Modine Looks Like A Buy After Further Analysis
MODModine Manufacturing pany(MOD) Seeking Alpha·2024-09-09 15:57

Erik Isakson Investment Thesis Modine Manufacturing's (NYSE:MOD) management sees the potential to generate roughly 1.1billionindatacentercoolingrevenuewithinthreeyears.ThatwouldtripleitscurrentdatacentersalesandnearlydoubleitscurrenttotalClimateSolutionsrevenue.Itwouldalsoputthecompanysomewhereintherangeofgenerating1.1 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 ...