Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MOD
SellFallen FavouriteModine Manufacturing Company · Consumer Cyclical · United States · $9.4B · Avg Vol: $294M/d
COMPANY DESCRIPTION
Modine Manufacturing Company designs and manufactures advanced thermal management systems and components for a wide range of applications, including vehicular, industrial, and data center cooling. The company has successfully pivoted toward high-margin growth sectors, establishing a strong market position in liquid cooling solutions for energy-intensive AI data centers. Its competitive moat is built on proprietary heat transfer technology, global manufacturing capabilities, and deep engineering partnerships with major OEMs.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 2.3B | 2.4B | 2.6B | 3.2B | 11.5% | 3.4B | 4.1B | 4.9B | 23.9% |
| EPS | 1.64 | 2.94 | 3.08 | 3.50 | 2.30 | 8.9% | 2.69 | 3.44 | — | 49.7% |
| Shares | — | 52.1M | 52.4M | 52.4M | 52.8M | +1.3% | 53.1M | — | — | — |
| Debt | — | 352.7M | 431.6M | 350.8M | 436.3M | 7.3% | 671.4M | — | — | — |
| Equity | — | 592.8M | 747.6M | 910.2M | 1.2B | 26.3% | — | — | — | — |
| Op CF | — | 107.5M | 214.6M | 213.3M | 248.7M | 32.3% | 262.4M | — | — | — |
| Inv CF | — | -50.4M | -283.4M | -86.6M | -321.3M | — | — | — | — | — |
| Fin CF | — | -33.3M | 62.7M | -113.6M | 73.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of MOD are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MOD | Modine Manufacturing Company(you) | $9.4B | 24 | Sell |
| AUR | Aurora Innovation, Inc. | $11.7B | 13 | Strong Sell |
| GPC | Genuine Parts Company | $19.0B | 43 | Hold |
| AAP | Advance Auto Parts, Inc. | $2.6B | 34 | Sell |
| LKQ | LKQ Corporation | $6.5B | 53 | Hold |
| ATMU | Atmus Filtration Technologies Inc. | $3.9B | 44 | Hold |
| GT | The Goodyear Tire & Rubber Company | $1.8B | 18 | Strong Sell |
| QS | QuantumScape Corporation | $3.5B | 2 | Strong Sell |
| ALSN | Allison Transmission Holdings, Inc. | $10.4B | 65 | Buy |
| DCH.L | Dauch Corporation | $1.5B | 37 | Hold |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.7%