📈 Price History

Ratio Health

— Excellent

— Good

— Average

— Poor

By Category

📊 Peer Medians

About

Standex International Corporation engages in the manufacture and sale of products and services for commercial and industrial markets in the United States and internationally. It operates through Electronics, Aerospace & Defense, Scientific, Engraving & Hydraulics segments. The company offers reed relays, fluid level, proximity, motion, flow, HVAC condensate, custom electronic and current sensors, instrument transformers, wound transformers, bushings, inductors, current sense and planar transformer technology, value added assemblies, mechanical packaging applications under the Standex Electronics, Standex-Meder Electronics, Renco Electronics, Northlake Engineering, Agile Magnetics, Sensor Solutions, Standex Electronics Japan, Minntronix, Nascentechnology, Sanyu, Amran Instruments, and Narayan Powertech brands. It also provides mold texturizing, slush molding tools, project management and design services, roll engraving, hygiene product tooling, low observation vents for stealth aircraft, and process machinery services under the Mold Tech, Piazza Rosa, World Client Services, Tenibac-Graphion, GS Engineering, and Innovent and Custom Hoists brands. In addition, it provides specialty temperature-controlled equipment for medical, scientific, pharmaceutical, biotech, and industrial markets under the American BioTech Supply, Lab Research Products, Corepoint, Cryosafe, CryoGuard, and Custom Biogenic Systems brands; and net and near net formed single-source customized solutions for the aviation, aerospace, defense, energy, industrial, medical, marine, oil and gas, and manned and unmanned space markets under the Spincraft and McStarlite brands. Further, it offers refrigerated, heated, display cases, single and double acting telescopic, and piston rod hydraulic cylinders under the Federal and Custom Hoist brands. The company was founded in 1955 and is headquartered in Salem, New Hampshire.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

See full financials →

📊 Quick Scorecard

Loading…

🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific → Stable 4 quarters analysed

Q4 2025

Confident Specific

Management used emphatic language such as 'turning point', 'inflection point', 'beautiful to watch', 'energy', and 'record profit generation' while repeatedly providing concrete numbers and targets. They gave detailed breakdowns of growth drivers and explicitly said the $100M+ revenue outlook was 'comfortable' and could be even higher.

Q1 2026

Confident Specific

Management repeatedly used phrases like 'strong start', 'record quarterly intake', 'above expectations', and 'raising our sales outlook', backed by specific figures such as $110M incremental revenue and 27.6% sales growth.

Q2 2026

Confident Specific

Management uses phrases like 'very pleased', 'solid results', 'growth engine is now reading through', 'well-positioned', and provides concrete numbers: 6.4% organic growth, 11.1% electronics organic, record orders of $231 million, and specific guidance for new product sales ($85 million) and fast growth markets ($270+ million).

Q3 2026 latest

Confident Specific

Management repeatedly uses phrases like 'another strong proof point', 'strategy is working', 'exciting to see', and provides specific numbers (8% sales growth, 6.5% organic, 1.05 book-to-bill, 1.14 electronics) with a bullish forward outlook.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis appears stronger after this call. Standex delivered 8% sales growth (6.5% organic) with a 1.05 book-to-bill, indicating sustainable momentum. The portfolio is now heavily weighted toward higher-growth Electronics and Aerospace & Defense, which together generate ~70% of sales and nearly 80% of segment profits. The divestiture of Federal reduces complexity and lowers leverage to 1.9x, freeing capacity for M&A. Key areas to watch next quarter: conversion of the record electronics backlog into revenue, margin trajectory as growth investments continue, and any pickup in general industrial demand, particularly in North America and Europe. The new product pipeline and grid capacity expansion (Croatia, Mexico, Texas) are also critical for medium-term growth.

AI-generated concall tone analysis · Updated 2026-06-08 · Not investment advice

🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →

📊 MIXED Standex Q3 2026 sales up 8.1% to $224.6M, organic 6.5%.

Revenue & Profitability

Revenue grew 8.1% year-on-year to $224.6 million, with organic growth of 6.5%. Adjusted operating margin was 19.7%, up 30 basis points. Adjusted EPS increased 13.5% to $2.21. Free cash flow was $6.3 million. Net leverage stood at 1.9x after paying down $62 million of debt.

Outlook

Management sees healthy demand reflected in a company-wide book-to-bill of 1.05 and Electronics book-to-bill of 1.14. Fast-growth markets and new products are driving momentum. Headwinds include general market weakness in North America and Europe, NIH cuts affecting Scientific, and slow general industry in North America and Europe. Asia general industry appears to have picked up.

Growth Drivers

Key growth levers are Electronics (organic growth 6.8%), Aerospace & Defense (organic 20.8%), new product sales (up ~40% to $18.7 million), and sales into fast-growth markets ($69 million, over 30% of total). Grid and defense are particularly strong, with grid sales up about 20% year-on-year. General industry in Asia is improving, supporting switch sales.

Balance Sheet & CapEx

Capital expenditure guidance for fiscal 2026 is $27 million to $30 million. Growth investments include capacity expansion in grid (Croatia site now operational, Mexico and Texas sites), and potential Aerospace & Defense capacity expansion if missile program orders materialize. Croatia site expected to ramp after ISO certifications in June.

Margins

Adjusted operating margin was 19.7%, up 30 bps year-on-year. Electronics margin was 29.3%, down 50 bps due to growth investments. Aerospace & Defense margin was 18%, down 60 bps due to project mix. Engraving & Hydraulics margin improved 210 bps to 14.3% from restructuring benefits. For Q4, management expects slightly lower consolidated margin as growth investments, higher medical costs, and higher variable compensation offset organic growth and productivity gains.

Key Risks

Risks flagged include general industrial weakness in North America and Europe, NIH funding cuts impacting Scientific, execution issues in the Edge business, and dependence on government procurement processes for missile program orders. Growth investments could pressure near-term margins. Macroeconomic or geopolitical challenges could affect demand.

Generated by AI · Q3 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

🔍

🔎 See cross-company document search → ?

📞 Earnings Call Transcripts (5)

Q4 2026 Q4 2026 2026-07-31

Organic sales grew 5.5% in FY 2026, with record Q4 order intake and strong performance in Electronics and Aerospace & Defense. Capacity expansions and new product launches are set to drive mid- to high-single-digit sales growth and margin expansion in FY 2027.

Q3 2026 Q3 2026 2026-05-01

Sales grew 8.1% year-over-year with strong momentum in Electronics and Aerospace & Defense, driven by fast-growing end markets and new products. Federal Industries divestiture enabled debt reduction and portfolio focus, while guidance calls for continued revenue and margin expansion.

Q2 2026 Q2 2026 2026-01-30

Q2 FY26 saw 16.6% revenue growth, record orders, and strong performance in Electronics and fast growth markets. Margins improved, debt was reduced, and the outlook for FY26 and beyond remains positive, with significant capacity expansion and new product launches planned.

Q1 2026 Q1 2026 2025-10-31

Q1 2026 saw revenue up 27.6% year-over-year, driven by acquisitions, new products, and fast-growth markets. The sales outlook for FY26 was raised, with strong order momentum and robust performance from the rebranded Grid business. Margin expansion and ongoing debt reduction support future growth.

Q4 2025 Q4 2025 2025-08-01

Q4 2025 saw 23% revenue growth, record margins, and strong cash flow, driven by acquisitions and fast growth markets. FY26 guidance calls for $100M+ revenue growth, margin expansion, and over 15 new product launches, with continued focus on debt reduction and operational execution.

📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

🎯

Discover Our Proven Investment Framework Learn how we analyze and rank stocks using advanced quantitative models, multi-dimensional scoring systems, and dynamic discriminatory ranking techniques that have guided successful investment decisions across market cycles.

📊 Explore The Finmagine™ Methodology

A comprehensive, bias-free framework for analyzing and ranking stocks by Financial Strength, Growth Potential, Competitive Edge, Management Quality, and Value.

⚠️ Important Disclaimers — Please read without fail.

Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

Not SEC-Registered:
Finmagine is not registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) or any state securities authority. Nothing on this platform constitutes investment advice as defined under the Investment Advisers Act of 1940.

Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

Forward-Looking Statements:
This analysis may contain forward-looking statements, forecasts, or projections that are inherently subject to risks, uncertainties, and assumptions. Actual results may differ materially from those expressed or implied. Finmagine does not undertake any obligation to update such statements in the future.

Limitation of Liability:
The content is provided "as is" without any warranties, express or implied. Finmagine expressly disclaims any liability for errors, omissions, or any losses incurred as a result of reliance on the information provided. Readers assume full responsibility for their investment decisions.