Modine Manufacturing Co

Modine Manufacturing Co(MOD)の株式分析

$148.860

-4.972 (-3.34%)終値時点

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高値
154.635
始値
152.770
出来高加重平均価格
150.21
出来高
1.59M
時価総額
5.13B
安値
147.130
売買代金
239.21M
EV/EBITDA(TTM)
19.29

Modine Manufacturing Company is engaged in designing, engineering, testing, and manufacturing mission-critical thermal solutions. The Company's Data Centers segment is managed regionally and sells data center cooling solutions, including chillers, dry coolers, precision air handling units, computer room air conditioning and air handler units, fan walls, rear-door heat exchangers, coolant distribution units and immersion solutions. The Company's Commercial HVAC segment comprises two product groups, Heat Transfer Solutions and HVAC Technologies. The Heat Transfer Solutions business provides heat exchanger coils, anti-corrosion coating products, commercial and industrial coolers and power generation and transmission cooling solutions. The HVAC Technologies business provides a wide array of commercial and residential heating products, including unit heaters, roof-mounted make-up air units, duct furnaces, infrared units, and perimeter heating products.

www.modine.com

AI分析 of Modine Manufacturing Co (MOD)

買い

Modine Manufacturing Co is a good buy right now due to its current price of $181.56 being significantly below analyst price targets, with the highest at $355, suggesting a potential upside of 95%. Additionally, the company's data center sales have surged by 90% year-over-year, indicating strong growth in a key segment. However, a risk to consider is the recent insider selling, which has increased by 4331.92%, suggesting some lack of confidence from insiders.

アナリスト評価(3)

上値余地 +25.35%
買い
3 買い
0 中立
0 売り
現在: 148.86
安値
173.00
平均
186.60
高値
200.00

Baird

2026-10-05

目標株価

$300

アウトパフォーム

Oppenheimer

2026-10-02

目標株価

$260

アウトパフォーム

UBS

2026-09-01

目標株価

$355

買い

Roth Capital

2026-08-03

目標株価

$302

買い

B. Riley

2026-07-30

目標株価

$305

買い

バリュエーション指標

Modine Manufacturing Co(MOD)の現在の予想PERは26.04で、5年平均は19.13です。

予想PER

適正
5年平均 P/E
19.13
現在のP/E
26.04
割高
28.81
割安
9.44

予想EV/EBITDA

適正
5年平均 EV/EBITDA
12.63
現在のEV/EBITDA
19.29
割高
20.01
割安
5.24

予想PSR

適正
5年平均 P/S
1.46
現在のP/S
1.98
割高
2.42
割安
0.50

Alphio AI による MOD の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%MOD

$114.63

シナリオ価格

基

基本

基本 · 50%MOD

$95.96

シナリオ価格

弱

弱気

弱気 · 25%MOD

$91.90

シナリオ価格

MOD を保有するクジラ

P

Peregrine Capital Management, LLC

+ を保有MOD

+7.58%

3か月リターン

G

GAMCO Investors, Inc.

+ を保有MOD

+0.54%

3か月リターン

M

Munro Partners

+ を保有MOD

-1.03%

3か月リターン

W

Wt Asset Management Ltd

+ を保有MOD

-1.98%

3か月リターン

G

Granahan Investment Management, LLC

+ を保有MOD

-4.74%

3か月リターン

R

RBF Capital LLC

+ を保有MOD

-5.18%

3か月リターン

イベントタイムライン

2026-09-17 (ET)

17:00:00

Gentherm and Modine Complete Merger Transaction, Distributing $58.35 Million Cash Dividend

2026-09-10 (ET)

13:30:00

Gentherm Shareholders Approve Merger with Modine

2026-07-29 (ET)

16:30:00

Modine Reports Q1 Revenue of $874.1M, Below Expectations

16:30:00

Modine Sees FY27 Net Sales Up 20%-35%

2026-05-26 (ET)

19:40:00

Market Optimism Drives Crude Oil Prices Lower

ニュース

MOD のよくある質問 — Alphio AI が回答

Modine Manufacturing Company is engaged in designing, engineering, testing, and manufacturing mission-critical thermal solutions. The Company's Data Centers segment is managed regionally and sells data center cooling solutions, including chillers, dry coolers, precision air handling units, computer room air conditioning and air handler units, fan walls, rear-door heat exchangers, coolant distribution units and immersion solutions. The Company's Commercial HVAC segment comprises two product groups, Heat Transfer Solutions and HVAC Technologies. The Heat Transfer Solutions business provides heat exchanger coils, anti-corrosion coating products, commercial and industrial coolers and power generation and transmission cooling solutions. The HVAC Technologies business provides a wide array of commercial and residential heating products, including unit heaters, roof-mounted make-up air units, duct furnaces, infrared units, and perimeter heating products. It operates in the Consumer Cyclicals sector (MOTOR VEHICLE PARTS & ACCESSORIES industry).

Modine Manufacturing Co is a good buy right now due to its current price of $181.56 being significantly below analyst price targets, with the highest at $355, suggesting a potential upside of 95%. Additionally, the company's data center sales have surged by 90% year-over-year, indicating strong growth in a key segment. However, a risk to consider is the recent insider selling, which has increased by 4331.92%, suggesting some lack of confidence from insiders.

3 analysts cover MOD: 3 rate it Buy, 0 Hold and 0 Sell. The average price target is 186.60.

コミュニティ

もっと見る ↗
0xHyperfarmer2026/10/2

$MOD Modine will change its company name to Modexus Solutions within the next 3 months. Its ticker will remain MOD. As part of the deal, Gentherm acquired the Modine brand, domain, and trademarks. Modexus has a licensing agreement to use them in a select few areas to preserve customer continuity.

もっと見る
0xHyperfarmer2026/10/2

$MOD Modine completed the Gentherm transaction. "Modine shareholders received 0.44619 shares of Gentherm common stock for each share of Modine common stock they held as of the close of business on September 28, 2026, the record date for the spin-off, with cash in lieu of any fractional shares of Gentherm common stock." (I own it)

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