Consumer Cyclical
Modine Manufacturing Company(MOD)
Live Price
Offline$297.37
+4.75% today
1Y Change
+201.90%
Window
Jun 30, 2025 โ Jun 18, 2026
- Market Cap
- $14.07B
- Revenue Growth
- +7.3%
- EPS Growth
- +13.6%
- Dividend Yield
- 0.0%
Coverage: 244 bars ยท Jun 30, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Modine Manufacturing Company (MOD) is a Consumer Cyclical stock with a market cap of $14.07B and listed on NYSE. The stock last traded around $297.37 and up 201.9% across the available one-year price window (Jun 30, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +7.3%, EPS growth of +13.6%, a dividend yield of 0.0%. What stands out right now is revenue +7.3%, EPS +13.6%, free cash flow +2.5% with operating margin 11.2% and ROIC 10.4%. Valuation already assumes a fairly strong business story at P/E 144.1 and price/sales 4.9. Stock Foundry combines MOD price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+7.3% vs +7.5% peer median
Operating Margin
Above sector median
+11.2% vs +8.4% peer median
P/E
Above sector median
144.1 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 19, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +7.3% and EPS at +13.6%, with operating margin around 11.2%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +4.9% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 19, 2026 | โ | +5.3% | +14.5% | +16.1% |
2026 Feb 4, 2026 | +20.2% | +2.9% | +10.0% | +2.6% |
2025 Oct 28, 2025 | +9.3% | -4.2% | -9.8% | -3.8% |
Benchmark Edge
MOD vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
Mixed setup vs SPY
MOD is 181.04 pts ahead over the shared 1Y window.
MOD had 18.42 pts deeper max drawdown than SPY.
MOD beat SPY in 2 of 2 calendar years shown and trailed in 0.
MOD
+201.90%
Normalized return
SPY
+20.86%
S&P 500
Excess Return
+181.04 pts
Relative to SPY
MOD Max Drawdown
-27.55%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for MOD and SPY.
| Year | MOD | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +111.19% | +6.71% | +104.48 pts | MOD |
| 2025 | +37.21% | +11.19% | +26.01 pts | MOD |
Company Overview
Modine Manufacturing Company
New York Stock Exchange
Modine 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.
- Leadership
- Neil D. Brinker
- IPO Date
- Sep 20, 1982
- Employees
- 11.0k
- Street Address
- 1500 DeKoven Avenue
- Mailing
- Racine, WI, 53403
- Region
- Racine, WI, US
- Reporting Currency
- USD
- Investor Line
- 262 636 1200
- Last Updated
- May 2, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 144.1
- EV/EBITDA
- 56.1
- Price/Sales
- 4.9
- Price/Book
- 12.6
Growth
- Revenue
- +7.3%
- EPS
- +13.6%
- Free Cash Flow
- +2.5%
Profitability
- Gross Margin
- 23.8%
- Operating Margin
- 11.2%
- Net Margin
- 3.4%
- ROE
- 9.5%
- ROIC
- 10.4%
Balance Sheet
- Debt/Equity
- 0.77
- Current Ratio
- 2.19
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.