The strong beat and margin expansion signal accelerating profitability. With a $137M backlog and CEO confidence in full-year results, the stock may re-rate higher. Monitor for any new order slowdown (YTD orders $30M vs $75.1M last year) as a potential risk to sustainability.
Price Chart
Executive Summary
Espey Mfg. & Electronics Corp. reported Q3 FY2026 EPS of $0.99, a 12.5% beat vs the $0.88 consensus estimate, on revenue of $11.4M (+10.9% YoY). Net income surged 68% YoY to $2.86M, driven by margin expansion and favorable product mix, while backlog remained strong at $137.1M. The strong quarterly performance and CEO's confident forward commentary support a bullish near-term outlook.
Key Financial Metrics
Key Facts
- Q3 FY2026 EPS of $0.99 beat consensus of $0.88 by 12.5%
- Q3 revenue of $11.42M grew 10.9% YoY from $10.30M
- Net income of $2.86M was up 68% YoY from $1.70M
- Backlog remained robust at $137.1M vs $138.0M a year ago
- CEO highlighted margin expansion from revenue growth, favorable product mix, and cost efficiencies
Financial Impact
EPS beat of $0.11 per share (12.5%) on revenue growth of 10.9% YoY
Risk Factors
- New orders YTD of $30M are down 60% from $75.1M in the prior year period, which could pressure future revenue
- Backlog is essentially flat YoY at $137.1M, suggesting limited near-term visibility beyond current work
- Defense spending cycles and government contract timing could cause lumpy revenue
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3293380 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | DEF 14A | $52.00 | awaiting T+60 | — | $53.04 (+2.00%) |
Oct 16, 2026 10d ago | 8-K | $55.58 | awaiting T+60 | — | $53.04 (−4.57%) |
Sep 23, 2026 4w ago | Press Release | $62.84 | awaiting T+60 | — | $53.04 (−15.60%) |
Jun 26, 2026 17w ago | Insider Cluster | $67.12 $63.69 | ▼ −5.11% | ▼ −9.60% | $53.04 (−20.98%) |
Jun 4, 2026 20w ago | Press Release | $55.28 $62.61 | ▲ +13.26% | ▲ +9.26% | $53.04 (−4.05%) |
May 12, 2026 23w ago | Press Release | $70.34 $62.54 | ▼ −11.09% | ▼ −15.53% | $53.04 (−24.59%) |
Mar 9, 2026 33w ago | Press Release | $54.90 $57.85 | ▲ +5.36% | ▼ −6.62% | $53.04 (−3.40%) |
US Market Status
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