Updated
Updated · Yahoo Finance · Aug 1
SPX Technologies Lifts 2026 Outlook After Q2 Revenue Jumps 23% to $679 Million
Updated
Updated · Yahoo Finance · Aug 1

SPX Technologies Lifts 2026 Outlook After Q2 Revenue Jumps 23% to $679 Million

3 articles · Updated · Yahoo Finance · Aug 1

Summary

  • SPX raised its full-year targets after fiscal second-quarter revenue climbed 23% to $679 million, adjusted EBITDA rose 20% to $152 million, and adjusted EPS increased 22% to $2.02.
  • AI-linked data center cooling demand drove the upgrade, with management now projecting $1.1 billion in total data center equipment sales at full production, up from $750 million.
  • Neptronic, acquired for $430 million, expanded SPX's HVAC portfolio and helped strengthen its position in thermal management as the company adds manufacturing capacity.
  • For 2026, SPX now expects revenue of about $2.7 billion and adjusted EPS of $8.40, reflecting continued data center demand and stronger detection and measurement performance.

Insights

If the AI infrastructure bubble bursts, can SPX's expanded HVAC empire survive a sudden drop in hyperscale data center demand?
With AI driving record revenues, will hidden tariffs and inflation silently erode SPX's actual profitability despite the massive data center boom?
Can SPX's aggressive acquisition spree truly outpace established giants like Vertiv in the cutthroat race for liquid cooling dominance?