Modine Manufacturing Company

NYSE:MOD Voorraadrapport

Marktkapitalisatie: US$10.4b

Modine Manufacturing Toekomstige groei

Future criteriumcontroles 6/6

Modine Manufacturing zal naar verwachting groeien in winst en omzet met respectievelijk 51.3% en 22.4% per jaar. De winst per aandeel zal naar verwachting groeien met 50.5% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 32% zijn.

Belangrijke informatie

51.3%

Groei van de winst

50.46%

Groei van de winst per aandeel

Building winstgroei20.6%
Inkomstengroei22.4%
Toekomstig rendement op eigen vermogen32.00%
Dekking van analisten

Good

Laatst bijgewerkt04 Aug 2026

Recente toekomstige groei-updates

Recent updates

Narratiefupdate • 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.
Nieuw narratief • 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?
Narratiefupdate • 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
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Nieuw narratief • 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?
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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).
Narratiefupdate • 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).
Narratiefupdate • 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).
Narratiefupdate • 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.
Narratiefupdate • 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).
Narratiefupdate • 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.
Narratiefupdate • 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.

Winst- en omzetgroeiprognoses

NYSE:MOD - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
3/31/20296,5698595096692
3/31/20285,0505913855747
3/31/20274,0633841723538
6/30/20263,372144100262N/A
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
3/31/20201,976-2N/A58N/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

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei MOD ( 51.3% per jaar) ligt boven de spaarquote ( 3.7% ).

Winst versus markt: De winst van MOD ( 51.3% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16.9% per jaar).

Hoge groeiwinsten: De winst van MOD zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van MOD ( 22.4% per jaar) zal naar verwachting sneller groeien dan de markt US ( 12.9% per jaar).

Hoge groei-inkomsten: De omzet van MOD ( 22.4% per jaar) zal naar verwachting sneller groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen MOD zal naar verwachting over 3 jaar hoog zijn ( 32 %)

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/08/20 23:49
Aandelenkoers aan het einde van de dag2026/08/20 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2026/03/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Modine Manufacturing Company wordt gevolgd door 16 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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