Modine Manufacturing（MOD）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
MOD Community Fair Values
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Analyst Price Targets
Modine Manufacturing Company 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$276.70 |
| 52週高値 | US$323.25 |
| 52週安値 | US$86.48 |
| ベータ | 1.66 |
| 1ヶ月の変化 | 6.21% |
| 3ヶ月変化 | 28.21% |
| 1年変化 | 170.37% |
| 3年間の変化 | 740.27% |
| 5年間の変化 | 1,567.87% |
| IPOからの変化 | 19,664.29% |
最新ニュース
ナラティブの更新 • 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
ナラティブの更新 • 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 Alphaナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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株主還元
| MOD | US Building | US 市場 | |
|---|---|---|---|
| 7D | -2.5% | -1.5% | -2.3% |
| 1Y | 170.4% | 9.8% | 21.2% |
業界別リターン: MOD過去 1 年間で9.8 % の収益を上げたUS Building業界を上回りました。
リターン対市場: MOD過去 1 年間で21.2 % の収益を上げたUS市場を上回りました。
価格変動
| MOD volatility | |
|---|---|
| MOD Average Weekly Movement | 10.2% |
| Building Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: MOD 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MODの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1916 | 13,200 | Neil Brinker | www.modine.com |
Modine 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。丸管プレートフィン構造、ガス焚き、水熱式、電気式、石油焚きユニットヒーター、屋根置き直火式・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、ペリメーターヒーティング製品などの熱伝導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、ドライヤー、工業用熱交換器。また、チラー、ドライクーラー、精密エアハンドリングユニット、コンピュータールーム空調、コンピュータールーム用エアハンドラーユニット、ファンウォール、リアドア式熱交換器、冷却水分配ユニット、液浸ソリューションなどのIT冷却ソリューションで構成され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や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、バッテリー冷却装置、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。1916年に法人化され、ウィスコンシン州ラシーンに本社を置く。
Modine Manufacturing Company 基礎のまとめ
| MOD 基礎統計学 | |
|---|---|
| 時価総額 | US$14.65b |
| 収益（TTM） | US$121.50m |
| 売上高(TTM) | US$3.18b |
120.3x
PER（株価収益率4.6x
P/SレシオMOD は割高か？
公正価値と評価分析を参照収益と収入
| MOD 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.18b |
| 売上原価 | US$2.45b |
| 売上総利益 | US$732.40m |
| その他の費用 | US$610.90m |
| 収益 | US$121.50m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.30 |
| グロス・マージン | 23.02% |
| 純利益率 | 3.82% |
| 有利子負債／自己資本比率 | 36.1% |
MOD の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/06/24 21:46 |
| 終値 | 2026/06/24 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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。15
| アナリスト | 機関 |
|---|---|
| David Leiker | Baird |
| Walter Liptak | Barrington Research Associates, Inc. |
| Jeffrey Van Sinderen | B. Riley Securities, Inc. |