SPX Technologies, Inc. Q4 2025 Earnings Call Summary

Full-year 2025 growth was driven by strong organic performance in both segments and the successful integration of the KTS, Sigma, and Omega acquisitions. HVAC segment outperformance was primarily fueled by higher volumes in cooling and heating, providing significant operating leverage and a 40 basis point margin expansion. Management is executing a massive capacity expansion strategy, investing $160,000,000 over two years to support a projected $700,000,000 in incremental revenue potential. The acqu ...