Added to YB: 2026-05-20
Pitch date: 2026-03-14
MOD [bullish]
Modine Manufacturing Company
+25.6%
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
$14.3B
Pitch Price
$194.65
Price Target
1.9K (+671%)
Dividend
N/A
EV/EBITDA
32.46
P/E
148.09
EV/Sales
5.21
Sector
Building Products
Category
growth
Modine Manufacturing Company - $MOD
MOD: RemainCo post-RMT is only public pure play on AI DC thermal mgmt. 1Q chillers biz: $0 rev early '25 → $250-300M run-rate by Q4'26 → $1B+ annualized. 10 lines now → 30 lines in ~2yrs (2x Street est) at >150% incremental ROIC. $100M capex adds $1B rev capacity. Hyperscalers spending $250B more in CY'26; DC thermal mkt +$4.5B. MOD captures >$1B/yr vs distracted VRT/SU. Base: >150% upside; 5yr bull: 10x on 25x NTM EBITDA (peer multiple). Risk: DC capex slowdown. Catalyst: Q4 FY'26 results (mid-late May) surprise Street on capacity ramp.
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