Modine Manufacturing Co. (MOD)
NYSEConsumer DiscretionaryIndustrial - MachinerySnapshot 2026-10-30
$129.76-6.51%
Close 2026-10-30 · 1-day change
NYSEConsumer DiscretionaryIndustrial - MachinerySnapshot 2026-10-30
Research Workspace
Put MOD beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Automotive Parts & Equipment: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve adjusted EBITDA of $650M to $680M in fiscal 2027: Direct metric needs a verified mapping.
View ThesisRevenue growth is accelerating — up about 29% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, margins, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 306% growth a year, above the roughly 30% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 58% in its worst 12-month stretch.
View RiskMOD’s restructuring and recent performance support the case, though earnings quality remains fragile. Revenue grew 28% year over year in Q1 FY2027, and adjusted earnings beat consensus. MOD trades at 25× P/E versus a 13× peer median. The expectations read is omitted, so the premium’s implied growth assumptions are unverified. Cash backing is weak, and the fiscal 2027 adjusted EBITDA pillar needs verified mapping. Our model puts the next-quarter miss probability near 21%. Peer multiples imply a price about 21% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. MOD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering MOD (as of Oct 2026).
Based on 5 Wall Street analysts offering 12-month price targets for MOD in the last 4 months.
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Compare MOD with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| MOD Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across our valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No fair value published
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
This applies to all three horizons. The trailing multiples, peer comparison, and quality and trajectory reads on this page are unaffected. Names move in and out of this state day to day as the methods converge or diverge. Method agreement on this name is low.
Above average on quality vs scored peers
A price-focused, side-by-side fair-value read versus Automotive Parts & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put MOD next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Complete spin-off and merger with Gentherm
Completion of merger aligns with management's spin-off objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $129.76
The last 12 months of price, then the range of analyst 12-month targets from today’s $129.76.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Advance transformation via acquisitions and segment spin-off
Rebranding supports transformation via acquisitions and spin-off.
Advances: Advance transformation via acquisitions and segment spin-off
Acquisition aligns with management's transformation strategy.
Advances: Increase revenue by 20% to 35% in fiscal 2027
Data center growth supports revenue increase objective.
Advances: Increase revenue by 20% to 35% in fiscal 2027
Higher sales guidance supports revenue growth objective.
Threatens: Increase revenue by 20% to 35% in fiscal 2027
Sales outlook hike raises concerns about revenue growth.
Advances: Increase revenue by 20% to 35% in fiscal 2027
Strong demand supports revenue growth objective.
Advances: Increase revenue by 20% to 35% in fiscal 2027
Exit enhances focus on growth segments.