$MODModine Manufacturing Company · Industrial - Machinery · $10.5B
Street Buy · PT $345 (+0.7%)
$197.68
+3.6%
Event thread
Key events, in time order
12 items
CompanyBull
Hunterbrook Report Identifies Google as Customer Behind Modine's $4B Cooling Deal
Multiple sources report Google as the unnamed customer in Modine's $4B data center cooling agreement, with additional demand figures disclosed, lifting shares.
AnalystBear
Wall Street Cuts MOD Earnings Outlook, Valuation Stretched
Analysts cut estimates; stretched valuation leaves little room for missteps
D1 -2.6% · +5d -2.5%
10 earlier events›
Earnings
Modine Q1 Beats EPS, Misses Sales; Data Center Sales Surge 90%
New details: revenue miss and supply-chain margin pressure
D1 +1.0% · +5d -28.7%
›3 waves of this story
2026-07-22 Q1 FY2027 results face tug-of-war between data center growth and supply disruptions; market watches for earnings beat
2026-07-29 Q1 EPS $1.53 beats $1.27 est, up 44% YoY; FY27 outlook reaffirmed
2026-08-03 New details: revenue miss and supply-chain margin pressure
8-K filing
8-K: Item 2.02, Item 9.01
D1 -14.4% · +5d +9.3%
Earnings
Earnings report
D1 -14.4% · +5d +9.3%
Capital
After Entropy's stake raise, Modine publishes 2026 Sustainability Report
The new report discloses sustainability details, no financials, medium importance.
Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
12 items
CompanyBull
Hunterbrook Report Identifies Google as Customer Behind Modine's $4B Cooling Deal
Multiple sources report Google as the unnamed customer in Modine's $4B data center cooling agreement, with additional demand figures disclosed, lifting shares.
AnalystBear
Wall Street Cuts MOD Earnings Outlook, Valuation Stretched
Analysts cut estimates; stretched valuation leaves little room for missteps
D1 -2.6% · +5d -2.5%
Earnings
Modine Q1 Beats EPS, Misses Sales; Data Center Sales Surge 90%
New details: revenue miss and supply-chain margin pressure
D1 +1.0% · +5d -28.7%
›3 waves of this story
2026-07-22 Q1 FY2027 results face tug-of-war between data center growth and supply disruptions; market watches for earnings beat
2026-07-29 Q1 EPS $1.53 beats $1.27 est, up 44% YoY; FY27 outlook reaffirmed
2026-08-03 New details: revenue miss and supply-chain margin pressure
8-K filing
8-K: Item 2.02, Item 9.01
D1 -14.4% · +5d +9.3%
Earnings
Earnings report
D1 -14.4% · +5d +9.3%
7 earlier events›
Capital
After Entropy's stake raise, Modine publishes 2026 Sustainability Report
The new report discloses sustainability details, no financials, medium importance.
$MOD — what investors on X are saying · SpikePanel
$MOD — investor discussion on X
About the company
Modine makes climate control systems and heat exchangers for vehicles and buildings, like radiators for cars and heaters for homes.
The company makes money selling thermal management systems to vehicle and HVAC manufacturers. Recent annual net income was USD 0.16B.
Modine's long history and broad product line for diverse industries like automotive and HVAC create barriers to entry. However, competition from larger, diversified industrial conglomerates could pose a threat.
