SPX Technologies, Inc.

NYSE:SPXC 주식 리포트

시가총액: US$11.4b

SPX Technologies 향후 성장

Future 기준 점검 2/6

SPX Technologies (는) 각각 연간 19.6% 및 9.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 18.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16% 로 예상됩니다.

핵심 정보

19.6%

이익 성장률

18.45%

EPS 성장률

Machinery 이익 성장16.7%
매출 성장률9.2%
향후 자기자본이익률16.00%
애널리스트 커버리지

Good

마지막 업데이트02 Jul 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • Jun 30

SPX Technologies: Global Strategy Working, But Shares May Be Fully Valued

Summary SPX Technologies is executing on geographic expansion and disciplined acquisitions, driving strong revenue and margin growth, particularly in Canada. Q1-2026 results showed 17.4% revenue growth, 24.6% GAAP income growth, and raised FY2026 guidance for revenue (+15%), adjusted EBITDA (+21%), and adjusted EPS (+18%). Canadian acquisitions, favorable market dynamics, and government incentives are key catalysts, while tariffs and currency remain manageable risks. I maintain a Buy rating on SPXC with a $236.70 price target, reflecting solid growth but limited near-term upside as market expectations are largely priced in. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 26

SPXC: Data Center Cooling Demand And Execution Risks Will Shape Returns

Analysts have nudged their price expectations for SPX Technologies higher, with the updated average fair value estimate moving from about $266.25 to roughly $268.83. This change reflects recent upward price target revisions supported by modestly adjusted assumptions for revenue growth, discount rate, profit margin, and future P/E.
분석 기사 • Jun 20

SPX Technologies (SPXC) Stock Could Be 8.7% Undervalued After Data Center HVAC Expansion

Recent news around SPX Technologies (SPXC) centers on rising HVAC demand from data center customers. The company is committing over US$100 million to expand manufacturing capacity and has launched the Marley OlympusMAX Fluid Cooler for these applications. See our latest analysis for SPX Technologies. Recent gains in SPX Technologies’ share price appear to reflect growing interest in its data center focused HVAC expansion and planned leadership transition in Detection & Measurement. The 30-day...
내러티브 업데이트 • Jun 06

SPXC: Data Center Cooling Demand Will Drive Future Upside Potential

Analysts nudged their fair value estimate for SPX Technologies higher by about $2, reflecting updated assumptions for slightly faster revenue growth and a modestly higher future P/E, supported by a series of recent price target increases from major research firms, even though one firm reduced its target earlier. Analyst Commentary Recent Street research on SPX Technologies has featured a mix of higher and lower price targets, along with at least one ratings upgrade and a new bullish initiation.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
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 Alpha
Seeking 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 Alpha

이익 및 매출 성장 예측

NYSE:SPXC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20283,0194485215714
12/31/20272,82740041150311
12/31/20262,61534229441312
3/28/20262,349258270375N/A
12/31/20252,265246241333N/A
9/27/20252,162224271305N/A
6/28/20252,052212219250N/A
3/29/20252,001204231265N/A
12/31/20241,984202248286N/A
9/28/20241,920177210246N/A
6/29/20241,885162173209N/A
3/30/20241,807155194223N/A
12/31/20231,741145185209N/A
9/30/20231,701883356N/A
7/1/20231,62365927N/A
4/1/20231,55446-102-84N/A
12/31/20221,46120-153-137N/A
10/1/20221,38249-102-90N/A
7/2/20221,29750-12-1N/A
4/2/20221,239494857N/A
12/31/20211,22059165175N/A
10/2/20211,21588213224N/A
7/3/20211,19790168179N/A
4/3/20211,15987173187N/A
12/31/20201,12874111126N/A
9/26/20201,22376116135N/A
6/27/20201,32081129148N/A
3/28/20201,43486120138N/A
12/31/20191,12482N/A149N/A
9/28/20191,52681N/A167N/A
6/29/20191,52466N/A132N/A
3/30/20191,53066N/A119N/A
12/31/20181,51382N/A111N/A
9/29/20181,48199N/A70N/A
6/30/20181,467114N/A67N/A
3/31/20181,43786N/A48N/A
12/31/20171,42684N/A47N/A
9/30/20171,43421N/A43N/A
7/1/20171,4316N/A30N/A
4/1/20171,4523N/A70N/A
12/31/20161,47213N/A-1N/A
10/1/20161,42651N/A30N/A
7/2/20161,455-61N/A22N/A
4/2/20161,543-60N/A8N/A
12/31/20151,559-117N/A-38N/A
9/26/20151,765-246N/A25N/A

애널리스트 향후 성장 전망

수입 대 저축률: SPXC 의 연간 예상 수익 증가율(19.6%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: SPXC 의 연간 수익(19.6%)이 US 시장(18.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: SPXC 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: SPXC 의 수익(연간 9.2%)이 US 시장(연간 12.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: SPXC 의 수익(연간 9.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: SPXC의 자본 수익률은 3년 후 16%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/05 08:52
종가2026/07/02 00:00
수익2026/03/28
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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산업 및 섹터 지표

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분석가 소스

SPX Technologies, Inc.는 29명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Michael HalloranBaird
Robert CornellBarclays
François TrahanBMO Capital Markets Equity Research