Modine (MOD) closed at $132.80 in the latest trading session, marking a +0.19% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 1%. At the same time, the Dow added 0.78%, and the tech-heavy Nasdaq gained 1.51%.The heating and cooling products maker's shares have seen an increase of 12.31% over the last month, surpassing the Auto-Tires-Trucks sector's loss of 11.59% and the S&P 500's loss of 2.14%.The investment community will be paying close attention to the earnings ...

In the latest market close, Modine (MOD) reached $118.69, with a -0.12% movement compared to the previous day. This change lagged the S&P 500's daily gain of 0.16%. Meanwhile, the Dow gained 0.86%, and the Nasdaq, a tech-heavy index, lost 0.38%.The the stock of heating and cooling products maker has fallen by 10.03% in the past month, lagging the Auto-Tires-Trucks sector's loss of 6.74% and the S&P 500's loss of 2.2%.The investment community will be paying close attention to the earnings performance of Modi ...

The new facility in Chennai will manufacture Airedale by Modine™ advanced cooling technologies and also cooling modules for stationary power generation equipment RACINE, Wis., Jan. 7, 2025 /PRNewswire/ -- Modine (NYSE: MOD), a diversified global leader in thermal management technology and solutions, announced plans to open a new facility in Chennai, India, in mid-2025 to meet increased demand for mission-critical cooling solutions used at data centers. The facility will manufacture data center cooling equip ...

Mr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on risk management, which is accompanied by in-depth financial market analysis (fundamental, macro and technical) to control the risk undertaken by the portfolios. He invests in all financial instruments globally (stocks, bonds, fx, commodities), restructuring investment portfolios based on prevailing conditions and the needs of each client-investor. Mr. Mavroudis has successfully navigated all ...

The most recent trading session ended with Modine (MOD) standing at $118.65, reflecting a -1.54% shift from the previouse trading day's closing. This change lagged the S&P 500's daily loss of 1.11%. At the same time, the Dow lost 0.77%, and the tech-heavy Nasdaq lost 1.49%.The the stock of heating and cooling products maker has fallen by 9.65% in the past month, lagging the Auto-Tires-Trucks sector's gain of 21.83% and the S&P 500's gain of 0.4%.Analysts and investors alike will be keeping a close eye on th ...

In the latest market close, Modine (MOD) reached $120.50, with a +1.62% movement compared to the previous day. The stock's performance was ahead of the S&P 500's daily loss of 0.04%. At the same time, the Dow added 0.07%, and the tech-heavy Nasdaq lost 0.05%.Shares of the heating and cooling products maker have depreciated by 11.09% over the course of the past month, underperforming the Auto-Tires-Trucks sector's gain of 20.36% and the S&P 500's gain of 1.05%.Investors will be eagerly watching for the perfo ...

Modine (MOD) closed at $118.02 in the latest trading session, marking a +0.31% move from the prior day. The stock's performance was ahead of the S&P 500's daily loss of 0.09%. On the other hand, the Dow registered a gain of 0.04%, and the technology-centric Nasdaq decreased by 0.1%.The heating and cooling products maker's stock has dropped by 11.96% in the past month, falling short of the Auto-Tires-Trucks sector's gain of 16.11% and the S&P 500's loss of 0.29%.The investment community will be paying close ...

关于Modine Manufacturing Company的观点 - 公司数据中心收入今明两年将显著增长且在AI革命中有投资价值 [1] - 关注市值低于100亿美元有能力再投资资本获取可观回报的公司 [1] - 理想情况是公司有长期资本复合能力且复合年增长率足够高以实现十倍甚至更高回报 [1] - 对这些公司保持长期视角有望获得比市场指数更高的回报 [1] - 主要采用保守投资策略但偶尔会追求风险回报比有利的机会 [1]

财务数据和关键指标变化 - 公司第三季度销售额相对平稳,但在目标增长领域如数据中心和先进解决方案实现了快速增长,抵消了一些市场疲软和战略退出低毛利业务的影响 [41] - 毛利率大幅提升530个基点,体现了公司转型举措的成效 [41] - 调整后EBITDA增长39%,达到13.2%的利润率,连续第8个季度同比改善 [42] - 调整后每股收益增长54%,达到0.74美元 [42] - 经营活动产生的自由现金流大幅改善,同比增加98百万美元 [44] - 净债务较上年末下降102百万美元,资产负债表保持较低的债务水平 [45] 各条业务线数据和关键指标变化 气候解决方案 - 数据中心业务收入增长34%,保持强劲增长 [30] - 热交换产品收入下降,受到一些市场疲软的影响,公司正在通过80/20举措加快退出低毛利业务 [29][30] - 采暖产品收入略有下滑,但行业数据显示有望在未来几个季度企稳回升 [32] - 该分部毛利率提升470个基点至18.9%,体现了80/20举措的成效 [33] 动力技术 - 先进解决方案收入增长27%,主要得益于电动车系统和部件销售的增长 [37] - 液冷和风冷应用收入受到德国业务剥离的影响而有所下降 [37][38] - 该分部毛利率提升390个基点至12%,持续专注于利润和毛利率改善 [40] 各个市场数据和关键指标变化 - 公司正在退出一些欧洲轻型车市场的低毛利业务,并相应调整相关的间接成本 [23][24] - 热泵市场需求放缓,公司正在调整投资节奏以适应市场变化 [86] - 发电机组(GenSet)业务正在快速发展,公司已成立专门团队把握这一增长机会 [22] 公司战略和发展方向及行业竞争 - 公司正在通过80/20举措聚焦高增长和高毛利的业务,同时积极进行战略性并购 [9][11] - 在数据中心领域,公司通过收购TMGcore的技术资产拓展了液冷解决方案,并将现有工厂改造为专注于数据中心的制造基地 [14][15][16][17] - 在电动车热管理系统领域,公司与博世力士乐建立了合作伙伴关系,进一步拓展了在非公路市场的业务 [19] - 公司正在加大对发电机组(GenSet)业务的投入,看好这一市场的增长潜力 [22] 管理层对经营环境和未来前景的评论 - 管理层对公司转型取得的进展感到满意,认为仍处于转型的初期阶段,还有很大的机会可以挖掘 [8][9] - 对数据中心业务的未来保持乐观,预计全年增长超过60% [30] - 对热泵市场的短期需求放缓持谨慎态度,但长期仍看好这一市场 [86] - 对发电机组(GenSet)业务的发展前景感到乐观,认为这将是公司未来的一个重要增长点 [22] 问答环节重要的提问和回答 问题1 **Matt Summerville 提问** 询问公司是否看到了一些市场疲软,还是主要是80/20举措带来的影响 [58] **Michael Lucareli 回答** 公司的收入调整并非完全由于市场疲软,80/20举措也是一个重要因素。公司正在通过80/20举措来提升利润和毛利率,而不是单纯追求收入增长 [60][61][62][63][64] 问题2 **Chris Moore 提问** 询问公司未来一年能否保持2024财年的高毛利水平 [72] **Michael Lucareli 回答** 公司有信心在未来一年继续提升利润率,主要来自于两个方面:1)聚焦高增长和高毛利的业务领域;2)通过80/20举措进一步提升运营效率和生产力 [73][74][75] 问题3 **Jeff Van Sinderen 提问** 询问公司是否还有其他低毛利业务需要退出 [88] **Neil Brinker 回答** 公司会持续关注并退出那些不符合利润目标的业务,预计未来一年还会有价值1-2亿美元的此类业务被剥离 [90][91][92]

文章核心观点 - 公司在上个月举行了投资者日活动,这是一个非常重要的事件 [3][4] 公司概况 - 公司是一家拥有10年投资银行从业经验的资深研究分析师,专门负责行业和公司研究 [1] - 公司擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] 财务数据 无相关内容 行业分析 无相关内容 投资建议 无相关内容