The EPS beat is strong, but the revenue miss and declining backlog warrant caution. Monitor next quarter's revenue trajectory and backlog conversion to see if the revenue miss is a one-off or a trend.
Price Chart
Executive Summary
Espey Mfg. & Electronics Corp. reported Q4 FY2026 EPS of $1.15, beating the $0.96 consensus by 19.8%, on net sales of $13.47M vs $14.8M estimate (a miss). Full-year revenue rose 4.9% YoY to $46.12M, with net income up 37.3% to $11.18M ($3.89 diluted EPS). Backlog declined slightly to $134.9M from $139.7M. The EPS beat is notable, but the revenue miss tempers the bullish read.
Key Financial Metrics
Key Facts
- Q4 FY2026 EPS of $1.15 beat consensus of $0.96 by 19.8%
- Q4 net sales of $13.47M missed consensus of $14.8M by ~9%
- Full-year FY2026 net sales $46.12M, up 4.9% from $43.95M in FY2025
- Full-year net income $11.18M ($3.89 diluted EPS) vs $8.14M ($3.02) in FY2025, up 37.3%
- Backlog at June 30, 2026 was $134.9M, down from $139.7M a year earlier
- Record revenue and gross profits cited by management for the fiscal year
Financial Impact
EPS beat of $0.19 (19.8%) vs consensus, but revenue miss of ~$1.33M (9%) vs consensus; net income up 37.3% YoY for the full year
Risk Factors
- Revenue miss vs consensus in Q4 despite strong EPS beat
- Backlog declined 3.4% YoY to $134.9M, signaling potential future revenue headwinds
- Concentration in military/defense contracts may face budget or timing risks
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3367246 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | DEF 14A | $53.04 | awaiting T+60 | — | $53.04 (+0.00%) |
Oct 16, 2026 11d 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 24w 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
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers