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Modine Manufacturing Company

MODNYSEpicks-and-shovels
Market cap$10B
Conviction3/ 5
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For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 1Y

$193.11

+117.5%

Thesis

Modine Manufacturing makes thermal management and cooling systems, increasingly tailored to data-center workloads. As a picks-and-shovels supplier, it benefits from rising rack power density and the need for efficient heat rejection.

Catalysts

  • Data-center cooling order growth
  • Liquid cooling product adoption
  • Margin mix shift toward high-value systems

Recent events

Material filings, federal awards, and regulatory activity. Impact is scored against market cap.

  • Sep 17
    M&ASEC

    Modine Manufacturing filed SEC Form 425, a communication related to a business combination.

  • Sep 17
    OtherSEC

    Modine Manufacturing filed 8-K with items 7.01 and 9.01 (Regulation FD disclosure).

  • Sep 10
    M&ASEC

    Modine Manufacturing files SEC Form 425 for business combination communications.

  • Sep 10
    OtherSEC

    Modine Manufacturing filed Form 8-K disclosing other events under items 8.01 and 9.01.

  • Jul 31
    M&ASEC

    Modine Manufacturing filed SEC Form 425 related to business combination.

  • Jul 29
    Financial resultsSEC

    Modine Manufacturing files 8-K (items 2.02, 9.01) disclosing results of operations and financial condition.

  • May 28
    M&ASEC

    Modine Manufacturing filed SEC Form 425 related to a business combination transaction.

  • May 26
    Financial resultsSEC

    Modine Manufacturing filed 8-K (items 2.02, 9.01) on financial results.

Not financial advice — research and opinion only. Disclosures