SPX Technologies Croissance future
Future contrôle des critères 3/6
SPX Technologies devrait augmenter ses bénéfices et son chiffre d'affaires de 20.1% et de 9.6% par an respectivement. Le BPA devrait croître de de 18.6% par an. Le rendement des capitaux propres devrait être 16% dans 3 ans.
Informations clés
20.1%
Taux de croissance des bénéfices
18.59%
Taux de croissance du BPA
| Machinery croissance des bénéfices | 16.3% |
| Taux de croissance des recettes | 9.6% |
| Rendement futur des capitaux propres | 15.96% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 06 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • May 04
SPXC: Capacity Expansion And Data Center Demand Will Support Future Upside
Analysts have modestly lifted the SPX Technologies fair value estimate by about $6 to roughly $264 per share. The update reflects revised views that factor in stronger revenue growth, slightly higher profit margins, and a lower assumed future P/E multiple following a series of recent price target hikes and upgrades across the Street.Mise à jour du récit • Apr 20
SPXC: Capacity Expansion And Data Center Demand Will Drive Future Upside Potential
Analysts have edged their fair value estimate for SPX Technologies down by about $2.50 to $257.92, reflecting a slightly higher discount rate and modestly softer revenue growth, profit margin, and future P/E assumptions, even as recent research highlights capacity expansion, data center exposure, and acquisition-driven growth potential. Analyst Commentary Recent Street research on SPX Technologies shows an active debate around how much to pay for the shares, with several large firms updating their views as new guidance, capacity plans, and data center exposure come into focus.Seeking Alpha • Apr 16
SPX Technologies: Data Center Part Of The Business Is Attractive
Summary SPX Technologies is rated a buy as its data center cooling segment becomes a significant growth driver, supported by expanding capacity. SPXC's Olympus Max product demonstrates strong traction, with $50M in 2025 bookings and multi-year demand commitments from key customers. Data center revenue is projected to grow 50% annually, reaching ~13% of total sales in 2026 and potentially exceeding 30% within four years. With a 44% upside to a $317 target, SPXC's valuation could justify a peer multiple if management executes on growth and capacity expansion. Read the full article on Seeking AlphaMise à jour du récit • Apr 04
SPXC: Capacity Expansion And Data Center Demand Will Support Future Earnings Power
Analysts have trimmed their average fair value estimate for SPX Technologies by about $6 to roughly $260 per share. This reflects slightly lower revenue growth assumptions, a modestly higher discount rate, and updated views on profitability after recent price target revisions and ratings changes across the Street.Mise à jour du récit • Mar 21
SPXC: Capacity Expansion And Data Center Demand Will Drive Future Upside Potential
Narrative Update on SPX Technologies The analyst price target for SPX Technologies is now $266.09, a move supported by analysts who cite capacity expansions, growing data center exposure, record backlogs, and acquisition-driven growth potential as key drivers for the updated view. Analyst Commentary Recent research points to a generally constructive stance on SPX Technologies, with several firms lifting price targets and highlighting both execution progress and areas that still need to be proven out.Mise à jour du récit • Mar 06
SPXC: Capacity Expansion And Data Center Demand Will Support Future Execution
Narrative Update Overview The fair value estimate for SPX Technologies has moved from $240 to about $266. Analysts point to planned capacity expansions, growing data center exposure, record backlogs, and acquisition driven growth as key supports for higher revenue growth, profit margins, and forward P/E assumptions.Mise à jour du récit • Feb 20
SPXC: Sustainable EPS Confidence And Index Shift Will Support Balanced Future Execution
Analysts have raised their price target on SPX Technologies from $236 to $240, citing renewed confidence in sustainable EPS growth and supporting upgrades in recent research. Analyst Commentary Bullish Takeaways Bullish analysts point to expectations of sustainable EPS growth, which they see as supportive of the higher price target and current valuation framework.Mise à jour du récit • Feb 06
SPXC: Cooling And Defense Potential Will Support Balanced Execution At Fair Valuation
Analysts have modestly reset their price target on SPX Technologies to US$225, reflecting views that the company is well positioned across advanced cooling and defense opportunities, while the current valuation already prices in much of this potential. Analyst Commentary Recent research coverage frames SPX Technologies as a company with exposure to several long-term themes, while also flagging that a lot of this appeal may already be reflected in the share price.Mise à jour du récit • Jan 22
SPXC: Cooling And Defense Backlogs Will Support Balanced Mid Cap Outlook
Analysts have nudged their fair value estimate for SPX Technologies up to about $236 per share from roughly $235, citing solid FY26 backlogs and exposure to long term cooling and defense trends, while also noting that the current valuation appears full. Analyst Commentary Bullish Takeaways Bullish analysts see the company’s portfolio as well aligned to long term themes in advanced cooling and defense technology, which they view as supportive for future demand and backlog visibility.Mise à jour du récit • Jan 08
SPXC: HVAC And Defense Backlogs Will Drive Post-Offering Upside Potential
The analyst price target for SPX Technologies has shifted toward a range clustered around about $220 to $225, as analysts weigh solid FY26 backlogs and HVAC and defense exposure against what some view as an elevated valuation and near term dilution from the recent $500m equity offering. Analyst Commentary Recent research on SPX Technologies centers on how its HVAC and defense exposure, long dated backlogs, and recent equity raise line up against the current share price.Article d’analyse • Jan 04
The Price Is Right For SPX Technologies, Inc. (NYSE:SPXC)
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...Mise à jour du récit • Dec 23
SPXC: Durable HVAC And Defense Demand Will Drive Post-Offering Upside Potential
Analysts have nudged their fair value estimate for SPX Technologies higher to approximately $235 from about $231, citing slightly faster expected revenue growth and continued confidence in the company's ability to capitalize on durable HVAC and defense demand trends, despite a rich valuation and recent equity offering related volatility. Analyst Commentary Street research on SPX Technologies reflects a generally constructive outlook on the company’s long term growth profile, tempered by concerns around valuation and near term equity issuance dynamics.Mise à jour du récit • Dec 09
SPXC: Durable HVAC And Defense Backlog Will Support Post-Offering Recovery
We modestly lift our SPX Technologies price target by $0 to $230.50, as analysts highlight solid long term backlog support, durable HVAC and defense trends, and expectations that recent equity offering related weakness will prove temporary, even as some see the current valuation as elevated. Analyst Commentary Recent Street research reflects a generally constructive view on SPX Technologies' long term growth profile, tempered by concerns around valuation and near term dilution from the recent equity offering.Mise à jour du récit • Nov 25
SPXC: Durable Market Trends And Backlog Strength Will Counter Recent Dilution Effects
The analyst price target for SPX Technologies has increased slightly from $229 to $230.50. Analysts cite the company's strong backlog and durable market trends, despite slightly moderated growth expectations.Mise à jour du récit • Nov 11
SPXC: Solid Backlog and Durable Trends Will Offset Recent Dilution Concerns
The analyst price target for SPX Technologies has been raised from $206.15 to $229.00 per share. This change reflects analyst optimism about the company's solid backlog growth and strong positioning in durable industry trends, despite an elevated valuation.Article d’analyse • Nov 07
There May Be Underlying Issues With The Quality Of SPX Technologies' (NYSE:SPXC) Earnings
SPX Technologies, Inc.'s ( NYSE:SPXC ) stock was strong after they recently reported robust earnings. However, we think...Mise à jour du récit • Oct 27
Double-Digit Earnings Growth And HVAC Demand Will Drive Future Gains
Analysts have increased their price target for SPX Technologies from $201.64 to $206.15. They cite the company's resilient positioning in HVAC, robust demand outlook, and anticipated double-digit earnings and cash flow growth, even as some investors have expressed concerns about dilution resulting from a recent equity offering.Article d’analyse • Sep 09
Why SPX Technologies, Inc. (NYSE:SPXC) Could Be Worth Watching
SPX Technologies, Inc. ( NYSE:SPXC ), might not be a large cap stock, but it saw a significant share price rise of 22...Article d’analyse • Jul 01
With SPX Technologies, Inc. (NYSE:SPXC) It Looks Like You'll Get What You Pay For
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Article d’analyse • Jun 17
Estimating The Intrinsic Value Of SPX Technologies, Inc. (NYSE:SPXC)
Key Insights Using the 2 Stage Free Cash Flow to Equity, SPX Technologies fair value estimate is US$192 SPX...Article d’analyse • May 22
Does SPX Technologies (NYSE:SPXC) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Feb 17
SPX Technologies: Still Fully Rated Amidst Continued M&A Efforts
Summary SPX Technologies' shares are trading at demanding multiples, following impressive M&A-driven growth and despite improved margins. The company has transformed since 2015, focusing on profitable niches like HVAC and detection, with 2024 earnings expected around $5.50 per share. The recent acquisition of Kranze Technology Solutions adds growth potential, but financial room for further deals is limited, as the 2025 guidance is pending. Despite a 15-20% drop from peak levels, shares remain historically high, making it too early to invest at current prices. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
SPX Technologies: Running Too Hot Here
Summary SPX Technologies' shares surged over the past decade due to strong M&A-driven transformation, but current valuations seem too high given recent performance and lofty expectations. The company has shown impressive margin improvements and rapid deleveraging, but organic growth has slowed, raising concerns about sustaining high valuations. With a current enterprise valuation of $8 billion, SPX's multiples have expanded significantly, making further upside limited despite financial flexibility for more M&A. Read the full article on Seeking AlphaSeeking Alpha • Sep 24
SPX Technologies: An HVAC Business With Hot Expectations
Summary SPX Technologies' aggressive acquisition strategy has expanded its customer base, but market expectations seem to have gotten ahead of themselves. Despite strong recent performance, a high valuation, and elevated embedded expectations suggest limited upside potential for SPX Technologies' shares. Acquisition expenses and capex are real costs that should be deducted from adjusted EBITDA, indicating a stretched valuation at current levels. Risks include potential integration issues, transitory demand from AI and data center projects, and macroeconomic pressures impacting future growth. Read the full article on Seeking Alpha
Nouveau récit • Aug 27
Innovative Product Lines And Decisive Acquisitions Set To Elevate Market Share And Profitability
Introduction of new products and execution on cross-selling opportunities after acquisitions highlight innovation and market expansion, likely enhancing revenue and market share.Seeking Alpha • Jul 23
SPXC: Wouldn't Pay To Be Too Bullish Now, But Keep It On Your Watchlist
Summary SPXC, a mid-cap stock favorably exposed to HVAC tailwinds has delivered 4.5x the returns of its mid-cap peers over the past 6 months. The reshoring momentum, and AI wave, are expected to reflect favorably on the HVAC segment's prospects. Despite substantial earnings revisions over the past 6 months, the current forward P/E represents almost a 50% premium over its long-term average. The monthly charts are showing signs of exhaustion. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 3,070 | 456 | 521 | 571 | 5 |
| 12/31/2027 | 2,833 | 400 | 411 | 503 | 12 |
| 12/31/2026 | 2,611 | 338 | 295 | 413 | 12 |
| 3/28/2026 | 2,349 | 258 | 270 | 375 | N/A |
| 12/31/2025 | 2,265 | 246 | 241 | 333 | N/A |
| 9/27/2025 | 2,162 | 224 | 271 | 305 | N/A |
| 6/28/2025 | 2,052 | 212 | 219 | 250 | N/A |
| 3/29/2025 | 2,001 | 204 | 231 | 265 | N/A |
| 12/31/2024 | 1,984 | 202 | 248 | 286 | N/A |
| 9/28/2024 | 1,920 | 177 | 210 | 246 | N/A |
| 6/29/2024 | 1,885 | 162 | 173 | 209 | N/A |
| 3/30/2024 | 1,807 | 155 | 194 | 223 | N/A |
| 12/31/2023 | 1,741 | 145 | 185 | 209 | N/A |
| 9/30/2023 | 1,701 | 88 | 33 | 56 | N/A |
| 7/1/2023 | 1,623 | 65 | 9 | 27 | N/A |
| 4/1/2023 | 1,554 | 46 | -102 | -84 | N/A |
| 12/31/2022 | 1,461 | 20 | -153 | -137 | N/A |
| 10/1/2022 | 1,382 | 49 | -102 | -90 | N/A |
| 7/2/2022 | 1,297 | 50 | -12 | -1 | N/A |
| 4/2/2022 | 1,239 | 49 | 48 | 57 | N/A |
| 12/31/2021 | 1,220 | 59 | 165 | 175 | N/A |
| 10/2/2021 | 1,215 | 88 | 213 | 224 | N/A |
| 7/3/2021 | 1,197 | 90 | 168 | 179 | N/A |
| 4/3/2021 | 1,159 | 87 | 173 | 187 | N/A |
| 12/31/2020 | 1,128 | 74 | 111 | 126 | N/A |
| 9/26/2020 | 1,223 | 76 | 116 | 135 | N/A |
| 6/27/2020 | 1,320 | 81 | 129 | 148 | N/A |
| 3/28/2020 | 1,434 | 86 | 120 | 138 | N/A |
| 12/31/2019 | 1,124 | 82 | N/A | 149 | N/A |
| 9/28/2019 | 1,526 | 81 | N/A | 167 | N/A |
| 6/29/2019 | 1,524 | 66 | N/A | 132 | N/A |
| 3/30/2019 | 1,530 | 66 | N/A | 119 | N/A |
| 12/31/2018 | 1,513 | 82 | N/A | 111 | N/A |
| 9/29/2018 | 1,481 | 99 | N/A | 70 | N/A |
| 6/30/2018 | 1,467 | 114 | N/A | 67 | N/A |
| 3/31/2018 | 1,437 | 86 | N/A | 48 | N/A |
| 12/31/2017 | 1,426 | 84 | N/A | 47 | N/A |
| 9/30/2017 | 1,434 | 21 | N/A | 43 | N/A |
| 7/1/2017 | 1,431 | 6 | N/A | 30 | N/A |
| 4/1/2017 | 1,452 | 3 | N/A | 70 | N/A |
| 12/31/2016 | 1,472 | 13 | N/A | -1 | N/A |
| 10/1/2016 | 1,426 | 51 | N/A | 30 | N/A |
| 7/2/2016 | 1,455 | -61 | N/A | 22 | N/A |
| 4/2/2016 | 1,543 | -60 | N/A | 8 | N/A |
| 12/31/2015 | 1,559 | -117 | N/A | -38 | N/A |
| 9/26/2015 | 1,765 | -246 | N/A | 25 | N/A |
| 6/27/2015 | 1,881 | -153 | N/A | 79 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de SPXC ( 20.1% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de SPXC ( 20.1% par an) devraient croître plus rapidement que le marché US ( 16.8% par an).
Croissance élevée des bénéfices: Les bénéfices de SPXC devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de SPXC ( 9.6% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de SPXC ( 9.6% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de SPXC devrait être faible dans 3 ans ( 16 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 04:30 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/28 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
SPX Technologies, Inc. est couverte par 29 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Michael Halloran | Baird |
| Robert Cornell | Barclays |
| François Trahan | BMO Capital Markets Equity Research |