Modine Manufacturing Company (Airedale by Modine Data Center Cooling) (MOD (NYSE))

A diversified global leader in thermal management technology and solutions, rapidly transforming into a pure-play climate solutions company focused on AI data center cooling. Its Airedale by Modine brand provides high-efficiency chillers, advanced indoor air systems, next-generation liquid cooling technologies, intelligent controls, and the Cooling AI control system. Data Centers sales grew 158% year-over-year in Q4, driven by AI infrastructure demand.

data centerscoolingai infrastructure softwaremanufacturingenergy website ↗ AI Adjacency 65/100 Confidence 80%

United States · ticker MOD (NYSE)
Updated 2026-09-12· researched 2026-09-13· next review 2026-10-13· listed 2026-09-12
⚠ research overdue — re-review queued

AI Revenue Exposure

Major beneficiary of AI infrastructure spending: secured $180 million in data center cooling orders from a leading AI infrastructure developer; Data Centers sales up 158% YoY; a $4 billion long-term capacity agreement (2027–2029) with a major data center customer provides exceptional revenue visibility.

Why it matters to AI

Modine Manufacturing Company (Airedale by Modine Data Center Cooling) operates within the AI industrial ecosystem across data centers, cooling, ai infrastructure software, manufacturing, energy. Its role sits and upstream of 32 dependencies.

AI Dependency Map

COMPETES_WITH vertiv-holdings-vrt 0 src · 90%
COMPETES_WITH johnson-controls-jci 0 src · 85%
ACQUIRED scott-springfield-manufacturing 0 src · 100%
ACQUIRED napps-technology-corporation 0 src · 100%
ACQUIRED absolutaire 0 src · 95%
ACQUIRED tmgcore-inc-ip-and-assets 0 src · 100%
ACQUIRED l-b-white 0 src · 95%
DEVELOPS modular-data-center-platform 0 src · 90%
ACQUIRED climate-by-design-international 0 src · 95%
DEVELOPS cooling-ai-control-system 0 src · 100%
PARTNERS_WITH gentherm 0 src · 95%
OPERATES climate-solutions-segment 0 src · 100%
COMPETES_WITH vertiv-holdings-vrt 0 src· enrichment-agent · 70%
COMPETES_WITH johnson-controls-jci 0 src· enrichment-agent · 70%
COMPETES_WITH nissens 0 src· enrichment-agent · 50%
COMPETES_WITH titanx 0 src· enrichment-agent · 50%
COMPETES_WITH banco-products 0 src· enrichment-agent · 50%
COMPETES_WITH grayson-thermal-systems 0 src· enrichment-agent · 50%
COMPETES_WITH granges 0 src· enrichment-agent · 50%
ACQUIRED scott-springfield-manufacturing 0 src· enrichment-agent · 90%
ACQUIRED napps-technology-corporation 0 src· enrichment-agent · 90%
ACQUIRED absolutaire 0 src· enrichment-agent · 90%
ACQUIRED l-b-white 0 src· enrichment-agent · 90%
ACQUIRED climate-by-design-international 0 src· enrichment-agent · 90%
ACQUIRED tmgcore-inc-ip-and-assets 0 src· enrichment-agent · 90%
ACQUIRED barkell 0 src· enrichment-agent · 70%
INVESTS_IN north-american-data-centers-capacity-expansion 0 src· enrichment-agent · 90%
DEVELOPS modular-data-center-platform 0 src· enrichment-agent · 70%
DEVELOPS cooling-ai-control-system 0 src· enrichment-agent · 90%
PARTNERS_WITH gentherm 0 src· enrichment-agent · 80%
OPERATES climate-solutions-segment 0 src· enrichment-agent · 90%

Products

High-efficiency chillersAdvanced indoor air systemsNext-generation liquid cooling technologiesIntelligent controlsCooling AI control systemHVAC/R CoilsThermal Management SolutionsModular data center platform (in development)

Customers & Partners

gentherm partner
gentherm partner

Claims & Evidence

Airedale by Modine data center solutions deliver superior Power Usage Effectiveness (PUE) through free-cooling technology and advanced control systems.
✓ verified 100% confidence · 1 source(s)
Modine Secures $180 Million in Orders for Data Center Cooling Systems · investor presentation · Modine · rel 82% · hash a9dc3c09
Modine's Data Centers sales were up 158% and Climate Solutions up 87% year-over-year in Q4.
✓ verified 90% confidence · 1 source(s)
Modine: The AI Cooling Boom Is Rewriting The Investment Story · Seekingalpha · rel 55% · hash 81c1aff5
Modine has a $4 billion long-term capacity agreement (2027–2029) with a major data center customer.
✓ verified 85% confidence · 1 source(s)
Modine: The AI Cooling Boom Is Rewriting The Investment Story · Seekingalpha · rel 55% · hash 81c1aff5
Modine operates alongside Vertiv Holdings (VRT) and Johnson Controls (JCI) in the AI-driven data center cooling market.
✓ verified 90% confidence · 1 source(s)
Modine acquired Scott Springfield Manufacturing and Napps Technology in fiscal 2024, and AbsolutAire, L.B. White, and Climate by Design International in fiscal 2026.
✓ verified 100% confidence · 1 source(s)
Modine announced a new $100 million investment to expand capacity for its North American Data Centers business.
✓ verified 100% confidence · 1 source(s)
Airedale by Modine delivers high-efficiency chillers, advanced indoor air systems, next-generation liquid cooling technologies, intelligent controls, and a global service network, and is developing a modular data center platform.
✓ verified 100% confidence · 1 source(s)
Cooling AI can reduce energy consumption by up to 40%, improving PUE and driving sustainability gains. It synchronizes chiller and fan performance and reduces mechanical stress to extend equipment life cycle.
✓ verified 100% confidence · 1 source(s)
Modine will retain its Climate Solutions businesses, creating a pure-play climate solutions company, while combining its Performance Technologies business with Gentherm in a transaction valued at approximately $1.0 billion.
✓ verified 100% confidence · 1 source(s)
Gentherm and Modine's Performance Technologies Business to Combine · investor presentation · Modine · rel 82% · hash 0cdf23b5
Modine will receive $210 million in cash and shareholders will receive approximately $790 million of Gentherm stock, representing 40% ownership of the combined company. Transaction expected to close Q4 calendar 2026.
✓ verified 100% confidence · 1 source(s)
SEC Filing - Modine-Gentherm Transaction (Form 425) · sec filing · Sec · rel 95% · hash 6be1b65b
During fiscal 2024, Modine paid $186 million to acquire Scott Springfield Manufacturing and Napps, and $12 million for IP and assets from TMGcore, Inc., supporting data center cooling and indoor air quality product offerings.
✓ verified 100% confidence · 1 source(s)
Modine Manufacturing Company Annual Financial Report · Q4cdn · rel 55% · hash 56e8ee27
Airedale by Modine data center solutions deliver superior Power Usage Effectiveness (PUE) through free-cooling technology and advanced control systems.
✓ verified 80% confidence · by enrichment-agent · 1 source(s)
Modine Manufacturing Company — Company Profile | The Company Check · Thecompanycheck · rel 55% · hash 4a1dad33
Modine's Data Centers sales were up 158% and Climate Solutions up 87% year-over-year in Q4.
✓ verified 90% confidence · by enrichment-agent · 1 source(s)
Modine Announces Landmark $4 Billion Long-Term Capacity Agreement through 2029 · investor presentation · Modine · rel 82% · hash 3cc76fa2
Modine has a $4 billion long-term capacity agreement (2027–2029) with a major data center customer.
✓ verified 90% confidence · by enrichment-agent · 1 source(s)
Modine Announces Landmark $4 Billion Long-Term Capacity Agreement through 2029 · investor presentation · Modine · rel 82% · hash 3cc76fa2
Modine operates alongside Vertiv Holdings (VRT) and Johnson Controls (JCI) in the AI-driven data center cooling market.
✓ verified 70% confidence · by enrichment-agent · 1 source(s)
Modine Manufacturing Company — Company Profile | The Company Check · Thecompanycheck · rel 55% · hash 4a1dad33
Modine acquired Scott Springfield Manufacturing and Napps Technology in fiscal 2024, and AbsolutAire, L.B. White, and Climate by Design International in fiscal 2026.
✓ verified 90% confidence · by enrichment-agent · 1 source(s)
Modine Manufacturing Company — Company Profile | The Company Check · Thecompanycheck · rel 55% · hash 4a1dad33
Modine announced a new $100 million investment to expand capacity for its North American Data Centers business.
✓ verified 80% confidence · by enrichment-agent · 1 source(s)
MODINE MANUFACTURING CO — 10-K Filing (March 31, 2026) · sec filing · Sec · rel 95% · hash bd7b16e1
Airedale by Modine delivers high-efficiency chillers, advanced indoor air systems, next-generation liquid cooling technologies, intelligent controls, and a global service network, and is developing a modular data center platform.
✓ verified 80% confidence · by enrichment-agent · 1 source(s)
Cooling AI can reduce energy consumption by up to 40%, improving PUE and driving sustainability gains. It synchronizes chiller and fan performance and reduces mechanical stress to extend equipment life cycle.
✓ verified 70% confidence · by enrichment-agent · 1 source(s)
Modine Manufacturing Company — Company Profile | The Company Check · Thecompanycheck · rel 55% · hash 4a1dad33
Modine will retain its Climate Solutions businesses, creating a pure-play climate solutions company, while combining its Performance Technologies business with Gentherm in a transaction valued at approximately $1.0 billion.
✓ verified 80% confidence · by enrichment-agent · 1 source(s)
Modine Announces Landmark $4 Billion Long-Term Capacity Agreement through 2029 · investor presentation · Modine · rel 82% · hash 3cc76fa2
Modine will receive $210 million in cash and shareholders will receive approximately $790 million of Gentherm stock, representing 40% ownership of the combined company. Transaction expected to close Q4 calendar 2026.
✓ verified 80% confidence · by enrichment-agent · 1 source(s)
Modine Announces Landmark $4 Billion Long-Term Capacity Agreement through 2029 · investor presentation · Modine · rel 82% · hash 3cc76fa2
During fiscal 2024, Modine paid $186 million to acquire Scott Springfield Manufacturing and Napps, and $12 million for IP and assets from TMGcore, Inc., supporting data center cooling and indoor air quality product offerings.
✓ verified 90% confidence · by enrichment-agent · 1 source(s)
Modine Manufacturing Company — Company Profile | The Company Check · Thecompanycheck · rel 55% · hash 4a1dad33
Modine Manufacturing Company is based in Racine, United States, founded in 1916, and has completed 8 acquisitions including AbsolutAire, Airedale, and Barkell.
✓ verified 90% confidence · by enrichment-agent · 1 source(s)
Modine Manufacturing Company — Company Profile | The Company Check · Thecompanycheck · rel 55% · hash 4a1dad33
Modine is investing in geographic and capacity expansion to meet customer needs, particularly as it experiences competition from companies positioned in different geographies that enjoy economic advantages such as lower labor costs and tax rates.
✓ verified 70% confidence · by enrichment-agent · 1 source(s)
MODINE MANUFACTURING CO — 10-K Filing (March 31, 2026) · sec filing · Sec · rel 95% · hash bd7b16e1
Airedale by Modine operates as a UK-based manufacturer of HVAC systems with a strategic focus on mission-critical applications, particularly for the data center industry.
✓ verified 90% confidence · by enrichment-agent · 1 source(s)
Airedale by Modine Manufacturing Company: Key Insights · Accio · rel 55% · hash ddd7aed8
As of July 2026, Airedale by Modine has approximately 614 employees across 6 continents, including Europe, North America, and Asia.
✓ verified 80% confidence · by enrichment-agent · 1 source(s)

Data Confidence

Overall 80% · 100% of 26 claims verified · 13 source(s) · mean reliability 72% · AI Adjacency 65/100 · Criticality 15/100 · evidence breakdown →

If Modine Manufacturing Company (Airedale by Modine Data Center Cooling) disappeared

Criticality 15/100 (calculated v1 — downstream reach, substitutes, concentration, geography, uniqueness). Impact analysis →

Timeline

View as of:
criticality_score changed 2026-09-16
14 → 15
criticality_score changed 2026-09-13
null → 14
ai_adjacency_score changed 2026-09-13
null → 65
tags changed 2026-09-13
[] → ["ai-data-center-cooling","liquid-cooling","free-cooling","climate-solutions","pure-play-climate","hyperscaler","thermal-management","pue-op
categories changed 2026-09-13
["data_centers","cooling","ai_infrastructure_software"] → ["data_centers","cooling","ai_infrastructure_software","manufacturing","energy"]