NYSE$SPXC

SPX Technologies Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

SPX Technologies reported strong Q2 2024 results with substantial growth in key profit measures and significant margin expansion.

SPX Technologies reported strong Q2 2024 results, with revenue of $501.3 million and operating income of $74.6 million. Net income increased by 22.8% to $44.2 million, and adjusted EPS reached $1.42. The company raised its full-year adjusted EPS guidance to a range of $5.45 to $5.60.

  • Revenue increased to $501.3 million, up from $423.3 million in Q2 2023.
  • Operating income rose to $74.6 million, compared to $51.3 million in the same quarter last year.
  • Net income grew by 22.8% to $44.2 million.
  • Adjusted EPS was $1.42, an increase from $1.06 in Q2 2023.

Headline financials

Total Revenue

$501M

Previous: $423M+18.4%
EPS (adj)

$1.42

Previous: $1.06+34.0%
Capital Expenditures

-$10.4M

No prior period
Free Cash Flow

$44.2M

Previous: $36M+22.8%
Net Income

$44.2M

Previous: $36M+22.8%
Operating Income

$74.6M

Previous: $51.3M+45.4%
Gross Profit

$201M

Previous: $164M+22.7%
Cash & Equivalents

$128M

Previous: $87.1M+47.1%
Total Assets

$2.78B

Previous: $2.5B+11.3%
Stock-Based Comp

$3.7M

Previous: $3.5M+5.7%

Revenue & EPS history

SPX · Revenue · Quarterly

$501M

Q2 2024+18.4%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

SPX · $449M total across 2 segments · Q3 2023

  • HVAC
    $289M+27.0%
  • Detection & Measurement
    $160M+11.8%

Forward guidance

SPX is updating full-year 2024 guidance, and is now targeting consolidated revenue of approximately $1.97-$2.02 billion, adjusted EBITDA of $410-$430 million, and adjusted earnings per share in a range of $5.45-$5.60.

Tailwinds

  • Consolidated revenue targeted at approximately $1.97-$2.02 billion.
  • Adjusted EBITDA targeted at $410-$430 million.
  • Adjusted earnings per share in a range of $5.45-$5.60.
  • HVAC segment revenue between $1,365-$1,405 million.
  • Detection & Measurement segment revenue between $605-$615 million.

Headwinds

  • Full-year guidance excludes changes in the number of shares outstanding
  • Full-year guidance excludes impacts from future acquisitions, dispositions and related transaction costs
  • Full-year guidance excludes restructuring costs
  • Full-year guidance excludes incremental impacts of tariffs and trade tensions on market demand and costs
  • Full-year guidance excludes the impact of foreign exchange rate changes

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.7%

Avg return

Earnings day

+3.2%

Avg return

5 days after

+4.2%

Avg return

30 days after

64%

46 / 72 earnings

Positive

+18.8%

Q1 2023

Best reaction

-17.9%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.6%-1.7%+2.4%
Q4 2025-6.1%-7.4%-17.7%
Q3 2025+7.7%+12.2%+8.1%
Q1 2025+5.2%+10.1%+11.3%
Q4 2024+10.9%+1.7%-5.1%
Q3 2024-9.9%-7.1%+10.8%
Q2 2024-2.0%-1.6%+10.6%
Q1 2024+7.5%+11.8%+14.5%
Q4 2023-0.9%+4.2%+9.1%
Q3 2023+1.9%+4.1%+8.1%
Q2 2023+5.1%-0.8%-5.1%
Q1 2023+18.8%+17.8%+31.6%
Q4 2022-0.8%-2.7%-7.8%
Q3 2022+6.2%+9.9%+10.0%
Q2 2022+4.7%+4.0%+4.5%
Q1 2022+3.6%+2.5%+18.4%
Q4 2021-4.2%-1.8%-5.3%
Q3 2021+0.9%+8.3%-3.5%
Q2 2021+1.1%-0.4%-4.7%
Q1 2021+4.6%+3.4%+2.6%
Q4 2020+1.3%-2.4%+1.0%
Q3 2020-3.1%-1.1%+20.9%
Q2 2020-0.5%-0.8%-0.3%
Q1 2020-11.7%-11.1%-2.7%
Q4 2019+0.4%-0.0%-29.4%
Q3 2019+7.1%+10.7%+12.4%
Q2 2019+4.9%+3.3%+8.7%
Q1 2019-1.4%-5.4%-17.5%
Q4 2018+11.9%+17.1%+9.6%
Q3 2018-2.9%-1.7%+0.9%
Q2 2018-0.7%-0.4%-7.5%
Q1 2018-0.9%+2.5%+6.9%
Q4 2017+1.5%+6.3%+3.1%
Q3 2017+9.8%+7.9%+10.2%
Q2 2017-3.7%-5.9%-11.9%
Q1 2017+17.3%+13.5%+4.9%
Q4 2016+7.5%+5.4%-6.7%
Q3 2016+0.2%+2.1%+35.7%
Q2 2016+17.5%+18.5%+32.5%
Q1 2016+4.9%
Q4 2015+13.9%
Q3 2015-5.1%
Q2 2015+3.3%
Q1 2015+1.2%
Q4 2014+1.4%
Q3 2014-2.3%
Q2 2014-4.2%
Q1 2014+1.6%
Q4 2013+1.3%
Q3 2013+4.7%
Q2 2013+4.7%
Q1 2013-2.0%
Q4 2012+0.3%
Q3 2012+4.5%
Q2 2012-2.9%
Q1 2012+0.9%
Q4 2011-0.4%
Q3 2011+14.6%
Q2 2011-17.9%
Q1 2011+0.1%
Q4 2010-6.8%
Q3 2010-2.2%
Q2 2010+2.8%
Q1 2009-4.2%
Q1 2010+1.0%
Q4 2009+2.6%
Q4 2007+2.6%
Q3 2009-8.9%
Q3 2008-8.9%
Q2 2009+2.0%
Q4 2008+2.0%
Q2 2008+2.0%

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