Modine Manufacturing Company provides heat transfer systems and heat transfer components designed for use in on-highway and off-highway original equipment manufacturer (OEM) vehicular applications. The company is headquartered in Racine, Wisconsin.
| Revenue (TTM) | $3.63B |
| Gross Profit (TTM) | $789.50M |
| EBITDA | $493.80M |
| Operating Margin | 11.60% |
| Return on Equity | 11.40% |
| Return on Assets | 9.35% |
| Revenue/Share (TTM) | $68.32 |
| Book Value | $23.14 |
| Price-to-Book | 3.95 |
| Price-to-Sales (TTM) | 1.42 |
| EV/Revenue | 1.498 |
| EV/EBITDA | 16.52 |
| Quarterly Earnings Growth (YoY) | -32.50% |
| Quarterly Revenue Growth (YoY) | 34.60% |
| Shares Outstanding | $53.20M |
| Float | $52.11M |
| % Insiders | 1.94% |
| % Institutions | 100.96% |
Volatility is currently expanding
Modine Manufacturing MOD reported second-quarter fiscal 2027 results with strong sales but weaker profits. Earnings missed estimates, margins fell and the company burned cash faster.
AI doom and gloom has triggered Modine's overly discounted EV/Sales of 1.70x and P/E of 19.33x, albeit unlocking a rich >90% upside potential to my LTPT of $182.10. Upgraded FY2027 guidance calls for +52.5% revenue and >50% adj EBITDA growth, driven by multi-year data center supply agreements and aggressive capacity expansion. Risks include negative free cash flow, rising net debt, high short interest, and market skepticism on AI capex sustainability, making it suitable for patient, moderate-risk investors.
Modine Manufacturing Company MOD emphasized accelerating data center demand, expanding production capacity and efforts to recover rising material costs on its second-quarter fiscal 2027 earnings call.
Modine Manufacturing Company ( MOD ) Q2 2027 Earnings Call November 4, 2026 11:00 AM EST Company Participants Kathy Powers - VP of Investor Relations & Tax and Treasurer Neil Brinker - President, CEO & Director Michael Lucareli - Executive VP & CFO Conference Call Participants Matt Summerville - D.A. Davidson & Co., Research Division Noah Kaye - Oppenheimer & Co. Inc., Research Division Christopher Moore - CJS Securities, Inc. David Tarantino - KeyBanc Capital Markets Inc., Research Division Neal Burk - UBS Investment Bank, Research Division Brian Drab - William Blair & Company L.L.C.
MOD faces a crucial Q2 earnings test as strong data center demand fuels growth, but supply disruptions, margin pressures and steep valuation cloud its outlook.
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The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
RACINE, Wis., Oct. 21, 2026 /PRNewswire/ -- Modine (NYSE: MOD), a diversified global leader in thermal management technology and solutions, announced today that it will host a conference call and webcast to discuss its second quarter fiscal year 2027 financial results for the period ended September 30, 2026, on Wednesday, November 4, 2026, at 10:00 a.m.
Modine (MOD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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