Added to YB: 2026-06-18
Pitch date: 2026-06-16
MOD [neutral]
Modine Manufacturing Company
-36.79%
current return
Author Info
No bio for this author
Company Info
Modine Manufacturing Company designs, engineers, tests, manufactures, and sells mission-critical thermal solutions in the United States, Canada, Italy, Hungary, the United Kingdom, China, and internationally.
Market Cap
$9.9B
Pitch Price
$288.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.92
P/E
69.31
EV/Sales
3.10
Sector
Building Products
Category
special_situation
A Primer On Modine
MOD (overview): Thermal mgmt co transforming to pure-play climate solutions via Gentherm Reverse Morris Trust spin-off ($210M cash + $790M shares to holders) of Performance Tech by end-2026. FY26 rev +23% to $3.2B, op income $342M (+$59M). Data Centers now 35% of sales (from 25%), AI-driven, $4B+ multi-year deal. Risk: component shortages, customer concentration (top 10=49%).
Read full article (3 min)