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TickerTalks›$MOD
MOMOD

Modine Manufacturing Company

$MOD·$10B·Industrial - Machinery·Industrials
$178.43+0.5%YTD+48.1%1Y+33.2%
Mentions · last 7 days
2026-08-21: 33 posts2026-08-22: 6 posts78+8%
Price updated 3h ago·X counts updated 9d ago
MOMOD
$MODModine Manufacturing Company
$178.43+0.45%78 posts+8%
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 numbersAcceleratingAI verdict · as of 2026-08-30

The move is getting stronger, with heavier trading behind it.

Modine's $4B Airedale deal is Google — GitHub leaks show $8.16B GOOGL and $12.4B AMZN demand through 2033.

Modine Manufacturing is a thermal-management systems supplier with a growing AI-data-center cooling franchise. Shares are +48% YTD and +25% TTM at $178, and Hunterbrook's identification of Google as the unnamed hyperscaler behind Modine's $4B Airedale agreement has reframed the equity.

  • The tape is now priced on hyperscaler demand: analysts model $3.15B of full-year revenue and $5.18 EPS, and the stock at $178 is at roughly 34x forward — the multiple is supported by the AI-data-center capex projections, not the current run rate.
  • The Hunterbrook report is the specific catalyst: Modine surges as Hunterbrook report ties $4B deal to Google, with leaked GitHub files showing $8.16B GOOGL demand plus $12.4B AMZN through 2033 — that's a very specific customer-demand disclosure that reprices what the sell-side models for MOD.
  • The valuation math is defensible: MOD trading at 17.5x FY28 EPS with $8.16B of GOOGL alone through 2033 leaves substantial room for multiple expansion if the customer stack keeps disclosing — that's the shape of a name where the customer wins keep coming.

An Oct 27 print that shows Airedale segment revenue growth, hyperscaler mix expansion, and any incremental customer-name disclosure extends the run; a hyperscaler capex pull-back headline (data-center basket sell-off continuation), a Modine-specific cost-inflation disclosure, or an operational execution miss is what caps the tape.

Agrees with X sentimentX's bullish framing is well-anchored — the Hunterbrook Google identification, the GitHub-leaked GOOGL/AMZN demand math, and the 17.5x FY28 EPS framing are all real; there isn't a bear voice in the sample yet.

What to watch: The Oct 27 Q3 print — Airedale segment revenue, hyperscaler mix, gross margin, and any commentary on further customer-name disclosure. A data-center basket sell-off continuation is what caps the tape.

On the calendar: 2026-10-27 — Q3 earnings

X sentiment

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

Bullish sentiment11 posts analyzed · as of 2026-08-28

Modine posts are decisively bullish following Hunterbrook's identification of Google as the unnamed hyperscaler behind Modine's $4B Airedale agreement, with leaked GitHub files showing $8.16B GOOGL demand plus $12.4B AMZN through 2033. Traders cite MOD trading at 17.5x FY28 EPS. Skeptics essentially absent.

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

Industrial - Machinery · Industrials

Manufacturing reshoring and automation capex are the dual demand drivers; AI-powered robotics and CNC equipment are the fastest-growing segments. Order books remain healthy, though a soft global industrial PMI is a leading risk.

What this means for $MOD

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is Modine Manufacturing Company specializes in delivering advanced thermal manageme.

Industry benchmark

33-name peer basket
+24.0%YTD
+25.2%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 $1.46

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$7.74$7.35 – $8.477
FY28$5.0B$4.3B – $5.5B$11.29$9.85 – $12.316
FY29$6.6B$5.9B – $7.0B$16.12$14.02 – $17.542

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.1.0×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.31%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.-20.5%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.-14.4%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 today2.8% 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.β1.765-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$3.9M
+ 37 other (21 awards · 16 inkinds) 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-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.

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.

+ 14 other (4 13Gs · 2 425s · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Why Is Modine (MOD) Down 3.9% Since Last Earnings Report?zacks.com·3d agoCallan Family Office LLC Takes $2.92 Million Position in Modine Manufacturing Company $MODdefenseworld.net·9d agoModine Shareholders Elect Directors, Back Executive Pay and KPMG at 2026 Annual Meetingdefenseworld.net·10d agoModine surges as Hunterbrook report ties $4 billion deal to Googleproactiveinvestors.com·10d agoModine Stock Jumps After Report Names Google, Amazon as Data Center Cooling Customersbenzinga.com·11d 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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