Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Modine (MOD) .Modine currently has an average brokerage recommendation (AB ...

Modine (MOD) closed the most recent trading day at $111.07, moving +0.23% from the previous trading session. The stock's performance was behind the S&P 500's daily gain of 0.54%. Elsewhere, the Dow gained 0.72%, while the tech-heavy Nasdaq added 0.65%.Prior to today's trading, shares of the heating and cooling products maker had gained 0.89% over the past month. This has lagged the Auto-Tires-Trucks sector's gain of 10.04% and the S&P 500's gain of 4.86% in that time.The investment community will be closely ...

Increased fiscal 2027 targets to deliver a 16-18% adjusted EBITDA margin and a 10-13% three-year compound average growth rate (CAGR) in revenueRACINE, Wis., Sept. 11, 2024 /PRNewswire/ -- Modine (NYSE: MOD), a diversified global leader in thermal management technology and solutions, today hosted an Investor Day at its global headquarters in Racine, Wisconsin. Members of the executive management team provided an update to the company's strategy to transform the company and drive sustainable shareholder value ...

Erik Isakson Investment Thesis Modine Manufacturing's (NYSE:MOD) management sees the potential to generate roughly $1.1 billion in data center cooling revenue within three years. That would triple its current data center sales and nearly double its current total Climate Solutions revenue. It would also put the company somewhere in the range of generating $3.3 billion annually. The incredible growth and continued acceleration of data center cooling sales, a strategic acquisition that, I believe, has given Mo ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Modine (MOD) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Modine currently has an average brokerage rec ...

Investors interested in Automotive - Original Equipment stocks are likely familiar with Continental AG (CTTAY) and Modine (MOD) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings esti ...

Modine (MOD) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this heating and cooling products maker have returned +6.8% over the past month versus the Zacks S&P 500 composite's +3.6% change. The Zacks Automotive - Original Equipment industry, to which Modine belongs, has lost 0.7% over this period. Now the key question is: Where could the stock be headed ...

Modine (MOD) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this heating and cooling products maker have returned -8.5% over the past month versus the Zacks S&P 500 composite's +1.8% change. The Zacks Automotive - Original Equipment industry, to which Modine belongs, has lost 10.3% over this period. Now the key question is: Where could the stock be headed in the near term?Wh ...

文章核心观点 - 公司在数据中心和电动车领域的零排放/高密度冷却解决方案需求强劲,得益于剥离低增长/低利润业务和收购液体冷却技术 [2][3] - 公司最新一季度业绩超预期,数据中心冷却产品销售大幅增长,但汽车业务有所下滑 [3][4] - 公司提高了2025财年的收入和利润指引,并大幅增加资本支出以扩大数据中心相关产能 [4] - 分析师认为公司长期前景仍然看好,受益于数据中心和人工智能相关的投资热潮 [4] 公司表现 - 公司最新一季度收入661.5亿美元,同比增长6.2% [3] - 公司最新一季度调整后每股收益1.04美元,同比增长22.3% [3] - 公司气候解决方案业务收入357.3亿美元,同比增长10%,毛利率提升 [4] - 公司性能技术业务收入309亿美元,同比下降9.9%,受汽车需求疲软影响 [4] - 公司2025财年收入和利润指引分别提高至8.5%和3.80美元,高于之前预期 [4] - 公司过去12个月资本支出增加80.8%,以扩大数据中心相关产能 [4] 行业趋势 - 全球公共云服务支出预计从2023年的5610亿美元增长到2025年的8230亿美元,复合年增长率21.1%,人工智能相关工作负载是主要驱动力 [4] - 行业内主要企业如台积电、数据中心REIT等均在大幅增加资本支出,以满足持续旺盛的需求 [4]

财务数据和关键指标变化 - 公司第一季度销售额增长6%,剔除收购和剥离影响后有4%的有机增长 [26] - 毛利率大幅提升400个基点至24.6% [26] - 调整后EBITDA增长25%,达到15.3%的利润率,连续10个季度同比改善 [28] - 调整后每股收益增长22%至$1.04 [28] - 公司预计全年销售增长6%-11%,调整后EBITDA为375-395百万美元,调整后每股收益为3.65-3.95美元 [32][33][38] 各条业务线数据和关键指标变化 气候解决方案 - 数据中心业务增长138%,有机销售近乎翻倍 [11][19] - HVAC&R销售增长7%,供暖市场有所反弹 [20] - 热交换产品销售下降21%,主要受欧洲热泵需求大幅下滑影响 [20] - 该分部EBITDA利润率达20.1%,同比提升100个基点 [21] 性能技术 - 销售下降10%,剔除剥离和汇率影响后下降1% [22] - 电动系统销售增长12%,抵消了液冷和空冷产品的下滑 [23] - EBITDA利润率达14.1%,同比提升390个基点 [25] 各个市场数据和关键指标变化 - 数据中心市场需求强劲,公司正在扩大产能以满足未来增长 [11][12] - 热泵市场需求下滑,预计下半年会有所好转 [45][88] - 农业和工程机械市场需求下降,但发电机组市场保持强劲 [14][23][34] 公司战略和发展方向及行业竞争 - 公司持续推进80/20策略,优化业务组合,提升利润率 [9][21][25] - 数据中心业务是公司重点发展领域,正在扩大产能并推出新产品 [11][12][13] - 电动系统业务获得8个新项目,预计未来3年内年增长30%以上 [15][16] - 公司正在评估进一步剥离一些低毛利业务,以提升整体盈利能力 [17] 管理层对经营环境和未来前景的评论 - 公司第一季度业绩超预期,展现出良好的增长势头和盈利能力 [8][9] - 数据中心和电动系统业务表现出色,为公司未来发展带来动力 [11][15] - 受农业和工程机械市场需求下降的影响,公司调整了部分业务线的销售预期 [14][34] - 公司有信心在未来2年内进一步提升财务目标 [78] 其他重要信息 - 公司将于9月11日举行分析师和投资者日活动,欢迎投资者参加 [38][96] - 公司资产负债表保持健康,净负债率为1.1,有能力支持未来的有机增长和并购 [31] - 公司预计2025财年将继续保持良好的自由现金流 [30][38] 问答环节重要的提问和回答 问题1 **Noah Kaye 提问** 询问数据中心业务第一季度强劲增长的原因,以及全年预期的合理性 [41][42] **Mick Lucareli 回答** 公司有较大的客户订单管线,第四季度的销售情况还需进一步确认,但目前看来增长势头良好 [42][43] 问题2 **Lee Jagoda 提问** 询问公司未来一年各季度的业绩走势 [52][53][54][55] **Mick Lucareli 回答** 第二季度EBITDA可能会环比略有下降,第三季度通常是最淡季,第四季度会有所反弹,但各季度都将实现同比增长 [53][54][55] 问题3 **Matt Summerville 提问** 询问数据中心业务的有机增长和并购贡献,以及未来3年CDU/液冷业务的机会 [57][58][59][60][63][64][65] **Neil Brinker 和 Mick Lucareli 回答** 有机增长约占40%-50%,并购贡献较大,CDU/液冷业务是公司未来3年的重点发展方向之一 [58][59][60][63][64][65]