Credit and interest ratesmixed · 3 filings
“We are also subject to an interest expense coverage ratio covenant, which requires us to maintain Adjusted EBITDA of at least three times consolidated interest expense.”10-Q · Feb 5, 2026 ↗
Modine Manufacturing Company
MOD
Market read
Modine Manufacturing Company's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
Company-3.8% todayVolume comparison unavailable
Market group0 of 25 activeIndustrial Infrastructure · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Raw material costs (including tariffs) were reported as higher, a quantified increase was disclosed in the filing.
Invalidation: The isolated read changes if MOD's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- Raw material costs (including tariffs) were reported as higher, a quantified increase was disclosed in the filing.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements23
Verified relationships8
Evidence supporting the case
- Latest annual revenue changed +23.1% year over year.
- Operating cash flow covered net income at 2.05x in the latest annual period.
Evidence challenging the case
- Net margin changed -3.3 percentage points in the latest annual period.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 10, 2026
179.216m-10.7%12m+29.4%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2022-03-31$2.1B+13.4%$1.62+2.3%
2023-03-31$2.3B+12.1%$2.90+0.6%
2024-03-31$2.4B+4.8%$3.03+1.1%
2025-03-31$2.6B+7.3%$3.42+0.9%
2026-03-31$3.2B+23.1%$2.26-0.2%
What management says matters
Persistent and emerging business drivers
Data center and AI demandpositive · 1 filings
“In Asia, we anticipate the data center markets will experience strong growth in fiscal 2027, driven by AI and high-performance computing demand.”10-K · May 27, 2026 ↗
Demand and volumepositive · 1 filings
“We expect strong growth in these markets will continue in fiscal 2027, with particularly strong demand for transformer oil cooler products driven by the increasing demand for electricity.”10-K · May 27, 2026 ↗
Foreign exchangenegative · 1 filings
“The $ 0.1 million decrease in the benefit obligation associated with non-U.S.”10-K · May 27, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
179.21-3.8% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for MOD. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for MOD. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind MOD
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
CATCaterpillar Inc.customerMay 27, 2026 ▾
“Our top customers across both of our segments, listed alphabetically, include: Carrier; Caterpillar; Deere; Stellantis (including Chrysler, Fiat, PSA-Peugeot-Citroen, and VM Motori); Trane;”
DEDeere & CompanycustomerMay 27, 2026 ▾
“Our top customers across both of our segments, listed alphabetically, include: Carrier; Caterpillar; Deere; Stellantis (including Chrysler, Fiat, PSA-Peugeot-Citroen, and VM Motori); Trane;”
Depended on by
MEIMethode Electronics, Inc.partnerJun 24, 2026 ▾
“Modine Manufacturing Company Benchmark Electronics, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
MOD is currently a Follower in the organic co-movement group Industrial Infrastructure. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.