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MOD Forecast Markets

Modine Manufacturing Company

8
Active Markets
51%
Avg Probability
Price Above Value
Apr 9, 2026

Our prediction ensemble identifies elevated risk at current levels.

8 markets analyzedConfidence: MEDIUM
Read Full Thesis

All Markets

8 markets

Will two or more hyperscalers (MSFT, AMZN, GOOG, META) reduce CapEx guidance by H2 2026?

Active
18%
Likely No
92% agreement
Jan 31, 2027
IG: 0.80

Will Modine announce a long-term supply agreement (LTA) with a hyperscaler by end of FY2027?

Active
46%
Likely No
90% agreement
Apr 30, 2027
IG: 0.64

Will Modine data center revenue grow above 30% YoY in every quarter of FY2027?

Active
58%
Likely Yes
92% agreement
Jun 30, 2027
IG: 0.60

Will Modine Climate Solutions segment achieve 20%+ adjusted EBITDA margin for FY2027 full year?

Active
65%
Likely Yes
92% agreement
Jun 30, 2027
IG: 0.48

Will the Modine-Gentherm Performance Technologies spin-off close by Q4 CY2026?

Active
65%
Likely Yes
92% agreement
Jan 15, 2027
IG: 0.48

Will Modine generate positive cumulative free cash flow for the first half of FY2027?

Active
50%
Likely No
94% agreement
Nov 30, 2026
IG: 0.48

Will Modine convert a new hyperscaler field trial to production orders by end of FY2027?

Active
55%
Likely Yes
92% agreement
Apr 30, 2027
IG: 0.48

Will Modine net debt leverage ratio be below 1.0x within two quarters of the PT spin-off closing?

Active
52%
Likely Yes
94% agreement
Jun 30, 2027
IG: 0.36

Resolution Timeline

Nov 30, 2026
Will Modine generate positive cumulative free cash flow for the first half of FY2027?
Prediction: 50%
Jan 15, 2027
Will the Modine-Gentherm Performance Technologies spin-off close by Q4 CY2026?
Prediction: 65%
Jan 31, 2027
Will two or more hyperscalers (MSFT, AMZN, GOOG, META) reduce CapEx guidance by H2 2026?
Prediction: 18%
Apr 30, 2027
Will Modine announce a long-term supply agreement (LTA) with a hyperscaler by end of FY2027?
Prediction: 46%
Apr 30, 2027
Will Modine convert a new hyperscaler field trial to production orders by end of FY2027?
Prediction: 55%
Jun 30, 2027
Will Modine data center revenue grow above 30% YoY in every quarter of FY2027?
Prediction: 58%
Jun 30, 2027
Will Modine Climate Solutions segment achieve 20%+ adjusted EBITDA margin for FY2027 full year?
Prediction: 65%
Jun 30, 2027
Will Modine net debt leverage ratio be below 1.0x within two quarters of the PT spin-off closing?
Prediction: 52%