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SPSPXC

SPX Technologies, Inc.

$SPXC·$11B·Construction Materials·Basic Materials
$212.70-3.2%
Mentions · last 7 days
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Price updated 13m ago
SPSPXC
$SPXCSPX Technologies, Inc.
$212.70-3.15%0 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

SPX Technologies, Inc. provides essential infrastructure equipment globally, with operations spanning the United States, China, the United Kingdom, and various international markets. The company's core business is divided into two primary divisions: heating, ventilation, and cooling (HVAC), and detection and measurement. The HVAC segment is dedicated to the engineering, design, production, installation, and maintenance of a broad range of cooling and air movement solutions, as well as boilers and comfort heating products. This division serves industrial, power generation, residential, and commercial clients, offering products under recognized brands such as Marley, Recold, SGS, Cincinnati Fan, Berko, Qmark, Fahrenheat, Leading Edge, Patterson-Kelley, Weil-McLain, and Williamson-Thermoflo. Within the Detection and Measurement segment, SPX Technologies offers specialized tools for locating underground pipes and cables, advanced inspection and rehabilitation systems, and robotic solutions, featuring brands like Radiodetection, Pearpoint, Schonstedt, Dielectric, Riser Bond, Warren G-V, Cues, ULC Robotics, and Sensors & Software. This segment also delivers public transit fare collection systems, communication technologies, and obstruction lighting for aviation and marine applications, represented by brands such as Genfare, TCI, Flash Technology, Sabik Marine, Sealite, Avlite, and ECS. The company employs a comprehensive distribution strategy, selling its products via independent manufacturing representatives, third-party distributors, and retailers, in addition to direct customer sales. Established in 1912 and headquartered in Charlotte, North Carolina, the company officially rebranded from SPX Corporation to SPX Technologies, Inc. in August 2022.

Industry overviewAI analysisGenerated by AI from underlying data

Where Construction Materials sits in its cycle right now — and what that implies for $SPXC.

Construction Materials · Basic Materials

No material change from last week — housing starts and home renovation spending are the structural volume drivers, both currently constrained by rate-suppressed housing turnover.

Industry benchmark

7-name peer basket
+21.9%YTD
+29.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
39.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
16.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
12.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
40.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$2.02$1.85+9.2%
Q1 2026Apr 30, 2026$1.69$1.55+9.0%
Q4 2025Feb 24, 2026$1.88$1.86+1.1%
Q3 2025Oct 30, 2025$1.84$1.60+15.0%
Next earningsWed, Oct 28·consensus EPS $2.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$679.0M+22.9%40.2%17.2%$1.57$68.5M
Q1 FY26$566.8M+17.4%40.7%15.5%$1.20$12.1M
Q4 FY25$637.3M+19.4%39.8%16.0%$1.56$126.7M
Q3 FY25$592.8M+22.6%40.4%16.4%$1.30$96.1M

Forward consensus

4-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.7B$2.7B – $2.7B$8.24$7.82 – $8.667
FY27$3.0B$2.9B – $3.0B$9.45$8.81 – $10.457
FY28$3.3B$3.1B – $3.4B$10.55$9.10 – $12.066
FY29$2.8B$2.7B – $2.9B$9.58$9.13 – $9.925

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.56%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 48.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.275-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMar 2Lowe Eugene Joseph IiiCEO41.4K sh$9.3M
+ 40 other (20 awards · 19 inkinds · 1 exempt) in window

See when $SPXC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 273
8-KOfficer or director changeJul 278-K — Item 5.02: Officer or director change
8-KOfficer or director changeJun 228-K — Item 5.02: Officer or director change
8-KShareholder voteMay 128-K — Item 5.07: Shareholder vote
+ 17 other (6 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why SPX Technologies Stock Surged on Fridayfool.com·2d agoSPX Technologies Q2 Earnings Call Highlightsmarketbeat.com·3d agoSPX Technologies Stock Jumps After Surprising Q2 Resultsbenzinga.com·3d agoSPXC Q2 Earnings Call Highlights Data Center Growth, M&A Focuszacks.com·3d agoSPX Technologies, Inc. (SPXC) Q2 2026 Earnings Call Transcriptseekingalpha.com·4d ago

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