MODModine Manufacturing Company

$187.20

Price

$187.20+39%1Y
1M-25%1Y+39%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Average
5/10
Value11
Quality53
Momentum79
Growth94
Strongest Growth, weakest Value · ranked vs Consumer Cyclical peers. The five questions below judge the company on its own terms.
What they do

We sell customer-centric thermal management solutions in a wide array of commercial, industrial, and building heating, ventilating, air conditioning, and refrigeration (“HVAC&R”) markets. In addition, we are a leading provider of engineered heat transfer systems and high-quality heat transfer components for use in on- and off-highway original equipment manufacturer (“OEM”) vehicular applications. Our primary customers across the globe include:

In the company’s own words · 10-K filed May 27, 2026 · SEC EDGAR

P/E (TTM)83.6
Market Cap$15.71B
1Y Return+39%
5Y Return+1035%

Business segments

Q4 2025 · $805.0M

The company’s own SEC segment disclosure.

  • Data Centers$296.9M37%
  • Liquid Cooled$170.6M21%
  • Heat Transfer Solutions$138.0M17%
  • Hvac Technologies$107.1M13%
  • Air Cooled$92.4M11%

Modine Manufacturing Company (MOD) reported revenue of $954M in Q4 2026 (quarter ended March 31, 2026), up 47% from the same quarter a year earlier. That came with a gross margin of 22% and net income of $73M (7.7% of revenue). For the full year FY2026, revenue was $3.18B (+23% year on year) and net income $122M. Its largest product in 2025-Q4 was Data Centers at $297M, 37% of the disclosed total, just ahead of Liquid Cooled at 21%.

Raw charts

11 series · TTM

As reported to the SEC, without any scoring.