Modine Manufacturing Company (MOD) AI Stock Analysis

Modine Manufacturing Company, headquartered in Racine, Wisconsin, provides engineered heat transfer systems and components for on- and off-highway original equipment manufacturers. Operating through Climate Solutions and Performance Technologies, its portfolio includes heating, cooling, and ventilation solutions such as unit heaters, duct furnaces, and perimeter heating products. It also provides advanced heat transfer components like microchannel coils, motor cooling coils, and remote condensers, alongside powertrain cooling systems such as radiators, charge air coolers, and oil coolers. Modine additionally delivers specialized solutions including precision air conditioning units for data centers and battery thermal management systems across North America, South America, Europe, and Asia.

Modine delivered a 5-year revenue compound annual growth rate of 12.0% from FY2021 to FY2026. Annual revenue expanded from $2.05B in FY2022 to $3.18B in FY2026, marking 23.1% revenue growth in FY2026. Operating margin rose from 5.8% in FY2022 to 11.0% in both FY2025 and FY2026, while gross margin was 23.0% in FY2026. Annual net income was $121.8M in FY2026, with earnings per share reaching $5.02. For the trailing twelve months ended June 30, 2026, revenue stood at $3.37B with a 4.3% profit margin. In the quarter ended June 30, 2026, quarterly revenue grew 28.0% year-over-year and quarterly earnings grew 44.2%.

As of June 30, 2026, Modine held $95.3M in cash and short-term investments against total debt of $669.9M, resulting in net debt of $574.6M. Shareholders' equity totaled $1.20B across $2.80B in total assets. The company maintained a current ratio of 2.04 and a debt-to-equity ratio of 0.56. During FY2026, operating cash flow reached $248.7M and free cash flow stood at $105.4M. Capital expenditures used $143.3M in cash, and share buybacks accounted for $7.0M.

Modine carries a market capitalization of $7.91B and an enterprise value of $10.69B. It trades at a trailing price-to-earnings multiple of 56.0x and a forward multiple of 26.0x, compared to medians of 18.0x and 14.1x for its US-listed Consumer Cyclical peers. The enterprise value-to-EBITDA ratio is 34.6x versus the peer median of 11.1x, while price-to-sales is 2.3x compared to 0.7x. Over the past year, Modine's stock fell 7.2% against a 16.8% return for the S&P 500, though its 5-year return of 1130.2% outpaced the S&P 500 return of 83.0%.

Wall Street coverage includes 8 Strong Buy ratings, 1 Buy rating, and no Hold or Sell recommendations. The mean price target is $302.12, representing a 103.0% premium over the last close of $148.86. For the fiscal year ending March 31, 2027, consensus estimates forecast revenue of $3.43B and earnings per share of $6.51, representing 29.8% earnings growth. Modine has beaten consensus earnings estimates in each of the last 4 quarters, with its next earnings announcement scheduled for October 27, 2026.

This page is an AI-written research summary of Modine Manufacturing Company (MOD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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