SPX Technologies Q2 Earnings Call Highlights

Impact · against what's priced in

SPX Technologies provides a significant positive catalyst through an upward revision of its full-year EPS guidance and a substantial increase in data center production capacity. The expansion of the 2026 data center revenue outlook to $430 million and a 59% organic increase in HVAC backlog signal accelerating growth in the AI infrastructure vertical.

SPXC+0.80

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In context

The company raised its full-year adjusted EPS guidance midpoint by $0.45 to $8.40 and increased expected data center production capacity from $750 million to $1.1 billion.

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• inflation▲33%
• earnings▲17%
• data centers▲16%
• guidance
• m and a
• SPXC
• acquisition