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Modine Manufacturing Company MOD

Consumer Cyclical — Auto Parts

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Insider Decisions

Total sells
40.42
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — 1 1 3 — — 1 4 — — 1
Insider Ownership
2.66%

Capital & Financial Ratios

Market Cap
9,990.00
Revenue
3,372.40
Net Income
145.90
Free Cash Flow
101.00
Net Debt
432.90
Current Ratio
2.04
Debt/Equity
0.44
P/E ratio
70.95
P/S ratio
2.98
P/B ratio
8.31
Past 5Y EPS Growth
12.90%
This Y EPS Growth
49.66%
Next Y EPS Growth
45.51%
Next 5Y EPS Growth
45.64%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
—
total individual payouts
2023 ‡‡‡
2022 ‡‡‡
2021 ‡‡‡
2020 ‡‡‡
2018 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2024 2025 2026 Q'26
Cash 60.10 71.60 73.50 95.30
Receivables 422.90 478.90 731.00 659.90
Inventory 357.90 340.90 506.10 609.00
Other 53.10 69.80 105.50 162.70
894.00 961.20 1,416.10 1,526.90
2024 2025 2026 Q'26
Payables 283.40 290.80 464.80 508.90
ST’ Debt 31.70 54.10 51.40 52.00
Other 129.10 93.40 117.60 104.80
545.80 541.00 728.90 749.80
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡ ‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Jun Sep Dec Mar Year
’26 874.10 — — —
—
’26 682.80 738.90 805.00 954.40
3,181.10
’25 661.50 658.00 616.80 647.20
2,583.50
’24 622.40 620.50 561.40 603.50
2,407.80
’23 541.00 578.80 560.00 618.10
2,297.90
’22 494.60 478.90 502.20 574.40
2,050.10
’21 347.80 461.40 484.30 514.90
1,808.40
in millions of $

Operating Cash Flow

Jun Sep Dec Mar Year
’26 41.40 — — —
—
’26 27.70 1.40 24.70 194.90
248.70
’25 40.50 57.30 60.70 54.80
213.30
’24 41.70 69.10 64.20 39.60
214.60
’23 14.50 41.60 11.80 39.60
107.50
’22 (10.10) (8.90) 26.40 4.10
11.50
’21 12.30 75.00 59.20 3.30
149.80
in millions of $

Free Cash Flow

Jun Sep Dec Mar Year
’26 (5.00) — — —
—
’26 0.20 (30.50) (17.10) 153.60
106.20
’25 13.70 43.80 44.70 27.90
130.10
’24 26.60 59.10 44.90 (16.50)
114.10
’23 4.10 29.10 (0.40) 24.30
57.10
’22 (27.20) (17.40) 13.70 (5.50)
(36.40)
’21 3.80 69.50 50.20 (5.70)
117.80
in millions of $

EPS

Jun Sep Dec Mar Year
’26 1.37 — — —
—
’26 0.95 0.83 (0.90) 1.36
2.26
’25 0.88 0.86 0.76 0.92
3.42
’24 0.85 0.87 0.83 0.48
3.03
’23 0.27 0.46 0.46 1.69
2.90
’22 0.04 0.01 1.41 0.16
1.62
’21 (0.17) 0.17 (3.81) (0.29)
(4.11)

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1
1
Buy
2
3
Hold
4
5
Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 7.67 19.41 57.20 64.79 111.18 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 22.13 61.61 146.84 166.94 323.25 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11,100 11,300 11,400 11,300 13,200 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.18 0.20 0.21 0.23 0.24 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,050.10 2,297.90 2,407.80 2,583.50 3,181.10 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15.09% 16.95% 21.83% 24.92% 22.98% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 101.50 125.30 214.60 254.00 186.50 ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.95% 5.45% 8.91% 9.83% 5.86% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 86.30 153.60 163.40 185.50 123.30 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 54.80 54.50 56.10 77.70 79.70 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 39.43 43.94 45.95 49.12 60.25 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.62 2.90 3.03 3.42 2.26 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.22 2.06 4.10 4.06 4.71 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.92) (0.96) (1.92) (1.58) (2.70) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.70) 1.09 2.18 2.47 2.01 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.81 11.46 14.42 17.46 22.78 ‡‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 52.00 52.30 52.40 52.60 52.80 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡ 5.56 8.00 30.99 22.44 96.75 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.23 0.52 2.04 1.56 3.60 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.02 2.01 6.51 4.40 9.51 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.39 0.65 2.20 1.67 3.71 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (22.01) 26.11 46.38 33.18 111.16 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.50 107.50 214.60 213.30 248.70 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (47.90) (50.40) (100.50) (83.20) (142.50) ‡‡‡‡‡ — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (36.40) 57.10 114.10 130.10 106.20 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 263.10 339.30 348.20 420.20 687.20 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 377.80 352.70 431.60 350.80 436.30 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 332.60 285.60 371.50 279.20 362.80 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 458.10 599.60 755.50 918.20 1,202.80 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.30% 10.23% 9.45% 9.76% 5.29% ‡‡‡‡‡ — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.42% 10.62% 13.35% 14.80% 13.67% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 20.93% 28.95% 23.84% 21.99% 11.46% ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Modine Manufacturing (MOD) has engineered a remarkable turnaround in the thermal management sector, evolving from COVID-19 supply chain lows in 2020-2021 to a powerhouse in high-growth areas like data center cooling, EV battery systems, and commercial refrigeration. Revenue has surged 78% since 2016 to $2.41 billion in 2024, with gross margins expanding from 15.6% to 21.8% and profitability metrics rebounding sharply—EBT margins to 8.9%, ROE to 23.8%, and FCF per share turning positive at $2.18. The stock has rocketed 50x from pandemic nadirs to $147 highs, outpacing fundamentals amid thematic tailwinds, though PS ratios have ballooned to 2.04x.

Analyst forecasts are aggressively bullish, projecting revenue to nearly double to $4.64 billion by 2028 (driven by the Climate Solutions segment amid AI data center booms) and EPS leaping to $9.33, implying sustained margin gains to 24.9% and ROE around 20%. A fortress balance sheet—with net debt down 20%, equity doubled, and op cash flow surging 100% YoY—bolsters sustainability. However, heavy insider selling ($36.5 million vs. minimal buys) and stretched multiples (PE 31x, EV/FCF 46x) echo cautionary historical parallels in cyclical industrials.

This poised growth story evokes resilient peers like Parker Hannifin, but execution risks from capex ramps, macro slowdowns, and supply volatility loom. Current valuations price in perfection—read the full analysis for deeper dives into insider signals, backlog trends, and strategic guardrails to assess if MOD warrants scaling in on dips.

Read full commentary →

Modine Manufacturing Company (MOD) Latest News

News by impact score

Fine-tune

17 Sep

4 , 4:34 PM
Gentherm and Modine Manufacturing Company released additional details on the proposed combination of Gentherm with Modine’s Performance Technologies Business. Proposed combination constitutes major strategic restructuring of Modine’s Performance Technologies Business with direct effects on operations and positioning.

13 Sep

5 , 5:35 AM
Gentherm shareholders approve merger with Modine, clearing path for October close. Merger approval triggers fundamental integration and market repositioning for Modine effective October.

10 Sep

4 , 4:15 PM
Modine Manufacturing Company rebrands as Modexus Solutions to mark its evolution into a diversified thermal management solutions provider. Rebranding combined with diversification into thermal management solutions represents a major strategic shift likely to alter long-term positioning and investor perception.

4 , 1:00 PM
Gentherm shareholders approved the combination with Modine’s Performance Technologies Business. Shareholder approval advances Modine divestiture of Performance Technologies Business, a major strategic move.

29 Aug

4 , 3:05 PM
Modine Manufacturing beats expectations on data center growth while remaining potentially 45% undervalued. Data center growth beats indicate major revenue upside in high-demand sector that can shift company trajectory.

21 Aug

4 www.proactiveinvestors.com, 1:10 PM
Modine Manufacturing shares surge after Hunterbrook report links company to $4 billion Google deal. $4 billion Google deal signals major new revenue stream and growth trajectory for Modine thermal management business.

4 investorshub.advfn.com, 9:31 AM
Modine shares rise after Hunterbrook highlights data centre cooling growth opportunity for the company. Hunterbrook spotlight on data centre cooling opens major new revenue channel that can shift Modine growth trajectory.

4 , 8:41 AM
Modine Manufacturing supplies thermal management systems for AI data centers, positioning the company for major revenue growth as demand surges from hyperscale operators. Its liquid cooling and heat rejection products address critical power and efficiency needs in next-generation server infrastructure. Analysts highlight Modine as an underfollowed beneficiary of AI buildouts, with potential for sustained order momentum and margin expansion. Modine's thermal solutions directly support AI data-center expansion, creating durable demand and re-rating potential for the stock.

3 , 8:43 AM
Modine Manufacturing (MOD) reports strong sales growth but questions persist on its ability to convert that into improved profit margins. Focus on sales-to-margin conversion directly affects MOD profitability outlook and investor views.

5 Aug

4 , 11:15 AM
MOD is compared directly to VRT as alternative investments for exposure to AI data center demand and growth. Direct matchup with VRT highlights MOD's role in AI data centers and can materially affect investor sentiment and valuation.

3 Aug

3 , 11:18 AM
Wall Street lowered earnings outlook for Modine Manufacturing (MOD), raising hold-or-sell questions for the stock. Lowered earnings forecasts may pressure MOD share price and near-term sentiment without reshaping company fundamentals.

3 , 8:11 AM
Modine Manufacturing Q1 earnings beat estimates on data center growth but sales missed projections. Earnings beat tied to data center growth points to moderate positive effects on future trajectory despite sales shortfall.

31 Jul

3 transcript www.marketbeat.com, 5:03 PM
Modine Manufacturing Q1 earnings call highlighted revenue growth in thermal management, EV and data center demand strength, margin expansion and raised full-year guidance. Q1 results and guidance updates offer moderate insight into near-term financial trajectory and segment momentum without indicating transformative shifts.

30 Jul

4 , 4:08 PM
Modine Manufacturing reported strong earnings and raised sales guidance, prompting assessment of whether its stock qualifies as a bargain. Strong earnings and raised sales guidance typically drive notable shifts in valuation and investor outlook for the company.

4 , 2:09 PM
Modine Manufacturing (MOD) raised its fiscal 2027 net sales outlook yet its stock fell 28.7%. Outlook hike triggered sharp stock drop reflecting major market concerns over margins or execution risks.

29 Jul

4 , 4:15 PM
Modine Manufacturing Company released first quarter fiscal 2027 financial results. Quarterly earnings results directly affect investor sentiment and near-term stock valuation.

3 , 6:25 PM
Modine Manufacturing Company beat Q1 earnings estimates. Q1 earnings beat may moderately affect MOD stock and investor views short term.

3 transcript app.moby.co, 8:30 AM
Modine Manufacturing Company held its Q1 2027 earnings call, covering financial results and operational updates for the period. Quarterly earnings calls provide updates on performance that moderately influence investor views without major strategic shifts.

27 Jul

4 , 9:14 AM
Modine Manufacturing (MOD) stock rose on strong data center demand and improved visibility into operations. Strong data center demand drives major revenue growth and improves Modine Manufacturing's market trajectory.

22 Jul

3 , 11:19 AM
Modine Manufacturing Company prepares to report Q1 earnings, with focus on expected revenue, profits and business outlook. Q1 earnings release can move near-term stock price but will not redefine company strategy or competitive position.

15 Jul

3 , 2:08 AM
Modine Manufacturing appoints new president to lead Commercial HVAC, prompting questions over potential realignment of segment structure and strategic priorities. Leadership change in a key division may affect segment strategy and operations but lacks immediate financial or market-altering details.

14 Jul

4 , 7:17 PM
Modine Manufacturing (MOD) stock may be undervalued by as much as 33% on the back of rising data center demand and related growth prospects. Data center growth narrative signals major upside potential for Modine's revenue trajectory and investor valuation.

3 , 12:14 PM
Modine Manufacturing Company appoints Michael Mahan to lead its new Commercial HVAC Segment. New segment leadership appointment may moderately shift operational focus and market positioning in HVAC.

9 Jul

3 , 12:16 PM
Modine Manufacturing stock surged after Goldman Sachs initiated coverage with a Buy rating on the data center builder. Goldman Sachs Buy rating initiation directly triggered immediate stock price spike for Modine.

6 Jul

4 , 4:50 AM
Data center direct-to-chip cooling market set for 26.5% CAGR growth by 2032 amid surging demand. Rapid expansion of direct-to-chip cooling demand directly accelerates Modine Manufacturing revenue and market share gains.

24 Jun

4 Insider Monkey, 10:24 AM
Modine Manufacturing Company (MOD) benefits from rising exposure to data center cooling demand as the sector expands. Increased data center cooling exposure drives major revenue growth and strengthens MOD's competitive position.

19 Jun

4 , 9:06 AM
Modine Manufacturing (MOD) shares advanced after exiting its cyclical segment. Cyclical segment exit marks major strategic shift that can stabilize results and lift valuation.

18 Jun

4 , 6:12 PM
Modine Manufacturing (MOD) shares rose 9.5% after securing a $4 billion data center cooling contract and announcing a corporate spin-off. $4 billion data center cooling contract plus spin-off constitute major strategic moves that can substantially alter Modine Manufacturing's trajectory and investor sentiment.

4 , 11:37 AM
Modine Manufacturing breaks out as data center construction lifts demand for its cooling and thermal management products supplied to GE Vernova. Data center construction surge directly expands Modine revenue and market positioning in thermal solutions.

3 , 9:27 AM
Modine Manufacturing Company (MOD) earns recognition as a top portfolio contributor thanks to strong operational results and strategic positioning in thermal management solutions. Positive portfolio contributor status lifts investor sentiment and visibility for MOD without detailing transformative events.
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