Modine's revenue has re-accelerated sharply, rising 34.6% year over year to $994.4M in 2027Q2, with data center mix cited as a key driver, which suggests a meaningful growth runway.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 34.6% year over year to $994.4M in 2027Q2, yet gross margin compressed from 25.9% to 20.7% over six quarters, suggesting growth is coming at structurally thinner profitability.
Modine is creating a dedicated Data Centers segment, signaling strategic focus and potential growth in this high-demand sector.
The planned spin-off of Performance Technologies could unlock shareholder value and streamline operations.
Modine's century-long leadership in thermal solutions positions it well for growth in heating, cooling, and ventilation markets.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 3, 2026 | $1.35-8.2% vs $1.47 | $994M+1.6% vs $978M |
Q3 2026 Jul 29, 2026 | $1.53+17.7% vs $1.30 | $874M-0.5% vs $879M |
Q2 2026 May 26, 2026 | $1.71+13.2% vs $1.51 | $874M-1.9% vs $891M |
Q1 2026 Feb 4, 2026 | $1.19+20.2% vs $0.99 | $805M+5.9% vs $760M |
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.
Benchmark MOD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Modine Manufacturing Company (MOD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $96.61 | $5.13B | 43.13 | 23.13% | 3.83% | 11.49% | — | |
| $29.47 | $904.88M | 49.12 | 2.64% | 0.57% | 1.25% | — | |
| $57.19 | $4.68B | 44.33 | 20.11% | 8.24% | 17.21% | 0.69% | |
| $209.90 | $10.05B | 636.06 | 2.49% | -0.63% | -0.78% | 0.29% | |
| $119.52 | $10.95B | 33.29 | 18.3% | 10.41% | 28.48% | 0.84% | |
| $135.03 | $81.79B | 51.34 | 2.81% | 11.12% | 21.16% | 1.1% |
Modine Manufacturing Company (MOD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Modine Manufacturing Company (MOD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 3, 2026·SEC
Oct 27, 2026·SEC
Aug 21, 2026·SEC
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Modine Manufacturing Company (MOD) stock FAQ — growth, dividends, profitability & financials explained
Modine Manufacturing Company (MOD) reported $3.63B in revenue over the trailing twelve months. Revenue was $3.18B in fiscal year 2026. That is 218% more than the $999.0M of fiscal year 1997.
Modine Manufacturing Company (MOD) grew revenue by 23.1% in fiscal year 2026, compared with the prior fiscal year.
Yes. Modine Manufacturing Company (MOD) earned $130.1M in net income over the trailing twelve months (a 3.6% net margin).
Modine Manufacturing Company (MOD) had a return on equity (ROE) of 11.5% in fiscal year 2026. That is in line with the market's typical 10-15%.
Modine Manufacturing Company (MOD) had negative free cash flow of $37.6M over the trailing twelve months.
