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Mar 30, 2024

SPX Q1 2024 Earnings Report

SPX Technologies reported a strong Q1 performance with substantial growth in key profit measures and significant margin expansion.

Key Takeaways

SPX Technologies reported strong Q1 2024 results, with revenue increasing to $465.2 million and operating income rising to $64.6 million. Net income reached $49.0 million, and adjusted EPS was $1.25. The company is raising its full-year guidance for Adjusted EPS to a range of $5.15 to $5.40.

Revenue increased to $465.2 million from $399.8 million year-over-year.

Operating income rose to $64.6 million from $49.8 million year-over-year.

Adjusted EPS increased to $1.25 from $0.93 year-over-year.

Full-year Adjusted EPS guidance raised to $5.15-$5.40.

Total Revenue
$465M
Previous year: $400M
+16.4%
EPS
$1.25
Previous year: $0.93
+34.4%
HVAC Organic Revenue Growth
-1.9%
Previous year: 30.9%
-106.1%
Detection/Measurement Organic Revenue Growth
9.6%
Previous year: 30.1%
-68.1%
Gross Profit
$168M
Previous year: $150M
+12.1%
Cash and Equivalents
$106M
Previous year: $213M
-50.4%
Free Cash Flow
$600K
Total Assets
$2.8B
Previous year: $2.02B
+38.5%

SPX

SPX

SPX Revenue by Segment

Forward Guidance

SPX Technologies is increasing full-year 2024 guidance, targeting consolidated revenue of $1.965-$2.025 billion, adjusted EBITDA of $390-$420 million, and adjusted earnings per share of $5.15-$5.40.

Positive Outlook

  • Consolidated revenue is projected to be $1.965-$2.025 billion.
  • HVAC segment revenue is expected to be $1.360-$1.400 billion.
  • Detection & Measurement segment revenue is projected to be $605-$625 million.
  • Adjusted EBITDA is targeted at $390-$420 million.
  • Adjusted earnings per share are projected to be $5.15-$5.40.

Revenue & Expenses

Visualization of income flow from segment revenue to net income