SPX Technologies

SPXC Q2 2025 Earnings

Reported Jul 31, 2025 at 4:11 PM ET · SEC Source

Q2 25 EPS

$1.65

BEAT +13.61%

Est. $1.45

Q2 25 Revenue

$552.4M

BEAT +1.12%

Est. $546.3M

vs S&P Since Q2 25

+5.4%

BEATING MARKET

SPXC +23.3% vs S&P +17.9%

Market Reaction

Did SPXC Beat Earnings? Q2 2025 Results

SPX Technologies posted a strong second quarter in 2025, with adjusted EPS of $1.65 rising 16.2% year-over-year and consolidated revenue climbing 10.2% to $552.40 million, a result that reflected both disciplined execution and the meaningful lift fro… Read more SPX Technologies posted a strong second quarter in 2025, with adjusted EPS of $1.65 rising 16.2% year-over-year and consolidated revenue climbing 10.2% to $552.40 million, a result that reflected both disciplined execution and the meaningful lift from recent acquisitions. The company's Detection & Measurement segment led the way, with revenue surging 21.3% to $175.70 million on the strength of the KTS acquisition and solid organic demand in communication technologies and transportation systems. The HVAC segment, meanwhile, expanded margins by 190 basis points to 25.4% on a more accretive product mix, even as organic growth remained modest at 0.7%. Adjusted EBITDA grew 16.3% to $126.70 million, with margins widening 120 basis points to 22.9%. Management responded to the momentum by raising full-year 2025 guidance, now targeting revenue of $2.23 billion to $2.27 billion, adjusted EBITDA of $485 million to $510 million, and adjusted EPS of $6.35 to $6.65, with capacity expansion initiatives and the new OlympusV Max data center cooling solution positioned to extend that trajectory into 2026.

Key Takeaways

  • Higher volumes of both heating and cooling products in HVAC segment
  • More accretive product mix and favorable project execution in cooling products
  • Higher project volumes in communication technologies and transportation systems businesses
  • Strong contributions from recent acquisitions (Sigma & Omega and KTS)
  • Organic revenue growth of 2.1% consolidated, with 7.8% inorganic contribution from acquisitions
24/7 Wall St

SPXC YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

24/7 Wall St

SPXC Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“I'm very pleased with our second quarter results, which included significant year-over-year profit growth in both segments and strong margin performance—particularly in our HVAC segment. We continue to see solid demand in key end markets, execute well operationally across our businesses, and see strong contributions from our recent acquisitions.”

— Gene Lowe, Q2 2025 Earnings Press Release