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Modine's data-center growth is surging, but falling estimates, margin pressure and a stretched valuation leave little room for execution missteps.

Modine's fiscal Q1 earnings beat estimates as data center sales surge 90%. However, revenues miss, and supply-chain pressure squeezes margins.

Modine Manufacturing (NYSE:MOD) reported first-quarter fiscal 2027 sales growth of 28% and adjusted earnings per share growth of 44%, while reiterating its full-year revenue and adjusted EBITDA outlook. The company said supply-chain shortages in its Data Center segment constrained production and pre

Modine Manufacturing (MOD) is in focus after reporting first quarter results on July 29, with earnings per share and net income above the prior year, as well as new guidance for higher net sales in fiscal 2027. See our latest analysis for Modine Manufacturing. Despite the strong first quarter report and updated guidance, Modine Manufacturing’s share price has recently given back ground, with the 30 day share price return down 30.55% and the 1 day move down 14.43%. However, the 1 year total...

Modine (MOD) delivered earnings and revenue surprises of +20.47% and -0.17%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Moby summary of Modine Manufacturing Company's Q1 2027 earnings call

Patrick Industries (PATK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

MOD's Q1 fiscal 2027 results face a tug-of-war between data center growth and supply disruptions, with estimates calling for 30% EPS growth.

Modine (MOD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Modine Manufacturing stock has delivered a very large 5 year return, yet the company now screens as expensive on several valuation checks, while a Discounted Cash Flow (DCF) estimate points to a share price that sits close to intrinsic value. After such a move, investors are weighing whether the recent cooling in the share price has been enough to make the current valuation reasonable. Over 5 years, Modine Manufacturing has returned about 14x an initial investment, which puts extra focus on...

Modine (MOD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Modine Manufacturing Company (NYSE:MOD) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. On June 1, Roth Capital raised the firm’s price target on Modine Manufacturing Company (NYSE:MOD) to $341 from $263 and reaffirmed a Buy rating on the stock. The upward price target revision reflects 22% upside from […]

Why Modine Manufacturing Stock Is on Investors’ Radar Modine Manufacturing (MOD) has drawn fresh attention after a strong multi year total return and recent gains, prompting investors to reassess how the stock’s current price compares with its fundamentals and intrinsic estimates. See our latest analysis for Modine Manufacturing. After a sharp 1 day share price decline of 8.2% to US$276.51, Modine’s 90 day share price return of 37.52% and very large 5 year total shareholder return suggest...

Modine Manufacturing’s implied fair value has moved from about US$266 to roughly US$330, putting the stock in a higher modeled range than before. Analysts link this shift to stronger Q4 execution, a growing data center opportunity supported by a cited US$4b multi year contract, and raised earnings expectations into 2027 and 2028. As you read on, you will see how these moving pieces shape the current analyst narrative and how to keep track of it as it evolves. Stay updated as the Fair Value...

Modine Manufacturing Co (MOD) achieves record-breaking revenue and strategic acquisitions, while navigating supply chain and weather-related hurdles.

Modine Manufacturing (NYSE:MOD) executives said the company closed fiscal 2026 with another record year for revenue and adjusted EBITDA, driven by rapid growth in data center cooling and the continuing reshaping of its portfolio toward higher-growth businesses. President and Chief Executive Officer

MOD tops Q4 estimates as data center cooling demand fuels 47% sales growth and drives another year of record revenues and EBITDA.

Modine’s strong fiscal fourth-quarter earnings and rapid growth in its AI business boosted investor optimism.

The headline numbers for Modine (MOD) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Modine (MOD) delivered earnings and revenue surprises of +13.49% and +5.19%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Modine Manufacturing stock jumped close to 20% after it signed a deal to provide cooling systems to a major data center operator. Since the start of the year, shares have been on a tear thanks to booming business from data centers.

Neil Brinker: Thank you, Kathy, and good morning, everyone. Now that we've reached an agreement with Gentherm, the next several quarters will be spent preparing the business to be spun off in anticipation of the combination.

Neil Brinker: Thank you, Kathy, and good morning, everyone. Last quarter, we announced plans to significantly expand our U.S. manufacturing capacity for data center products. In fact, we are accelerating other planned investments to meet the unprecedented demand for our products.

Earnings season is slowing down, but the stock market uptrend is still showing plenty of signs of life as Wall Street awaits a new round of earnings reports from top stocks like Dell Technologies, Toronto-Dominion Bank, a current holding in the Leaderboard model portfolio, and Costco. Dell stock soared early Friday after Wells Fargo raised Dell's price target substantially to 270 from 180 while maintaining an overweight rating. Dell hasn't looked back after an initial breakout from a cup-with-handle base on March 16.

Get a deeper insight into the potential performance of Modine (MOD) for the quarter ended March 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Xos (XOS) delivered earnings and revenue surprises of +39.86% and +80.32%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

NVIDIA and Modine will report earnings over the next 2 weeks. Both are trading at new highs.

Holley (HLLY) delivered earnings and revenue surprises of -6.19% and -4.52%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?