Modine Manufacturing Company (MMF) Q1 2025 Earnings Report - Results, Call & Slides
Modine Manufacturing Company (MMF) announced its Q1 2025 earnings, reporting actual EPS of €0.90, beating the consensus of €0.75 by €0.15. The company's revenue reached €574.57M, surpassing the expected €550.29M and showing a 6.28% year-over-year growth. The earnings call and slide deck for this report are available, with the next earnings date estimated for November 3, 2026.
23,975 Shares in Modine Manufacturing Company $MOD Purchased by Lisanti Capital Growth LLC
Lisanti Capital Growth LLC recently acquired 23,975 shares of Modine Manufacturing Company (NYSE:MOD) for approximately $6.4 million, making it their 23rd largest holding. Modine Manufacturing exceeded EPS expectations in its latest quarter with $1.53, though revenue slightly missed estimates. Despite positive analyst sentiment, company insiders have sold roughly $15.9 million in shares over the past 90 days.
Geneva Partners LLC Purchases Shares of 42,163 Modine Manufacturing Company $MOD
Geneva Partners LLC has acquired a new position in Modine Manufacturing Company, purchasing 42,163 shares valued at approximately $11.26 million. This makes Modine Manufacturing the 14th largest holding for Geneva Partners LLC, representing 3.0% of its holdings. The article also details recent insider selling activity and updated analyst price targets for Modine Manufacturing.
Modine Manufacturing Co (MOD) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Modine Manufacturing Co (MOD), detailing its current price momentum score, support and resistance levels, and various technical indicator readings. It also outlines the stock's moving average status, with a prevailing "Sell" signal across multiple indicators and moving averages. The analysis suggests the stock is currently suitable for range-bound swing trading, trading between resistance at $247.57 and support at $161.98.
WT Asset Management Ltd Purchases New Position in Modine Manufacturing Company $MOD
WT Asset Management Ltd has acquired a new position in Modine Manufacturing Company (NYSE:MOD), purchasing 293,655 shares valued at approximately $78.4 million, making Modine its 17th-largest holding. Institutional investors collectively own 95.23% of the company, and analysts maintain a "Moderate Buy" rating with a consensus price target of $320.14. Despite strong quarterly earnings that surpassed expectations, insiders have recently sold over 54,000 shares worth about $15.9 million.
Perigon Wealth Management LLC Invests $3.51 Million in Modine Manufacturing Company $MOD
Perigon Wealth Management LLC has invested $3.51 million in Modine Manufacturing Company, acquiring 13,160 shares during the second quarter. This move is part of broader institutional interest, with hedge funds and other institutional investors owning 95.23% of the stock. Despite recent insider selling totaling $15.93 million, Modine Manufacturing reported strong Q2 earnings, beating EPS estimates, and analysts maintain a "Moderate Buy" rating with an average price target of $320.14.
TimesSquare Capital Management LLC Invests $16.30 Million in Modine Manufacturing Company $MOD
TimesSquare Capital Management LLC has invested $16.30 million in Modine Manufacturing Company, acquiring 61,033 shares during the second quarter. Institutional investors collectively own 95.23% of the company, and Modine's recent quarterly earnings surpassed expectations with an EPS of $1.53 and revenue of $874.1 million. Despite a "Moderate Buy" consensus from analysts with an average target of $320.14, insiders have sold approximately $15.9 million worth of shares in the past 90 days.
Why Modine Manufacturing Company (MOD) Stock Is Up Today
Modine Manufacturing Company (MOD) stock rose 4.7% today, likely driven by continued investor optimism regarding its fast-growing data center cooling business. The company's first-quarter fiscal 2027 results showed strong revenue and earnings growth, with data center revenue up 90% year-over-year, reinforcing its position as a significant AI infrastructure cooling supplier. This positive sentiment is further supported by Modine's reaffirmed fiscal 2027 guidance and a large multiyear capacity agreement for its Airedale data center cooling products.
Nippon Life Global Investors Americas Inc. Acquires Shares of 107,320 Modine Manufacturing Company $MOD
Nippon Life Global Investors Americas Inc. recently acquired 107,320 shares of Modine Manufacturing Company (NYSE:MOD), valued at approximately $28.7 million, making it their 29th biggest position. This acquisition represents about 0.20% of Modine Manufacturing and 1.1% of Nippon Life Global Investors Americas Inc.'s investment portfolio. Modine Manufacturing has seen strong institutional ownership (95.23%), positive analyst ratings, and reported quarterly earnings that beat estimates with significant revenue growth.
Global Retirement Partners LLC Purchases Shares of 7,316 Modine Manufacturing Company $MOD
Global Retirement Partners LLC has acquired 7,316 shares of Modine Manufacturing Company (NYSE:MOD) worth approximately $1.95 million. This purchase contributes to the 95.23% institutional ownership of the company. Analysts maintain a "Moderate Buy" consensus rating with a target price of $320.14, following Modine's recent earnings beat with an EPS of $1.53, though revenue slightly missed expectations.
Flputnam Investment Management Co. Purchases New Shares in Modine Manufacturing Company $MOD
Flputnam Investment Management Co. recently acquired 13,133 shares of Modine Manufacturing Company, valued at approximately $3.5 million. This purchase is part of broader institutional investor activity, with several other hedge funds also adjusting their positions in Modine Manufacturing. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $320.14, following strong quarterly earnings and revenue growth, despite some insider selling.
What Is Behind Modine Manufacturing (MOD) Stock's Latest Move?
Modine Manufacturing (MOD) stock has seen recent volatility but strong long-term performance. Its fair value is estimated at $323, suggesting it is undervalued due to expected high demand for data center cooling solutions, though its high P/E ratio indicates investors are already paying a premium for future earnings. Investors should weigh both the potential upside from data center growth and the risks associated with its valuation.
Gentherm (THRM) lifts 2026 guidance and details Modine Performance Technologies combination
Gentherm (THRM) has raised its full-year 2026 guidance, expecting revenues between $1.55B and $1.65B and Adjusted EBITDA of $185M–$200M, while also detailing its proposed business combination with Modine Performance Technologies. This combination aims to expand Gentherm's product portfolio beyond light vehicles, into commercial vehicles, off-highway, and power generation, and is expected to generate approximately $25M in near-term cost synergies and over $100M in commercial opportunities. The company projects strong earnings potential and a healthy balance sheet post-combination.
Tema ETFs LLC Increases Stock Holdings in Modine Manufacturing Company $MOD
Tema ETFs LLC significantly increased its stake in Modine Manufacturing Company (NYSE:MOD) by 15.5% in the second quarter, bringing its total holdings to 113,679 shares valued at approximately $30.4 million. This move comes as Modine reported strong quarterly earnings, beating estimates, and a 28% year-over-year revenue increase. Analysts generally maintain a "Moderate Buy" consensus for Modine, despite recent insider stock sales totaling around $15.9 million.
Assenagon Asset Management S.A. Sells 18,626 Shares of Modine Manufacturing Company $MOD
Assenagon Asset Management S.A. has reduced its stake in Modine Manufacturing Company (NYSE:MOD) by 41.4%, selling 18,626 shares and retaining 26,379 shares valued at $7.04 million. Despite this reduction, institutional investors still hold 95.23% of the company's stock. Modine Manufacturing recently reported strong quarterly earnings, beating EPS estimates by $0.26 and achieving a 28% year-over-year revenue increase to $874.1 million, while analysts maintain a "Moderate Buy" consensus rating with an average price target of $320.14.
Modine Manufacturing's (NYSE:MOD) Conservative Accounting Might Explain Soft Earnings
This article discusses Modine Manufacturing's recent earnings performance, suggesting that its conservative accounting practices might be contributing to the seemingly "soft" results. It implies that while the reported numbers might appear underwhelming, the underlying financial health could be stronger due to these cautious accounting methods. The analysis aims to provide context for investors evaluating the company's financial statements.
$1000 Invested In Modine Manufacturing 15 Years Ago Would Be Worth This Much Today
Modine Manufacturing (NYSE: MOD) has significantly outperformed the market over the last 15 years, achieving an average annual return of 20.5%. An investment of $1000 in MOD stock 15 years ago would now be worth $15,932.15, highlighting the power of compounded returns. The company currently has a market capitalization of $10.52 billion.
How Strong Q1 Results and Bold 2027 Sales Guidance At Modine Manufacturing (MOD) Has Changed Its Investment Story
Modine Manufacturing (MOD) reported strong Q1 fiscal 2027 results with significant sales and net income, alongside a share buyback. The company issued ambitious fiscal 2027 net sales guidance, projecting 20% to 35% growth, driven by confidence in its data center and HVAC cooling investments. This guidance reinforces the company's investment narrative, though investors should also consider the risk of underutilized assets if data center capacity is not filled as planned.
How Strong Q1 Results and Bold 2027 Sales Guidance At Modine Manufacturing (MOD) Has Changed Its Investment Story
Modine Manufacturing reported strong Q1 fiscal 2027 results with sales of US$874.1 million and net income of US$73.9 million, alongside diluted EPS of US$1.37. Management's new fiscal 2027 guidance projects 20% to 35% net sales growth, largely driven by its data center and HVAC cooling investments. This outlook reinforces the company's long-term growth narrative, although investors are urged to consider potential risks associated with rapid expansion.
Bank of America Corp DE Decreases Holdings in Modine Manufacturing Company $MOD
Bank of America Corp DE reduced its stake in Modine Manufacturing Company by 6.6% in the first quarter, selling 27,771 shares and retaining 393,860 shares valued at approximately $85.4 million. Despite this, other institutional investors have increased their holdings, and the company reported strong Q1 earnings, beating estimates with $1.53 EPS and a 28% revenue increase year-over-year. Analyst sentiment remains positive with a "Moderate Buy" consensus, though insiders have recently sold shares worth about $15.9 million.
Reinhart Partners LLC. Has $148.38 Million Stake in Modine Manufacturing Company $MOD
Reinhart Partners LLC. reduced its stake in Modine Manufacturing Company by 7.6% in the second quarter, selling 45,514 shares but retaining 555,686 shares valued at $148.38 million. Despite this, Modine Manufacturing remains Reinhart Partners' 8th largest position, comprising 3.4% of its portfolio. The company recently reported strong quarterly earnings, beating estimates with $1.53 per share and a 28% year-over-year revenue increase.
Royal Bank of Canada Has $17.05 Million Stock Holdings in Modine Manufacturing Company $MOD
Royal Bank of Canada reduced its stake in Modine Manufacturing Company by 8.9% in the first quarter, selling 7,674 shares but still holding 78,688 shares valued at $17.05 million. Despite some analysts lowering price targets, the company maintains a "Moderate Buy" consensus rating, and its recent quarterly earnings exceeded expectations. Insider selling has also been noted, with 54,302 shares sold for approximately $15.93 million in the last 90 days.
Modine Manufacturing Co (MOD) Shares Fall 3.5% -- GF Value Says Still Overvalued
Modine Manufacturing Co (MOD) shares dropped 3.5% to $194.61, which is 27.5% above its GF Value™ estimate of $152.69, indicating it is overvalued. Despite a strong GF Score™ of 85/100, driven by growth and momentum, the valuation and a P/E ratio significantly above its historical median suggest caution for investors. Insider activity also shows $27.1 million in sales and no purchases, further signaling potential overvaluation.
Modine Manufacturing Company $MOD Position Lessened by Moody National Bank Trust Division
Moody National Bank Trust Division decreased its stake in Modine Manufacturing Company (NYSE:MOD) by 25.4% in the second quarter, selling 7,516 shares and retaining 22,101 shares valued at approximately $5.9 million. Despite this, institutional investors still own 95.23% of the company's stock. Modine Manufacturing recently reported strong quarterly earnings, beating EPS estimates, and analysts generally maintain a "Moderate Buy" rating with an average price target of $320.14, although company insiders have sold a significant number of shares.
Lazard Asset Management LLC Invests $1.72 Million in Modine Manufacturing Company $MOD
Lazard Asset Management LLC recently acquired 7,945 shares of Modine Manufacturing Company, valued at approximately $1.72 million, increasing institutional ownership to 95.23%. This investment comes despite Modine insiders selling a significant number of shares, totaling $15.93 million, in the last quarter. Analysts currently maintain a "Moderate Buy" rating for Modine, with an average price target of $320.14, following strong quarterly earnings that beat estimates.
Why Modine (MOD) Is Down 16.8% After Raising Fiscal 2027 Net Sales Guidance – And What's Next
Modine Manufacturing (MOD) recently reported strong Q1 fiscal 2027 results, with increased sales and net income, and raised its fiscal 2027 net sales guidance by 20% to 35%, driven by demand for its data center and advanced thermal solutions. Despite these positive indicators, the stock dropped 16.8%, possibly due to lingering investor concerns about data center capacity build, supply chain issues, and customer concentration, which are critical factors for its growth strategy. The article suggests investors examine comprehensive analysis to form their own conclusions rather than solely relying on ticker information.
Wall Street Cuts MOD Stock Earnings Outlook: Hold or Sell the Stock?
Modine Manufacturing (MOD) shares have dropped significantly, and Wall Street analysts have reduced their earnings outlook for fiscal 2027 and 2028. Despite Modine reporting better-than-expected Q1 2027 earnings, the company faces issues such as falling gross margins, supply bottlenecks, and increasing reliance on a few hyperscale customers, leading to a "Sell" rating from Zacks Investment Research. The stock's current valuation at 23.12 times forward earnings is considered overvalued, suggesting little room for error given the execution and concentration risks.
Wall Street Cuts MOD Stock Earnings Outlook: Hold or Sell the Stock?
Modine Manufacturing (MOD) shares have dropped significantly, and Wall Street analysts have reduced their earnings outlook for fiscal years 2027 and 2028. Despite Modine reporting better-than-expected Q1 earnings, the article highlights concerns such as falling gross margins, supply chain bottlenecks affecting data center production, and a high valuation that leaves little room for error. Consequently, the stock is currently rated as a Zacks Rank #4 (Sell).
MOD Q1 Earnings Top Estimates on Data Center Growth, Sales Miss
Modine Manufacturing Company (MOD) reported Q1 fiscal 2027 adjusted earnings of $1.53 per share, surpassing the Zacks Consensus Estimate, driven by a 90% surge in Data Centers sales. Despite a 28% increase in net sales to $874.1 million, the company missed consensus estimates slightly, and gross margin contracted due to supply chain pressures. Modine reaffirmed its fiscal 2027 outlook, anticipating continued growth in Data Centers and Commercial HVAC segments.
California State Teachers Retirement System Acquires 11,634 Shares of Modine Manufacturing Company $MOD
The California State Teachers Retirement System increased its holdings in Modine Manufacturing Company (NYSE:MOD) by 24.7% in the first quarter, purchasing an additional 11,634 shares. Other institutional investors also adjusted their positions in Modine, which currently has 95.23% institutional ownership. The company recently reported strong Q1 earnings, beating analyst estimates, and raised its fiscal 2027 net-sales outlook, though its stock saw a decline post-earnings, and analysts have adjusted price targets.
Amundi Sells 37,673 Shares of Modine Manufacturing Company $MOD
Amundi reduced its stake in Modine Manufacturing Company by 10.8%, selling 37,673 shares but retaining a significant holding valued at $67.5 million. Despite insider selling, Modine reported strong Q1 2027 adjusted EPS of $1.53, exceeding estimates, and raised its fiscal 2027 sales outlook to $3.8 billion-$4.3 billion. Analysts are mostly bullish with an average price target of $320.14, though concerns remain regarding the stock's valuation and a post-earnings decline.
Why Modine (MOD) Is Down 16.8% After Raising Fiscal 2027 Net Sales Guidance – And What's Next
Modine Manufacturing Company (MOD) recently reported strong Q1 fiscal 2027 results, with sales rising to US$874.1 million and net income to US$73.9 million. The company raised its fiscal 2027 net sales guidance by 20% to 35%, driven by demand for data center and advanced thermal solutions. Despite this positive outlook, the stock dropped 16.8% due to ongoing concerns about capacity build, supply chain issues, and customer concentration, particularly regarding a multi-year agreement for Airedale cooling systems.
Janus Henderson Group PLC Has $113.46 Million Position in Modine Manufacturing Company $MOD
Janus Henderson Group PLC significantly increased its stake in Modine Manufacturing Company by 2,249.9% in Q1 2026, now holding 523,507 shares valued at $113.46 million. Despite strong fiscal Q1 2027 results, including adjusted EPS of $1.53 and revenue up 28% to $874.1 million, and a raised sales outlook, concerns remain about the stock's high P/E ratio of 75.55 and recent analyst price target cuts. Insiders also sold $15.93 million worth of shares, suggesting a mixed outlook for the auto parts company.
Why Modine (MOD) Is Down 16.8% After Raising Fiscal 2027 Net Sales Guidance – And What's Next
Modine Manufacturing Company reported strong Q1 fiscal 2027 results with increased sales and net income, and raised its fiscal 2027 net sales guidance by 20% to 35% due to demand in data center and advanced thermal solutions. Despite this positive outlook, the stock dropped 16.8%, indicating investor concerns persist regarding capacity build, supply chain, and customer concentration risks associated with its data center pivot. The article suggests that while the long-term narrative is strengthened, short-term operational challenges and customer-specific risks are weighing on investor sentiment.
Modine (NYSE: MOD) details Gentherm spin-off and ambitious 2027 growth targets
Modine Manufacturing Company has provided an update on the planned spin-off of its Performance Technologies business into Platinum SpinCo, followed by a merger with Gentherm via a Reverse Morris Trust, targeting closure before year-end. Despite soft demand in the Performance Technologies segment, Modine projects strong overall growth for fiscal 2027, with total sales increasing by 20%–35%, Data Center sales by 60%–80%, and an adjusted EBITDA between $650 million and $680 million. The company expects significant margin improvement and record results for the fifth consecutive year.
Modine Manufacturing Number of Employees 2026 | Employee Count & Headcount Data
Modine Manufacturing (MOD) had approximately 13,250 employees worldwide as of March 2026, marking a 4.9% growth from 2023. The company is actively hiring, with 634 active job postings in 2026, a 71.8% increase from 2025. Its workforce is primarily located in the United States, India, and Brazil, with an average salary of $49,555.
E20 Capital Ltd Has $24.92 Million Stock Holdings in Modine Manufacturing Company $MOD
E20 Capital Ltd significantly increased its stake in Modine Manufacturing Company (NYSE:MOD) by
Modine Manufacturing (MOD) Stock Rallies As Data Center Growth Meets Margin Pressure
Modine Manufacturing's stock rallied nearly 9% after its Q1 2027 earnings report, driven by strong growth in
Modine Manufacturing Co (MOD) Shares Surge 8.9% -- What GF Score of 85 Tells Investors
Modine Manufacturing Co (MOD) shares surged 8.9% to $193.91, but GuruFocus's GF Value™ indicates the stock is 38.5% overvalued compared to its intrinsic value of $139.99. Despite a strong GF Score™ of 85/100, reflecting good financial health and growth potential, the valuation warns investors of potential price corrections. Insider activity shows significant selling, with no purchases, adding to concerns about the stock's current price levels.
Modine Manufacturing Company Stock 12‑Month Price Target Cut to $336.12, Implies 89% Upside
Modine Manufacturing Company's average stock price target has been cut to $336.12 from $340.5, based on estimates from 8 analysts, suggesting an 89% potential upside from its Jul. 29 closing price. Despite the reduction, the consensus rating from 10 covering analysts remains a "Buy," with no Holds or Sells. This information is not investment advice but provides an overview of analyst expectations for the company.
Earnings call transcript: Modine tops Q1 2026 EPS forecast, revenue misses
Modine Manufacturing surpassed adjusted EPS expectations but missed revenue forecasts for Q1 fiscal 2027, driven by strong data center demand despite supply chain issues impacting production and margins. The company's data center sales surged 90%, but component shortages and ramp-up costs pressured profitability. Management maintained its full-year fiscal 2027 outlook, expecting a recovery in the second half as supply chain conditions normalize and new capacity comes online.
Transcript : Modine Manufacturing Company, Q1 2027 Earnings Call, Jul 30, 2026
This article provides the transcript of Modine Manufacturing Company's Q1 2027 Earnings Call held on July 30, 2026. The content is primarily an introduction to the earnings call, indicating that the full transcript is reserved for subscribers. It also includes recent news and analyst ratings related to Modine Manufacturing.
Earnings Flash (MOD) Modine Manufacturing Company Reports Q1 Revenue $874.1M, Vs. FactSet Est of $878.7M
Modine Manufacturing Company (MOD) announced its Q1 revenue of $874.1 million, falling slightly short of FactSet's estimated $878.7 million. This report provides a quick flash update on the company's financial performance for the quarter.
B.Riley cuts Modine stock price target on margin pressure
B.Riley has lowered its price target for Modine Manufacturing (NYSE:MOD) to $305 from $340, while maintaining a Buy rating, due to margin pressure from timing-related data-center supply constraints. Despite Modine reporting strong revenue growth and a record quarter for data center order intake, adjusted EBITDA fell below estimates. The firm adjusted its target multiple due to broader market compression and supply chain challenges, though other analysts like D.A. Davidson, GLJ Research, and UBS have recently increased their price targets based on Modine's data center growth and strategic developments.
Cim LLC Acquires Shares of 6,701 Modine Manufacturing Company $MOD
Cim LLC has acquired 6,701 shares of Modine Manufacturing Company (NYSE:MOD) during the first quarter, valued at approximately $1.45 million. This move is part of broader institutional investment, with other hedge funds also increasing their stakes in the company. Modine Manufacturing recently reported strong quarterly earnings, beating analyst expectations, though its revenue slightly missed consensus estimates.
Modine Manufacturing (NYSE:MOD) Surges on Q1 Earnings Beat Despite Revenue Miss
Modine Manufacturing (NYSE:MOD) reported Q1 fiscal results, beating earnings per share estimates with $1.53 non-GAAP EPS against an estimated $1.3851, but missed on revenue by 2.8%. Despite the revenue shortfall, the stock surged 3.08% in after-market trading, as investors focused on the company's profitability and strong margin performance. The market reaction suggests that investors view the earnings resilience as a positive sign, particularly given the stock's recent decline.
Modine: Fiscal Q1 Earnings Snapshot
This article provides a brief snapshot of Modine's fiscal Q1 earnings. However, the content appears to be incomplete, only containing privacy-related information rather than financial results.
Earnings Flash (MOD) Modine Manufacturing Company Reports Q1 Revenue $874.1M, vs. FactSet Est of $878.7M
Modine Manufacturing Company (MOD) reported its Q1 revenue at $874.1 million, falling short of the FactSet estimate of $878.7 million. This announcement follows other recent news, including the company's Q1 adjusted EPS exceeding expectations and new earnings guidance for fiscal year 2027. The company's stock experienced a decline in after-hours trading.
Ranger Investment Management L.P. Purchases New Shares in Modine Manufacturing Company $MOD
Ranger Investment Management L.P. initiated a new position in Modine Manufacturing Company (NYSE:MOD) during the first quarter, acquiring 71,789 shares valued at approximately $15.56 million. Other institutional investors like World Investment Advisors and Xponance LLC also adjusted their holdings in the company. Modine Manufacturing currently holds an average rating of "Moderate Buy" from analysts, with insider selling activity noted from VP Brian Jon Agen and Eric S. Mcginnis.
Modine Beat Its 2030 Energy and Water Targets Years Early
Modine (NYSE: MOD) has released its 2026 Sustainability Report, revealing that the company surpassed its 2030 targets for both energy and water intensity reduction years ahead of schedule. The report also highlights continued reductions in greenhouse gas emissions, the integration of new solutions, and expanded AI use across its operations. Modine plans to set new forward-looking sustainability targets aligned with the growth in its data center and commercial HVAC&R markets.
