NYSE
138.79USD
-4.75 (-3.31%)
We have scored 52 news catalysts on Modine Manufacturing Company (MOD) over the past 12 months. The biggest single-day move next to one of them came May 26, 2026, when MOD closed +13.6%: “Modine stock soars as $4B AI data center deal fuels optimism”. Coverage across the window leans positive (average ticker sentiment +0.49). Most of the impact sits in sector industrials and revenue growth rate.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
7.4B
P/E
—
EPS
—
Beta
1.71
52W range
111.18-323.25
Day range
137.11–142.55
Open
139.75
Prev close
143.54
Volume
1.2M
Avg volume
1.5M
Dividend
0.00
IPO
1982-09-20
Analysts publish price targets on MOD, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
9 analyst price targets from $302 to $428
as of 2026-08-27
The market is 43% below the median target — more cautious than the analysts.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Modine Manufacturing Company — not a sector bucket. Click an edge to see the articles that established the link.
Latest scored catalyst for MOD: .
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Modine Manufacturing Company specializes in delivering advanced thermal management systems and heat exchange components, primarily catering to original equipment manufacturers (OEMs) in both on- and off-highway vehicular markets. The company's operations are structured into two main segments: Climate Solutions and Performance Technologies. Its extensive product portfolio encompasses a wide array of heating, ventilation, and air conditioning (HVAC) solutions. This includes various heating units such as gas-fired, hydronic, electric, and oil-fired models, alongside indoor and outdoor duct furnaces, infrared units, and perimeter heating offerings like commercial fin-tube radiation, cabinet unit heaters, and convectors. Modine also supplies roof-mounted direct- and indirect-fired makeup air units, unit ventilators, single packaged vertical units, and precision air conditioning systems designed for data centers. Further HVAC offerings feature air handler units, fan walls, chillers, ceiling cassettes, hybrid fan coils, and diverse condensers and condensing units. Beyond HVAC, Modine manufactures a range of coils, including microchannel, heat recovery, round tube plate fin, and specialized motor and generator cooling coils. Its comprehensive cooling product line also features evaporator units, fluid coolers, transformer oil coolers, gas and air blast coolers, dry and brine coolers, and remote condensers. Additionally, the company provides protective coatings to guard against corrosion. Furthermore, Modine is a key supplier of advanced thermal management solutions for vehicles. This covers powertrain cooling products such as engine cooling modules, radiators, charge air coolers, condensers, oil coolers, fan shrouds, and surge tanks. On-engine cooling components comprise exhaust gas recirculation (EGR), engine oil, fuel, charge air, and intake air coolers. Auxiliary cooling solutions include transmission and retarder oil coolers, and power steering coolers. The company also offers complete battery thermal management systems and electronics cooling packages, crucial for modern electric and hybrid vehicles. Modine caters to a broad customer base, including original equipment manufacturers (OEMs) in the HVAC, automotive, truck, bus, specialty vehicle, agricultural, industrial, and construction sectors. Its reach extends to construction architects, contractors, and wholesalers of heating equipment, as well as OEMs for commercial and industrial machinery. With a significant global footprint, Modine operates across North America, South America, Europe, and Asia. Established in 1916, Modine Manufacturing Company maintains its corporate headquarters in Racine, Wisconsin.
The reconstruction
The price at $139 sits at the absolute bottom of all nine published models, sitting 43% below the median target, which means the market flatly rejects the idea that Modine can convert its massive data center backlog into high-margin revenue fast enough to justify its current 70 times earnings valuation.
What the disagreement turns on
Can Modine resolve its data center supply-chain constraints fast enough to convert its record backlog into high-margin revenue before competitors capture the hyperscaler demand, and the available data can measure this via quarterly segment revenue and EBITDA margin trends.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $187 on 2026-08-27 — the quote has since moved -26%, so read this as a record of what was priced in then, not now.
