Added to YB: 2026-09-11
Pitch date: 2026-09-09
MOD [bullish]
Modine Manufacturing Company
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
$9.9B
Pitch Price
N/A
Price Target
1.8K
Dividend
N/A
EV/EBITDA
20.92
P/E
69.31
EV/Sales
3.10
Sector
Building Products
Category
growth
LONG 10x Stock Opportunity I’ve Just Bought - $MOD
MOD: Modine is a 4.6% core position initiated around $177 on a capacity thesis: North American high-density cooling demand is outrunning its expanding plant. Q1 FY2027 data-center sales rose 90% to $348.6M, but shortages and factory inefficiency cut margin to 14.8%. At a ~$9.6B market cap, 10x is aggressive and requires capacity conversion, liquid/CDU mix and rerating; Q2 volume and margin recovery toward 19–20% are the first exam.
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