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Modine Manufacturing Company Stock Price

NYSE:MOD Community·US$14.4b Market Cap
  • 1 Narratives written by author
  • 1 Comments on narratives written by author
  • 79 Fair Values set on narratives written by author

MOD Share Price Performance

US$273.00
171.57 (169.15%)
US$265.57
Fair Value
US$273.00
171.57 (169.15%)
2.8% overvalued intrinsic discount
US$265.57
Fair Value
Price US$273.00
AnalystConsensusTarget US$265.57

MOD Community Narratives

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Fair Value US$265.57 2.8% overvalued intrinsic discount

New Data Center Expansion And Facility Growth Will Drive Steady Outlook

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Trending Discussion

Updated Narratives

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MOD: Data Center Thermal One Stop Shop Will Drive Balanced AI Infrastructure Outlook

Fair Value: US$265.57 2.8% overvalued intrinsic discount
39 users have set this as their fair value
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Snowflake Analysis

Exceptional growth potential with adequate balance sheet.

4 Risks
1 Reward

Modine Manufacturing Company Key Details

US$2.9b

Revenue

US$2.2b

Cost of Revenue

US$685.3m

Gross Profit

US$587.5m

Other Expenses

US$97.8m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
1.85
23.85%
3.40%
54.3%
View Full Analysis

About MOD

Founded
1916
Employees
11400
CEO
Neil Brinker
WebsiteView website
www.modine.com

Modine Manufacturing Company designs, engineers, tests, manufactures, and sells mission-critical thermal solutions in the United States, Canada, Italy, Hungary, the United Kingdom, China, and internationally. The company offers heat transfer products, including round tube plate fin construction; gas-fired, hydronic, electric, and oil fired unit heaters; roof-mounted direct- and indirect-fired makeup air units, duct furnaces, infrared units, and perimeter heating products; single packaged unit ventilators, modular chillers, air handler and condensing units, and ceiling cassettes; evaporator unit coolers, remote condensers, fluid coolers, gas coolers, and dry and brine coolers; and motor and generator cooling coils, transformer oil coolers, radiators, dryers, and industrial heat exchangers. It also provides data center products that consists of IT cooling solutions, including precision air conditioning units for data center applications; computer room air conditioning and handler units; hybrid fan coils; fan walls; chillers; condensers; condensing units; and liquid cooling solutions for high-density computing, as well as sells replacement parts, maintenance service and control solutions for existing equipment and new building management controls and systems. In addition, the company offers powertrain cooling products, such as radiators, condensers, engine cooling modules, charge air coolers, fan shrouds, and surge tanks; cooling module generator sets; aluminum and stainless steel engine oil coolers, exhaust gas recirculation coolers, liquid charge air coolers, transmission and retarder oil coolers, chillers, and condensers; battery thermal management systems, electronics cooling packages, battery chillers, battery cooling plates, coolers and casings for electronics cooling, and coolers for electric axles; and coatings products and application services. Modine Manufacturing Company was incorporated in 1916 and is headquartered in Racine, Wisconsin.

Recent MOD News & Updates

Seeking Alpha May 07

Modine: This Powerhouse Stock Can Keep Going

Summary Modine is up 89% YTD, driven by surging data center and AI-related demand, with data center cooling revenue up 78% last quarter. MOD will spin off its underperforming Performance Technologies segment, creating a pureplay data center thermal technology company with higher growth and margin profiles. Pro-forma MOD is expected to trade at ~35x EV/EBITDA, with Climate Solutions projected to grow 50–70% over two years and data center revenue exceeding $2B by FY28. I see 14% upside to a $308 target, but MOD’s high valuation and exposure to data center/AI sentiment make it a hold rather than a buy. Read the full article on Seeking Alpha
Narrative Update 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.

Recent updates

No updates