•
Dec 31, 2020

SPX Q4 2020 Earnings Report

SPX reported mixed results with revenue increase but operating income decrease compared to the same quarter last year.

Key Takeaways

SPX Corporation reported Q4 2020 results with a revenue of $456.8 million, an increase from $443.4 million in Q4 2019. However, the operating income decreased to $34.9 million from $51.6 million in the same period. The adjusted EPS was $0.89, down from $0.96 in Q4 2019.

Revenue increased to $456.8 million from $443.4 million year-over-year.

Operating income decreased to $34.9 million from $51.6 million year-over-year.

Adjusted EPS decreased to $0.89 from $0.96 year-over-year.

The company is targeting 2021 adjusted EPS in a range of $3.00 to $3.20.

Total Revenue
$457M
Previous year: $445M
+2.7%
EPS
$0.89
Previous year: $0.96
-7.3%
HVAC Organic Revenue Growth
-7.9%
Previous year: 2.1%
-476.2%
Detection/Measurement Organic Revenue Growth
2.6%
Previous year: -5%
-152.0%
Gross Profit
$143M
Previous year: $144M
-0.3%
Cash and Equivalents
$64M
Previous year: $50.7M
+26.2%
Total Assets
$2.33B
Previous year: $2.13B
+9.3%

SPX

SPX

SPX Revenue by Segment

Forward Guidance

SPX is targeting 2021 adjusted consolidated revenue of approximately $1.6 billion, an adjusted operating income margin of approximately 12%, and adjusted earnings per share in a range of $3.00 to $3.20.

Positive Outlook

  • HVAC: Growth of low-to-mid single digits %
  • HVAC: Modest increase in segment income margin
  • Detection & Measurement: Growth of low-to-mid teens % including 2020 acquisitions impact
  • Engineered Solutions: Growth of low-single digits %
  • Total SPX Adjusted: Growth of mid-single digits %

Challenges Ahead

  • Detection & Measurement: Approximately flat segment income margin
  • Engineered Solutions: Approximately flat segment income margin
  • Total SPX Adjusted: Modest increase in segment income margin
  • Non-GAAP financial guidance excludes items, which would be included in GAAP financial measures that are not indicative of on-going performance
  • Ultimate aggregate amounts associated with these items are out of our control and/or cannot be reasonably predicted

Revenue & Expenses

Visualization of income flow from segment revenue to net income