MOD
Guest preview — showing qualitative direction only.
MOD Analysis Summary
Modine Manufacturing (MOD) operates in Layer 3: Infrastructure, in the Liquid Cooling sub-sector. With a $5.5B market cap and 35% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is neutral with none conviction, driven primarily by daily factors.
MOD has supply chain relationships with 3 companies in the AI ecosystem. Downstream customers include DLR, VRT, EQIX.
MOD is currently a beneficiary of 1 bottleneck (Liquid-Cooled Rack Readiness).
Learn more about our signal methodology. View Signal History → Modine Manufacturing AI Visibility →
Analysis as of May 21, 2026 15:32 UTC (daily run). Live data.
Data Trust
Quality grade C · Score 0.74 · Updated May 21, 2026 15:32 UTC (0.3h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is neutral with none conviction. Based on the latest daily run.
Primary driver appears to be daily factors for this ticker.
Latest Recommendation
No recent recommendation is currently published for this ticker in the latest completed runs.
Supply Chain Position (Guest Preview)
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
Fundamentals & Characteristics
- Market Cap
- $5,500M (5.5B)
- Avg Daily Volume
- $45.0M
- AI Revenue %
- 35%
- Liquid Options
- No
- Layer
- 3 — Infrastructure
- Sub-Sector
- Liquid Cooling
- Mega Cap
- No
Latest Signal Snapshot
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Key Facts About MOD
- Company: Modine Manufacturing
- Supply Chain Position: Infrastructure (Layer 3 of 10)
- Market Cap: $5.5B
- AI Revenue: 35%
- Sub-sector: Liquid Cooling
- Tier: Midstream
- Supply Chain Partners: 3 companies
MOD FAQ
What does Modine Manufacturing do in AI?
Modine Manufacturing (MOD) operates in the Infrastructure layer of the AI supply chain, in the Liquid Cooling sub-sector.
Is MOD a buy or sell?
Full signal analysis for MOD is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is MOD in?
MOD is in Layer 3: Infrastructure. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Modine Manufacturing's AI revenue exposure?
Modine Manufacturing derives approximately 35% of its revenue from AI-related activities. It has a market capitalization of $5.5B and sits in the midstream tier of the AI supply chain.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention Modine Manufacturing when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.