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Modine Manufacturing Company Stock Price

NYSE:MOD Community·US$15.0b Market Cap
  • 2 Narratives written by author
  • 1 Comments on narratives written by author
  • 82 Fair Values set on narratives written by author

MOD Share Price Performance

US$255.99
154.65 (152.61%)
US$340.86
Fair Value
US$255.99
154.65 (152.61%)
24.9% undervalued intrinsic discount
US$340.86
Fair Value
Price US$255.99
AnalystConsensusTarget US$340.86
AnalystLowTarget US$263.00

MOD Community Narratives

·
Fair Value US$340.86 24.9% undervalued intrinsic discount

New Data Center Expansion And Facility Growth Will Drive Steady Outlook

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39users have followed this narrative
·
Fair Value US$263 2.7% undervalued intrinsic discount

Data Center Cooling Dependence Will Shape Future Returns Despite Strong HVAC Momentum

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1users have followed this narrative
US$340.86
24.9% undervalued intrinsic discount
Revenue
27.34% p.a.
Profit Margin
13.74%
Future PE
25.57x
Price in 2029
US$428.91
US$263
2.7% undervalued intrinsic discount
Revenue
30.36% p.a.
Profit Margin
13.44%
Future PE
19.13x
Price in 2029
US$336.67

Trending Discussion

Updated Narratives

MOD logo

MOD: Long Term Data Center Deal Will Drive Future AI Cooling Demand

Fair Value: US$340.86 24.9% undervalued intrinsic discount
39 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
MOD logo

Data Center Cooling Dependence Will Shape Future Returns Despite Strong HVAC Momentum

Fair Value: US$263 2.7% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

3 Risks
2 Rewards

Modine Manufacturing Company Key Details

US$3.2b

Revenue

US$2.4b

Cost of Revenue

US$732.4m

Gross Profit

US$610.9m

Other Expenses

US$121.5m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
2.30
23.02%
3.82%
36.1%
View Full Analysis

About MOD

Founded
1916
Employees
13200
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. It 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. The company also provides data center products that consists of IT cooling solutions, including chillers, dry coolers, precision air handling units, computer room air conditioning, computer room air handler units, fan walls, rear-door heat exchangers, coolant distribution units, and immersion solutions, as well as sells replacement parts, maintenance service and control solutions for existing equipment and new building management controls and systems. In addition, it 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. The company was incorporated in 1916 and is headquartered in Racine, Wisconsin.

Recent MOD News & Updates

Narrative Update 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.

Recent updates

No updates