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MOD Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
282.810
Open
270.810
VWAP
276.58
Vol
1.64M
Mkt Cap
14.73B
Low
268.020
Amount
452.64M
EV/EBITDA(TTM)
33.51
Total Shares
52.82M
EV
15.10B
EV/OCF(TTM)
60.72
P/S(TTM)
4.70
Modine Manufacturing Company is a provider of thermal management technology and solutions. It is engaged in designing, engineering, testing, and manufacturing mission-critical thermal solutions. Its segment includes Climate Solutions and Performance Technologies. The Climate Solutions segment provides energy-efficient, climate-controlled solutions and components. The Climate Solutions segment provides cooling solutions for data centers that help save water and energy through intelligent controls. The Climate Solutions segment also provides heat exchangers for heating, ventilating, air conditioning and refrigeration applications and anti-corrosive coatings. The Performance Technologies segment provides products and solutions that enhance the performance of customer applications and develops solutions that provide mission-critical energy for a variety of end-market applications. It also designs and manufactures products and solutions using air-cooled and liquid-cooled technology.
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Events Timeline

(ET)
2026-05-26
19:40:00
Market Optimism Drives Crude Oil Prices Lower
select
2026-05-26
16:20:00
Modine Reports Q4 Adjusted EPS of $1.71
select
2026-05-26
16:20:00
Modine Sees FY27 Sales Up 20%-35%
select
2026-05-26
16:20:00
Modine Reports Q4 Revenue of $954.4M
select
2026-05-26
10:10:00
Modine Stock Rises 22.5% to $319.05
select

News

CNBC
4.5
05-28CNBC
Market Dynamics and Investment Opportunities Analysis
  • Market Outlook: Stock futures are lower this morning, although oil prices are rebounding after strikes in Iran, and the PCE index showed a year-over-year increase of 3.8%, which, while high, did not exceed expectations, indicating a potential easing of inflationary pressures that could positively impact market sentiment.
  • Snowflake Breakout: Snowflake shares soared over 35% today as it enhances its competitiveness against private Databricks by securing a $6 billion spending deal with Amazon Web Services, signaling a rerating in the cloud consumption AI sector.
  • Salesforce Growth: Salesforce reported strong earnings last night, particularly in Agentforce, bolstered by a significant buyback; however, sluggish performance in Tableau and the commerce vertical led to a stock decline of over 1.5%, reflecting market caution regarding its future growth.
  • Marvell's Strong Performance: Marvell delivered impressive earnings with accelerating revenue in data center chips and robust optical business performance, despite challenges in parts supply; shares rose 3.5%, indicating market confidence in its long-term growth potential.
Yahoo Finance
9.5
05-27Yahoo Finance
Modine Manufacturing Reports Fourth Consecutive Year of Record Revenue
  • Significant Revenue Growth: Modine Manufacturing reported a record-breaking revenue for the fourth consecutive year, with strong adjusted EBITDA performance indicating sustained competitiveness and profitability in the market.
  • Strategic Acquisitions Expansion: The company added $119 million in revenue through three strategic acquisitions, further expanding its HVAC business and enhancing market share and product line diversity.
  • Long-Term Agreement Secures Future: A landmark long-term capacity agreement with a key data center customer secures over $4 billion in future revenue, laying a solid foundation for sustainable growth.
  • Strong Climate Solutions Performance: The Climate Solutions segment saw a 43% revenue increase, with data center sales growing 73% to $1.1 billion, demonstrating the company's robust performance in the rapidly expanding data center market.
seekingalpha
9.5
05-27seekingalpha
Modine Manufacturing Reports Strong Q4 2026 Earnings with Strategic Growth Initiatives
  • Significant Revenue Growth: Modine Manufacturing reported a 47% increase in Q4 2026 sales, reaching $954.4 million, marking the company's fourth consecutive year of record revenue and adjusted EBITDA, demonstrating strong market performance and competitiveness.
  • Strategic Acquisitions Impact: The company added $119 million in revenue through three strategic acquisitions, further solidifying its position in the data center cooling products market, while planning to spin off its Performance Technologies segment and combine it with Gentherm, which is expected to optimize resource allocation and enhance market share.
  • Optimistic Outlook: Management anticipates total sales growth of 20% to 35% for fiscal 2027, with data center sales projected to grow by 60% to 80%, indicating strong confidence in future market demand and providing investors with a positive growth outlook.
  • Strong Cash Flow Performance: The company reported free cash flow of $153 million in Q4, supported by a $165 million upfront payment related to the long-term agreement, showcasing effective cash management and operational efficiency, which enhances its future investment capabilities.
CNBC
2.0
05-27CNBC
Travel Stocks Surge as Oil Prices Retreat
  • Airline Stocks Rise: Shares of airlines surged as oil prices fell nearly 4%, with United Airlines gaining 7% and Delta Air Lines up 4%, indicating potential profitability improvements for airlines amid reduced cost pressures.
  • Telecom Infrastructure Surge: Dycom Industries saw a stock increase of about 30% after raising its full-year outlook, projecting contract revenue between $7.38 billion and $7.65 billion, and enhancing its data center capabilities through the acquisition of National Technology Integrators.
  • Cloud Security Decline: Zscaler's shares tumbled over 30% after guiding for current-quarter revenue below analyst expectations, despite beating third-quarter adjusted earnings forecasts, reflecting market concerns about its future growth trajectory.
  • Retail Stock Gains: Bath & Body Works shares rose 12% after forecasting second-quarter earnings per share between 20 to 25 cents, exceeding analyst expectations, which indicates strong consumer demand and improved profitability for the company.
CNBC
9.5
05-27CNBC
Zscaler's Earnings Misses Expectations, Shares Plunge
  • Zscaler Earnings Miss: Zscaler's revenue guidance for the current quarter is between $875 million and $878 million, falling short of the $879 million analysts expected, leading to a more than 23% drop in shares, indicating market concerns about its future growth.
  • Peer Impact: Following Zscaler's disappointing results, shares of Palo Alto Networks and CrowdStrike fell by 4% and over 3%, respectively, reflecting a decline in market confidence across the cybersecurity sector.
  • Bath & Body Works Strong Performance: The company reported better-than-expected first-quarter earnings and forecasted second-quarter EPS between 20 to 25 cents, exceeding the 21 cents expected by analysts, resulting in a 15% increase in shares, showcasing resilience in market demand.
  • Semtech's Impressive Results: Semtech posted first-quarter adjusted earnings and revenue that surpassed estimates, with guidance for current-quarter earnings and EBITDA also exceeding analyst expectations, leading to a 7% rise in shares, highlighting its strong performance in the semiconductor market.
stocktwits
9.5
05-27stocktwits
Modine Reports Record Q4 Earnings and Major AI Contract
  • Strong Financial Performance: Modine reported Q4 revenue of $954.4 million, a 47% year-over-year increase that surpassed analyst expectations of $920.68 million, indicating robust growth in climate solutions and data center sectors.
  • Surge in Climate Solutions: The Climate Solutions segment saw sales soar by 87% to $665.9 million, while revenue from data center customers skyrocketed by 158%, reflecting ongoing investments in AI server infrastructure and cooling capacity.
  • Major Long-term Contract: Modine secured a $4 billion deal with a major cloud company for Airedale cooling systems, expected to generate approximately $1.3 billion in annual revenue, with an upfront payment of $165 million enhancing cash flow.
  • Shift in Market Sentiment: Retail investor sentiment around Modine shifted from neutral to extremely bullish, with message volume surging over 7,200% in 24 hours, reflecting strong confidence in the company's growth potential following the earnings beat and major contract announcement.
Wall Street analysts forecast MOD stock price to rise
7 Analyst Rating
Wall Street analysts forecast MOD stock price to rise
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
173.00
Averages
186.60
High
200.00
Current: 0.000
sliders
Low
173.00
Averages
186.60
High
200.00
Oppenheimer
Oppenheimer
Outperform
maintain
$271 -> $325
AI Analysis
2026-05-28
New
Reason
Oppenheimer
Oppenheimer
Price Target
$271 -> $325
AI Analysis
2026-05-28
New
maintain
Outperform
Reason
Oppenheimer raised the firm's price target on Modine to $325 from $271 and keeps an Outperform rating on the shares. The firm notes shares gave back a portion of Tuesday's gains after the company's Q4 beat/above-consensus guide, largely on the degree of incrementality in the long-term data center capacity agreement announced Tuesday. From Oppenheimer's perspective, the LTA and execution against increasing demand have pushed Modine's growth trajectory higher, and the firm is raising 2027-2028 estimates as a result.
UBS
Amit Mehrotra
Buy
maintain
$310 -> $355
2026-05-28
New
Reason
UBS
Amit Mehrotra
Price Target
$310 -> $355
2026-05-28
New
maintain
Buy
Reason
UBS analyst Amit Mehrotra raised the firm's price target on Modine to $355 from $310 and keeps a Buy rating on the shares following the Q4 results and the announcement of a $4B long-term agreement with a data center customer. Over time, consensus forecasts are likely to be revised higher, which combined with a relatively low valuation, suggests potential upside to the current share price, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for MOD
Unlock Now

Valuation Metrics

The current forward P/E ratio for Modine Manufacturing Co (MOD.N) is 38.91, compared to its 5-year average forward P/E of 17.70. For a more detailed relative valuation and DCF analysis to assess Modine Manufacturing Co's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
17.70
Current PE
38.91
Overvalued PE
26.95
Undervalued PE
8.45

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
11.57
Current EV/EBITDA
23.97
Overvalued EV/EBITDA
18.69
Undervalued EV/EBITDA
4.44

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.31
Current PS
3.17
Overvalued PS
2.26
Undervalued PS
0.35

Financials

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Whales Holding MOD

C
Castleknight Management LP
Holding
MOD
+40.43%
3M Return
W
Wt Asset Management Ltd
Holding
MOD
+40.27%
3M Return
P
Portolan Capital Management, LLC
Holding
MOD
+27.22%
3M Return
H
Hood River Capital Management LLC
Holding
MOD
+24.71%
3M Return
P
Paradigm Capital Management, Inc.
Holding
MOD
+21.80%
3M Return
E
Emerald Advisers, LLC
Holding
MOD
+14.97%
3M Return

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Frequently Asked Questions

What is Modine Manufacturing Co (MOD) stock price today?

The current price of MOD is 278.91 USD — it has increased 3.03

What is Modine Manufacturing Co (MOD)'s business?

Modine Manufacturing Company is a provider of thermal management technology and solutions. It is engaged in designing, engineering, testing, and manufacturing mission-critical thermal solutions. Its segment includes Climate Solutions and Performance Technologies. The Climate Solutions segment provides energy-efficient, climate-controlled solutions and components. The Climate Solutions segment provides cooling solutions for data centers that help save water and energy through intelligent controls. The Climate Solutions segment also provides heat exchangers for heating, ventilating, air conditioning and refrigeration applications and anti-corrosive coatings. The Performance Technologies segment provides products and solutions that enhance the performance of customer applications and develops solutions that provide mission-critical energy for a variety of end-market applications. It also designs and manufactures products and solutions using air-cooled and liquid-cooled technology.

What is the price predicton of MOD Stock?

Wall Street analysts forecast MOD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MOD is186.60 USD with a low forecast of 173.00 USD and a high forecast of 200.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Modine Manufacturing Co (MOD)'s revenue for the last quarter?

Modine Manufacturing Co revenue for the last quarter amounts to 954.40M USD, increased 47.47

What is Modine Manufacturing Co (MOD)'s earnings per share (EPS) for the last quarter?

Modine Manufacturing Co. EPS for the last quarter amounts to 1.35 USD, increased 46.74

How many employees does Modine Manufacturing Co (MOD). have?

Modine Manufacturing Co (MOD) has 13200 emplpoyees as of June 01 2026.

What is Modine Manufacturing Co (MOD) market cap?

Today MOD has the market capitalization of 14.73B USD.