SPXCMEDIUM SIGNALOPERATIONAL10-K

SPXC completed two significant acquisitions (Sigma Omega in April 2025 and Thermolec in January 2026) while adding new tariff-related risk language, driving substantial growth across key financial metrics.

The acquisitions appear to be executing successfully with meaningful revenue and profit growth, suggesting effective capital deployment and integration capabilities. However, the addition of specific tariff risk language indicates management's concern about trade policy impacts on their supply chain and pricing power, which investors should monitor given the global nature of their operations.

Comparing 2026-02-25 vs 2025-02-26View on EDGAR →
FINANCIAL ANALYSIS

SPXC delivered robust financial performance with gross profit growing 21.9% to $162.2M and net income increasing 21.7% to $244.0M, likely driven by the recent acquisitions. The company significantly strengthened its balance sheet with cash more than doubling to $364.0M and stockholders' equity jumping 61.6% to $2.2B, while interest expense tripled to $27.2M reflecting acquisition financing. The strong operating cash flow growth of 16.6% to $333.3M demonstrates the underlying business is generating solid returns and successfully integrating the new acquisitions.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
+192.5%
$9.3M$27.2M

Interest expense surged 192.5% — significant debt increase or rising rates materially impacting earnings.

Cash & Equivalents
Balance Sheet
+132%
$156.9M$364.0M

Cash position surged 132% — strong cash generation or capital raise providing significant financial cushion.

Stockholders Equity
Balance Sheet
+61.6%
$1.4B$2.2B

Equity base grew 61.6% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Current Assets
Balance Sheet
+45.8%
$784.3M$1.1B

Current assets grew 45.8% — improving short-term liquidity or inventory/receivables build.

Total Assets
Balance Sheet
+32.8%
$2.7B$3.6B

Asset base grew 32.8% — expansion through organic growth, acquisitions, or capital deployment.

Gross Profit
P&L
+21.9%
$133.1M$162.2M

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

Net Income
P&L
+21.7%
$200.5M$244.0M

Net income grew 21.7% — bottom-line growth signals improving overall business health.

R&D Expense
P&L
+17.6%
$45.9M$54.0M

R&D investment increased 17.6% — signals commitment to future product development, though near-term margin impact.

Operating Cash Flow
Cash Flow
+16.6%
$285.9M$333.3M

Operating cash flow grew 16.6% — strong conversion of earnings to cash, healthy business fundamentals.

SG&A Expense
P&L
+15.2%
$414.6M$477.6M

SG&A increased modestly — likely reflects growth-related hiring or sales expansion investment.

LANGUAGE CHANGES
NEW — 2026-02-25
PRIOR — 2025-02-26
ADDED
Particular risks and uncertainties that could cause actual results to differ from those contained in the forward-looking statements, include the following: cyclical changes and specific industry events in our markets; changes in anticipated capital investment and maintenance expenditures by customers; changes in economic conditions in relevant global and North American markets, including as a result of the imposition, or threat of imposition of tariffs, including any new or increased tariffs announced by the U.S.
government and any retaliatory tariffs announced in response thereto, and other trade barriers, international trade tensions or geopolitical conflicts; availability, limitations or cost increases of raw materials and/or commodities, including as a result of new or increased tariffs, as well as the potential impact of retaliatory tariffs and other penalties that cannot be recovered in product pricing; the impact of competition on profit margins and our ability to maintain or increase market share; risks with respect to our contracts with the U.S.
Our common stock has been listed on the New York Stock Exchange since 1972.
On April 15, 2025, we completed the acquisition of Sigma Heating and Cooling and Omega Heat Pump ( Sigma Omega ), which specializes in highly engineered hydronic heating and cooling equipment, including vertical stack heat pumps and fan coils, institutional heating products, and both air-cooled and water-cooled commercial self-contained units.
The post-acquisition operating results of Sigma Omega are reflected within our HVAC reportable segment.
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REMOVED
All the forward-looking statements are qualified in their entirety by reference to the risks and uncertainties discussed in this filing, including under the heading Risk Factors, and any subsequent filing with the U.S.
Its common stock had been listed on the New York Stock Exchange since 1972.
Based on a review of our portfolio of businesses, and the belief that a recovery within the power generation markets was unlikely in the foreseeable future, we decided in 2015 that our strategic focus would be on our (i) scalable growth businesses that serve the heating, ventilation and cooling ( HVAC ) and detection and measurement markets and (ii) power transformers and process cooling systems businesses.
As a result, we subsequently significantly reduced our exposure to the power generation markets.
This reduction included the wind-down of the SPX Heat Transfer Business ( Heat Transfer ), completed during the fourth quarter of 2020, and the wind-down of our South African subsidiary, DBT Technologies (PTY) LTD ( DBT ) in 2021 when we substantially ceased all operations.
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