Modine Manufacturing
ConvictionModerate
Design-and-manufacture of engineered thermal hardware sold to hyperscalers/colos, OEMs, and HVAC&R distributors, increasingly via multi-year long-term supply/capacity agreements rather than spot orders. Two reportable segments today — Climate Solutions (growth) and Performance Technologies (to be spun out) — collapsing toward a Climate-Solutions pure-play.
Revenue
$3,181.1M FY26fact, year ended Mar 31 2026Rev growthfact
+23% YoY FY26Q4 FY26 +47% YoYGross margin
23.0% FY26fact, -190 bps YoY); Q4 22.5% (-320 bpsOp margin
10.8% GAAP FY26fact, $342.4M op income / $3,181.1MCapex intensity
4.5% FY26fact, $143.3M capex / revenue; up from ~3.3% prior yrMarket cap
~$15.1Bfact, ~52.8M sh × ~$283.67, Jun 25 2026Price · 1-year trend
real · weekly$284+180% 1yUSD
52-week range
$92 – $297
52w lowas of 2026-06-25 · Yahoo Finance52w high
Across the boards
The thesis on this name
opportunityModerate
AI datacenter power & cooling
Full context
The read
Where our coverage leans
Coverage leans bullish
Sign in free to read the bull & bear take — Pro unlocks the full dossier.
Members only
Full financial intelligence for Modine Manufacturing
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage Jun 2026· sign in (free) for the analyst summary; Pro unlocks full intelligence