SPX Technologies, Inc.

NYSE:SPXC Aktierapport

Börsvärde: US$9.8b

SPX Technologies Framtida tillväxt

Future kriterier kontrolleras 3/6

SPX Technologies förväntas öka intäkter och intäkter med 20.1% respektive 9.6% per år. EPS förväntas tillväxt med 18.6% per år. Avkastningen på eget kapital förväntas bli 16% om 3 år.

Viktig information

20.1%

Tillväxttakt i vinsten

18.59%

Tillväxttakt för EPS

Machinery vinsttillväxt16.3%
Intäkternas tillväxttakt9.6%
Framtida avkastning på eget kapital15.96%
Bevakning av analytiker

Good

Senast uppdaterad06 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
User avatar
Ny berättelse 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

Prognoser för vinst- och omsättningstillväxt

NYSE:SPXC - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20283,0704565215715
12/31/20272,83340041150312
12/31/20262,61133829541312
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
6/27/20151,881-153N/A79N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: SPXC s prognostiserade vinsttillväxt ( 20.1% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: SPXC s intäkter ( 20.1% per år) förväntas växa snabbare än marknaden för US ( 16.8% per år).

Höga tillväxtresultat: SPXC s intäkter förväntas växa avsevärt under de kommande 3 åren.

Intäkt vs marknad: SPXC s intäkter ( 9.6% per år) förväntas växa långsammare än marknaden för US ( 11.6% per år).

Hög tillväxtintäkter: SPXC s intäkter ( 9.6% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: SPXC s avkastning på eget kapital förväntas bli låg om 3 år ( 16 %).


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/20 07:26
Aktiekurs vid dagens slut2026/05/20 00:00
Intäkter2026/03/28
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

SPX Technologies, Inc. bevakas av 29 analytiker. 12 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Michael HalloranBaird
Robert CornellBarclays
François TrahanBMO Capital Markets Equity Research