Modine (MOD) reported earnings 30 days ago. What's next for the stock?
Modine Manufacturing (NYSE:MOD) shares rose more than 5% in pre-market trading Friday after Hunterbrook Media published a report suggesting the company's data center cooling opportunity could be significantly larger than its current public disclosures indicate. Hunterbrook, whose affiliated investment firm holds a long position in Modine, said internal planning information found on GitHub points to nearly $23 billion in modeled demand from major data center customers.
Modine's sales surged 28% in Q1, but shrinking margins across segments put the spotlight on its fiscal 2027 profitability push.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 2,577 | $233,882.91 | $504,885.84 | $271,002.93 | 115.87% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 2,862 | $764,150 | $559,807.23 | -$204,342.77 | -26.74% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,785 | $128,720.62 | $356,161.05 | $227,440.43 | 176.69% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 29,238 | $2.88M | $5.72M | $2.84M | 98.58% |
| BP Brian Poma Neumeier Poma Investment Counsel LLC | 119,400 | $10.2M | $23.82M | $13.63M | 133.62% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NB Neal Burk UBS | 451.14 | $103,337.64 | $90,015.94 | -$13,321.7 | -12.89% |
| Automobile Components Industry | Consumer Discretionary Sector | Neil D. Brinker CEO | NYSE Exchange | 607828100 CUSIP |
| US Country | 13,200 Employees | 19 Nov 2008 Last Dividend | 22 Feb 1993 Last Split | 26 Mar 1990 IPO Date |
Modine Manufacturing Company specializes in engineered heat transfer systems and components, catering to both on- and off-highway original equipment manufacturer (OEM) vehicular applications. Established in 1916 and headquartered in Racine, Wisconsin, Modine operates under two segments: Climate Solutions and Performance Technologies. The company serves a wide range of markets, including heating, ventilation, and cooling OEMs; construction architects and contractors; heating equipment wholesalers; automobile, truck, bus, and specialty vehicle OEMs; and OEMs in the agricultural, industrial, and construction equipment sectors. Modine's operations span across North America, South America, Europe, and Asia, underscoring its global presence in the heat transfer industry.
Heating and Ventilation Products: This includes gas-fired, hydronic, electric, and oil-fired unit heaters, as well as indoor and outdoor duct furnaces, infrared units, and perimeter heating solutions like commercial fin-tube radiation, cabinet unit heaters, and convectors. The portfolio is further enriched by roof-mounted direct- and indirect-fired makeup air units, unit ventilators, single packaged vertical units, and precision air conditioning units for sensitive applications such as data centers. Modine also offers air handler units, fan walls, chillers, ceiling cassettes, hybrid fan coils, and condensers and condensing units designed for versatile HVAC applications.
Cooling and Heat Transfer Components: Modine provides a broad array of heat transfer and cooling products, including heat recovery systems, round tube plate fin, motor and generator cooling coils, and various types of coolers such as evaporator units, fluid, transformer oil, gas, dry and brine. To enhance the durability of these components, Modine offers protective coatings against corrosion.
Powertrain Cooling Solutions: Catering to the automotive sector, Modine offers engine cooling modules, radiators, charge air coolers, condensers, oil coolers, fan shrouds, and surge tanks. On-engine cooling solutions cover exhaust gas recirculation, engine oil, fuel, and charge air coolers. The product line also includes liquid-cooled solutions for engine oil, EGR, transmission and retarder oil, fuel coolers, condensers, and complete battery thermal management systems and electronics cooling packages.