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MOMOD

Modine Manufacturing Company

$MOD·$10B·Industrial - Machinery·Industrials
$184.86+2.0%YTD+35.7%1Y+18.2%
Price updated 2h ago·X counts updated 4d ago
MOMOD
$MODModine Manufacturing Company
$184.86+2.03%97 posts0.9×
AI analysisFundamentalsVoices on X
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On X

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.

97X posts · last 7 days
Aug 31Sep 13
Chatter Meter
0.9×
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 numbersCooling offAI verdict · as of 2026-09-17

Catching its breath after a run — could pick back up or fade from here.

Thermal-management name rebranding to Modexus, pending Gentherm merger — 40% drawdown from 2026 highs.

Modine Manufacturing (rebranding to Modexus) is a thermal-management leader for HVAC, data centers and EVs. Up 33% YTD and 18% over 12 months at 33% of 52w — 40% drawdown from 2026 highs after a Performance Technologies spin-off and a pending Gentherm merger.

  • Print was solid: TTM revenue at 4.6x sales, 23% gross margin, 11% op margin — the franchise compounds on data-center cooling demand.
  • The Modexus rebrand + Gentherm merger is transformative: pending shareholder approval creates a scaled thermal pure-play — real strategic reset.
  • Officer Agen exercised into a $776K net sale on Sep 10 — exercise math absorbs the sale.

Oct 27: EPS above $1.46 and Modexus/Gentherm integration commentary breaks the cool; another guide-down tests 33%-of-52w toward $150.

What to watch: The Oct 27 Q1 fiscal 2027 print — EPS above $1.46 and Modexus rebrand / Gentherm integration commentary. Another guide-down or delay is what tests 33%-of-52w toward $150.

On the calendar: 2026-10-27 — Q1 fiscal 2027 earnings

earnings within 60drebrand pendingmerger pending

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

AI data-center power and cooling capex is sustaining industrial-machinery order books; GE Vernova's gas turbines are a gating factor for hyperscaler power procurement, while grid-electrification demand remains multi-year. Reshoring and nuclear restart optionality layer secular demand above the cyclical recovery.

What this means for $MOD

Direct beneficiary — precision data-center air conditioning is a dedicated Modine revenue segment; thermal management for HVAC and vehicles provides a broad second revenue base.

Industry benchmark

30-name peer basket
+17.6%YTD
+8.6%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$7.51$6.86 – $8.116
FY28$5.0B$4.3B – $5.4B$10.93$9.33 – $11.846
FY29$6.6B$6.6B – $6.6B$15.51$13.68 – $17.022

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.0.7×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.33%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.-11.4%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.-13.7%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 today1.6% 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.β1.735-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
+ 38 other (21 awards · 16 inkinds · 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-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.

+ 16 other (4 13Gs · 3 425s · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Modine Manufacturing Company (MOD) is Attracting Investor Attention: Here is What You Should Knowzacks.com·2d agoModine (MOD) Sees a More Significant Dip Than Broader Market: Some Facts to Knowzacks.com·3d agoModine to Host Analyst and Investor Day on November 18, 2026prnewswire.com·4d agoModine to Become Modexus Solutions, Marking Next Chapter as Diversified Thermal Management Solutions Companyprnewswire.com·7d agoAmundi Grows Position in Modine Manufacturing Company $MODdefenseworld.net·8d ago

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Voices on X · last 7 days

No standout posts about $MOD on X in the 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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