SPX Technologies, Inc.

NYSE:SPXC Stok Raporu

Piyasa değeri: US$9.8b

SPX Technologies Gelecekteki Büyüme

Future kriter kontrolleri 3/6

SPX Technologies kazanç ve gelirin sırasıyla yıllık 20.1% ve 9.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 18.6% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 16% olacağı tahmin edilmektedir.

Anahtar bilgiler

20.1%

Kazanç büyüme oranı

18.59%

EPS büyüme oranı

Machinery kazanç büyümesi16.3%
Gelir büyüme oranı9.6%
Gelecekteki özkaynak getirisi15.96%
Analist kapsamı

Good

Son güncelleme06 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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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Yeni Anlatı • 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

Kazanç ve Gelir Büyüme Tahminleri

NYSE:SPXC - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: SPXC 'nin tahmini kazanç büyümesi (yıllık 20.1% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: SPXC şirketinin kazançlarının (yıllık 20.1% ) US pazarından (yıllık 16.8% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: SPXC şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: SPXC şirketinin gelirinin (yıllık 9.6% ) US pazarından (yıllık 11.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: SPXC şirketinin gelirinin (yıllık 9.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: SPXC 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 16 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 03:50
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/03/28
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

SPX Technologies, Inc. 29 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Michael HalloranBaird
Robert CornellBarclays
François TrahanBMO Capital Markets Equity Research