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IR vs SPXC
Which Stock Would AI Choose? Ingersoll Rand (IR) vs. SPX Technologies (SPXC) Stock Comparison
Key Takeaways
- Ingersoll Rand (IR) is a large-cap industrial conglomerate with ~$7.65 billion in 2025 revenue, while SPX Technologies (SPXC) is a mid-cap HVAC and detection equipment specialist with ~$2.27 billion in 2025 revenue.
- SPXC has delivered stronger recent growth: full-year 2025 revenue rose 14.2% year-over-year versus 6% for IR, and 2026 guidance points to ~13% top-line expansion for SPXC compared to 2.5%–4.5% for IR.
- Both companies pursue acquisition-driven growth strategies, but SPXC benefits from secular tailwinds in data center cooling and infrastructure spending, while IR faces near-term headwinds from tariffs and mixed organic demand.
- Valuation multiples differ meaningfully: SPXC trades at a forward P/E (price-to-earnings ratio) of approximately 28x versus about 24x for IR, reflecting the market's willingness to pay a premium for faster growth.
- IR offers a dividend and a larger, more diversified revenue base, while SPXC delivers higher earnings per share (EPS) growth momentum and stronger analyst consensus ratings.
Introduction
Investors tracking the industrial sector frequently encounter two names that, while operating at different scales, compete for attention in similar investor portfolios: IR (Ingersoll Rand) and SPXC (SPX Technologies). Both companies supply mission-critical equipment to industrial, commercial, and infrastructure end markets. Yet their growth trajectories, market positioning, and risk profiles diverge in ways that can materially influence portfolio construction. This comparison examines how these two stocks stack up across business fundamentals, recent performance, growth catalysts, and market sentiment — providing a clear, data-driven framework for investors evaluating which name may better suit their objectives in the current market environment.
IR Overview and Recent Performance
IR (Ingersoll Rand Inc.) is a global provider of mission-critical flow creation and life science and industrial solutions, operating through two segments: Industrial Technologies and Services (IT&S), which covers compressors, vacuum, blower, and power tool equipment; and Precision and Science Technologies (P&ST), which serves life sciences, aerospace, defense, and industrial applications with precision liquid, gas, and air handling technologies. With a market capitalization near $33 billion, Ingersoll Rand is one of the larger diversified industrials in the U.S. market.
In recent months, IR has posted solid headline numbers. Full-year 2025 revenue reached $7.65 billion, a 6% increase from the prior year, while adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) climbed 4% to $2.09 billion. Adjusted EPS came in at $3.34. However, beneath the surface, organic revenue — which strips out acquisitions and currency effects — declined in several quarters, indicating that underlying demand in legacy businesses has been softer than headline figures suggest. Tariff-related cost pressures have also weighed on margins, with management acknowledging a gross tariff headwind exceeding $100 million during 2025. The company's stock has traded in a wide 52-week range of approximately $68 to $101, reflecting ongoing uncertainty around industrial end-market demand and tariff policy. Looking ahead, 2026 guidance calls for revenue growth of 2.5%–4.5% and adjusted EPS of $3.45–$3.57, signaling moderate but steady expansion.
SPXC Overview and Recent Performance
SPXC (SPX Technologies, Inc.) is a specialized supplier of engineered infrastructure equipment, operating through two segments: HVAC, which provides cooling products, engineered air movement, and air handling solutions for industrial, institutional, and commercial markets; and Detection & Measurement, which delivers communication technologies and infrastructure monitoring products for utilities, telecom operators, and municipalities. With a market capitalization of approximately $11 billion, SPXC is considerably smaller than IR but has been growing at a notably faster pace.
Full-year 2025 results underscored this momentum: revenue surged 14.2% to $2.27 billion, adjusted EBITDA jumped 20.5% to $507 million, and adjusted EPS rose 21.1% to $6.76. The fourth quarter alone delivered a 19.4% revenue increase and a 24.5% gain in adjusted EPS. Organic revenue growth — a key measure of underlying business health — has been positive across recent quarters, driven by strong demand for both heating and cooling products and higher project volumes in communication technologies. Recent acquisitions, including Thermolec and the air handling segment of Crawford United, have further scaled the company's electric heat and engineered air movement businesses. Notably, SPXC has introduced the Olympus Max cooling solution, designed specifically for large-scale data center applications, positioning the company to benefit from secular growth in AI-driven data center infrastructure. The 2026 outlook is robust: management guided for approximately 13% revenue growth, 20% adjusted EBITDA growth, and 15% adjusted EPS growth at the midpoint.
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Head-to-Head Comparison
The most striking divergence between these two stocks lies in their growth profiles. SPXC has consistently delivered double-digit revenue and earnings growth, supported by organic demand strength and secular tailwinds in data center infrastructure and utility modernization. IR, by contrast, has relied more heavily on acquisitions to generate headline growth while organic volumes have faced pressure, particularly in its Industrial Technologies segment. Tariff exposure has been a more pronounced headwind for IR given its broader global supply chain and manufacturing footprint.
From a risk perspective, IR offers greater diversification — its two segments span dozens of end markets across industrial, life sciences, and energy applications — which can provide resilience during sector-specific downturns. SPXC is more concentrated in HVAC and detection markets, but those niches are currently benefiting from powerful investment cycles. On valuation, IR trades at a lower forward P/E of roughly 24x versus approximately 28x for SPXC. The premium for SPXC reflects faster anticipated earnings growth and a Strong Buy consensus from analysts, who hold an average 12-month price target about 24% above recent trading levels. IR also carries a Buy consensus with a roughly 11% implied upside. In terms of shareholder returns, IR pays a modest dividend (yielding approximately 0.09%), whereas SPXC does not, instead reinvesting capital into M&A (mergers and acquisitions) and organic growth initiatives. Both companies maintain manageable leverage, with net debt-to-EBITDA ratios under 2.0x.
Tickeron AI Verdict
Based on observable trends in relative momentum, earnings growth trajectory, and end-market positioning, Tickeron's AI-driven analytical framework would likely favor SPXC in the current environment. The stock exhibits stronger and more consistent organic revenue growth, higher rates of earnings expansion, and a clearer catalyst path tied to data center and infrastructure spending — themes that algorithmic trend models tend to reward. IR remains a fundamentally sound, well-diversified industrial holding with a disciplined M&A strategy and a long track record of shareholder returns, but its near-term momentum has been tempered by tariff headwinds and uneven organic demand. In probabilistic terms, the weight of evidence currently tilts toward SPXC for growth-oriented positioning, while IR may be more suitable for investors prioritizing diversification and income. As always, market conditions evolve, and relative positioning can shift as new data emerges.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IR is a Buy and SPXC is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
IR’s FA Score shows that 0 FA rating(s) are green whileSPXC’s FA Score has 1 green FA rating(s).
- IR’s FA Score: 0 green, 5 red.
- SPXC’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
IR’s TA Score shows that 5 TA indicator(s) are bullish while SPXC’s TA Score has 5 bullish TA indicator(s).
- IR’s TA Score: 5 bullish, 4 bearish.
- SPXC’s TA Score: 5 bullish, 5 bearish.
Price Growth
IR (@Industrial Machinery) experienced а -1.21% price change this week, while SPXC (@Building Products) price change was -0.20% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was -1.07%. For the same industry, the average monthly price growth was -11.16%, and the average quarterly price growth was -5.53%.
The average weekly price growth across all stocks in the @Building Products industry was -2.54%. For the same industry, the average monthly price growth was -11.46%, and the average quarterly price growth was -3.77%.
Reported Earning Dates
IR is expected to report earnings on Nov 04, 2026.
SPXC is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Industrial Machinery (-1.07% weekly)The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
@Building Products (-2.54% weekly)The industry manufactures products used in the construction of residential and commercial buildings. The process involves using materials and other products, and processing them to create finished items such as doors, windows, light fittings, floor coverings, climate control products and other building components and home improvement products. Masco Corporation, Allegion PLC and Lennox International Inc. are major manufacturers of such products.
| IR | SPXC | IR / SPXC | |
| Capitalization | 32.6B | 11B | 296% |
| EBITDA | 2B | 534M | 375% |
| Gain YTD | 5.304 | 9.777 | 54% |
| P/E Ratio | 34.45 | 38.60 | 89% |
| Revenue | 7.94B | 2.48B | 321% |
| Total Cash | 1.17B | 166M | 707% |
| Total Debt | 4.83B | 615M | 786% |
IR | SPXC | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 23 | 16 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 66 Overvalued | 76 Overvalued | |
PROFIT vs RISK RATING 1..100 | 51 | 14 | |
SMR RATING 1..100 | 75 | 59 | |
PRICE GROWTH RATING 1..100 | 50 | 50 | |
P/E GROWTH RATING 1..100 | 72 | 60 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
IR's Valuation (66) in the Industrial Conglomerates industry is in the same range as SPXC (76). This means that IR’s stock grew similarly to SPXC’s over the last 12 months.
SPXC's Profit vs Risk Rating (14) in the Industrial Conglomerates industry is somewhat better than the same rating for IR (51). This means that SPXC’s stock grew somewhat faster than IR’s over the last 12 months.
SPXC's SMR Rating (59) in the Industrial Conglomerates industry is in the same range as IR (75). This means that SPXC’s stock grew similarly to IR’s over the last 12 months.
SPXC's Price Growth Rating (50) in the Industrial Conglomerates industry is in the same range as IR (50). This means that SPXC’s stock grew similarly to IR’s over the last 12 months.
SPXC's P/E Growth Rating (60) in the Industrial Conglomerates industry is in the same range as IR (72). This means that SPXC’s stock grew similarly to IR’s over the last 12 months.
| IR | SPXC | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 52% | 4 days ago 83% |
| Stochastic ODDS (%) | 4 days ago 55% | 4 days ago 72% |
| Momentum ODDS (%) | 4 days ago 71% | 4 days ago 76% |
| MACD ODDS (%) | 4 days ago 76% | 4 days ago 61% |
| TrendWeek ODDS (%) | 4 days ago 59% | 4 days ago 62% |
| TrendMonth ODDS (%) | 4 days ago 64% | 4 days ago 62% |
| Advances ODDS (%) | 7 days ago 66% | 4 days ago 69% |
| Declines ODDS (%) | 4 days ago 57% | 6 days ago 61% |
| BollingerBands ODDS (%) | 4 days ago 59% | 4 days ago 80% |
| Aroon ODDS (%) | 4 days ago 68% | 4 days ago 47% |
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IR and
Correlation & Price change
A.I.dvisor indicates that over the last year, IR has been closely correlated with JCI. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if IR jumps, then JCI could also see price increases.