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MOD

Modine Manufacturing Company

MOD

NYSE·Industrials·Industrial - Machinery·Mkt cap $9.5B

$178.90

-0.34%

P/E

79.51

Mkt Cap

$9.5B

52-Wk Range

$111.18–$323.25

52-Week Range

$111.18 - $323.25

P/E

79.51

Fwd P/E

23.40

Beta

1.76

Div Yield

0.00%

Avg Vol

1.5M

Shares Out

52.7M

Mkt Cap

$9.5B

Price action

Price chart

Up 34.2% over the trailing year

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 1.8).

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

Falling

-40.6% over 3m

Quality

Stable

Solid business

Dividend

None

No dividend

Earnings track record

Recent earnings results

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

Next: Oct 27, 2026

Q3 26 RECAP

JUL 28, 2026

Reported EPS of $1.53 vs $1.30 consensus (+17.7% surprise). Revenue of $874.1M vs $878.7M expected (-0.5%).

EPS beat +17.7%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+17.7%

Revenue trend · last 8Q

+10%

+7%

+3%

+12%

+31%

+28%

Q1 24

Q2 24

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

Q1 27

$661.5M

$658.0M

$616.8M

$647.2M

$682.8M

$738.9M

$805.0M

$874.1M

Margins · last 8Q

Gross

20.8%

Operating

8.6%

Profit

8.4%

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

Latest: KeyBanc · Sep 2, 2026

vs Industry

How MOD stacks vs Industrial - Machinery

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

Industry comparison data unavailable for this stock.