Professional
Added to YB: 2026-08-25
Pitch date: 2026-08-21
MOD [neutral]
Modine Manufacturing Company
-3.11%
current return
Author Info
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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
$10.5B
Pitch Price
$194.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.16
P/E
73.68
EV/Sales
3.29
Sector
Building Products
Category
growth
BREAKING: Modine's Anchor Multi-Billion Dollar Customers Are Google and Amazon
MOD (overview): Hunterbrook found Modine's internal data center database leaked on public GitHub during Google Cloud migration. Confirms $4B unnamed customer is Google; AWS is biggest opportunity (~$12B gross demand, mostly air handlers). Total ~$23B modeled demand across 20+ customers. Probability-adjusted pipeline implies FY27 rev ~$2.3B (>100% YoY), beating 60-80% guide. Also pursuing Nvidia liquid-cooling CDU certification. Key risk: supply/capacity bottlenecks (Wieland, ebm-papst, Cancoil), engineering staff shortages delaying 3MW chiller ramp.
Read full article (16 min)