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    The Bull Case For Modine Manufacturing (MOD) Could Change Following New Franklin Facility Opening Learn Why

    Simply Wall St·12/07/2025 11:13:55
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    • Modine Manufacturing recently opened a new facility in Franklin, expanding its thermal management production footprint to support rising demand across key end markets.
    • This expansion comes as the company continues to outperform earnings expectations and attract favorable analyst views, highlighting how operational execution is underpinning its growth ambitions.
    • We’ll now examine how the Franklin facility opening, alongside recent operational momentum, may influence Modine Manufacturing’s broader investment narrative.

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    Modine Manufacturing Investment Narrative Recap

    To own Modine today, you need to believe its data center and HVAC pivot can offset the gradual exit from lower growth combustion cooling and light duty auto businesses. The Franklin facility opening supports the near term capacity build for data center cooling, while the key risk remains that this aggressive expansion could outpace customer deployments, leaving Modine with underused assets.

    The Franklin, Wisconsin facility, part of a multi year US$100,000,000 expansion for Airedale data center cooling, is the clearest recent signal of this growth focus. It directly ties into Modine’s core catalyst of rising demand for energy efficient, mission critical thermal solutions, but it also amplifies the stakes if orders slow or North American data center spending softens.

    However, investors should also weigh how Modine’s heavy capital commitments to data center capacity could backfire if...

    Read the full narrative on Modine Manufacturing (it's free!)

    Modine Manufacturing's narrative projects $4.0 billion revenue and $453.0 million earnings by 2028. This requires 15.3% yearly revenue growth and about a $265.1 million earnings increase from $187.9 million today.

    Uncover how Modine Manufacturing's forecasts yield a $183.00 fair value, a 12% upside to its current price.

    Exploring Other Perspectives

    MOD Community Fair Values as at Dec 2025
    MOD Community Fair Values as at Dec 2025

    Four fair value estimates from the Simply Wall St Community range from US$96.88 to US$212.63, showing how far apart individual views can be. Against that backdrop, Modine’s large US data center capacity build raises important questions about execution risk and the company’s ability to keep new facilities fully utilized, so you may want to compare several of these perspectives before deciding where you stand.

    Explore 4 other fair value estimates on Modine Manufacturing - why the stock might be worth as much as 31% more than the current price!

    Build Your Own Modine Manufacturing Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.