUVEMarket cap: €1.5bAriston HoldingSymbol: BIT:ARISMarket cap: €1.1bSomecSymbol: BIT:SOMMarket cap: €130.0m価格と性能株価の高値、安値、推移の概要Modine Manufacturing過去の株価現在の株価US$225.4052週高値US$250.2052週安値US$104.00ベータ1.661ヶ月の変化10.33%3ヶ月変化25.15%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化78.89%最新ニュースお知らせ • May 13Modine Manufacturing Company to Report Q4, 2026 Results on May 26, 2026Modine Manufacturing Company announced that they will report Q4, 2026 results After-Market on May 26, 2026お知らせ • Apr 14Modine Announces Promotion of Art Laszlo to President of Data Centers Segment, Effective April 1, 2026Modine has announced the promotion of Art Laszlo to President, Data Centers, effective April 1. Mr. Laszlo will lead the newly created Data Centers segment, which was formerly part of the Climate Solutions segment. Eric McGinnis will continue to lead the remainder of the Climate Solutions segment until his previously announced planned retirement. The company will report these two segments with first quarter fiscal 2027 results. The Performance Technologies segment also will continue to be reported as a separate segment until its spin-off later this calendar year as part of the previously announced transaction with Gentherm. Mr. Laszlo is responsible for driving growth and profitability in Modine's highly strategic Data Centers business, further strengthening its position as a leading provider of innovative cooling solutions to the world's leading data center operators. Mr. Laszlo joined Modine in 2022 and has since held a series of progressively senior leadership roles. Before Modine, he served as President, Advanced Flow Solutions at IDEX, where he focused on the downstream oil and gas sector. Prior to IDEX, he held leadership positions at General Electric, Brunswick Corporation, Mars Incorporated and General Motors.Buy Or Sell Opportunity • Mar 17Now 21% undervaluedOver the last 90 days, the stock has risen 63% to €174. The fair value is estimated to be €218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 416% in the next 2 years.New Risk • Feb 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 49% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).Reported Earnings • Feb 05Third quarter 2026 earnings released: US$0.90 loss per share (vs US$0.78 profit in 3Q 2025)Third quarter 2026 results: US$0.90 loss per share (down from US$0.78 profit in 3Q 2025). Revenue: US$805.0m (up 31% from 3Q 2025). Net loss: US$47.4m (down 216% from profit in 3Q 2025). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Building industry in Europe.お知らせ • Feb 05Modine Manufacturing Company Increases Earnings Guidance for the Fiscal Year 2026Modine Manufacturing Company increased earnings guidance for the Fiscal year 2026. For the period, the company now revised its net sales to be +20% to 25%.最新情報をもっと見るRecent updatesお知らせ • May 13Modine Manufacturing Company to Report Q4, 2026 Results on May 26, 2026Modine Manufacturing Company announced that they will report Q4, 2026 results After-Market on May 26, 2026お知らせ • Apr 14Modine Announces Promotion of Art Laszlo to President of Data Centers Segment, Effective April 1, 2026Modine has announced the promotion of Art Laszlo to President, Data Centers, effective April 1. Mr. Laszlo will lead the newly created Data Centers segment, which was formerly part of the Climate Solutions segment. Eric McGinnis will continue to lead the remainder of the Climate Solutions segment until his previously announced planned retirement. The company will report these two segments with first quarter fiscal 2027 results. The Performance Technologies segment also will continue to be reported as a separate segment until its spin-off later this calendar year as part of the previously announced transaction with Gentherm. Mr. Laszlo is responsible for driving growth and profitability in Modine's highly strategic Data Centers business, further strengthening its position as a leading provider of innovative cooling solutions to the world's leading data center operators. Mr. Laszlo joined Modine in 2022 and has since held a series of progressively senior leadership roles. Before Modine, he served as President, Advanced Flow Solutions at IDEX, where he focused on the downstream oil and gas sector. Prior to IDEX, he held leadership positions at General Electric, Brunswick Corporation, Mars Incorporated and General Motors.Buy Or Sell Opportunity • Mar 17Now 21% undervaluedOver the last 90 days, the stock has risen 63% to €174. The fair value is estimated to be €218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 416% in the next 2 years.New Risk • Feb 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 49% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).Reported Earnings • Feb 05Third quarter 2026 earnings released: US$0.90 loss per share (vs US$0.78 profit in 3Q 2025)Third quarter 2026 results: US$0.90 loss per share (down from US$0.78 profit in 3Q 2025). Revenue: US$805.0m (up 31% from 3Q 2025). Net loss: US$47.4m (down 216% from profit in 3Q 2025). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Building industry in Europe.お知らせ • Feb 05Modine Manufacturing Company Increases Earnings Guidance for the Fiscal Year 2026Modine Manufacturing Company increased earnings guidance for the Fiscal year 2026. For the period, the company now revised its net sales to be +20% to 25%.お知らせ • Jan 30Gentherm Incorporated (NasdaqGS:THRM) entered into a definitive agreement to acquire Performance Technologies business from Modine Manufacturing Company (NYSE:MOD) for approximately $760 million.Gentherm Incorporated (NasdaqGS:THRM) entered into a definitive agreement to acquire Performance Technologies business from Modine Manufacturing Company (NYSE:MOD) for approximately $760 million on January 29, 2026. The transaction is valued at approximately $1 billion: Modine shareholders set to receive approximately 21 million shares of newly issued Gentherm common stock, representing an equity consideration of approximately $790 million and Modine is expected to receive a cash distribution of $210 million from SpinCo, subject to adjustment. As a part of transaction, Modine will spin-off and simultaneously combine its Performance Technologies business (“Modine Performance Technologies” or “SpinCo”) with Gentherm in a Reverse Morris Trust (RMT) transaction that is intended to be tax-free for Modine and Modine shareholders for U.S. federal income tax purposes. Modine shareholders are expected to own approximately 40% of the combined company, and Gentherm shareholders are expected to own approximately 60% of the combined company, subject to adjustment. The merger agreement requires Gentherm to pay Modine a termination fee of $45 million if the merger agreement is terminated under certain circumstances. Gentherm/SpinCo executed a 364-day bridge loan facility commitment letter under which a financial institution committed to provide debt financing (SpinCo Bridge Facility) to fund the SpinCo cash distribution and any special dividend and related transaction expenses. Bill Presley, Gentherm CEO and Jon Douyard, Gentherm CFO, to lead management team of combined company and Jeremy Patten will continue as President of Modine Performance Technologies. Gentherm Board of Directors will be expanded with addition of two Board nominees designated by Modine in consultation with the Gentherm Board. The combined company will continue to operate under the Gentherm name and retain its listing on the NASDAQ stock exchange under the ticker symbol THRM and will remain headquartered in Novi, Michigan, and will retain a significant presence in Modine Performance Technologies’ current locations, including its Racine Technical Center. The RMT transaction is expected to close in the fourth quarter of calendar year 2026 subject to receipt of Gentherm shareholder approval, the completion of SpinCo financing, a customary IRS tax ruling, and customary closing conditions, including required regulatory approvals and certain tax opinions. The transaction was unanimously approved by the Boards of both Gentherm and Modine. The merger is expected to be accretive to adjusted EPS by year two. Barclays Capital Inc. acted as financial advisor, Bradley C. Faris and Jason Morelli of Latham & Watkins LLP and Michael S. Ben and Matt VanWasshnova of Honigman LLP acted as legal advisor for Gentherm Incorporated. BofA Securities, Inc. acted as financial advisor and Andrew Kaplan of Gibson, Dunn & Crutcher LLP acted as legal advisor for Modine Manufacturing Company.Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €147, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 17x in the Building industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €221 per share.お知らせ • Jan 22Airedale by Modine Unveils TurboChill 3+MW, Redefining Air-Cooled Efficiency for AI Data CentersAiredale by Modine announced the TurboChill 3+MW. This is the latest expansion to the TurboChill™?chiller platform that provides advanced free-cooling, air-cooled chiller heat rejection to meet the high-density chiller demands of next-generation, GPU-powered data centers. The TurboChill™? 3+MW delivers heat rejection capabilities and features an expanded operating range for free cooling, reducing the need for mechanical cooling and lowering energy consumption. As AI and high-performance compute workloads intensify and push rack densities higher, data center cooling strategies must adapt. TurboChill 3+MW is designed to operate over a wide range of water temperatures common in modern data centers, maximizing free-cooling opportunities in suitable geographies while maintaining precise temperature control for sensitive GPUs. Even as some AI data centers in favorable climates can operate with higher supply water temperatures, global deployments must account for: Real-World Conditions: Ambient heat waves, parasitic system loses, and local air recirculation can overwhelm systems that rely solely on high-temperature liquid cooling. Mechanical cooling provides the essential, non-negotiable capacity to handle peak loads and protect against thermal shutdown. Data Centers with Different Rack Densities: Data center sites may only convert part of their data center to high density racks capable of running with 45degC inlet fluid temperatures. This means other racks in the same data center need traditional facility water return temperatures to safely operate. Operational R risks: Air cooled chiller technology is a proven solution to minimize Data Center WUE and PUE across the globe. Chillers with free cooling provide the benefits of a stand alone dry cooler with the certainty that fluid return temperatures will meet specification regardless of rising global temperatures.お知らせ • Jan 21Modine Manufacturing Company to Report Q3, 2026 Results on Feb 04, 2026Modine Manufacturing Company announced that they will report Q3, 2026 results at 4:00 PM, US Eastern Standard Time on Feb 04, 2026お知らせ • Jan 13Airedale by Modine™ Advanced PUE Solutions Strategically Positioned to Accommodate High- Temperature Thermal ArchitecturesAiredale by Modine highlighted its extensive range of cooling technologies designed to meet the ongoing need to remove heat from the data center hall and water flowing through server racks in modern data centers. With more than two decades of concurrent free-cooling expertise, Airedale is strategically positioned to support the industry's shift toward higher temperature and higher heat density thermal architectures, driven by rapid advancements in next-generation chips. This positioning ensures data center operators can rely on Airedale solutions to help optimize their energy efficiency and minimize their Power Usage Effectiveness (PUE) as thermal densities continue to rise. With recent press announcements that server racks now have the ability to be cooled with 45C water, the operational window for free cooling and hybrid cooling expands, helping minimize PUE as data center thermal density increases. This development, combined with Airedale's intelligent control systems, allows for cooling to be staged, ensuring a smooth transition from mechanical cooling to free cooling. The Airedale Cooling System Optimizer™, for example, can configure between two and twenty chillers to control the cooling block in its most efficient form. On sites with traditional air-cooled chillers and chillers with free cooling, the Optimizer ensures that free cooling is optimized across all available units when the ambient temperature is low, while maintaining stable system water conditions.株主還元1MODIT BuildingIT 市場7D-5.7%9.7%-0.3%1Yn/a36.1%16.8%株主還元を見る業界別リターン: 1MODがItalian Building業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 1MOD Italian市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 1MOD's price volatile compared to industry and market?1MOD volatility1MOD Average Weekly Movement11.3%Building Industry Average Movement6.7%Market Average Movement5.2%10% most volatile stocks in IT Market8.4%10% least volatile stocks in IT Market3.1%安定した株価: 1MODの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間の1MODのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト191611,400Neil Brinkerwww.modine.comModine Manufacturing Companyは、米国、カナダ、イタリア、ハンガリー、英国、中国、および海外で、ミッションクリティカルな熱ソリューションの設計、エンジニアリング、試験、製造、販売を行っている。同社は、丸管プレートフィン構造を含む熱伝達製品、ガス焚き、水熱式、電気式、石油焚きユニットヒーター、屋根設置型直火式および間接焚きメイクアップエアユニット、ダクト炉、赤外線ユニット、および周辺暖房製品を提供している；シングルパッケージユニット換気装置、モジュラーチラー、エアハンドラーおよび凝縮ユニット、天井カセット、蒸発器ユニットクーラー、リモートコンデンサー、流体クーラー、ガスクーラー、ドライおよびブラインクーラー、モーターおよび発電機冷却コイル、変圧器オイルクーラー、ラジエーター、乾燥機、工業用熱交換器。また、データセンター用精密空調ユニット、コンピュータールーム用空調およびハンドラーユニット、ハイブリッドファンコイル、ファンウォール、チラー、凝縮器、コンデンシングユニット、高密度コンピューター用液冷ソリューションなどのIT冷却ソリューションからなるデータセンター製品も提供しており、既存設備の交換部品、メンテナンスサービス、制御ソリューション、新しいビル管理制御およびシステムの販売も行っている。さらに、ラジエーター、コンデンサー、エンジンクーリングモジュール、チャージエアクーラー、ファンシュラウド、サージタンクなどのパワートレインクーリング製品、クーリングモジュールジェネレーターセット、アルミニウムおよびステンレススチール製エンジンオイルクーラー、排気ガス再循環クーラー、液体チャージエアクーラー、トランスミッションおよびリターダーオイルクーラー、チラー、コンデンサー、バッテリー熱管理システム、電子機器冷却パッケージ、バッテリーチラー、バッテリー冷却プレート、電子機器冷却用クーラーおよびケーシング、電動アクスル用クーラー、コーティング製品およびアプリケーションサービスを提供している。モディン・マニュファクチャリング・カンパニーは1916年に設立され、ウィスコンシン州ラシーンに本社を置いている。もっと見るModine Manufacturing Company 基礎のまとめModine Manufacturing の収益と売上を時価総額と比較するとどうか。1MOD 基礎統計学時価総額€11.09b収益（TTM）€84.10m売上高(TTM)€2.47b138.7xPER（株価収益率4.7xP/Sレシオ1MOD は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1MOD 損益計算書（TTM）収益US$2.87b売上原価US$2.19b売上総利益US$685.30mその他の費用US$587.50m収益US$97.80m直近の収益報告Dec 31, 2025次回決算日May 26, 2026一株当たり利益（EPS）1.85グロス・マージン23.85%純利益率3.40%有利子負債／自己資本比率54.3%1MOD の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 06:16終値2026/05/20 00:00収益2025/12/31年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Modine Manufacturing Company 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関David LeikerBairdWalter LiptakBarrington Research Associates, Inc.Jeffrey Van SinderenB. Riley Securities, Inc.13 その他のアナリストを表示
お知らせ • May 13Modine Manufacturing Company to Report Q4, 2026 Results on May 26, 2026Modine Manufacturing Company announced that they will report Q4, 2026 results After-Market on May 26, 2026
お知らせ • Apr 14Modine Announces Promotion of Art Laszlo to President of Data Centers Segment, Effective April 1, 2026Modine has announced the promotion of Art Laszlo to President, Data Centers, effective April 1. Mr. Laszlo will lead the newly created Data Centers segment, which was formerly part of the Climate Solutions segment. Eric McGinnis will continue to lead the remainder of the Climate Solutions segment until his previously announced planned retirement. The company will report these two segments with first quarter fiscal 2027 results. The Performance Technologies segment also will continue to be reported as a separate segment until its spin-off later this calendar year as part of the previously announced transaction with Gentherm. Mr. Laszlo is responsible for driving growth and profitability in Modine's highly strategic Data Centers business, further strengthening its position as a leading provider of innovative cooling solutions to the world's leading data center operators. Mr. Laszlo joined Modine in 2022 and has since held a series of progressively senior leadership roles. Before Modine, he served as President, Advanced Flow Solutions at IDEX, where he focused on the downstream oil and gas sector. Prior to IDEX, he held leadership positions at General Electric, Brunswick Corporation, Mars Incorporated and General Motors.
Buy Or Sell Opportunity • Mar 17Now 21% undervaluedOver the last 90 days, the stock has risen 63% to €174. The fair value is estimated to be €218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 416% in the next 2 years.
New Risk • Feb 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 49% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).
Reported Earnings • Feb 05Third quarter 2026 earnings released: US$0.90 loss per share (vs US$0.78 profit in 3Q 2025)Third quarter 2026 results: US$0.90 loss per share (down from US$0.78 profit in 3Q 2025). Revenue: US$805.0m (up 31% from 3Q 2025). Net loss: US$47.4m (down 216% from profit in 3Q 2025). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Building industry in Europe.
お知らせ • Feb 05Modine Manufacturing Company Increases Earnings Guidance for the Fiscal Year 2026Modine Manufacturing Company increased earnings guidance for the Fiscal year 2026. For the period, the company now revised its net sales to be +20% to 25%.
お知らせ • May 13Modine Manufacturing Company to Report Q4, 2026 Results on May 26, 2026Modine Manufacturing Company announced that they will report Q4, 2026 results After-Market on May 26, 2026
お知らせ • Apr 14Modine Announces Promotion of Art Laszlo to President of Data Centers Segment, Effective April 1, 2026Modine has announced the promotion of Art Laszlo to President, Data Centers, effective April 1. Mr. Laszlo will lead the newly created Data Centers segment, which was formerly part of the Climate Solutions segment. Eric McGinnis will continue to lead the remainder of the Climate Solutions segment until his previously announced planned retirement. The company will report these two segments with first quarter fiscal 2027 results. The Performance Technologies segment also will continue to be reported as a separate segment until its spin-off later this calendar year as part of the previously announced transaction with Gentherm. Mr. Laszlo is responsible for driving growth and profitability in Modine's highly strategic Data Centers business, further strengthening its position as a leading provider of innovative cooling solutions to the world's leading data center operators. Mr. Laszlo joined Modine in 2022 and has since held a series of progressively senior leadership roles. Before Modine, he served as President, Advanced Flow Solutions at IDEX, where he focused on the downstream oil and gas sector. Prior to IDEX, he held leadership positions at General Electric, Brunswick Corporation, Mars Incorporated and General Motors.
Buy Or Sell Opportunity • Mar 17Now 21% undervaluedOver the last 90 days, the stock has risen 63% to €174. The fair value is estimated to be €218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 416% in the next 2 years.
New Risk • Feb 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 49% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).
Reported Earnings • Feb 05Third quarter 2026 earnings released: US$0.90 loss per share (vs US$0.78 profit in 3Q 2025)Third quarter 2026 results: US$0.90 loss per share (down from US$0.78 profit in 3Q 2025). Revenue: US$805.0m (up 31% from 3Q 2025). Net loss: US$47.4m (down 216% from profit in 3Q 2025). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Building industry in Europe.
お知らせ • Feb 05Modine Manufacturing Company Increases Earnings Guidance for the Fiscal Year 2026Modine Manufacturing Company increased earnings guidance for the Fiscal year 2026. For the period, the company now revised its net sales to be +20% to 25%.
お知らせ • Jan 30Gentherm Incorporated (NasdaqGS:THRM) entered into a definitive agreement to acquire Performance Technologies business from Modine Manufacturing Company (NYSE:MOD) for approximately $760 million.Gentherm Incorporated (NasdaqGS:THRM) entered into a definitive agreement to acquire Performance Technologies business from Modine Manufacturing Company (NYSE:MOD) for approximately $760 million on January 29, 2026. The transaction is valued at approximately $1 billion: Modine shareholders set to receive approximately 21 million shares of newly issued Gentherm common stock, representing an equity consideration of approximately $790 million and Modine is expected to receive a cash distribution of $210 million from SpinCo, subject to adjustment. As a part of transaction, Modine will spin-off and simultaneously combine its Performance Technologies business (“Modine Performance Technologies” or “SpinCo”) with Gentherm in a Reverse Morris Trust (RMT) transaction that is intended to be tax-free for Modine and Modine shareholders for U.S. federal income tax purposes. Modine shareholders are expected to own approximately 40% of the combined company, and Gentherm shareholders are expected to own approximately 60% of the combined company, subject to adjustment. The merger agreement requires Gentherm to pay Modine a termination fee of $45 million if the merger agreement is terminated under certain circumstances. Gentherm/SpinCo executed a 364-day bridge loan facility commitment letter under which a financial institution committed to provide debt financing (SpinCo Bridge Facility) to fund the SpinCo cash distribution and any special dividend and related transaction expenses. Bill Presley, Gentherm CEO and Jon Douyard, Gentherm CFO, to lead management team of combined company and Jeremy Patten will continue as President of Modine Performance Technologies. Gentherm Board of Directors will be expanded with addition of two Board nominees designated by Modine in consultation with the Gentherm Board. The combined company will continue to operate under the Gentherm name and retain its listing on the NASDAQ stock exchange under the ticker symbol THRM and will remain headquartered in Novi, Michigan, and will retain a significant presence in Modine Performance Technologies’ current locations, including its Racine Technical Center. The RMT transaction is expected to close in the fourth quarter of calendar year 2026 subject to receipt of Gentherm shareholder approval, the completion of SpinCo financing, a customary IRS tax ruling, and customary closing conditions, including required regulatory approvals and certain tax opinions. The transaction was unanimously approved by the Boards of both Gentherm and Modine. The merger is expected to be accretive to adjusted EPS by year two. Barclays Capital Inc. acted as financial advisor, Bradley C. Faris and Jason Morelli of Latham & Watkins LLP and Michael S. Ben and Matt VanWasshnova of Honigman LLP acted as legal advisor for Gentherm Incorporated. BofA Securities, Inc. acted as financial advisor and Andrew Kaplan of Gibson, Dunn & Crutcher LLP acted as legal advisor for Modine Manufacturing Company.
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €147, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 17x in the Building industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €221 per share.
お知らせ • Jan 22Airedale by Modine Unveils TurboChill 3+MW, Redefining Air-Cooled Efficiency for AI Data CentersAiredale by Modine announced the TurboChill 3+MW. This is the latest expansion to the TurboChill™?chiller platform that provides advanced free-cooling, air-cooled chiller heat rejection to meet the high-density chiller demands of next-generation, GPU-powered data centers. The TurboChill™? 3+MW delivers heat rejection capabilities and features an expanded operating range for free cooling, reducing the need for mechanical cooling and lowering energy consumption. As AI and high-performance compute workloads intensify and push rack densities higher, data center cooling strategies must adapt. TurboChill 3+MW is designed to operate over a wide range of water temperatures common in modern data centers, maximizing free-cooling opportunities in suitable geographies while maintaining precise temperature control for sensitive GPUs. Even as some AI data centers in favorable climates can operate with higher supply water temperatures, global deployments must account for: Real-World Conditions: Ambient heat waves, parasitic system loses, and local air recirculation can overwhelm systems that rely solely on high-temperature liquid cooling. Mechanical cooling provides the essential, non-negotiable capacity to handle peak loads and protect against thermal shutdown. Data Centers with Different Rack Densities: Data center sites may only convert part of their data center to high density racks capable of running with 45degC inlet fluid temperatures. This means other racks in the same data center need traditional facility water return temperatures to safely operate. Operational R risks: Air cooled chiller technology is a proven solution to minimize Data Center WUE and PUE across the globe. Chillers with free cooling provide the benefits of a stand alone dry cooler with the certainty that fluid return temperatures will meet specification regardless of rising global temperatures.
お知らせ • Jan 21Modine Manufacturing Company to Report Q3, 2026 Results on Feb 04, 2026Modine Manufacturing Company announced that they will report Q3, 2026 results at 4:00 PM, US Eastern Standard Time on Feb 04, 2026
お知らせ • Jan 13Airedale by Modine™ Advanced PUE Solutions Strategically Positioned to Accommodate High- Temperature Thermal ArchitecturesAiredale by Modine highlighted its extensive range of cooling technologies designed to meet the ongoing need to remove heat from the data center hall and water flowing through server racks in modern data centers. With more than two decades of concurrent free-cooling expertise, Airedale is strategically positioned to support the industry's shift toward higher temperature and higher heat density thermal architectures, driven by rapid advancements in next-generation chips. This positioning ensures data center operators can rely on Airedale solutions to help optimize their energy efficiency and minimize their Power Usage Effectiveness (PUE) as thermal densities continue to rise. With recent press announcements that server racks now have the ability to be cooled with 45C water, the operational window for free cooling and hybrid cooling expands, helping minimize PUE as data center thermal density increases. This development, combined with Airedale's intelligent control systems, allows for cooling to be staged, ensuring a smooth transition from mechanical cooling to free cooling. The Airedale Cooling System Optimizer™, for example, can configure between two and twenty chillers to control the cooling block in its most efficient form. On sites with traditional air-cooled chillers and chillers with free cooling, the Optimizer ensures that free cooling is optimized across all available units when the ambient temperature is low, while maintaining stable system water conditions.
