SignalTech/AI
SPX outlines ~$1.1B data center capacity as 2026 adjusted EBITDA growth guide shifts to ~25%
SPX targets ~$1.1B data center capacity with 2026 adjusted EBITDA growth guide shifting to ~25%.
Context
What happened: SPX Technologies outlined about $1.1B in data center capacity and shifted its 2026 adjusted EBITDA growth guide to roughly 25%, per its Q3 2026 earnings call.
Key numbers: Adjusted EPS grew 20%, the fifth consecutive quarter of 20% plus year-over-year growth. Revenue grew 21% and adjusted EBITDA grew 22% year-over-year. Data center capacity cited at about $1.1B.
Why it matters: The raised 2026 adjusted EBITDA growth guide follows a quarter of double-digit revenue and EBITDA expansion, with the data center capacity figure tied to that outlook.
What changed
SPX Technologies outlined about $1.1B in data center capacity and shifted its 2026 adjusted EBITDA growth guide to roughly 25%, per its Q3 2026 earnings call.
Why it matters
The raised 2026 adjusted EBITDA growth guide follows a quarter of double-digit revenue and EBITDA expansion, with the data center capacity figure tied to that outlook.