SPX Technologies Reports Strong Q4 2025 Earnings with Strategic Growth Plans
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy SPXC?
Source: seekingalpha
- Strong Earnings Growth: SPX Technologies reported an adjusted EPS of $1.88 for Q4 2025, with a full-year adjusted EPS growth of 21% to $6.76, demonstrating sustainable profitability driven by robust market demand.
- Strategic Acquisition Strengthening: The recent acquisitions of Thermolec, Air Enterprises, and Rahn Industries enhance the company's position in the electric heat and engineered air movement markets, with HVAC segment revenue expected to rise to between $1.8 billion and $1.84 billion.
- Optimistic Future Outlook: Management anticipates approximately 20% growth in adjusted EBITDA for 2026, setting revenue targets between $2.535 billion and $2.605 billion, reflecting strong confidence in future market demand.
- Cash Flow and Debt Management: The company achieved an adjusted free cash flow of $294 million for the year, with cash reserves of $366 million and total debt of $502 million, resulting in a leverage ratio of approximately 0.3x, indicating solid financial health during expansion.
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Analyst Views on SPXC
Wall Street analysts forecast SPXC stock price to fall
9 Analyst Rating
6 Buy
3 Hold
0 Sell
Moderate Buy
Current: 237.180
Low
210.00
Averages
226.88
High
244.00
Current: 237.180
Low
210.00
Averages
226.88
High
244.00
About SPXC
SPX Technologies, Inc. is a diversified, global supplier of engineered products and technologies in the heating, ventilation, and air conditioning (HVAC) and detection and measurement markets. Its segments include HVAC and Detection and Measurement. The HVAC segment engineers, designs, manufactures, installs and services cooling products and engineered air movement and handling solutions for the HVAC industrial, commercial, data center, and power generation markets, as well as heating and ventilation products for the residential, industrial, and commercial markets. The distribution channels for the segment’s products are direct to customers, independent manufacturing representatives, third-party distributors, and retailers. The Detection and Measurement segment engineers, designs, manufactures, services, and installs underground pipe and cable locators, inspection and rehabilitation equipment, robotic systems, transportation systems, communication technologies, and aids to navigation.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SPX Technologies Reports Strong Q4 2025 Earnings with Strategic Growth Plans
- Strong Earnings Growth: SPX Technologies reported an adjusted EPS of $1.88 for Q4 2025, with a full-year adjusted EPS growth of 21% to $6.76, demonstrating sustainable profitability driven by robust market demand.
- Strategic Acquisition Strengthening: The recent acquisitions of Thermolec, Air Enterprises, and Rahn Industries enhance the company's position in the electric heat and engineered air movement markets, with HVAC segment revenue expected to rise to between $1.8 billion and $1.84 billion.
- Optimistic Future Outlook: Management anticipates approximately 20% growth in adjusted EBITDA for 2026, setting revenue targets between $2.535 billion and $2.605 billion, reflecting strong confidence in future market demand.
- Cash Flow and Debt Management: The company achieved an adjusted free cash flow of $294 million for the year, with cash reserves of $366 million and total debt of $502 million, resulting in a leverage ratio of approximately 0.3x, indicating solid financial health during expansion.
See More
SPX Technologies (SPXC) Earnings Transcript
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SPX Technologies Set to Release Q4 Earnings on February 24
- Earnings Announcement: SPX Technologies is set to announce its Q4 earnings on February 24 after market close, with consensus EPS estimates at $1.87, reflecting a 23.8% year-over-year increase, and revenue estimates at $625.98 million, up 17.3%, indicating strong growth potential.
- Historical Performance: Over the past two years, SPX has exceeded EPS estimates 100% of the time and revenue estimates 88% of the time, demonstrating robust execution and market confidence in the company's financial performance.
- Estimate Revision Trends: In the last three months, EPS estimates saw one upward revision with no downward adjustments, while revenue estimates experienced two downward revisions, suggesting a cautious market outlook on future revenue growth that may impact investor sentiment.
- Acquisition Plans: SPX Technologies plans to acquire Crawford United for $300 million, a move expected to enhance its market position and operational synergies, despite facing challenges related to high valuation and mixed margin outlook.
See More
US Supreme Court Strikes Down Trump's Tariff Regime
- Market Reaction: The US Supreme Court's 6-3 ruling against Trump's tariff regime led to a swift market rebound, with the S&P 500 rising 0.7%, indicating a moderate investor optimism regarding the policy shift despite initial losses.
- Limited Economic Impact: The ruling affects approximately 60% of tariffs under the IEEPA, and while it could lead to refund requests totaling up to $175 billion, the overall economic impact is deemed limited, resulting in a muted market response.
- Oil Price Fluctuations: Oil prices surged about 5.5% over the past week due to escalating tensions in the Middle East, with projections suggesting a potential increase of $10 to $15 per barrel if the US engages in military action, highlighting the significant geopolitical risks to energy markets.
- Upcoming Economic Data: The forthcoming Producer Price Index (PPI) will provide investors with crucial insights into inflation trends, which are expected to influence the Federal Reserve's monetary policy, particularly as inflation remains persistently above target levels.
See More
Latest Wall Street Rating Updates
- Coinbase Rating Maintained: Bernstein reiterates Coinbase as outperform, noting that despite Q4 revenue missing estimates by 3% and a 28% drop in adjusted EPS to $0.66, the stock remains undervalued, indicating long-term optimism.
- Instacart's Strong Performance: Barclays maintains an overweight rating on Instacart, highlighting its rare beat-and-raise earnings report in the internet earnings cycle, suggesting a unique advantage in a competitive market that may attract more investor interest.
- Airbnb Upgraded to Buy: Deutsche Bank upgrades Airbnb from hold to buy, stating that while it faces AI disruption risks, its unique supply chain offers more insulation compared to peers, which is likely to draw more investor attention.
- CrowdStrike's Attractive Valuation: HSBC upgrades CrowdStrike from hold to buy, citing attractive current valuation and projecting a non-GAAP EPS CAGR of 38.3% over FY26-29, indicating strong growth potential.
See More
SPX TECHNOLOGIES INC: BOFA GLOBAL RESEARCH UPGRADES TO BUY FROM NEUTRAL; INCREASES PRICE TARGET TO $280 FROM $240
- Global Research Initiative: A new initiative has been launched to buy from neutral sources, aiming to enhance global research capabilities.
- Price Increase Announcement: The objective price has been raised to $280 from the previous $240, reflecting the increased costs associated with the initiative.
See More
SPX Technologies Reports Strong Q4 2025 Earnings with Strategic Growth Plans
- Strong Earnings Growth: SPX Technologies reported an adjusted EPS of $1.88 for Q4 2025, with a full-year adjusted EPS growth of 21% to $6.76, demonstrating sustainable profitability driven by robust market demand.
- Strategic Acquisition Strengthening: The recent acquisitions of Thermolec, Air Enterprises, and Rahn Industries enhance the company's position in the electric heat and engineered air movement markets, with HVAC segment revenue expected to rise to between $1.8 billion and $1.84 billion.
- Optimistic Future Outlook: Management anticipates approximately 20% growth in adjusted EBITDA for 2026, setting revenue targets between $2.535 billion and $2.605 billion, reflecting strong confidence in future market demand.
- Cash Flow and Debt Management: The company achieved an adjusted free cash flow of $294 million for the year, with cash reserves of $366 million and total debt of $502 million, resulting in a leverage ratio of approximately 0.3x, indicating solid financial health during expansion.
See More
SPX Technologies (SPXC) Earnings Transcript
See More
SPX Technologies Set to Release Q4 Earnings on February 24
- Earnings Announcement: SPX Technologies is set to announce its Q4 earnings on February 24 after market close, with consensus EPS estimates at $1.87, reflecting a 23.8% year-over-year increase, and revenue estimates at $625.98 million, up 17.3%, indicating strong growth potential.
- Historical Performance: Over the past two years, SPX has exceeded EPS estimates 100% of the time and revenue estimates 88% of the time, demonstrating robust execution and market confidence in the company's financial performance.
- Estimate Revision Trends: In the last three months, EPS estimates saw one upward revision with no downward adjustments, while revenue estimates experienced two downward revisions, suggesting a cautious market outlook on future revenue growth that may impact investor sentiment.
- Acquisition Plans: SPX Technologies plans to acquire Crawford United for $300 million, a move expected to enhance its market position and operational synergies, despite facing challenges related to high valuation and mixed margin outlook.
See More
US Supreme Court Strikes Down Trump's Tariff Regime
- Market Reaction: The US Supreme Court's 6-3 ruling against Trump's tariff regime led to a swift market rebound, with the S&P 500 rising 0.7%, indicating a moderate investor optimism regarding the policy shift despite initial losses.
- Limited Economic Impact: The ruling affects approximately 60% of tariffs under the IEEPA, and while it could lead to refund requests totaling up to $175 billion, the overall economic impact is deemed limited, resulting in a muted market response.
- Oil Price Fluctuations: Oil prices surged about 5.5% over the past week due to escalating tensions in the Middle East, with projections suggesting a potential increase of $10 to $15 per barrel if the US engages in military action, highlighting the significant geopolitical risks to energy markets.
- Upcoming Economic Data: The forthcoming Producer Price Index (PPI) will provide investors with crucial insights into inflation trends, which are expected to influence the Federal Reserve's monetary policy, particularly as inflation remains persistently above target levels.
See More
Latest Wall Street Rating Updates
- Coinbase Rating Maintained: Bernstein reiterates Coinbase as outperform, noting that despite Q4 revenue missing estimates by 3% and a 28% drop in adjusted EPS to $0.66, the stock remains undervalued, indicating long-term optimism.
- Instacart's Strong Performance: Barclays maintains an overweight rating on Instacart, highlighting its rare beat-and-raise earnings report in the internet earnings cycle, suggesting a unique advantage in a competitive market that may attract more investor interest.
- Airbnb Upgraded to Buy: Deutsche Bank upgrades Airbnb from hold to buy, stating that while it faces AI disruption risks, its unique supply chain offers more insulation compared to peers, which is likely to draw more investor attention.
- CrowdStrike's Attractive Valuation: HSBC upgrades CrowdStrike from hold to buy, citing attractive current valuation and projecting a non-GAAP EPS CAGR of 38.3% over FY26-29, indicating strong growth potential.
See More
SPX TECHNOLOGIES INC: BOFA GLOBAL RESEARCH UPGRADES TO BUY FROM NEUTRAL; INCREASES PRICE TARGET TO $280 FROM $240
- Global Research Initiative: A new initiative has been launched to buy from neutral sources, aiming to enhance global research capabilities.
- Price Increase Announcement: The objective price has been raised to $280 from the previous $240, reflecting the increased costs associated with the initiative.
See More
