Zacks Investment Research·Jun 25, 2026
Modine (MOD) Increases Despite Market Slip: Here's What You Need to KnowModine (MOD) closed at $283.67 in the latest trading session, marking a +2.52% move from the prior day.
Modine Manufacturing Company(MOD)Earnings, Financials & Key Ratios
MOD•NYSE
$230.41
102.9× P/E·Price updated Jul 7, 2026
AboutModine Manufacturing Company provides engineered heat transfer systems and heat transfer components for use in on- and off-highway original equipment manufacturer (OEM) vehicular applications. It operates through Climate Solutions and Performance Technologies segments. The company offers gas-fired, hydronic, electric, and oil-fired unit heaters; indoor and outdoor duct furnaces; infrared units; perimeter heating products, such as commercial fin-tube radiation, cabinet unit heaters, and convectors; roof-mounted direct- and indirect-fired makeup air units; unit ventilators; single packaged vertical units; precision air conditioning units for data center applications; air handler units; fan walls; chillers; ceiling cassettes; hybrid fan coils; and condensers and condensing units. It also provides microchannel, heat recovery, round tube plate fin, and motor and generator cooling coils; evaporator unit, fluid, transformer oil, gas, air blast, and dry and brine coolers, as well as remote condensers; and coatings to protect against corrosion. In addition, the company offers powertrain cooling products, including engine cooling modules, radiators, charge air coolers, condensers, oil coolers, fan shrouds, and surge tanks; on-engine cooling products comprising exhaust gas recirculation, engine oil, fuel, charge air, and intake air coolers; auxiliary cooling products, such as transmission and retarder oil coolers, and power steering coolers; and complete battery thermal management systems and electronics cooling packages. It serves heating, ventilation, and cooling OEMs; construction architects and contractors; wholesalers of heating equipment; automobile, truck, bus, and specialty vehicle OEMs; agricultural, industrial, and construction equipment OEMs; and commercial and industrial equipment OEMs. The company has operations in North America, South America, Europe, and Asia. Modine Manufacturing Company was incorporated in 1916 and is headquartered in Racine, Wisconsin.Show more
- Revenue$3.18B+23.1%
- EBITDA$430M+18.9%
- Net Income$122M-33.8%
- EPS (Diluted)2.24-34.5%
- Gross Margin22.98%-8.0%
- EBITDA Margin13.5%-3.4%
- Operating Margin11%+0.2%
- Net Margin3.83%-46.2%
- ROE11.49%-47.8%
MOD Price & Volume
Modine Manufacturing Company (MOD) stock price & volume — 10-year historical chart
Loading chart...
Accelerating Revenue Growth Drives Thermal Management Expansion
Investment Thesis • Updated 2026Q4
VerdictNeutral
Growth:Accelerating
Profitability:Moderate
Financial:Healthy
Cash Flow:Robust
Primary Risk:Cyclical OEM demand volatility
Key Thesis Takeaways
- Modine is currently undergoing a significant operational transformation, evidenced by a 47.5% year-over-year revenue surge in 2026Q4 as it pivots toward high-growth thermal management markets.
- While the company has successfully improved its debt-to-equity ratio to 0.48, investors should monitor the inherent volatility in net income, which saw a $47.4M loss in 2026Q3 despite positive operating performance.
- Future success appears contingent on maintaining this operating leverage while managing the cyclical risks associated with its heavy reliance on automotive and industrial OEM contracts.
Verdict Logic
while the company achieved a significant $125.1M in free cash flow during 2026Q4, the current valuation of 114.28x P/E TTM warrants caution regarding the sustainability of this growth trajectory.
MOD Growth Metrics
Modine Manufacturing Company (MOD) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years8.93%
5 Years11.96%
3 Years11.45%
TTM23.13%
Profit CAGR
10 Years-
5 Years-
3 Years-7.34%
TTM-33.8%
EPS CAGR
10 Years-
5 Years-
3 Years-8.25%
TTM-34.5%
Return on Capital
10 Years10.93%
5 Years18.27%
3 Years20.85%
Last Year21.06%
MOD Recent Earnings
Modine Manufacturing Company (MOD) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
May 26, 2026Metric
Actual
Est
EPS
$1.71+10.3%
$1.55
Rev
$954M+3.7%
$921M
Q1 2026
Feb 4, 2026Metric
Actual
Est
EPS
$1.19+20.2%
$0.99
Rev
$805M+5.9%
$760M
Q4 2025
Oct 28, 2025Metric
Actual
Est
EPS
$1.06+9.3%
$0.97
Rev
$739M-3.2%
$764M
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$1.06+14.0%
$0.93
Rev
$683M-2.4%
$700M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 26, 2026 | $1.71vs $1.55+10.3% | $954Mvs $921M+3.7% |
| Q1 2026 | Feb 4, 2026 | $1.19vs $0.99+20.2% | $805Mvs $760M+5.9% |
| Q4 2025 | Oct 28, 2025 | $1.06vs $0.97+9.3% | $739Mvs $764M-3.2% |
| Q3 2025 | Jul 30, 2025 | $1.06vs $0.93+14.0% | $683Mvs $700M-2.4% |
Based on last 12 quarters of dataView full earnings history →
Latest MOD News
Recent stock market news and headlines for Modine Manufacturing Company (MOD)
Zacks Investment Research·Jun 25, 2026
Why Is Modine (MOD) Down 1.2% Since Last Earnings Report?Modine (MOD) reported earnings 30 days ago. What's next for the stock?
GuruFocus·Jun 23, 2026
Modine Manufacturing Co (MOD) Shares Fall 6.1% -- GF Value Says Still OvervaluedOn June 23, 2026, Modine Manufacturing Co (MOD) shares fell 6.1% today, closing at $277.46. Over the past 52 weeks, the stock has fluctuated between a high of $
Zacks Investment Research·Jun 23, 2026
Modine (MOD) Falls More Steeply Than Broader Market: What Investors Need to KnowIn the most recent trading session, Modine (MOD) closed at $277.46, indicating a -6.13% shift from the previous trading day.
Zacks Investment Research·Jun 22, 2026
CYD vs. MOD: Which Stock Is the Better Value Option?Investors looking for stocks in the Automotive - Original Equipment sector might want to consider either China Yuchai (CYD) or Modine (MOD). But which of these two companies is the best option for those looking for undervalued stocks?
Peers Comparison
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 |
|---|---|---|---|---|---|---|---|
| $230.41 | $12.17B | 102.86 | 23.13% | 3.83% | 11.49% | — | |
| $34.48 | $1.06B | 57.47 | 2.64% | 1.47% | 3.17% | — | |
| $109.94 | $9.01B | 85.22 | 20.11% | 7.3% | 13.4% | — | |
| $209.29 | $10.02B | 634.21 | 2.49% | -0.63% | -0.78% | — | |
| $186.08 | $17.05B | 51.83 | 18.3% | 10.21% | 27.91% | — | |
| $140.62 | $85.79B | 53.47 | 2.81% | 14.45% | 24.88% | — |
Compare MOD vs Peers
Modine Manufacturing Company (MOD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
MOD SEC Filings & Documents
Modine Manufacturing Company (MOD) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 26, 2026·SEC
Material company update
May 5, 2026·SEC
Material company update
Feb 17, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
6Get notified when MOD posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
MOD Frequently Asked Questions
Modine Manufacturing Company (MOD) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Modine Manufacturing Company's revenue?
Modine Manufacturing Company (MOD) reported $3.18B in revenue for fiscal year 2026. This represents a 218% increase from $999.0M in 1997.
How fast is Modine Manufacturing Company growing?
Modine Manufacturing Company (MOD) grew revenue by 23.1% over the past year. This is strong growth.
Is MOD profitable?
Yes, Modine Manufacturing Company (MOD) is profitable, generating $121.8M in net income for fiscal year 2026 (3.8% net margin).
Dividend & Returns
What is MOD's return on equity?
Modine Manufacturing Company (MOD) has a return on equity (ROE) of 11.5%. This is reasonable for most industries.
What is Modine Manufacturing Company's free cash flow?
Modine Manufacturing Company (MOD) generated $105.4M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.