Modine Manufacturing Company (MOD) Stock Analysis
Range Bound setup
Consumer Cyclical · Auto Parts
Wait for pullback to $265.17. At $284.97 the A.R:R is 0.3:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $265.17 (Atr Pullback Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Thin upside margin: 4.1%.
Modine Manufacturing designs and manufactures thermal management systems across Climate Solutions (data center cooling, HVAC&R) and Performance Technologies (vehicular heat exchangers) segments. The company generated $3.2 billion in net sales in fiscal 2026, a 23% increase,... Read more
Wait for pullback to $265.17. At $284.97 the A.R:R is 0.3:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $265.17 (Atr Pullback Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Thin upside margin: 4.1%. Chart setup: RSI 52 mid-range, Bollinger mid-band. Mixed signals. Hold existing position. | News modifier +2 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Score 5.7/10, moderate confidence.
Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 42d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About Modine Manufacturing Company
About Modine Manufacturing Company
In fiscal 2026, Modine Manufacturing generated $3.2 billion in net sales, a 23% increase from $2.6 billion in fiscal 2025, with Data Centers representing 35% of revenue, On-Highway Applications 23%, Heat Transfer Solutions 18%, Heavy-Duty Equipment 13%, and HVAC Technologies 11%. Export sales from the U.S. represented 6% of consolidated net sales. The company operates manufacturing and technical facilities across four continents: North America, South America, Europe, and Asia.
Modine earns revenue through two operating segments. Climate Solutions serves hyperscale, colocation, NeoCloud, and edge data center operators in North America, EMEA, and Asia Pacific, as well as HVAC&R OEMs, wholesalers, and industrial end users. Performance Technologies supplies heat exchangers and cooling systems to commercial vehicle, agricultural, construction, and automotive OEMs across North America, South America, Europe, and Asia. The top ten customers accounted for 49% of net sales in fiscal 2026, and one global technology customer in Climate Solutions represented approximately 11% of sales. Raw material costs — particularly aluminum, copper, and steel — fluctuate with commodity pricing, and the company has sought price adjustment provisions in longer-term customer contracts. In January 2026, Modine entered into a definitive agreement to spin off Performance Technologies to Gentherm Incorporated via a Reverse Morris Trust transaction expected to close by calendar 2026 year-end, which would concentrate the remaining company in data center and commercial HVAC&R.
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Modine's Performance Technologies segment serves agricultural, construction, and commercial vehicle OEMs that have faced acute cyclical headwinds. North American, Brazilian, and European agricultural markets experienced significant declines across fiscal 2025 and continued weakness in fiscal 2026, as lower crop prices, higher interest rates, and geopolitical trade restrictions led farmers to defer equipment purchases. The 10-K anticipates challenging agricultural conditions will persist in fiscal 2027, layered on top of continued softness in North American and European commercial vehicle markets.
See also: Consumer Cyclical · Auto Parts
From Modine Manufacturing Company's most recent 10-K filing, extracted June 11, 2026.
Recent developments
updated 2026-06-17Recent Developments — Modine Manufacturing Company
Latest news
- NEWS KeyCorp Forecasts Strong Price Appreciation for Modine Manufacturing (NYSE:MOD) Stock - MarketBeat — MarketBeat positive
- NEWS Data Center Play Modine Manufacturing Reverses After Soaring On Earnings - Investor's Business Daily — Investor's Business Daily positive
- NEWS Modine Manufacturing Company Stock 12‑Month Price Target Raised to $294.88 - TradingView — TradingView positive
- NEWS Penn Capital Management Company LLC Acquires 5,462 Shares of Modine Manufacturing Company $MOD - MarketBeat — MarketBeat neutral
- NEWS Modine Manufacturing Company Stock 12‑Month Price Target Raised to $285.38, Implies 4% Downside - TradingView — TradingView neutral
Generated 2026-06-17T08:56:48Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMCustomerten largest customers49%10-K Item 1: 'our ten largest customers accounted for 49 percent of our net sales in fiscal 2026'
- LOWCustomerone global technology customer11%10-K Item 1: 'one global technology customer in our Climate Solutions segment accounted for approximately 11 percent of our sales'
- MEDIUMProductData Centers35%10-K Item 1: 'Data Centers| | 35| %'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker·1 ceiling hit
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $265.17. At $284.97 the A.R:R is 0.3:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $265.17 (Atr Pullback Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Thin upside margin: 4.1%. Chart setup: RSI 52 mid-range, Bollinger mid-band. Mixed signals. Hold existing position. | News modifier +2 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Target $296.55 (+4.1%), stop $224.19 (−27.1%), Setup A.R:R 1.7:1. Score 5.7/10, moderate confidence.
Take-profit target: $296.55 (+12.1% upside). Target $296.55 (+4.1%), stop $224.19 (−27.1%), Setup A.R:R 1.7:1. Stop-loss: $224.19.
Thin upside margin: 4.1%.
Modine Manufacturing Company trades at a P/E of 126.4 (forward 25.2). TrendMatrix value score: 4.3/10. Verdict: Buy (Wait for Entry).
14 analysts cover MOD with a consensus score of 4.2/5. Average price target: $341.
What does Modine Manufacturing Company do?Modine Manufacturing designs and manufactures thermal management systems across Climate Solutions (data center cooling,...
Modine Manufacturing designs and manufactures thermal management systems across Climate Solutions (data center cooling, HVAC&R) and Performance Technologies (vehicular heat exchangers) segments. The company generated $3.2 billion in net sales in fiscal 2026, a 23% increase, driven by data center cooling demand from hyperscale and colocation customers.