SPX Technologies（SPXC）株式概要
SPX Technologies, Inc.は、米国、カナダ、中国、英国、および世界各国において、暖房、換気、冷房（HVAC）、および検出・測定市場を対象としたエンジニアリング・ソリューションの提供に従事している。 詳細
報酬
リスク分析
リスクチェックの結果、SPXC 、リスクは検出されなかった。
SPXC Community Fair Values
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Analyst Price Targets
SPX Technologies, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$205.55 |
| 52週高値 | US$246.68 |
| 52週安値 | US$147.39 |
| ベータ | 1.31 |
| 1ヶ月の変化 | -5.54% |
| 3ヶ月変化 | -14.71% |
| 1年変化 | 35.09% |
| 3年間の変化 | 171.57% |
| 5年間の変化 | 232.39% |
| IPOからの変化 | 793.70% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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 Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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
新しいナラティブ • 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 Alpha株主還元
| SPXC | US Machinery | US 市場 | |
|---|---|---|---|
| 7D | 0.9% | -2.6% | -0.3% |
| 1Y | 35.1% | 40.4% | 26.7% |
業界別リターン: SPXC過去 1 年間で40.4 % のリターンをもたらしたUS Machinery業界と一致しました。
リターン対市場: SPXC過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。
価格変動
| SPXC volatility | |
|---|---|
| SPXC Average Weekly Movement | 6.6% |
| Machinery Industry Average Movement | 6.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: SPXC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SPXCの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| n/a | 4,700 | Gene Lowe | www.spx.com |
SPX Technologies, Inc.は、米国、カナダ、中国、英国、および世界各国において、暖房、換気、冷房（HVAC）、および検出と計測の市場にエンジニアリング・ソリューションを提供している。同社はHVACと検出・計測の2つのセグメントで事業を展開している。HVAC部門は、産業用、施設用、商業用HVAC市場向けのパッケージおよびプロセス冷却製品、設計された空気移動および処理ソリューション、ならびに住宅用、産業用、施設用、商業用市場向けの水熱式および電気式暖房および換気製品の設計、設計、製造、設置、サービスを行っている。マーリー、リコールド、SGS、シンシナティ・ファン、TAMCO、インジェニア、エア・エンタープライズ、ラーン・インダストリーズのブランド名で、冷却製品、設計された空気移動・処理ソリューションを提供している；ハイドロニクスおよび電気暖房・換気製品は、Berko、Qmark、Fahrenheat、Leading Edge、Patterson-Kelley、Weil-McLain、Sigma、Omega、Skypeak、Thermolec、Williamson-Thermoflo、INDEECO、Heatrex、AccuTherm、Brasch、Spectrum、BannerDay PipeHeating、Solar Productsのブランド名で展開している。探知・測定部門では、Radiodetection、Pearpoint、Schonstedt、Dielectric、Cues、ULC Robotics、Sensors & Softwareの各ブランドで地下パイプ・ケーブル探知機、検査・復旧装置、ロボットシステム、Genfareの各ブランドで輸送システム、TCI、ECS、KTSの各ブランドで通信技術、Flash Technology、ITL、Sabik Marine、Sealite、Avliteの各ブランドで航行補助装置を提供している。同社は消費者、独立製造代理店、第三者代理店、小売店を通じて製品を販売している。旧社名はSPX Corporationで、2022年8月にSPX Technologies, Inc.に社名変更した。本社はノースカロライナ州シャーロット。
SPX Technologies, Inc. 基礎のまとめ
| SPXC 基礎統計学 | |
|---|---|
| 時価総額 | US$9.80b |
| 収益（TTM） | US$258.20m |
| 売上高(TTM) | US$2.35b |
39.9x
PER（株価収益率4.4x
P/SレシオSPXC は割高か？
公正価値と評価分析を参照収益と収入
| SPXC 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.35b |
| 売上原価 | US$1.40b |
| 売上総利益 | US$954.10m |
| その他の費用 | US$695.90m |
| 収益 | US$258.20m |
直近の収益報告
Mar 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 5.16 |
| グロス・マージン | 40.61% |
| 純利益率 | 10.99% |
| 有利子負債／自己資本比率 | 29.4% |
SPXC の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 05:47 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/03/28 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
SPX Technologies, Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29
| アナリスト | 機関 |
|---|---|
| Michael Halloran | Baird |
| Robert Cornell | Barclays |
| François Trahan | BMO Capital Markets Equity Research |