Modine (MOD, Financial) is forecasting a strong fiscal 2026, marking a potential fourth consecutive year of record performance, according to CEO Neil Brinker. The Climate Solutions division is set to see robust growth, driven by a healthy order book related to data center products and a wealth of future opportunities. The company is expanding its technology portfolio and manufacturing capabilities, fueling its growth beyond market expectations.
In the Performance Technologies segment, Modine is implementing cost-saving measures to navigate challenges in vehicular markets. Brinker emphasized the aim to enhance focus and improve profit margins amidst these efforts.
However, Brinker noted the unpredictable market conditions stemming from tariffs, which complicate the assessment of their effects on Modine and its stakeholders. In response, Modine is actively working to mitigate supply chain risks linked to the global trade situation. The uncertain trade environment also poses challenges in evaluating impacts on customers and their supply chains.
To address this volatility, Modine is offering broader financial outlook ranges that take into account possible tariff effects, currency fluctuations, and the general economic climate. Updates and adjustments to these forecasts will be provided on a quarterly basis as the situation evolves.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 6 analysts, the average target price for Modine Manufacturing Co (MOD, Financial) is $130.85 with a high estimate of $155.00 and a low estimate of $96.11. The average target implies an upside of 23.95% from the current price of $105.57. More detailed estimate data can be found on the Modine Manufacturing Co (MOD) Forecast page.
Based on the consensus recommendation from 7 brokerage firms, Modine Manufacturing Co's (MOD, Financial) average brokerage recommendation is currently 1.9, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Modine Manufacturing Co (MOD, Financial) in one year is $47.34, suggesting a downside of 55.16% from the current price of $105.57. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Modine Manufacturing Co (MOD) Summary page.
