Prior to today's trading, shares of the heating and cooling products maker had lost 2.94% over the past month. This has was narrower than the Auto-Tires-Trucks sector's loss of 3.02% and lagged the S&P 500's gain of 3.15% in that time. Investors should also note any recent changes to analyst estimates for Modine. Recent revisions tend to reflect the latest near-term business trends. As such, positive estimate revisions reflect analyst optimism about the company's business and profitability. Looking at its v ...

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. Of the five recommendations that derive the current ABR, four are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 80% and 20% of all recommendations. Check price target & stock forecast for Modine here>>> In other words, their interests aren't always aligned with retail investors, rarely indicating ...

AB Volvo has a Zacks Rank of #2 (Buy), while Modine has a Zacks Rank of #4 (Sell) right now. This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that VLVLY is likely seeing its earnings outlook improve to a greater extent. But this is just one piece of the puzzle for value investors. VLVLY currently has a forward P/E ratio of 10.60, while MOD has a forward P/E of 25.15. We also note that VLVLY has a PEG ratio of 0.63. ...

文章核心观点 - 公司最近一个交易日股价下跌0.61%,低于标普500指数0.23%的涨幅[1] - 公司过去一个月股价下跌12.19%,低于汽车行业0.59%的跌幅和标普500指数3.96%的涨幅[2] - 公司即将公布的季度财报备受投资者关注,预计每股收益将同比下降1.18%,收入将同比增长0.85%[3] - 公司全年每股收益和收入预计将同比分别增长13.85%和6.89%[4] - 分析师对公司业绩预期有所下调,反映了对公司短期业务趋势的担忧[5][6][7] 行业分析 - 公司所属汽车零部件行业目前在250多个行业中排名靠后,位于底部37%[10][11] - 公司估值方面,市盈率25.95高于行业平均12.29,市盈率增长比率0.76也高于行业平均0.65[8][9]

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A highe ...

Modine's executive leadership team will update the company's multi-year strategy, growth opportunities and financial targets RACINE, Wis., June 5, 2024 /PRNewswire/ -- Modine (NYSE: MOD), a diversified global leader in thermal management technology and solutions, announced today that it will host an Investor Day at its global headquarters in Racine, Wisconsin on September 11, 2024. Modine President and Chief Executive Officer, Neil D. Brinker, and Executive Vice President and Chief Financial Officer, Michae ...

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 sellside) 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 (A ...

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. While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Revisions to Earnings Estimates Here at Z ...

Racine transit system zero-emission buses equipped with Modine EVantage™ Thermal Management Systems to increase longevity and range. RACINE, Wis., May 29, 2024 /PRNewswire/ -- In support of sustainable mobility solutions across the City of Racine, Modine (NYSE: MOD), a diversified global leader in thermal management technology and solutions, today announced a collaboration with RYDE Racine, the city's comprehensive public transportation system. As part of an initiative to modernize and reduce public transit ...

财务数据和关键指标变化 - 公司2024财年销售额为24亿美元,同比增长5% [5] - 公司2024财年调整后EBITDA为3.14亿美元,同比增长48%,调整后EBITDA利润率达到13.1% [5][13] - 公司2024财年第四季度销售额下降2%,但毛利率提升420个基点,调整后EBITDA增长20% [13] - 公司2025财年预计销售额增长5%-10%,调整后EBITDA目标为3.65亿-3.85亿美元,同比增长近20% [14][17] 各条业务线数据和关键指标变化 气候解决方案业务 - 2024财年销售额增长4%,调整后EBITDA增长31%,利润率提升370个基点至18.3% [6][10] - 数据中心业务销售额增长69%至2.94亿美元,达到预期上限 [6][10] - 热量传递产品业务收入下降15%,但通过80/20举措大幅提升利润率 [8] - 2025财年预计数据中心业务销售额增长60%-70%,HVAC&R业务销售额增长20%-25% [14][15] 性能技术业务 - 2024财年销售额增长5%,调整后EBITDA增长67%,利润率提升450个基点至12.1% [9][12] - 先进解决方案业务销售额增长25%,获得16个新项目,带来4000万美元的新增年度收入 [9] - 液冷和空冷应用业务受到德国业务剥离的影响而下降 [12] - 2025财年预计先进解决方案业务销售额增长20%-30%,其他业务受剥离和80/20举措影响而下降 [15] 各个市场数据和关键指标变化 - 欧洲热泵市场需求疲软,公司2024财年热量传递产品业务在该市场销售下降 [10][51] - 公司正在减少和退出一些欧洲汽车业务,2025财年预计性能技术业务总体销售额将略有下降 [12][15] 公司战略和发展方向及行业竞争 - 公司持续通过80/20原则优化业务组合,专注于高增长和高利润的领域,如数据中心、HVAC&R等 [5][6][9] - 公司通过两项收购(TMGcore和Scott Springfield)和两项剥离(德国汽车业务和美国涂料业务)进一步优化业务结构 [5][6][7] - 公司正在加大对数据中心业务的投资,包括扩大产能、开发新技术(直接冷却和浸没式冷却)以满足快速增长的需求 [6][7][19][23][57] - 公司正在整合Scott Springfield业务,发掘协同效应,拓展与大型超大规模数据中心客户的合作 [7][35][37] 管理层对经营环境和未来前景的评论 - 管理层对公司2024财年的业绩表示满意,认为这是公司转型的重要一年,各项计划都得到了有效执行 [5] - 管理层对数据中心、HVAC&R等重点业务的未来增长前景保持乐观,并将继续通过有机增长和适度的并购来推动业务发展 [6][8][14][15] - 管理层认为,通过80/20原则的持续执行,公司的利润率和现金流将得到进一步提升,有信心实现长期财务目标 [9][13] 问答环节重要的提问和回答 问题1 **Chris Moore 提问** 询问公司在液冷技术方面的发展计划和时间节点 [19][22] **Neil Brinker 回答** 公司正在开发直接冷却和浸没式冷却技术,预计在2025年历历年内将有进展,并将与现有的空冷技术形成互补 [23][57] 问题2 **Noah Kaye 提问** 询问公司2025财年的利润率预期和剥离业务的规模 [27][28] **Mick Lucareli 回答** 公司预计2025财年整体EBITDA利润率将达到14.5%左右,其中性能技术业务将再提升约200个基点,气候解决方案业务将提升约50个基点;预计性能技术业务将剥离或退出约10亿美元的业务 [28][29] 问题3 **Matt Summerville 提问** 询问公司在数据中心业务方面的产能扩张和未来发展目标 [38][39] **Neil Brinker 回答** 公司通过产能扩张和技术整合,未来有望将数据中心业务规模扩大至10亿美元,具体时间框架还在评估中 [39][57]