Modine Manufacturing (NYSE:MOD) Issues Earnings Results

Modine Manufacturing (NYSE:MOD) issued its earnings results on Tuesday. The auto parts company reported $1.71 EPS for the quarter, topping analysts’ consensus estimates of $1.51 by $0.20, FiscalAI reports. The business had revenue of $954.40 million for the quarter, compared to the consensus estimate of $920.67 million. Modine Manufacturing had a net margin of 3.82% and a return on equity of 25.15%. The company’s revenue for the quarter was up 47.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.12 EPS.

Modine Manufacturing Price Performance

Shares of MOD opened at $280.03 on Thursday. The company has a 50 day moving average price of $243.35 and a 200-day moving average price of $193.73. Modine Manufacturing has a fifty-two week low of $86.48 and a fifty-two week high of $323.25. The stock has a market capitalization of $14.77 billion, a PE ratio of 125.01, a PEG ratio of 1.20 and a beta of 1.66. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.28 and a current ratio of 2.19.

Key Modine Manufacturing News

Here are the key news stories impacting Modine Manufacturing this week:

• Positive Sentiment: Modine reported fiscal Q4 results that beat Wall Street expectations, with EPS of $1.71 versus $1.51 expected and revenue of $954.4 million versus $920.7 million expected. Management also highlighted record full-year performance, driven by strong demand for data-center cooling. Modine Reports Fourth Quarter Fiscal 2026 Results
• Positive Sentiment: The company announced a long-term agreement to supply more than $4 billion of data-center cooling products through 2029, including a $165 million upfront customer payment to help fund capacity expansion. Investors are viewing the deal as a major validation of Modine’s position in AI infrastructure. MarketWatch article on $4B deal
• Positive Sentiment: KeyCorp raised its price target on Modine to $370 from $250 and reiterated an overweight rating, signaling higher confidence in the company’s growth outlook after the earnings and contract news. Modine Manufacturing Co (MOD) Q4 2026 Earnings Call Highlights
• Neutral Sentiment: DA Davidson reaffirmed a buy rating but kept a $265 price target, which is below the stock’s recent trading level and may suggest some analyst caution despite strong fundamentals. Benzinga analyst update
• Neutral Sentiment: Modine also updated FY2027 revenue guidance to a range of $3.1 billion to $3.9 billion, roughly in line with consensus near $3.8 billion, keeping investor focus on whether data-center demand can sustain the current growth rate.

Institutional Investors Weigh In On Modine Manufacturing

Several hedge funds have recently modified their holdings of MOD. Kemnay Advisory Services Inc. purchased a new stake in shares of Modine Manufacturing in the 4th quarter worth approximately $25,000. Sunbelt Securities Inc. purchased a new stake in Modine Manufacturing during the third quarter valued at approximately $39,000. Danske Bank A S acquired a new stake in Modine Manufacturing in the third quarter valued at approximately $43,000. Smartleaf Asset Management LLC boosted its stake in Modine Manufacturing by 58.5% in the fourth quarter. Smartleaf Asset Management LLC now owns 439 shares of the auto parts company’s stock valued at $59,000 after acquiring an additional 162 shares in the last quarter. Finally, Johnson Financial Group Inc. purchased a new position in Modine Manufacturing in the third quarter worth $75,000. Hedge funds and other institutional investors own 95.23% of the company’s stock.

Analyst Ratings Changes

MOD has been the topic of a number of research analyst reports. KeyCorp upped their target price on shares of Modine Manufacturing from $250.00 to $370.00 and gave the stock an “overweight” rating in a research note on Wednesday. Zacks Research downgraded shares of Modine Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. Wall Street Zen downgraded shares of Modine Manufacturing from a “buy” rating to a “hold” rating in a research note on Sunday, February 22nd. Oppenheimer upped their price target on shares of Modine Manufacturing from $220.00 to $240.00 and gave the stock an “outperform” rating in a research report on Friday, February 6th. Finally, Roth Mkm initiated coverage on shares of Modine Manufacturing in a research report on Wednesday, February 18th. They issued a “buy” rating and a $263.00 price target for the company. Seven investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, Modine Manufacturing presently has an average rating of “Moderate Buy” and a consensus price target of $286.00.

About Modine Manufacturing

Modine Manufacturing Company (NYSE:MOD) is a global provider of thermal management solutions serving automotive, commercial transportation, heavy-duty off-highway, industrial, HVAC and refrigeration markets. The company designs, manufactures, tests and markets a broad array of heat-transfer products that manage temperature and energy efficiency for engines, power electronics and building climate control systems.

Its product portfolio includes heat exchangers, condensers, radiators, evaporators, charge air coolers, fan systems and associated controls.