Modine Manufacturing Co.

MOD · NYSE · ·

对比

US$106.58+3.7%11月11日收盘

数据截至2026年9月30日，来自2026年11月4日提交的10-Q

1W: +10.3%
1M: -38.2%
3M: -43.1%

Modine Manufacturing Co.（MOD）股票——这是一门好生意吗？ — InspectStocks

Modine Manufacturing Co.

MOD · NYSE · ·

对比

US$106.58+3.7%11月11日收盘

数据截至2026年9月30日，来自2026年11月4日提交的10-Q

1W: +10.3%
1M: -38.2%
3M: -43.1%

Just reported

Q2 FY2027 results

From Modine Manufacturing's results release of 2026年11月3日; its quarterly report has since been filed.

Revenue
Actual
US$994.4M
+35% y/y
+14% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$0.56
-33% y/y
-59% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$97.8M
+33% y/y
+31% q/q
Guided
—
No guide given

Company outlook

Full year 2027

RevenueUS$3.1B – US$3.2B-1.0% y/y First given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Keep exploring

The themes Modine Manufacturing is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

精选
AI power & data-centre infrastructure
由 InspectStocks 整理 · 19 companies
Power generation, electrical gear and cooling that data centres need to run.
股价，1 年
+3.0%
营收，1 年
+22.9%
+13
A 11B 5C 1F 2

Highest-graded in Auto Parts

Graded A or B and worth $2B or more: A first, then the largest.

All 55 graded companies in its industry

Grade rose recently in Consumer Discretionary

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

怎么赚钱

Data center cooling equipment and related parts, service and controls35%
Heat exchanger coils, refrigeration equipment, coatings and power-system cooling18%
Heating and indoor-air-quality equipment11%
Cooling systems and heat exchangers for on-road vehicles23%
Cooling equipment for heavy-duty machinery and stationary power13%

各项收入占比是对FY2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

Data center cooling equipment
Chillers, dry coolers, precision air-handling units, computer room air conditioners and air handlers, fan walls, and rear-door heat exchangers that remove heat from server rooms.
Liquid-cooling equipment for data centers
Coolant distribution units and immersion-cooling equipment that move heat away from high-density computing equipment.
Heating and indoor-air-quality equipment
Products include unit heaters, makeup-air units, duct furnaces, infrared heaters, air-handling units, packaged ventilators and dehumidifiers for buildings and work sites.

再显示 3 项

Heat exchanger coils and corrosion-protection coatings
Coils transfer heat in heating, air-conditioning and refrigeration equipment; coatings help protect equipment from corrosion and foreign matter.
Commercial and industrial refrigeration equipment
Evaporator unit coolers, condensers and other coolers used in supermarkets, refrigerated warehouses, cold rooms and industrial cooling.
Vehicle thermal-management systems
Products include engine and oil coolers, radiators, air-conditioning condensers, battery cooling plates and systems that regulate temperatures in electric-vehicle batteries and electronics.

谁在买5

Data center operators, including hyperscale, colocation, cloud-computing and edge-data-center businesses, buy cooling systems and may also purchase parts, maintenance and controls.
Heating, ventilation, air-conditioning and refrigeration manufacturers buy heat exchangers and other components; wholesalers, distributors, contractors and installers also buy equipment for resale or installation.
Schools, healthcare facilities, commercial buildings, factories, warehouses and other end users buy heating, cooling, refrigeration and indoor-air-quality equipment, often through contractors or distributors.

再显示 2 项

Vehicle and equipment manufacturers, including Caterpillar, Deere, Stellantis, Volkswagen and Volvo, buy heat exchangers and cooling systems for vehicles and machinery.
Utilities and power-equipment manufacturers buy cooling equipment for generators, transformers and other power systems.

靠什么支撑，什么会击垮它

业务依赖什么

1Certain key components for data center cooling equipment were in short supply in the first quarter of fiscal 2027, limiting production schedules and slowing the planned increase in output.
2The ten largest customers accounted for 49% of fiscal 2026 net sales; one global technology customer accounted for about 11%.
3Modine buys aluminum, copper, steel and stainless steel, as well as other purchased components; changes in their prices or availability can affect production costs and schedules.
4Sales to vehicle and equipment manufacturers depend on those customers' production levels and orders.

可能出什么问题

1Supplier capacity constraints for key data center components have already disrupted production schedules; further shortages or delays could limit deliveries and raise manufacturing costs.
2A decline in orders from major customers could significantly affect sales, given the share of revenue represented by the largest customers and the 11% contribution from one global technology customer in fiscal 2026.
3The planned combination of the Performance Technologies businesses with Gentherm may be delayed, may not close, or may require additional separation work and costs.

完整财务报表 →

关于Modine Manufacturing Co.

Modine makes equipment that moves heat out of data centers and helps control temperatures in buildings, factories, power systems and vehicles. Its data center products include chillers, air-handling equipment and liquid-cooling systems; its building products include heating and indoor-air-quality equipment. It also makes heat exchangers and cooling systems for vehicle and heavy-equipment manufacturers, a business that Modine plans to combine with Gentherm in a transaction that had not closed as of June 30, 2026.

总部: Racine, Wisconsin, United States
成立于: 1916
员工人数: approximately 13,200 (March 31, 2026, high)
上市于: NYSE
财年结束: March 31

基于 Modine Manufacturing Co. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Just reported