SPX Technologies Performance degli utili passati
Criteri Il passato verificati 4/6
SPX Technologies ha registrato una crescita degli utili a un tasso medio annuo di 33.5%, mentre il settore Machinery ha registrato utili in crescita a un tasso medio annuo di 8%. I ricavi sono stati in crescita a un tasso medio annuo di 14.6%. Il ritorno sul capitale proprio di SPX Technologies è 11.3% e ha margini netti di 11%.
Informazioni chiave
33.48%
Tasso di crescita degli utili
32.23%
Tasso di crescita dell'EPS
| Machinery Crescita del settore | 8.77% |
| Tasso di crescita dei ricavi | 14.59% |
| Rendimento del capitale proprio | 11.30% |
| Margine netto | 10.99% |
| Ultimo aggiornamento sugli utili | 28 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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
Nuova narrazione • 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come SPX Technologies guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 28 Mar 26 | 2,349 | 258 | 496 | 0 |
| 31 Dec 25 | 2,265 | 246 | 486 | 0 |
| 27 Sep 25 | 2,162 | 224 | 441 | 0 |
| 28 Jun 25 | 2,052 | 212 | 431 | 0 |
| 29 Mar 25 | 2,001 | 204 | 419 | 0 |
| 31 Dec 24 | 1,984 | 202 | 419 | 0 |
| 28 Sep 24 | 1,920 | 177 | 412 | 0 |
| 29 Jun 24 | 1,885 | 162 | 411 | 0 |
| 30 Mar 24 | 1,807 | 155 | 411 | 0 |
| 31 Dec 23 | 1,741 | 145 | 407 | 0 |
| 30 Sep 23 | 1,701 | 88 | 380 | 0 |
| 01 Jul 23 | 1,623 | 65 | 372 | 0 |
| 01 Apr 23 | 1,554 | 46 | 362 | 0 |
| 31 Dec 22 | 1,461 | 20 | 351 | 0 |
| 01 Oct 22 | 1,382 | 49 | 337 | 0 |
| 02 Jul 22 | 1,297 | 50 | 317 | 0 |
| 02 Apr 22 | 1,239 | 49 | 303 | 0 |
| 31 Dec 21 | 1,220 | 59 | 293 | 0 |
| 02 Oct 21 | 1,215 | 88 | 291 | 0 |
| 03 Jul 21 | 1,197 | 90 | 286 | 0 |
| 03 Apr 21 | 1,159 | 87 | 279 | 0 |
| 31 Dec 20 | 1,128 | 74 | 276 | 0 |
| 26 Sep 20 | 1,223 | 76 | 304 | 0 |
| 27 Jun 20 | 1,320 | 81 | 309 | 0 |
| 28 Mar 20 | 1,434 | 86 | 322 | 0 |
| 31 Dec 19 | 1,124 | 82 | 286 | 0 |
| 28 Sep 19 | 1,526 | 81 | 310 | 0 |
| 29 Jun 19 | 1,524 | 66 | 309 | 0 |
| 30 Mar 19 | 1,530 | 66 | 302 | 0 |
| 31 Dec 18 | 1,513 | 82 | 291 | 0 |
| 29 Sep 18 | 1,481 | 99 | 289 | 0 |
| 30 Jun 18 | 1,467 | 114 | 281 | 0 |
| 31 Mar 18 | 1,437 | 86 | 282 | 0 |
| 31 Dec 17 | 1,426 | 84 | 282 | 0 |
| 30 Sep 17 | 1,434 | 21 | 289 | 0 |
| 01 Jul 17 | 1,431 | 6 | 295 | 0 |
| 01 Apr 17 | 1,452 | 3 | 295 | 0 |
| 31 Dec 16 | 1,472 | 13 | 301 | 0 |
| 01 Oct 16 | 1,426 | 51 | 257 | 0 |
| 02 Jul 16 | 1,455 | -61 | 296 | 0 |
| 02 Apr 16 | 1,543 | -60 | 324 | 0 |
| 31 Dec 15 | 1,559 | -117 | 364 | 0 |
| 26 Sep 15 | 1,765 | -246 | 517 | 0 |
| 27 Jun 15 | 1,881 | -153 | 523 | 0 |
Guadagni di qualità: SPXC ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di SPXC (11%) SPXC sono più alti rispetto allo scorso anno (10.2%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di SPXC sono cresciuti in modo significativo del 33.5% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di SPXC nell'ultimo anno ( 26.4% ) è inferiore alla media quinquennale ( 33.5% all'anno).
Guadagni vs Settore: La crescita degli utili SPXC nell'ultimo anno ( 26.4% ) ha superato la percentuale del settore Machinery 1.6%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 11.3% ) di SPXC è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 04:28 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/03/28 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
SPX Technologies, Inc. è coperta da 29 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Michael Halloran | Baird |
| Robert Cornell | Barclays |
| François Trahan | BMO Capital Markets Equity Research |