Modine Manufacturing Company

NYSE:MOD 주식 리포트

시가총액: US$14.7b

Modine Manufacturing 향후 성장

Future 기준 점검 6/6

Modine Manufacturing (는) 각각 연간 49.3% 및 21.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 48.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 32.9% 로 예상됩니다.

핵심 정보

49.3%

이익 성장률

48.36%

EPS 성장률

Building 이익 성장19.7%
매출 성장률21.9%
향후 자기자본이익률32.94%
애널리스트 커버리지

Good

마지막 업데이트22 Jun 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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

이익 및 매출 성장 예측

NYSE:MOD - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/20296,5739105076672
3/31/20285,0536063935817
3/31/20274,0633951973678
3/31/20263,181122105249N/A
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
12/31/20192,05911N/A82N/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

애널리스트 향후 성장 전망

수입 대 저축률: MOD 의 연간 예상 수익 증가율(49.3%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: MOD 의 연간 수익(49.3%)이 US 시장(18.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: MOD 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: MOD 의 수익(연간 21.9%)이 US 시장(연간 12.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: MOD 의 수익(연간 21.9%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: MOD의 자본 수익률은 3년 후 32.9%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/24 21:45
종가2026/06/24 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Modine Manufacturing Company는 15명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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