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TickerTalks›$MOD
MOMOD

Modine Manufacturing Company

Buzzing onWhy it's trendingX chatter picking upMoving on elevated volumeStrong bullish X conversation
$MOD·$11B·Industrial - Machinery·Industrials
$197.72-1.7%YTD+42.3%1Y+49.4%
Mentions · last 7 days
2026-07-25: 2 posts2026-07-26: 0 posts2026-07-27: 12 posts2026-07-28: 6 posts2026-07-29: 32 posts2026-07-30: 20 posts2026-07-31: 11 posts83+7%
Price updated 13m ago·X counts updated 3d ago
MOMOD
$MODModine Manufacturing Company
$197.72-1.66%83 posts+7%
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 2026-07-31

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

Modine beat Q1 FY27 by 19% EPS with a +44% YoY EPS growth — the data-center-thermal-management play is compounding rapidly.

Modine Manufacturing is a thermal-management company that has become a key data-center-cooling supplier alongside liquid-cooling plays. This year has been strong — up 42% YTD and 59% T12M — as data-center capex accelerated.

  • The Q1 FY27 print was a clean beat: revenue of $874M grew 28% YoY (in-line with $877.6M consensus), adjusted EPS of $1.53 versus $1.29 (a 19% beat) with 44% YoY EPS growth — data-center-cooling scale driving real operating leverage on already-strong industrial-machinery margins.
  • The fundamentals are compounding: 23% gross margins, 11% operating margins, and 11% ROIC support FY26 consensus of $5.18 EPS growing to $7.80 in FY27 — a 51% EPS growth expectation continuing the data-center-thermal expansion.
  • The strategic signals continue: newly appointed President of Commercial HVAC Michael Mahan filed his Form 3 on July 17, and the July 24 Reg FD 8-K disclosed material non-public information (likely a conference presentation) — the pattern of an executing management team continuing expansion.

The stock is at $193.91 with a 122x trailing PE reflecting the EPS expansion, at the 42nd percentile of the 52-week range and 24% below the 50-day — the setup where the July 29 beat has already produced digestion. What extends the move is another data-center capex datapoint or a liquid-cooling partnership; what breaks the setup is any data-center capex-slowdown or hyperscaler-order concentration disclosure.

Agrees with X sentimentX's bull frame — MOD as one of the data-center construction plays 'they're all the same trade' alongside WCC, AGX, STRL, and specifically the liquid cooling trade with MOD, VRT, ETN, INV — is directly supported by the +19% Q1 EPS beat, +44% YoY EPS growth, and the multi-year data-center-thermal-management inflection.

What to watch: The next hyperscaler capex-cycle datapoint or liquid-cooling partnership announcement, plus the Oct 27 Q2 print for continued data-center-thermal revenue trajectory. Firm hyperscaler capex extends the move; a capex-slowdown or hyperscaler-concentration disclosure breaks the setup.

On the calendar: 2026-10-27 — Q2 fiscal 2027 earnings

X sentiment

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

Bullish sentiment10 posts analyzed · as of 2026-08-01

Modine delivered a Q1 FY27 beat with adj EPS $1.53 (+44% YoY) beating $1.29 and revenue $874.1M (+28% YoY) slightly missing $877.6M. Adj EBITDA $106.5M with gross margin 20.8%. Bulls frame MOD as an aggressive-pullback buy opportunity ahead of the data-center-cooling narrative accelerating (8-quarter beat streak, -14% into the print). Bears note margin compression and only affirmed guidance rather than a raise. MOD sits alongside WCC/AGX/STRL as datacenter-construction plays.

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

No material change from last week — electrical infrastructure for AI power density and robotic warehouse/manufacturing automation are pulling order books in different directions.

What this means for $MOD

Partial — Engineered thermal management systems for commercial HVAC and high-performance data center and vehicle cooling; partial earnings exposure to auto - parts demand dynamics through its product portfolio.

Industry benchmark

28-name peer basket
+18.8%YTD
+54.8%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 $1.76

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.3.0×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.42%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.-24.5%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.-4.5%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 today9.8% 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.β1.675-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$3.3M
+ 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
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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-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.

8-KPress release / Reg FDFeb 178-K — Item 7.01: Press release / Reg FD
+ 17 other (4 13Gs · 3 425s · 3 earnings 8-Ks · 2 10-Qs) in window

Recent news

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

Modine Manufacturing Q1 Earnings Call Highlightsmarketbeat.com·3d agoModine Manufacturing Company (MOD) Q1 2027 Earnings Call Transcriptseekingalpha.com·4d agoModine (MOD) Q1 Earnings Top Estimateszacks.com·5d agoModine Reports First Quarter Fiscal 2027 Resultsprnewswire.com·5d agoModine Publishes 2026 Sustainability Reportprnewswire.com·6d ago

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