The strong results and raised guidance suggest continued momentum. Traders should monitor the execution of the company's acquisition strategy and organic growth in both HVAC and Detection Measurement segments. The significant cash balance provides flexibility for future M&A.
Price Chart
Executive Summary
SPX Technologies reported strong Q4 and full-year 2025 results with revenue up 19.4% and 14.2% respectively, and raised full-year 2026 guidance for double-digit growth in Adjusted EPS and EBITDA. The company highlighted healthy demand, operational execution, and contributions from recent acquisitions.
Key Financial Metrics
Key Facts
- Q4 2025 revenue: $637.3M (+19.4% YoY), Full-year 2025 revenue: $2.265B (+14.2% YoY)
- Q4 2025 GAAP EPS: $1.54 (+29.4% YoY), Full-year 2025 GAAP EPS: $5.06 (+17.9% YoY)
- 2026 guidance: Revenue $2.535-$2.605B (13% growth at midpoint), Adjusted EPS $7.60-$8.00 (15% growth at midpoint)
- HVAC segment revenue grew 16.4% in Q4, Detection Measurement segment revenue grew 26.3% in Q4
- Cash position increased to $366.0M from $161.4M, while total debt decreased to $501.6M from $614.7M
Financial Impact
Revenue growth of 14.2% and Adjusted EPS growth of 21.1% for full-year 2025, with guidance for 15% Adjusted EPS growth in 2026
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| HVAC | $1.5K | +11.2% |
| Detection Measurement | $746.90 | +20.6% |
Risk Factors
- Execution risk on integration of recent acquisitions (KTS, Sigma Omega, Ingnia)
- Dependence on continued strong demand in key end markets
- Potential impact of future tariffs and trade tensions
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000088205-26-000007 |
| Document: spxc-20260224.htm | 0000088205-26-000007 |
| Document: 0000088205-26-000007-index-headers.html | 0000088205-26-000007 |
| Document: 0000088205-26-000007-index.html | 0000088205-26-000007 |
| Document: 0000088205-26-000007.txt | 0000088205-26-000007 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 5w ago | Press Release | $178.68 $168.23 | ▼ −5.85% | ▼ −7.91% | $161.79 (−9.45%) |
Jul 27, 2026 13w ago | 8-K | $219.16 $200.90 | ▼ −8.33% | ▼ −11.63% | $161.79 (−26.18%) |
Jul 8, 2026 15w ago | Press Release | $216.63 $214.16 | ▼ −1.14% | ▼ −3.38% | $161.79 (−25.32%) |
Apr 8, 2026 28w ago | Press Release | $212.22 $207.81 | ▼ −2.08% | ▼ −10.62% | $161.79 (−23.76%) |
Feb 24, 2026 34w ago | 8-K | $226.66 $201.27 | ▼ −11.20% | ▼ −5.97% | $161.79 (−28.62%) |
US Market Status
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