Added to YB: 2025-08-11
Pitch date: 2025-06-18
MOD [bullish]
Modine Manufacturing Company
+43.36%
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
$8.5B
Pitch Price
$97.57
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.21
P/E
46.69
EV/Sales
3.35
Sector
Automobile Components
Category
growth
Pender US Small Mid Cap Equity Fund New Position: Modine Manufacturing Company
MOD (new position): Thermal management provider pivoting to high-growth data centers/air quality (27% revenue). CEO Neil Brinker (ex-Danaher) implementing 80/20 discipline driving margin improvement. Strategy: divesting non-core commodities, buybacks, capital redeployment to premium product lines. Execution shows good shareholder alignment.
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