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Modine Manufacturing Company Stock Price

NYSE:MOD Community·US$10.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 109 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

MOD Share Price Performance

US$185.97
34.47 (22.75%)
​
US$310.29
Fair Value
US$185.97
34.47 (22.75%)
40.1% undervalued intrinsic discount
US$310.29
Fair Value
Price US$185.97
AnalystConsensusTarget US$310.29
AnalystLowTarget US$280.00
AnalystHighTarget US$355.00
Thu, 3 Sep 26
Fair ValueUS$310.29
Share Pricen/a

MOD Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$310.29 40.1% undervalued intrinsic discount

New Data Center Expansion And Facility Growth Will Drive Steady Outlook

0users have liked this narrative
0users have commented on this narrative
49users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$280 33.6% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$355 47.6% undervalued intrinsic discount

Data Center Demand And Long Term Capacity Agreements Will Drive Sustained Future Upside

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
MOD logo
Modine Manufacturing
40.1% undervalued intrinsic discount

New Data Center Expansion And Facility Growth Will Drive Steady Outlook

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
Read Narrative
MOD logo
Modine Manufacturing
33.6% undervalued intrinsic discount

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

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 14 Aug
Read Narrative
MOD logo
Modine Manufacturing
47.6% undervalued intrinsic discount

Data Center Demand And Long Term Capacity Agreements Will Drive Sustained Future Upside

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Published 3 Aug
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
MOD logo

MOD: Order Momentum And Data Center Ramp Execution Will Drive Future AI Cooling Demand

Fair Value: US$310.29 40.1% undervalued intrinsic discount
49 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
MOD logo

MOD: Data Center Capacity Agreement And Backlog Will Drive Future Upside

Fair Value: US$280 33.6% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
MOD logo

Data Center Demand And Long Term Capacity Agreements Will Drive Sustained Future Upside

Fair Value: US$355 47.6% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

3 Risks
3 Rewards
View Full Analysis

Modine Manufacturing Company Key Details

US$3.4b

Revenue

US$2.6b

Cost of Revenue

US$749.0m

Gross Profit

US$604.8m

Other Expenses

US$144.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.71
22.21%
4.28%
43.5%
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

User avatar
Narrative Update • Sep 03

MOD: Order Momentum And Data Center Ramp Execution Will Drive Future AI Cooling Demand

Modine Manufacturing's updated analyst price target has shifted from $323 to about $310, as analysts factor in recent target revisions around $302 to $355. These revisions reflect ramp risk, supply chain challenges, and expectations for order strength and a possible recovery toward year end.
Seeking Alpha • Aug 28

Modine: A Medium-Term, High-Stakes Bet

Summary I assign a definitive Buy rating to Modine Manufacturing Company, driven by a data center cooling supercycle and a strategic shift to high-margin climate solutions. MOD secured a $4 billion hyperscaler contract, is spinning off its low-margin segment, and expects significant gross margin improvement post-spin-off. Q1 FY27 saw 28% sales growth, with data center revenue up 90%, though temporary operational inefficiencies compressed gross margins. My conservative value estimate is $204 per share by the end of FY27, with further upside if operational execution and new deals materialize. Read the full article on Seeking Alpha

Recent updates

No updates

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