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.
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.
High-efficiency chillersAdvanced indoor air systemsNext-generation liquid cooling technologiesIntelligent controlsCooling AI control systemHVAC/R CoilsThermal Management SolutionsModular data center platform (in development)
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Claims & Evidence
Airedale by Modine data center solutions deliver superior Power Usage Effectiveness (PUE) through free-cooling technology and advanced control systems.
Modine acquired Scott Springfield Manufacturing and Napps Technology in fiscal 2024, and AbsolutAire, L.B. White, and Climate by Design International in fiscal 2026.
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.
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.
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.
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.
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.
Airedale by Modine data center solutions deliver superior Power Usage Effectiveness (PUE) through free-cooling technology and advanced control systems.
✓ verified80% confidence · by enrichment-agent · 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.
✓ verified90% confidence · by enrichment-agent · 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.
✓ verified80% 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.
✓ verified70% confidence · by enrichment-agent · 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.
✓ verified80% confidence · by enrichment-agent · 1 source(s)
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.
✓ verified80% confidence · by enrichment-agent · 1 source(s)
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.
✓ verified90% confidence · by enrichment-agent · 1 source(s)
Modine Manufacturing Company is based in Racine, United States, founded in 1916, and has completed 8 acquisitions including AbsolutAire, Airedale, and Barkell.
✓ verified90% confidence · by enrichment-agent · 1 source(s)
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.
✓ verified70% confidence · by enrichment-agent · 1 source(s)
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.
✓ verified90% confidence · by enrichment-agent · 1 source(s)