Modine Manufacturing Company
MOD · New York Stock Exchange · USD
106,15USD
+9,54 (+9,87 %)Stand 9. Nov., 21:00
Nachbörslich106,77+0,62 (+0,58 %)19:49 ET
Kennzahlen
- Eröffnung
- 99,56
- Vortag
- 96,61
- Tagesspanne
- 99,00 – 107,86
- 52 Wochen
- 87,84 – 323,25
- Volumen
- 1,52 Mio.
- Ø Volumen
- 1,62 Mio.
- Börsenwert
- 5,65 Mrd. $
- KGV
- 44,4
- Gewinn je Aktie (TTM)
- 2,39
- Dividendenrendite
- 0,0 %
- Beta
- 1,8
- Nächste Zahlen
- 3. Feb. 2027
Finanzen
| USD | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|
| Umsatz | 3,18 Mrd. | 2,58 Mrd. | 2,41 Mrd. | 2,3 Mrd. | 2,05 Mrd. |
| Herstellungskosten | 2,45 Mrd. | 1,94 Mrd. | 1,88 Mrd. | 1,91 Mrd. | 1,74 Mrd. |
| Bruttogewinn | 731,1 Mio. | 645,4 Mio. | 527,2 Mio. | 389,4 Mio. | 309,3 Mio. |
| Forschung und Entwicklung | 0 | 34,9 Mio. | 42 Mio. | 44 Mio. | 50,3 Mio. |
| Vertrieb und Verwaltung | 360,1 Mio. | 332,1 Mio. | 232,1 Mio. | 192 Mio. | 166 Mio. |
| Operatives Ergebnis | 349,9 Mio. | 283,5 Mio. | 240,7 Mio. | 150,4 Mio. | 119,2 Mio. |
| EBITDA | 297,8 Mio. | 358,1 Mio. | 294,8 Mio. | 208 Mio. | 171,9 Mio. |
| Nettogewinn | 121,8 Mio. | 184 Mio. | 161,5 Mio. | 153,1 Mio. | 85,2 Mio. |
| Gewinn je Aktie (verwässert) | 2,24 | 3,42 | 3,02 | 2,90 | 1,62 |
Umsatz nach Segment
Produkte · FY 2018
- Automotive526 Mio. $25,01 %+14,10 %
- Commercial Vehicle381,7 Mio. $18,15 %−0,21 %
- Commercial and Residential Air Conditioning371,3 Mio. $17,65 %
- HVAC&R332,3 Mio. $15,80 %−17,11 %
- Off-Highway271,2 Mio. $12,90 %+33,73 %
- Commercial Refrigeration158,7 Mio. $7,55 %
- Other Vehicular61,9 Mio. $2,94 %
Anteil · ggü. Vorjahr (FY 2017)
Regionen · FY 2016
- United States627,6 Mio. $46,40 %−6,23 %
- Other Geographic310,6 Mio. $22,96 %+19,28 %
- GERMANY155,3 Mio. $11,48 %−19,87 %
- Hungary145,9 Mio. $10,79 %−9,38 %
- country_AUSTRIA113,1 Mio. $8,36 %−4,72 %
Anteil · ggü. Vorjahr (FY 2015)
Bewertung
Letzte 12 Monate
- KGV
- 44,4
- Kurs-Umsatz-Verhältnis
- 1,6
- Kurs-Buchwert-Verhältnis
- 4,6
- PEG
- -1,4
- Bruttomarge
- 21,7 %
- Operative Marge
- 10,3 %
- Nettomarge
- 3,6 %
- Verschuldungsgrad
- 0,7
- EV/EBITDA
- 19,3
- Eigenkapitalrendite
- 11,0 %
- Kapitalrendite (ROIC)
- 9,8 %
- Free-Cashflow-Rendite
- −0,7 %
| FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | |
|---|---|---|---|---|---|
| Bruttomarge | 23,0 % | 25,0 % | 21,9 % | 16,9 % | 15,1 % |
| Operative Marge | 11,0 % | 11,0 % | 10,0 % | 6,5 % | 5,8 % |
| Nettomarge | 3,8 % | 7,1 % | 6,7 % | 6,7 % | 4,2 % |
| KGV | 96,3 | 21,9 | 30,5 | 7,9 | 5,5 |
| Kurs-Umsatz-Verhältnis | 3,7 | 1,6 | 2,0 | 0,5 | 0,2 |
| Kurs-Buchwert-Verhältnis | 9,8 | 4,4 | 6,6 | 2,0 | 1,0 |
| Verschuldungsgrad | 0,5 | 0,6 | 0,8 | 0,8 | 1,0 |
| Liquidität 3. Grades | 1,9 | 1,8 | 1,6 | 1,7 | 1,5 |
| Dividendenrendite | 0,0 % | 0,0 % | 0,0 % | 0,0 % | 0,0 % |
| Unternehmenswert | 12,21 Mrd. | 4,5 Mrd. | 5,43 Mrd. | 1,6 Mrd. | 896,22 Mio. |
| EV/EBITDA | 41,0 | 12,6 | 18,4 | 7,7 | 5,2 |
| Eigenkapitalrendite | 10,2 % | 20,2 % | 21,6 % | 25,8 % | 18,9 % |
| Kapitalrendite (ROIC) | 11,4 % | 14,3 % | 13,5 % | 13,7 % | 10,4 % |
| Free-Cashflow-Rendite | 0,9 % | 3,2 % | 2,6 % | 4,7 % | −6,1 % |
Wachstum
| FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | |
|---|---|---|---|---|---|
| Umsatz | +23,1 % | +7,3 % | +4,8 % | +12,1 % | +13,4 % |
| Bruttogewinn | +13,3 % | +22,4 % | +35,4 % | +25,9 % | +5,4 % |
| Operatives Ergebnis | +23,4 % | +17,8 % | +60,0 % | +26,2 % | +222,0 % |
| Nettogewinn | −33,8 % | +13,9 % | +5,5 % | +79,7 % | +140,4 % |
| Gewinn je Aktie | −34,5 % | +13,2 % | +4,1 % | +79,0 % | +139,4 % |
| Freier Cashflow | −18,5 % | +1,9 % | +123,4 % | +297,2 % | −124,6 % |
| Dividende je Aktie | 0,0 % | 0,0 % | 0,0 % | 0,0 % | 0,0 % |
Analysten
Einstufungen · Buy
- 0Stark kaufen
- 11Kaufen
- 3Halten
- 0Verkaufen
- 0Stark verkaufen
Kursziel
314,22
Durchschnitt · +196,02 %
Schätzungen
| FY 2027 | FY 2028 | FY 2029 | |
|---|---|---|---|
| Umsatz (Ø) | 3,26 Mrd. | 4,39 Mrd. | 5,14 Mrd. |
| Umsatz (Tief – Hoch) | 3,11 Mrd. – 3,46 Mrd. | 4,26 Mrd. – 4,48 Mrd. | 4,9 Mrd. – 5,45 Mrd. |
| Gewinn je Aktie (Ø) | 5,53 | 9,61 | 11,96 |
| Gewinn je Aktie (Tief – Hoch) | 5,04 – 6,03 | 7,92 – 10,50 | 11,23 – 12,90 |
| Analysten | 5 | 5 | 1 |
Letzte Änderungen
- Cantor Fitzgerald5. Nov. 2026Overweight
- UBS5. Nov. 2026Buy
- Oppenheimer5. Nov. 2026Outperform
- Keybanc4. Nov. 2026Overweight
- B. Riley Securities29. Okt. 2026Buy
- DA Davidson27. Okt. 2026Buy
- Oppenheimer2. Okt. 2026Outperform
- DA Davidson29. Sept. 2026Buy
Quartalszahlen
Nächste Zahlen: 3. Feb. 2027| Nov. 2026 | Juli 2026 | Mai 2026 | Feb. 2026 | Okt. 2025 | Juli 2025 | Mai 2025 | Feb. 2025 | |
|---|---|---|---|---|---|---|---|---|
| Gewinn je Aktie · Erwartet | 1,47 | 1,30 | 1,51 | 0,99 | 0,97 | 0,93 | 0,96 | 0,79 |
| Gewinn je Aktie · Tatsächlich | 1,35 | 1,53 | 1,71 | 1,19 | 1,06 | 1,06 | 1,12 | 0,92 |
| Abweichung | −8,16 % | +17,69 % | +13,25 % | +20,20 % | +9,28 % | +13,98 % | +17,28 % | +16,46 % |
| Umsatz · Tatsächlich | 994,4 Mio. | 874,1 Mio. | 874,1 Mio. | 805 Mio. | 738,9 Mio. | 682,8 Mio. | 647,2 Mio. | 616,8 Mio. |
Dividenden und Splits
| Ex-Tag | Zahltag | Betrag |
|---|---|---|
| 19. Nov. 2008 | 5. Dez. 2008 | 0,10 |
| 20. Aug. 2008 | 5. Sept. 2008 | 0,10 |
| 4. Juni 2008 | 20. Juni 2008 | 0,10 |
| 13. Feb. 2008 | 3. März 2008 | 0,18 |
| 19. Nov. 2007 | 7. Dez. 2007 | 0,18 |
| 21. Aug. 2007 | 7. Sept. 2007 | 0,18 |
| 23. Mai 2007 | 8. Juni 2007 | 0,18 |
| 13. Feb. 2007 | 2. März 2007 | 0,18 |
| 14. Nov. 2006 | 1. Dez. 2006 | 0,18 |
| 15. Aug. 2006 | 1. Sept. 2006 | 0,18 |
| 25. Mai 2006 | 9. Juni 2006 | 0,18 |
| 14. Feb. 2006 | 2. März 2006 | 0,18 |
Aktiensplits
- 2. Okt. 2026543:500
- 22. Feb. 19932:1
- 18. Aug. 19872:1
- 18. Apr. 19855:2
- 26. Aug. 19772:1
Eigentümer
Institutionen
Q2 2026 · 13F
- Anteil institutioneller Investoren
- 98,39 %
- Investoren mit 13F-Meldung
- 671
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- STATE STREET CORP2,17 %1,17 Mio.
Insider-Geschäfte
- Mahan Michael Bernard2. Nov. 2026 · officer: President, Data CentersKauf328 Aktien
- MODINE MANUFACTURING CO1. Okt. 2026 · 10 percent ownerVerkauf53,2 Mio. Aktien · 0,001
- Patten Jeremy Michael28. Sept. 2026 · officer: President, Perf. TechnologiesVerkauf631 Aktien · 198,07
- Agen Brian Jon10. Sept. 2026 · officer: VP, CHROKauf1988 Aktien · 12,28
- Agen Brian Jon10. Sept. 2026 · officer: VP, CHROKauf928 Aktien · 17,79
- Agen Brian Jon10. Sept. 2026 · officer: VP, CHROKauf2353 Aktien · 6,62
- Agen Brian Jon10. Sept. 2026 · officer: VP, CHROVerkauf4306 Aktien · 180,30
- Agen Brian Jon10. Sept. 2026 · officer: VP, CHROVerkauf1706 Aktien · 17,79
Vergleichbare Unternehmen
Über das Unternehmen
Modine Manufacturing Company specializes in delivering advanced thermal management systems and heat exchange components, primarily catering to original equipment manufacturers (OEMs) in both on- and off-highway vehicular markets. The company's operations are structured into two main segments: Climate Solutions and Performance Technologies. Its extensive product portfolio encompasses a wide array of heating, ventilation, and air conditioning (HVAC) solutions. This includes various heating units such as gas-fired, hydronic, electric, and oil-fired models, alongside indoor and outdoor duct furnaces, infrared units, and perimeter heating offerings like commercial fin-tube radiation, cabinet unit heaters, and convectors. Modine also supplies roof-mounted direct- and indirect-fired makeup air units, unit ventilators, single packaged vertical units, and precision air conditioning systems designed for data centers. Further HVAC offerings feature air handler units, fan walls, chillers, ceiling cassettes, hybrid fan coils, and diverse condensers and condensing units. Beyond HVAC, Modine manufactures a range of coils, including microchannel, heat recovery, round tube plate fin, and specialized motor and generator cooling coils. Its comprehensive cooling product line also features evaporator units, fluid coolers, transformer oil coolers, gas and air blast coolers, dry and brine coolers, and remote condensers. Additionally, the company provides protective coatings to guard against corrosion. Furthermore, Modine is a key supplier of advanced thermal management solutions for vehicles. This covers powertrain cooling products such as engine cooling modules, radiators, charge air coolers, condensers, oil coolers, fan shrouds, and surge tanks. On-engine cooling components comprise exhaust gas recirculation (EGR), engine oil, fuel, charge air, and intake air coolers. Auxiliary cooling solutions include transmission and retarder oil coolers, and power steering coolers. The company also offers complete battery thermal management systems and electronics cooling packages, crucial for modern electric and hybrid vehicles. Modine caters to a broad customer base, including original equipment manufacturers (OEMs) in the HVAC, automotive, truck, bus, specialty vehicle, agricultural, industrial, and construction sectors. Its reach extends to construction architects, contractors, and wholesalers of heating equipment, as well as OEMs for commercial and industrial machinery. With a significant global footprint, Modine operates across North America, South America, Europe, and Asia. Established in 1916, Modine Manufacturing Company maintains its corporate headquarters in Racine, Wisconsin.
Führung
- Neil D. BrinkerPresident, Chief Executive Officer & Director
- Michael LucareliExecutive Vice President & Chief Financial Officer
- Brian Jon AgenVice President & Chief Human Resources Officer
- Erin J. RothVice President, General Counsel, Corporate Secretary & Chief Compliance Officer
- Jeremy PattenPresident of the Performance Technologies
- Arthur Laszlo Jr.President of Data Centers
- CEO
- Neil D. Brinker
- Mitarbeitende
- 13.200
- Hauptsitz
- Racine, WI, US
- Sektor
- Industrials
- Branche
- Industrial - Machinery
- Börsengang
- 20. Sept. 1982
- Website
- modine.com
Nachrichten
- Zacks Investment Research · 9. Nov., 10:31Is It Worth Investing in Modine (MOD) Based on Wall Street's Bullish Views?
- MarketBeat · 7. Nov., 14:14What Modine Manufacturing (MOD) Said on Its Q2 Earnings Call
- Seeking Alpha · 7. Nov., 13:16Modine: From $200 To $91 - Rethinking Margins, Debt, And Execution (Rating Downgrade)
- Zacks Investment Research · 6. Nov., 13:01Modine Q2 Earnings Miss: Is the Stock a Buy, Hold or Sell?
- Seeking Alpha · 6. Nov., 11:30Modine Freefalls: AI Apocalypse Fears Meet Multi-Year Growth Tailwinds
- Zacks Investment Research · 5. Nov., 11:01MOD Q2 Earnings Call Highlights Growth and Margin Recovery Plans
- Seeking Alpha · 4. Nov., 14:54Modine Manufacturing Company (MOD) Q2 2027 Earnings Call Transcript
- Fool - Investing News · 4. Nov., 11:28Data Center Stocks Just Plunged After the Midterms. Is It Time to Buy the Dip?
- Zacks Investment Research · 3. Nov., 18:51Modine (MOD) Misses Q2 Earnings Estimates
- PRNewsWire · 3. Nov., 16:15Modine Reports Second Quarter Fiscal 2027 Results
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