SPX Technologies (SPXC)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-05
$138.54-9.73%
Close 2026-11-05 · 1-day change
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-05
QuarterlyIQ Insights · SPXC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks SPXC against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Our HVAC capacity expansion projects remain on track to support approximately $1.1 billion of annual data center revenue capacity at full production, and we recently expanded our cooling platform thr…
Stated in 4 of 4 supplied quarters. Management reported: “Our HVAC capacity expansion projects remain on track to support approximately $1.1 billion of annual data center revenue capacity at full production, and we recently expanded our cooling platform through the acquisition of FIS Water, further strengthening our position in attractive adjacent markets.”” “Given our progress to date and improved visibility, we have increased our estimated annual data center revenue capacity to approximately $1.1 billion once at full production.”” Revenue was $714.500 million in 2026-Q3.
“Our HVAC capacity expansion projects remain on track to support approximately $1.1 billion of annual data center revenue capacity at full production, and we recently expanded our cooling platform thr…”
“Given our progress to date and improved visibility, we have increased our estimated annual data center revenue capacity to approximately $1.1 billion once at full production.””
“Mr. Lowe continued, “We continue to make meaningful progress on our investments in production capacity expansions that position us for sustained long-term growth in attractive end markets, including…”
“Our focus on new product introductions, including the successful launch of our Olympus Max product, and investments in production capacity expansions position us for sustained long-term growth in att…”
Our HVAC capacity expansion projects remain on track to support approximately $1.1 billion of annual data center revenue capacity at full production, and we recently expanded our cooling platform thr…
Stated in 4 of 4 supplied quarters. Management reported: “The acquisition of Neptronic expands our HVAC portfolio with highly complementary product categories that leverage our established sales channels.” “Our HVAC capacity expansion projects remain on track to support approximately $1.1 billion of annual data center revenue capacity at full production, and we recently expanded our cooling platform through the acquisition of FIS Water, further strengthening our position in attractive adjacent markets.”” Operating income was $115.300 million in 2026-Q3.
Our HVAC capacity expansion projects remain on track to support approximately $1.1 billion of annual data center revenue capacity at full production, and we recently expanded our cooling platform thr…
Stated in 4 of 4 supplied quarters. Management reported: “Our focus on new product introductions, including the successful launch of our Olympus Max product, and investments in production capacity expansions position us for sustained long-term growth in attractive end markets.”” “At the same time, we’re increasing manufacturing capacity to support growing demand, with initial assembly of Olympus Max now underway at our Madison, Alabama facility.” Revenue was $714.500 million in 2026-Q3.
Our HVAC capacity expansion projects remain on track to support approximately $1.1 billion of annual data center revenue capacity at full production, and we recently expanded our cooling platform thr…
Stated in 4 of 4 supplied quarters. Management reported: “To reflect our strong first quarter performance and outlook for the remainder of the year, we are raising our full year guidance to reflect Adjusted EBITDA* growth of 21% at the midpoint.”” “In 2026, we anticipate another year of double-digit growth in Adjusted EBITDA* and Adjusted EPS* at the midpoint of our guidance range.” Operating income was $115.300 million in 2026-Q3.
Pursue organic growth in key end markets, expand the HVAC portfolio through acquisitions, and grow data center cooling capacity.
Over the trailing year it converted 0.82x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.
“Our HVAC capacity expansion projects remain on track to support approximately $1.1 billion of annual data center revenue capacity at full production, and we recently expanded our cooling platform thr…”
“The acquisition of Neptronic expands our HVAC portfolio with highly complementary product categories that leverage our established sales channels.”
“We continue to see healthy demand across our key end markets and realize strong contributions from recent acquisitions.”
“We continue to see healthy demand across our key end markets, execute well operationally, and realize strong contributions from recent acquisitions.””
“Our HVAC capacity expansion projects remain on track to support approximately $1.1 billion of annual data center revenue capacity at full production, and we recently expanded our cooling platform thr…”
“At the same time, we’re increasing manufacturing capacity to support growing demand, with initial assembly of Olympus Max now underway at our Madison, Alabama facility.”
“Mr. Lowe continued, “We continue to make meaningful progress on our investments in production capacity expansions that position us for sustained long-term growth in attractive end markets, including…”
“Our focus on new product introductions, including the successful launch of our Olympus Max product, and investments in production capacity expansions position us for sustained long-term growth in att…”
“Our HVAC capacity expansion projects remain on track to support approximately $1.1 billion of annual data center revenue capacity at full production, and we recently expanded our cooling platform thr…”
“Given our progress to date and improved visibility, we have increased our estimated annual data center revenue capacity to approximately $1.1 billion once at full production.””
“To reflect our strong first quarter performance and outlook for the remainder of the year, we are raising our full year guidance to reflect Adjusted EBITDA* growth of 21% at the midpoint.””
“In 2026, we anticipate another year of double-digit growth in Adjusted EBITDA* and Adjusted EPS* at the midpoint of our guidance range.”