Modine Manufacturing Co. (MOD)
NYSEConsumer DiscretionaryIndustrial - MachinerySnapshot 2026-11-04
$98.56-21.43%
Close 2026-11-04 · 1-day change
NYSEConsumer DiscretionaryIndustrial - MachinerySnapshot 2026-11-04
QuarterlyIQ Insights · MOD
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 305.7% |
| Our one-year growth estimate | diamond | 29.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 276.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 39 industry peers · Company calendar date is not available
MOD — earnings miss
Dated 2026-11-03
Results of Operations and Financial Condition On November 3, 2026, Modine Manufacturing Company (the “Company”) issued a press release announcing the results of operations and financial condition for the second quarter ended September 30, 2026. During a conference call scheduled to be held at 11:00 a.m. Eastern Time on November 4, 2026, the Company’s President and Chief Executive Officer, Neil D. Brinker, and Executive Vice President, Chief Financial Officer, Michael B. Lucareli, will discu…
Why it matters: Shareholders must approve the name change. A delay or failed vote would leave the planned name change unresolved.
Watch forModine holds the special meeting by Jan. 1, 2027, and shareholders approve the Modexus Solutions name change.
Also watch forModine delays the meeting past Jan. 1, 2027, or shareholders reject the name change.
Why it matters: Modine reported 28% sales growth in its first fiscal quarter. Holding the 20%–35% goal would support its growth plan.
Supportive ifOn Nov. 3, Modine keeps its FY2027 sales growth goal at 20%–35% and reports year-over-year sales growth within that range.
Worry ifModine cuts its FY2027 sales growth goal below 20%, or reports sales growth below 20%.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$259 on $10,000 · ±2.6% | How much price usually moves either way. |
| Bad day | $869 loss on $10,000 · 8.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,788 loss on $10,000 · 67.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.