Modine Manufacturing Company

Modine Manufacturing Company

MODยทNYSE

$302.03

-1.6%
Consumer CyclicalAuto - Parts

Modine Manufacturing Company provides engineered heat transfer systems and heat transfer components for use in on- and off-highway original equipment manufacturer (OEM) vehicular applications. It operates through Climate Solutions and Performance Technologies segments. The company offers gas-fired, hydronic, electric, and oil-fired unit heaters; indoor and outdoor duct furnaces; infrared units; perimeter heating products, such as commercial fin-tube radiation, cabinet unit heaters, and convectors; roof-mounted direct- and indirect-fired makeup air units; unit ventilators; single packaged vertical units; precision air conditioning units for data center applications; air handler units; fan walls; chillers; ceiling cassettes; hybrid fan coils; and condensers and condensing units. It also provides microchannel, heat recovery, round tube plate fin, and motor and generator cooling coils; evaporator unit, fluid, transformer oil, gas, air blast, and dry and brine coolers, as well as remote condensers; and coatings to protect against corrosion. In addition, the company offers powertrain cooling products, including engine cooling modules, radiators, charge air coolers, condensers, oil coolers, fan shrouds, and surge tanks; on-engine cooling products comprising exhaust gas recirculation, engine oil, fuel, charge air, and intake air coolers; auxiliary cooling products, such as transmission and retarder oil coolers, and power steering coolers; and complete battery thermal management systems and electronics cooling packages. It serves heating, ventilation, and cooling OEMs; construction architects and contractors; wholesalers of heating equipment; automobile, truck, bus, and specialty vehicle OEMs; agricultural, industrial, and construction equipment OEMs; and commercial and industrial equipment OEMs. The company has operations in North America, South America, Europe, and Asia. Modine Manufacturing Company was incorporated in 1916 and is headquartered in Racine, Wisconsin.

At a Glance

Live Snapshot
Market Cap$15.95B
EPS2.2600
P/E Ratio133.64
Earnings Date07/29/2026
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Modine Manufacturing Company Street Expectations Map

MOD ยท NYSE

Wall Street analysts project that MOD stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 358.17, with estimates ranging from a low of 325.00 to a high of 428.00.

Lowest Target
325.00
7.61%
Consensus Target
358.17
18.59%
Highest Target
428.00
41.71%

The consensus 1-year price target stands at 358.17, with estimates ranging from a low of 325.00 to a high of 428.00.

Analyst Consensus Analysis

Upside Potential

+18.6%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

28.8% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Modine Manufacturing Company Forward Estimates of Revenue

MOD ยท NYSE
Latest Revenue
3.18B
FY 2026
Avg Estimate
3.50B
FY 2027
Estimate Range
3.29B - 3.68B
Analyst Spread

Forward Growth Analysis

Projected Growth+9.9%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Modine Manufacturing Company Forward Estimates of Net Income

MOD ยท NYSE
Latest Net Income
249.70M
FY 2026
Avg Estimate
337.40M
FY 2027
Estimate Range
304.49M - 364.84M
Analyst Spread

Forward Growth Analysis

Projected Growth+35.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Modine Manufacturing Company Forward Estimates of EPS

MOD ยท NYSE
Latest EPS
2.26
FY 2026
Avg Estimate
$6.32
FY 2027
Estimate Range
$5.65 - $6.77
Analyst Spread

Forward Growth Analysis

Projected Growth+179.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Modine Manufacturing Company Forward Estimates of EBIT

MOD ยท NYSE
Latest EBIT
0.00
FY 2026
Avg Estimate
193.28M
FY 2027
Estimate Range
181.65M - 203.25M
Analyst Spread

Forward Growth Analysis

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Modine Manufacturing Company Forward Estimates of EBITDA

MOD ยท NYSE
Latest EBITDA
342.40M
FY 2026
Avg Estimate
292.42M
FY 2027
Estimate Range
274.83M - 307.50M
Analyst Spread

Forward Growth Analysis

Projected Growth-14.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Modine Manufacturing Company Forward Estimates of SG&A Expense

MOD ยท NYSE
Latest SG&A Expense
360.10M
FY 2026
Avg Estimate
334.47M
FY 2027
Estimate Range
314.34M - 351.72M
Analyst Spread

Forward Growth Analysis

Projected Growth-7.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Modine Manufacturing Company Insider Positioning

MOD ยท NYSE

During the last 12 months, insiders have sold $19.92M worth of MOD shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

12.0K

3.37M

Net Activity

-3.4M

-$3.37M

3-6 Months

Bought

0

0.00

Sold

18.7K

4.16M

Net Activity

-4.2M

-$4.16M

6-9 Months

Bought

0

0.00

Sold

25.0K

4.01M

Net Activity

-4.0M

-$4.01M

9-12 Months

Bought

0

0.00

Sold

61.9K

8.38M

Net Activity

-8.4M

-$8.38M

Top Buyers

No buying activity

Top Sellers

1
WMC

Williams Marsha C

Director

37.8K sharesโ€ข2 transactions

$6.29M

2
LMB

Lucareli Michael B

Officer: Evp, Cfo

35.9K sharesโ€ข4 transactions

$5.23M

3
BND

Brinker Neil David

Director, Officer: President And Ceo

25.0K sharesโ€ข1 transactions

$4.01M

4
MES

Mcginnis Eric S

Officer: President, Commercial Hvac

16.3K sharesโ€ข2 transactions

$3.98M

5
GSV

Garimella Suresh V

Director

2.5K sharesโ€ข3 transactions

$410K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $19.92M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$3.37M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.