Modine Manufacturing Tidigare resultatutveckling
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Modine Manufacturing har ökat intäkterna med en genomsnittlig årlig takt på 29.3%, medan Building -branschen såg intäkterna växer på 8.2% årligen. Intäkterna har varit växande med en genomsnittlig takt på 9.2% per år. Modine Manufacturing s avkastning på eget kapital är 12.1% och den har en nettomarginal på 4.3%.
Viktig information
29.33%
Tillväxttakt i vinsten
29.29%
Tillväxttakt för EPS
| Building Tillväxt i branschen | 13.32% |
| Intäkternas tillväxttakt | 9.24% |
| Avkastning på eget kapital | 12.06% |
| Nettomarginal | 4.28% |
| Senaste uppdateringen av resultatet | 30 Jun 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Uppdatering av berättelse • 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
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Ny berättelse • 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?Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • Aug 20
Earnings Tell The Story For Modine Manufacturing Company (NYSE:MOD) As Its Stock Soars 40%
NYSE:MOD 1 Year Share Price vs Fair Value Explore Modine Manufacturing's Fair Values from the Community and select...Analysartikel • Aug 02
Modine Manufacturing Company (NYSE:MOD) Just Reported And Analysts Have Been Lifting Their Price Targets
Modine Manufacturing Company ( NYSE:MOD ) just released its latest first-quarter results and things are looking...Seeking Alpha • Apr 29
Modine Manufacturing: A Potential Winner In The AI Boom
Summary Modine Manufacturing's strategic shift to AI data center cooling, driven by acquisitions, positions it for significant growth. Successful integration of Scott Springfield and Airedale enhances Modine's competitive edge in advanced cooling solutions, crucial for AI and cloud computing markets. Despite challenges in traditional markets, Modine's Climate Solutions segment shows robust growth, with a 176% increase in data center sales in Q3. Risks include potential slowdowns in AI growth, competition from larger players, and supply chain disruptions, but Modine's strategic focus and execution remain strong. Read the full article on Seeking AlphaFördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Modine Manufacturing tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 30 Jun 26 | 3,372 | 144 | 353 | 29 |
| 31 Mar 26 | 3,181 | 122 | 334 | 29 |
| 31 Dec 25 | 2,874 | 98 | 309 | 35 |
| 30 Sep 25 | 2,686 | 186 | 302 | 35 |
| 30 Jun 25 | 2,605 | 188 | 304 | 35 |
| 31 Mar 25 | 2,584 | 184 | 302 | 35 |
| 31 Dec 24 | 2,540 | 160 | 285 | 42 |
| 30 Sep 24 | 2,484 | 164 | 271 | 42 |
| 30 Jun 24 | 2,447 | 164 | 254 | 42 |
| 31 Mar 24 | 2,408 | 162 | 235 | 42 |
| 31 Dec 23 | 2,422 | 226 | 218 | 44 |
| 30 Sep 23 | 2,421 | 206 | 208 | 44 |
| 30 Jun 23 | 2,379 | 184 | 197 | 44 |
| 31 Mar 23 | 2,298 | 153 | 192 | 44 |
| 31 Dec 22 | 2,254 | 72 | 178 | 50 |
| 30 Sep 22 | 2,196 | 121 | 170 | 50 |
| 30 Jun 22 | 2,097 | 97 | 163 | 50 |
| 31 Mar 22 | 2,050 | 85 | 166 | 50 |
| 31 Dec 21 | 1,991 | 62 | 175 | 46 |
| 30 Sep 21 | 1,973 | -208 | 181 | 46 |
| 30 Jun 21 | 1,955 | -200 | 174 | 46 |
| 31 Mar 21 | 1,808 | -211 | 161 | 46 |
| 31 Dec 20 | 1,766 | -202 | 144 | 60 |
| 30 Sep 20 | 1,756 | -5 | 152 | 60 |
| 30 Jun 20 | 1,794 | -19 | 174 | 60 |
| 31 Mar 20 | 1,976 | -2 | 193 | 60 |
| 31 Dec 19 | 2,059 | 11 | 192 | 70 |
| 30 Sep 19 | 2,127 | 27 | 185 | 70 |
| 30 Jun 19 | 2,176 | 71 | 181 | 70 |
| 31 Mar 19 | 2,213 | 84 | 176 | 70 |
| 31 Dec 18 | 2,223 | 96 | 177 | 66 |
| 30 Sep 18 | 2,194 | 50 | 180 | 66 |
| 30 Jun 18 | 2,154 | 27 | 179 | 66 |
| 31 Mar 18 | 2,103 | 22 | 183 | 66 |
| 31 Dec 17 | 2,025 | 13 | 167 | 64 |
| 30 Sep 17 | 1,862 | 42 | 156 | 64 |
| 30 Jun 17 | 1,671 | 22 | 140 | 64 |
| 31 Mar 17 | 1,503 | 14 | 125 | 64 |
| 31 Dec 16 | 1,358 | 14 | 152 | 61 |
| 30 Sep 16 | 1,337 | 20 | 143 | 61 |
| 30 Jun 16 | 1,354 | 2 | 143 | 61 |
| 31 Mar 16 | 1,353 | -2 | 107 | 61 |
| 31 Dec 15 | 1,372 | -12 | 177 | 0 |
| 30 Sep 15 | 1,407 | -12 | 182 | 0 |
Kvalitetsintäkter: MOD har en stor engång förlust av $145.1M {1 månader till 30th June, 2026 1 månader) 30th June, 2026.
Växande vinstmarginal: MOD s nuvarande netto vinstmarginaler (4.3%) är lägre än förra året (7.2%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: MOD har blivit lönsamt under de senaste 5 åren och ökat intäkterna med 29.3% per år.
Accelererande tillväxt: MOD s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.
Resultat vs industri: MOD hade negativ intäktstillväxt ( -23.3% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Building ( -8.7% ).
Avkastning på eget kapital
Hög ROE: MOD s avkastning på eget kapital ( 12.1% ) anses vara låg.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/31 05:33 |
| Aktiekurs vid dagens slut | 2026/07/31 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2026/03/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Modine Manufacturing Company bevakas av 16 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| David Leiker | Baird |
| Walter Liptak | Barrington Research Associates, Inc. |
| Jeffrey Van Sinderen | B. Riley Securities, Inc. |