SPX Technologies (SPXC) · wyniki II kw. 2026 i wycena

Przy wzroście 15,7% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $164.91 na akcję — kurs jest o 2% poniżej niej. Obecna cena zakłada wzrost o 15,5% rocznie.

1. Prognoza

   Data center capacity target raised to $1.1 billion at full production, up from prior expectations.

   Cytat ze źródła

   “With a proven strategy and a highly capable experienced team, I see significant opportunities for SPX to continue growing and driving... Looking ahead, I'm excited about our future. With that, I'll turn the call to Johann.”

2. Prognoza ↑

   The company increased its adjusted EPS guidance by $0.45 to a midpoint of $8.40 for the period.

   Cytat ze źródła

   “We are increasing our adjusted EPS guidance by $0.45 to a midpoint of $8.40.”

3. Zniknęło

   Commercial real estate and hotel segments remained at relatively low levels with no significant change quarter-to-quarter.

   Cytat ze źródła

   “I'd say, commercial real estate still remains at a relatively low level, same with hotels. They really have not changed a lot quarter-to-quarter. And what I would say, if you kind of look at more institutional market, universities, government, that's been very healthy over the past couple of years.”

Management sounded noticeably less positive answering analysts than in its prepared script — a bigger drop than in 93% of calls. Scripts are polished in advance; a drop under questioning often marks the topics analysts pressed on, so the answers deserve a closer read than the script.

Zdania, które wpłynęły na ton

“And third, it gives us additional opportunities to leverage SPX's global channels OEM relationships, and operational scale to accelerate Thermolec's growth while preserving its culture of strong innovation.”

“The strength of our execution and end markets give us confidence in our increased full year guidance which implies 27% adjusted EBITDA growth at the midpoint Looking ahead, I am...”

“Ultimately, this acquisition positions SPX to deliver greater customer value with more intelligent, integrated HVAC solutions that improve performance, energy efficiency, and operational intelligence while driving growth and long term...”