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MODModine Manufacturing Co

Options Analysis ReportMOTOR VEHICLE PARTS & ACCESSORIES
Market Cap $10.2B|NYSE
2026-09-09$192.35
NEUTRAL
Analysis: 2026-09-08 EOD data
1Y +38.9%YTD +36.6%7D +7.2%
2,659
30D
±20.8%
25%

MOD Options Overview

IV is elevated with unusual activity. Conditions favor premium sellers.

REWARDS

RISK ANALYSIS

4.9VALUESENTIMENTACTIVITYLIQUIDITYTIMING

Snowflake Analysis

Favorable conditions for premium sellers

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MOD Gamma Walls

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Value

Is IV priced right?

4.2
ExpensiveCheap

Measures whether options are cheap, fair, or rich relative to historical and peer

levels.

Risk Checks4/9 checks passed
≤35%

IV Rank 87.5% — elevated vs history

<1.05x

IV/HV 1.35x — IV premium over HV

Sector Relative≤50%

Sector percentile 92% — above sector median

<1.1x

Front/Back 1.04x — flat

<1.25x

Put/Call IV 1.16x — elevated

<80%

ATM IV 70.5% — normal range

<80%

Effective IV 86.2% (ATM 70.5% + spread 7.8% + bias) — expensive

<3.0%

Total drag 14.95% (spread 7.83% + slippage 7.12%) — high friction

≥5.0

Vega efficiency 15.94 (vega 12.480 / spread 7.83%) — efficient

Sentiment

Bullish or bearish?

3.2
BearishBullish

Analyzes

,
, and flow direction to determine market bias.

Risk ChecksVery Bearish - Strong signal (Conviction: -76%, Raw: -53%)
|net sentiment| ≥25%

Conviction-weighted: -76% (strong bearish) — Raw: -53%

≥15%

|OI skew| 26.6% — call-heavy

Same sign, |vol skew| ≥10%

Vol skew -1.1%, OI skew +26.6% — divergent (opposite)

≥2/3 conditions

0-DTE 0%, far-OTM 15%, avg DTE 30

|change| ≥3%

OI change +0.0% (5d) — stable

|weighted flow| ≥20%

ITM: -94%, ATM: -49%, OTM: -33% — strong bearish (ITM/ATM aligned)

Sector Relative≤40% or ≥60%

Sector P/C percentile 69% — bearish vs sector

Activity

Unusual activity?

6.0
QuietActive

Detects volume surges,

, and unusual options activity that may signal moves.

Risk Checks4/8 checks passed
≥1.5x

Volume 1.3x avg — normal

≥15%

Vol/OI 9.6% — normal turnover

≥2 days

1 day(s) elevated — may be one-day event

≥5%

OI change +8.9% (5d) — building

Sector Relative≥60%

Sector activity percentile 86% — very active vs sector

≥30%

Large trade volume 61% — heavy institutional

≥60%

Aggressive execution 35% — patient

≥30

Conviction -76 (bearish) — strong conviction

Liquidity

Can I trade efficiently?

3.8
IlliquidLiquid

Evaluates

, volume depth, and open interest for trade execution quality.

Risk Checks3/8 checks passed
≤5.0%

Spread 7.8% — wide

≥10,000

OI 27,576 — adequate

≥500

Volume 2,659/day — adequate

≤$0.50

$0.39 to cross — cheap

≥5 strikes

0 liquid strikes — limited options

Sector Relative≤40%

Sector spread percentile 96% — much wider than sector

≥100 contracts

Depth 36.3 contracts (bid:18.2 ask:18.1) — thin

<1.0%

Avg slippage 7.12% — poor

Timing

Is now a good time?

7.3
RiskyFavorable

Considers earnings proximity,

, and event calendar for optimal entry timing.

Risk Checks6/9 checks passed
|slope| ≥5%

Slope +3.7% — flat/unclear

<30 or >70

IV percentile 88% — seller opportunity

≥10pts kink

IV kink 1.8pts — no clear event

<0.5 or >2.0

θ/ν ratio 22.47 — favors income trades

≥3 expirations

4 liquid expirations — flexible

≥60% (safe)

caution advised: FOMC in 7d; CPI in 2d (HIGH)

<1.2 ratio

Spread ratio 1.00x — stable

≥25% strength + ≥50% consistency

Flow -76% @ 88% consistency — STRONG directional (bearish)

≥40 composite score

Score 91 (ITM 20% + inst 61%) — HIGH institutional

Directional Strategy Fit

Option Buyers
Long Calls4.3
bullishIV fair, bearish flow
Long Puts5.5
bearishIV fair, bearish flow
Premium Sellers
Cash-Secured Put4.7
bullishIV fair, bearish flow
Covered Call6.0
bearishIV fair, bearish flow

For educational purposes only. Not investment advice.

The Options Desk tracks the move options price into every US earnings report the week of Sep 7, next to how much each stock has actually moved on its past prints — plus the SPY, QQQ and IWM expected ranges and the gamma walls that box them in.

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