Modine Manufacturing (MOD) Is Up 13.3% After Opening New Franklin Facility to Expand Data Center Cooling

• In November 2025, Modine Manufacturing officially opened a 155,000-square-foot data center cooling facility in Franklin, Wisconsin as part of its ongoing US$100 million multi-year investment, creating hundreds of new jobs and boosting capacity for its Airedale product line.
• This expansion highlights Wisconsin’s growing role as a data center hub, fueled by natural resources, infrastructure advantages, and a skilled workforce that attracts large-scale AI and cloud projects.
• We'll now explore how the Franklin facility's launch may impact Modine's investment narrative and data center market positioning.

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Modine Manufacturing Investment Narrative Recap

Modine Manufacturing shareholders generally believe in the continued surge in demand for data center cooling, driven by the rise of AI and cloud infrastructure. The opening of the Franklin, Wisconsin facility is a meaningful milestone in this thesis, potentially strengthening Modine’s biggest short-term catalyst, scaling capacity to meet rapid customer growth, while heightening risks related to inventory build and order timing if demand unexpectedly slows.

Among recent announcements, Modine’s July 2025 commitment to a US$100 million multi-site investment, including the Franklin plant, stands out as most relevant. This underscores the company’s focus on expanding American manufacturing for data center solutions, a move that directly supports faster order fulfillment and could boost visibility for future revenues if demand holds steady.

However, if orders do not materialize as planned, Modine’s increased capacity could mean...

Read the full narrative on Modine Manufacturing (it's free!)

Modine Manufacturing's narrative projects $4.0 billion in revenue and $453.0 million in earnings by 2028. This requires 15.3% yearly revenue growth and a $265.1 million increase in earnings from the current $187.9 million.

Uncover how Modine Manufacturing's forecasts yield a $183.00 fair value, a 13% upside to its current price.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community range from US$96.88 to US$217.54, showing how much individual investor opinions can diverge. While the community reflects varied views, Modine’s expanding US data center footprint continues to be a critical driver for its near-term outlook.

Explore 4 other fair value estimates on Modine Manufacturing - why the stock might be worth 40% less than the current price!

Build Your Own Modine Manufacturing Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Modine Manufacturing research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Modine Manufacturing research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Modine Manufacturing's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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