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MOD

Modine Manufacturing Company

MOD

NYSE·Consumer Cyclical·Auto - Parts·Mkt cap $12.9B

$230.97

-5.53%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$86.48 - $323.25

P/E

128.32

Fwd P/E

29.57

Beta

1.66

Div Yield

0.00%

Avg Vol

1.3M

Shares Out

52.7M

Mkt Cap

$12.9B

Price action

Price chart

Up 139.2% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Over 100 years of engineering expertise and established relationships with major global OEMs
  • Diversified customer base across automotive, industrial, construction, agricultural, and data center sectors reducing cyclical risk
  • Advanced thermal management technology portfolio positioned for vehicle electrification and emissions reduction trends
  • Global manufacturing footprint enabling local supply chain efficiency and proximity to major OEM production facilities

Bear Case

1 risk

  • Above-average volatility (beta 1.7).

Growth

Strong growth ahead

Vehicle electrification requiring advanced battery thermal management and electronics cooling systems

Value

Undervalued - trading well below Data Center Power & Cooling peers

Momentum

Strong

+11.5% over 3m

Quality

Stable

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Jul 29, 2026

Q2 26 RECAP

MAY 26, 2026

Reported EPS of $1.71 vs $1.55 consensus (+10.3% surprise). Revenue of $954.4M vs $920.7M expected (+3.7%). Beat on both top and bottom lines.

EPS beat +10.3%
Rev beat +3.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+10.3%

Next: Jul 29, 2026

Revenue trend · last 8Q

+10%

+7%

+3%

+12%

+31%

Q4 24

Q1 24

Q2 24

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

$603.5M

$661.5M

$658.0M

$616.8M

$647.2M

$682.8M

$738.9M

$805.0M

Margins · last 8Q

Gross

23.1%

Operating

12.0%

Profit

-5.9%

Wall Street consensus

5 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

100%

Hold

0%

Sell

0%

Median Price Target

$330.00

+42.9% vs $230.97

Low $310.00
Median $330.00
High $370.00

Latest: DA Davidson · $330.00 · May 29, 2026

4 analysts covering

vs Industry

How MOD stacks vs Auto - Parts

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.