Added to YB: 2026-06-18
Pitch date: 2026-06-16
MOD [neutral]
Modine Manufacturing Company
Author Info
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
$15.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.45
P/E
126.09
EV/Sales
4.89
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%).
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