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MOMOD

Modine Manufacturing Company

$MOD·$9.6B·Industrial - Machinery·Industrials
$148.86-3.3%YTD+26.7%1Y-7.2%
Price updated 6h ago·X counts updated 5d ago
MOMOD
$MODModine Manufacturing Company
$148.86-3.34%243 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $MOD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

243X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MOD's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-10 · top-engagement diverged

Modine Manufacturing chatter is thin and mixed, with posts noting the roughly 40% drawdown from 2026 highs alongside crypto-token spillover about ModulusZK's CULT ecosystem token bag. Neither thread reaches a strong directional stance on the industrial name.

Read what X is saying about $MOD

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MOD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Modine just closed its $946M Gentherm spin — the data-center thermal story is now a pure-play into Oct 27 earnings.

Modine Manufacturing is a thermal-management-solutions company whose 2026 story is now specifically focused on data-center liquid cooling after the just-closed $946M spin-off and combination of Performance Technologies with Gentherm. The pivot is complete; the valuation hasn't fully followed.

  • The trailing P&L shows the growth cadence: trailing EPS beats of 18% and 13%, consistent surprises on an industrial name typically modeled conservatively — these are the kind of beats that reflect data-center thermal demand running ahead of models.
  • The structural shift is the Gentherm deal closing: Modine is now a pure thermal-management pure-play, which should get a cleaner multiple from the Street versus the pre-spin composite — the ~40% drawdown from 2026 highs reflects deal uncertainty that has now resolved.

At 32% of 52-week range going into Oct 27 earnings, the setup is coiled on the post-spin multiple expansion. A clean beat with disclosed data-center cooling revenue line plus any named hyperscaler customer win is the trigger; silence on data-center revenue segmentation is the invalidation that keeps the setup stuck.

What to watch: Oct 27 Q2 earnings — data-center cooling revenue growth, operating margin direction, Gentherm transaction accounting cleanup, and FY27 guide. Named data-center customer plus clean post-spin P&L is the trigger; silence is the invalidation.

On the calendar: 2026-10-27 — Q2 earnings

event ahead 30dpost spin pure play

Read the AI verdict on $MOD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Engineered thermal management systems for commercial HVAC and high-performance data center and vehicle cooling.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $MOD.

Industrial - Machinery · Industrials

No material change from last week — GE Vernova gas turbines remain a gating input for hyperscaler power procurement as data-center buildout accelerates.

What this means for $MOD

Neutral — Engineered thermal management systems for commercial HVAC and high-performance data center and vehicle cooling.

Industry benchmark

32-name peer basket
+16.1%YTD
-11.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
122.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
23.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$1.53$1.30+17.7%
Q1 2026May 26, 2026$1.71$1.51+13.2%
Q4 2025Feb 4, 2026$1.19$0.99+20.2%
Q3 2025Oct 28, 2025$1.06$0.97+9.3%
Next earningsTue, Oct 27·consensus EPS $1.42

Forward consensus

4-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.1B$3.1B – $3.2B$5.01$4.71 – $5.097
FY27$4.1B$4.0B – $4.1B$7.52$6.85 – $8.095
FY28$4.7B$4.4B – $5.0B$10.38$8.86 – $11.284
FY29$6.6B$6.6B – $6.6B$15.02$14.27 – $15.602

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.18%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-19.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-30.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 52.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.715-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 10Agen Brian JonVP, CHRO4.3K sh$776KSellJun 18Agen Brian JonVP, CHRO38.3K sh$11.3MSellJun 18Eric S McginnisPresident1.0K sh$301KSellJun 16Eric D AshlemanDirector15.0K sh$4.3MSellJun 1Laszlo Arthur Jr.President900 sh$266KSellJun 1Eric S McginnisPresident24.0K sh$6.9MSellMay 29Eric S McginnisPresident14.1K sh$3.9M
+ 40 other (21 awards · 17 inkinds · 1 other · 1 exempt) in window

See when $MOD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KAcquisition completedOct 18-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KPress release / Reg FDSep 178-K — Item 7.01: Press release / Reg FD
8-KShareholder voteAug 218-K — Item 5.07: Shareholder vote
AI summary

Modine Manufacturing (MOD) reported August 20, 2026 annual meeting results, confirming the election of Eric D. Ashleman, Alan S. Lowe, and Marsha C. Williams to the board through the 2029 Annual Meeting. The specific vote tallies are not visible in the excerpt. Item 5.07 is a routine shareholder-meeting disclosure; all three directors were apparently reelected without notable opposition given the excerpt's lack of any contested vote detail.

3New insider — initial holdingsAug 123
AI summary

Modine Manufacturing Co filed an initial Form 3 as a 10% owner and director of Platinum SpinCo, Inc., a newly formed entity with no exchange listing yet, as of August 12, 2026. Modine directly owns 1,000 shares of Platinum SpinCo common stock ($0.001 par value). The filing indicates Modine is spinning off a business segment into a separate public entity. The SpinCo structure is a common mechanism for unlocking value in discrete business units.

8-KPress release / Reg FDJul 248-K — Item 7.01: Press release / Reg FD
AI summary

MOD filed an 8-K under Reg FD (Item 7.01), disclosing material non-public information simultaneously to all investors. This is typically an investor presentation, conference slides, or press release furnished as an exhibit. Reg FD filings ensure equal access to information for all investors; the substantive data is in the attached exhibit.

3New insider — initial holdingsJul 173
AI summary

Modine Manufacturing's newly appointed President of Commercial HVAC, Michael Mahan, filed a Form 3 initial ownership statement upon becoming a Section 16 reporting person, disclosing no securities beneficially owned at the time. Standard initial Section 16(a) disclosure for a newly designated officer.

3New insider — initial holdingsJul 93
AI summary

Initial Form 3 ownership statement filed by Mark D. Hudson, a newly reportable officer or director at Modine Manufacturing Company, disclosing initial beneficial ownership of company securities upon becoming a Section 16 reporting person. Routine Section 16(a) disclosure triggered by appointment or election to a qualifying role. No operational implications for the company.

8-KMaterial agreementMay 58-K — Item 1.01: Material agreement
AI summary

Modine Manufacturing (MOD) entered into Amendment No. 2 to its existing credit agreement on April 30, 2026, with its lending syndicate. The amendment permits the separation, divestiture, or spin-off of a business segment, providing contractual flexibility for a planned strategic transaction. Modine is a thermal management company serving data centers, HVAC, and industrial markets.

+ 18 other (4 425s · 3 proxys · 3 earnings 8-Ks · 3 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Modine Manufacturing Co (MOD) Stock Down 3.3% -- Now Undervalued? GF Score: 86/100gurufocus.com·8h agoModine (MOD) Stock Drops Despite Market Gains: Important Facts to Notezacks.com·1d agoModine (MOD) Declines More Than Market: Some Information for Investorszacks.com·2d agoModine Manufacturing Company (MOD) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·3d agoMOD extends Leidos LCST contract, continuing critical logistics support to UK defenceprnewswire.com·3d ago

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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