SPXC (SPXC) Stock Analysis
Verdict: BUY
Data center cooling tailwinds and a 2026 guidance raise validate the premium valuation, though entry timing requires caution near resistance.
Investment score: 74/100
SPX Technologies is executing a high-growth pivot into data center and infrastructure cooling. A significant Q2 earnings beat and guidance raise provide a fundamental floor, though the current 39x P/E requires sustained 15%+ earnings growth to remain viable.
Peers
| Peer | P/E | P/B | P/S | EV/EBITDA | ROIC % | Net margin % |
|---|---|---|---|---|---|---|
| FELE | 29.49 | 0.00 | 2.06 | 17.41 | — | 0.07 |
| CECO | 136.98 | 7.64 | 2.95 | 30.64 | — | 0.02 |
| MWA | 18.79 | 3.68 | 2.69 | 11.66 | — | 0.14 |
| SXI | 35.46 | 4.92 | 4.19 | 18.52 | — | 0.12 |
| KAI | 34.91 | 3.63 | 3.30 | 17.76 | — | 0.09 |