SPX Technologies, Inc.

NYSE:SPXC 주식 리포트

시가총액: US$9.8b

SPX Technologies 경영진

경영진 기준 점검 4/4

SPX Technologies CEO는 Gene Lowe, Sep2015 에 임명되었습니다 의 임기는 10.67 년입니다. 총 연간 보상은 $9.34M, 12.2% 급여 및 87.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $161.48M 가치에 해당하는 회사 주식의 1.65% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.5 년과 10.7 년입니다.

핵심 정보

Gene Lowe

최고경영자

US$9.3m

총 보수

CEO 급여 비율12.19%
CEO 재임 기간10.7yrs
CEO 지분 보유율1.6%
경영진 평균 재임 기간3.5yrs
이사회 평균 재임 기간10.7yrs

최근 경영진 업데이트

Recent updates

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.
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
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...
분석 기사 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...
분석 기사 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...
분석 기사 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 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
Seeking 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
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새로운 내러티브 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

CEO 보수 분석

Gene Lowe의 보수는 SPX Technologies의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 28 2026n/an/a

US$258m

Dec 31 2025US$9mUS$1m

US$246m

Sep 27 2025n/an/a

US$224m

Jun 28 2025n/an/a

US$212m

Mar 29 2025n/an/a

US$204m

Dec 31 2024US$9mUS$1m

US$202m

Sep 28 2024n/an/a

US$177m

Jun 29 2024n/an/a

US$162m

Mar 30 2024n/an/a

US$155m

Dec 31 2023US$8mUS$1m

US$145m

Sep 30 2023n/an/a

US$88m

Jul 01 2023n/an/a

US$65m

Apr 01 2023n/an/a

US$46m

Dec 31 2022US$7mUS$991k

US$20m

Oct 01 2022n/an/a

US$49m

Jul 02 2022n/an/a

US$50m

Apr 02 2022n/an/a

US$49m

Dec 31 2021US$7mUS$953k

US$59m

Oct 02 2021n/an/a

US$88m

Jul 03 2021n/an/a

US$90m

Apr 03 2021n/an/a

US$87m

Dec 31 2020US$6mUS$918k

US$74m

Sep 26 2020n/an/a

US$76m

Jun 27 2020n/an/a

US$81m

Mar 28 2020n/an/a

US$86m

Dec 31 2019US$8mUS$878k

US$82m

보상 대 시장: Gene의 총 보수(USD9.34M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.80M)보다 낮습니다.

보상과 수익: Gene의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Gene Lowe (57 yo)

10.7yrs
재임 기간
US$9,338,813
보수

Mr. Eugene Joseph Lowe, III, also known as Gene, has been the Chief Executive Officer and President at SPX Technologies, Inc. (formerly known as SPX Corporation) since September 26, 2015. Mr. Lowe is respo...


리더십 팀

이름직위재임 기간보수지분
Eugene Lowe
President10.7yrsUS$9.34m1.65%
$ 161.5m
Mark Carano
VP, CFO & Treasurer3.3yrsUS$2.26m0.039%
$ 3.9m
John Swann
Segment President of Detection & Measurementno dataUS$2.46m0.13%
$ 12.4m
Sean McClenaghan
Segment President of HVAC3.7yrsUS$2.53m0.032%
$ 3.1m
Wayne McLaren
VP, Chief Accounting Officer & Corporate Controller3.5yrs데이터 없음0.017%
$ 1.7m
Darnell Smith
VP & Chief Information Officer3.6yrs데이터 없음데이터 없음
Johann Rawlinson
Vice President of Investor Relationsno data데이터 없음데이터 없음
Daniel Whitman
VP, General Counsel & Secretaryless than a year데이터 없음0.000020%
$ 2.0k
Michael Daly
Chief Strategy & Corporate Development Officer1.1yrs데이터 없음데이터 없음
Jennifer Carpenter
VP & Chief Human Resources Officer1.7yrs데이터 없음0.011%
$ 1.1m
Ross Skelton
Chief Commercial Officer12.8yrs데이터 없음데이터 없음
Eric Kaled
President of Communication Technologies & Transportation7.2yrs데이터 없음데이터 없음
3.5yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: SPXC의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.5 년).


이사회 구성원

이름직위재임 기간보수지분
Eugene Lowe
President10.7yrsUS$9.34m1.65%
$ 161.5m
Patrick O'Leary
Independent Non-Executive Chairman10.7yrsUS$365.10k0.031%
$ 3.0m
Robert Toth
Independent Director8.8yrsUS$232.10k0.048%
$ 4.7m
Ruth Shaw
Independent Director10.7yrsUS$255.10k0.075%
$ 7.4m
David Roberts
Independent Director10.8yrsUS$240.10k0.060%
$ 5.9m
Ricky Puckett
Independent Director10.7yrsUS$255.10k0.039%
$ 3.8m
Tana Utley
Independent Director10.7yrsUS$235.10k0.031%
$ 3.0m
Meenal Sethna
Independent Director6.3yrsUS$259.06k0.0093%
$ 910.6k
Angel Willis
Independent Director5yrsUS$238.35k0.013%
$ 1.3m
10.7yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: SPXC의 이사회는 노련하고 경험이 풍부합니다(평균 재임 10.7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 08:42
종가2026/05/20 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.

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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