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TickerTalks›$MOD
MOMOD

Modine Manufacturing Company

$MOD·$13B·Auto - Parts·Consumer Cyclical
$245.91+1.0%YTD+80.5%1Y+165.4%
Mentions · last 7 days
2026-07-03: 17 posts2026-07-04: 2 posts2026-07-05: 5 posts2026-07-06: 9 posts2026-07-07: 10 posts2026-07-08: 9 posts2026-07-09: 14 posts660%
Price updated 2d ago·X counts updated 3d ago
MOMOD
$MODModine Manufacturing Company
$245.91+0.99%66 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $MOD, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-11

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

Modine up 165% year-over-year on AI-data-center cooling — Officer Agen cashed $11M into strength.

Modine Manufacturing is the specialty thermal-management systems provider selling into automotive, HVAC, industrial, and increasingly data-center applications. The current chapter is a genuine AI-data-center-cooling re-rating trade with a specific insider signal.

  • The AI-data-center cooling positioning is real and specific: Modine is being paired with Vertiv and AAON as the specific data-center-cooling trio — the specific product-line positioning that has driven the 165% year-over-year rally, and the FY27 EPS estimate of $7.81 stepping from $5.18 in FY26 reflects that ramp.
  • The technical setup is confirmed: Modine completed a head-and-shoulders top pattern and the recent tape confirms the resolution — the specific chart signal that has driven institutional positioning, and the equity is now trading at 66% of the 52-week range.
  • The insider signal is loud into strength: about $15.9M of officer selling in mid-June including officer Brian Agen's $11.30M on June 18 and director Ashleman's $4.33M on June 16 — that's the specific chip-off-the-top pattern into the parabolic move, and the tell into the July 29 print.
  • Valuation is stretched: 123x TTM earnings and 4.6x sales for 11% operating margin — a story-stock multiple that requires the FY27 EPS ramp to actually land, and any wobble at July 29 lands hard.

The July 29 earnings is the fulcrum. Firm forward guidance with visible data-center-cooling segment revenue and clean thermal-management order-book commentary keeps the compounder framing intact and validates the crowd's alongside-VRT-AAON framing. A soft segment print or an automotive-margin wobble with $15.9M of insider selling still fresh turns event-ahead into a real first-order pullback — 123x TTM has no cushion for a growth miss.

Agrees with X sentimentThe (6-post) bullish X read on Modine as AI-data-center cooling positioning alongside VRT and AAON with the completed head-and-shoulders top pattern is substantively correct on the setup. Our nuance is on the $15.9M of officer selling in mid-June including Agen's $11.30M and Ashleman's $4.33M: the crowd is under-weighting the specific insider tell into July 29.

What to watch: July 29 earnings — firm forward guidance with visible data-center-cooling segment revenue and clean thermal-management order-book commentary keeps the compounder framing intact and validates the alongside-VRT-AAON framing; a soft segment print or automotive-margin wobble with $15.9M of insider selling still fresh turns event-ahead into a real first-order pullback.

On the calendar: 2026-07-29 — Q1 fiscal 2027 earnings

sparse quarterly data

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-07

Modine Manufacturing chatter is thin but constructive with AI-data-center cooling positioning alongside VRT and AAON. MOD already completed a head-and-shoulders top pattern. Bulls previously won on MOD alongside OSS, SIVE, LPK, and SILC.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 Auto - Parts sits in its cycle right now — and what that implies for $MOD.

Auto - Parts · Consumer Cyclical

No material change from last week — solid-state batteries (QS) and advanced LiDAR (AEVA) are the enabling technology layer for next-generation EVs, while MOD's thermal management serves both AI..

What this means for $MOD

Direct beneficiary — Modine Manufacturing Company specializes in delivering advanced thermal management systems and heat exchange components, primarily catering to original equipment manufacturers (OEMs) in both on- and off-highway.

Industry benchmark

8-name peer basket
+15.7%YTD
+7.5%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
Q1 2026May 26, 2026$1.71$1.55+10.3%
Q4 2025Feb 4, 2026$1.19$0.99+20.2%
Q3 2025Oct 28, 2025$1.06$0.97+9.3%
Q2 2025Jul 30, 2025$1.06$0.93+14.0%
Next earningsWed, Jul 29·consensus EPS $1.38

Forward consensus

4-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.1B$3.1B – $3.2B$5.18$4.87 – $5.277
FY27$4.1B$4.0B – $4.1B$7.81$7.39 – $8.537
FY28$5.0B$4.3B – $5.5B$11.36$9.90 – $12.346
FY29$6.6B$5.9B – $7.0B$16.12$13.99 – $17.552

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.0.8×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.66%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.-8.8%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.+23.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 51.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.6% 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.β1.675-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

SellJun 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$3.9MSellFeb 24Marsha C WilliamsDirector12.0K sh$2.8MSellFeb 17Michael B LucareliCFO15.2K sh$3.3MSellFeb 2Suresh V GarimellaDirector1.1K sh$202KSellJan 22Suresh V GarimellaDirector1.1K sh$165K
+ 30 other (16 inkinds · 13 awards · 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
Free, forever. No credit card.

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

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.

3New insider — initial holdingsApr 83
AI summary

Arthur Laszlo Jr. filed an initial Form 3 for Modine Manufacturing (MOD) on April 1, 2026, reporting his initial beneficial ownership as a new director or officer at the company's Racine, Wisconsin headquarters. Modine designs and manufactures thermal management solutions for data centers, HVAC, and industrial applications.

8-KPress release / Reg FDFeb 178-K — Item 7.01: Press release / Reg FD
8-KMaterial agreementJan 298-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
+ 22 other (11 425s · 3 13Gs · 2 proxys · 2 earnings 8-Ks) in window

Recent news

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

Modine (MOD) Declines More Than Market: Some Information for Investorszacks.com·5d agoWall Street Analysts See Modine (MOD) as a Buy: Should You Invest?zacks.com·10d agoModine (MOD) Falls More Steeply Than Broader Market: What Investors Need to Knowzacks.com·11d agoModine Manufacturing Company (MOD) is Attracting Investor Attention: Here is What You Should Knowzacks.com·11d agoWhy Modine (MOD) is a Top Growth Stock for the Long-Termzacks.com·12d ago

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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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