TickerTalks
Browse all tickers →
TickerTalks›$SPXC
SPSPXC

SPX Technologies, Inc.

$SPXC·$9.6B·Construction Materials·Basic Materials
$179.70+0.6%YTD-10.9%1Y-2.8%
Price updated 3h ago·X counts updated 4d ago
SPSPXC
$SPXCSPX Technologies, Inc.
$179.70+0.57%58 posts0.7×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $SPXC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

58X posts · last 7 days
Aug 31Sep 13
Chatter Meter
0.7×
QuietNormal · 1×Loud

How loud $SPXC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SPXC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-17

Catching its breath after a run — could pick back up or fade from here.

HVAC/detection at 3% of 52w — S&P 500 addition Sep 8 (BE joins), FIS Water acquisition Sep 15.

SPX Technologies is the HVAC/detection infrastructure franchise down 11% YTD and 4% over 12 months at 3% of 52w. Bloom Energy joining SPX (S&P 500 addition) Sep 8, and FIS Water acquisition announced Sep 15.

  • Growth is elite: Q2 revenue grew 22.9% YoY to $679M at 40% gross margin and 16% op margin — real HVAC/detection franchise scaling with 12% ROE and 9% ROIC.
  • Valuation full: 39x P/E and 4.4x sales with 2.8% FCF yield — multiple prices sustained 20%+ growth from acquisition cadence and AI-power-buildout demand.
  • FIS Water acquisition Sep 15 + Bloom S&P index-add Sep 8 + Deck director addition Jul 27 + Kaled Form 3 Sep 8 — real M&A/governance cadence.

Oct 28: EPS above $2.17 and FIS Water integration commentary breaks the cool; a demand-decel or margin-compression extends 3%-of-52w drift.

What to watch: The Oct 28 Q3 print — EPS above $2.17 and FIS Water integration/organic-growth commentary. A demand-decel or margin-compression is what extends 3%-of-52w drift.

On the calendar: 2026-10-28 — Q3 earnings

earnings within 60drecent acquisitionsp500 related

Read the AI verdict on $SPXC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

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

Industrial technology company making HVAC equipment, fire and explosion detection systems, and transformer cooling products.

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

AI data-centre construction and IIJA infrastructure spending are the commercial and public demand pillars for aggregates, cement, and engineered building materials; residential is the weak link — BLDR -29% YTD reflects a slower housing recovery, while CRH and JCI benefit directly from data-center foundation and HVAC volumes.

What this means for $SPXC

Partial — SPX Technologies' industrial HVAC equipment and transformer cooling serve power generation and commercial facilities; partial benefit from data center thermal management capex, but not a primary aggregates or structural materials beneficiary.

Industry benchmark

10-name peer basket
+4.5%YTD
+11.4%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 $2.19

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 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.7B$2.7B – $2.7B$8.38$8.02 – $8.579
FY27$3.0B$2.9B – $3.1B$9.72$8.71 – $10.339
FY28$3.3B$3.1B – $3.7B$10.87$9.69 – $12.276
FY29$2.8B$2.7B – $2.9B$9.58$9.21 – $10.124

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.1.1×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.3%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.-13.6%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.-16.4%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 today0.9% 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

No open-market buys or sells in the last 180 days.

+ 11 other (9 awards · 2 gifts) 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 holdingsSep 83
AI summary

SPX Technologies filed an initial Form 3 for Eric A. Kaled, reporting initial beneficial ownership upon his appointment as President of the Detection and Measurement segment, with an event date of September 1, 2026. The filing discloses that Kaled directly owns 5,808 shares of SPX Technologies common stock and holds derivative securities such as stock options. The Form 3 is required under Section 16(a) of the Securities Exchange Act of 1934.

3New insider — initial holdingsJul 273
AI summary

SPX Technologies, Inc. (SPXC) filed a Form 3 for Brian Deck, newly elected director as of July 27, 2026, reflecting no securities beneficially owned at the time of filing. Filed via attorney-in-fact Daniel Whitman. This is a routine initial insider ownership disclosure for a new board member who has not yet received equity grants.

8-KOfficer or director changeJul 278-K — Item 5.02: Officer or director change
AI summary

SPX Technologies, Inc. (SPXC) elected Brian Deck as a new independent director on July 27, 2026. Deck will receive a pro-rated RSU grant vesting the day before the 2027 annual meeting, with grant date value based on the standard $150K annual non-employee director award (plus a $100K annual cash retainer). A press release announcing the appointment was filed as Exhibit 99.1. This is a routine board expansion with standard director compensation.

8-KOfficer or director changeJun 228-K — Item 5.02: Officer or director change
AI summary

SPX Technologies, Inc. (SPXC) disclosed that John W. Swann III, President of the Detection and Measurement Segment, informed the company on June 18, 2026 of his intention to retire in January 2027. The filing was signed June 22, 2026. No succession plan or replacement has been announced. This is an advance notice of a planned executive retirement at a segment president level.

8-KShareholder voteMay 128-K — Item 5.07: Shareholder vote
+ 15 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Here is Why Growth Investors Should Buy SPX Technologies (SPXC) Nowzacks.com·2d agoSPX Technologies Announces Acquisition of FIS Waterglobenewswire.com·2d agoBloom Energy Joining SPX: What AI Growth Means for BE Earningsyoutube.com·10d agoTuesday's First Moves: BE Joining SPX, AMGN & NVS Fall, PANW Downgradeyoutube.com·10d agoS&P 500 Holds Firm as Investor Caution Buildsschaeffersresearch.com·10d ago

More in Construction Materials

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$BLDR$CRH$JHX$JCI$JLHL$NX$ACA$LOMA
Voices on X · last 7 days

No standout posts about $SPXC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport