SPX Technologies makes HVAC equipment (including the Fahrenheit and Marley cooling-tower and heating brands) and engineered products for water and infrastructure, so its revenue tracks commercial building activity and replacement cycles more than a single consumer category. Its 40.3% gross margin and 17.7% operating margin point to pricing power in specialized equipment rather than commodity hardware, and the business carries a 14.7% return on equity. Revenue grew 22.9%, which is well ahead of what most building-products peers manage, so the question for a PM is how much of that is organic and how durable it is. At 17.6 times forward earnings against a trailing 29.5, the market is pricing in a meaningful step-up in earnings, which makes the next few quarters of margin delivery the test. The company is not in any major index, a gap that could matter if it grows into an index-eligible size, and it is worth a deeper look to confirm the growth is organic and the margins hold.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 19 Oct 2026, 18:04 CEST | Rating | Overvalued | first publication | $166 |
| 19 Oct 2026, 18:04 CEST | Fair value | $113 | $152 | $166 |
| 15 Oct 2026, 00:00 CEST | Fair value | $152 | $148 | $172 |
| 10 Oct 2026, 00:00 CEST | ACCE price target | $190 | first publication | $169 |
| 10 Oct 2026, 00:00 CEST | Fair value | $148 | $151 | $169 |
| 29 Sept 2026, 00:00 CEST | Fair value | $151 | $152 | $173 |
| 26 Sept 2026, 00:00 CEST | Fair value | $152 | $149 | $172 |
| 24 Sept 2026, 00:00 CEST | Fair value | $149 | $152 | $175 |
| 16 Sept 2026, 00:00 CEST | Fair value | $152 | $158 | $183 |
| 5 Sept 2026, 00:00 CEST | Fair value | $158 | $162 | $194 |
Answered from SPX Technologies Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| SPXC SPX Technologies Inc. Common Stock | $160.33 | $113 | 41% above | 28.2x | 14.7% | 76 | 59 |
| OC Owens Corning Inc Common Stock New | $116.49 | $149 | 22% below | - | -9.4% | 38 | 40 |
| NIBE-B.ST NIBE Industrier AB (publ) | kr 44.32 | kr 25 | 75% above | 33.9x | 8.5% | 59 | 62 |
| AWI Armstrong World Industries Inc Common Stock | $171.39 | $126 | 37% above | 23.0x | 36.6% | 85 | 61 |
| WMS Advanced Drainage Systems Inc. Common Stock | $130.92 | $166 | 21% below | 22.2x | 26.4% | 80 | 64 |
| BLDR Builders FirstSource Inc. Common Stock | $57.54 | $136 | 58% below | 58.1x | 2.5% | 38 | 31 |
| ROCK-B.CO Rockwool A/S | kr 191.80 | - | - | - | 0.0% | 37 | 30 |
Where SPXC ranks against its sector peers on each metric.