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Apr 01, 2023

SPX Q1 2023 Earnings Report

Reported strong first quarter performance with substantial year-over-year organic growth in both HVAC and Detection & Measurement segments.

Key Takeaways

SPX Technologies reported a strong first quarter in 2023, with significant organic revenue growth in both its HVAC and Detection & Measurement segments. The company's performance was driven by strong demand and execution in HVAC. Based on these results, SPX Technologies is updating its full-year 2023 Adjusted EPS guidance to a range of $3.80 to $3.95.

Revenue increased to $399.8 million compared to $307.1 million in Q1 2022.

Operating income rose to $49.8 million from $11.4 million in the same period last year.

GAAP EPS was reported at $0.84, up from $0.28 in Q1 2022.

Adjusted EPS* increased to $0.93, compared to $0.40 in the first quarter of 2022.

Total Revenue
$400M
Previous year: $307M
+30.2%
EPS
$0.93
Previous year: $0.4
+132.5%
HVAC Organic Revenue Growth
30.9%
Previous year: 0.4%
+7625.0%
Detection/Measurement Organic Revenue Growth
30.1%
Previous year: -7%
-530.0%
Gross Profit
$150M
Previous year: $104M
+44.1%
Cash and Equivalents
$213M
Previous year: $270M
-21.1%
Total Assets
$2.02B
Previous year: $2.57B
-21.3%

SPX

SPX

SPX Revenue by Segment

Forward Guidance

SPX Technologies is updating full-year 2023 guidance, now targeting consolidated revenue of approximately $1.61-$1.65 billion, an adjusted operating income margin of approximately 14.50%-15.25%, and adjusted earnings per share in a range of $3.80-$3.95.

Positive Outlook

  • Consolidated revenue of approximately $1.61-$1.65 billion.
  • Adjusted operating income margin of approximately 14.50%-15.25%.
  • Adjusted earnings per share in a range of $3.80-$3.95.
  • HVAC segment revenue between $1,035-$1,055 million.
  • Detection & Measurement revenue between $570-$590 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income