The 105% EPS beat is significant, but the lack of reported revenue or updated guidance tempers the read-through. Monitor the upcoming 10-Q filing for revenue, margin, and cash flow details to validate the earnings quality and trajectory toward the FY2029 targets.
Price Chart
Executive Summary
Frequency Electronics reported Q1 FY2027 EPS of $0.41, a 105% beat vs the $0.20 consensus, and reaffirmed its three-year financial targets of $150M minimum revenue, 50% gross margin, and 30% operating margin by FY2029. The company also announced the appointment of Allen Kaplan as CFO, effective November 1, 2026, succeeding retiring Steven L. Bernstein. Despite the strong earnings beat, the stock has historically underperformed following bullish reports on this ticker, warranting a tempered impact assessment.
Key Financial Metrics
Key Facts
- Q1 FY2027 EPS of $0.41 vs consensus $0.20 (105% beat)
- Reaffirmed three-year targets: minimum $150M revenue, 50% gross margin, 30% operating margin by FY2029
- Appointed Allen Kaplan as CFO effective November 1, 2026, replacing retiring Steven L. Bernstein
- Kaplan brings 21+ years of defense sector finance experience from Leidos and Lockheed Martin
Financial Impact
EPS beat consensus by $0.21 (105%), but no revenue figure or guidance change was provided in the filing
Risk Factors
- No revenue figure or guidance change was disclosed alongside the EPS beat, limiting visibility into top-line growth
- Reaffirmed three-year targets are distant and subject to execution risk in a competitive defense contracting environment
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3385919 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | 8-K | $61.60 $64.18 | ▲ +4.19% | ▲ +4.71% | $67.28 (+9.22%) |
Oct 21, 2026 5d ago | Press Release | $61.60 $64.18 | ▲ +4.19% | ▲ +4.71% | $67.28 (+9.22%) |
Sep 10, 2026 6w ago | Press Release | $88.38 $85.50 | ▼ −3.25% | ▼ −2.81% | $67.28 (−23.87%) |
Sep 3, 2026 7w ago | Press Release | $60.67 | awaiting T+1 | — | $67.28 (+10.90%) |
Jul 28, 2026 12w ago | Press Release | $57.69 $59.89 | ▼ −3.81% | ▼ −2.14% | $67.28 (−16.62%) |
Jul 22, 2026 13w ago | EFFECT | $72.39 $73.24 | ▲ +1.17% | ▲ +2.41% | $67.28 (−7.06%) |
Jul 17, 2026 14w ago | S-3 | $66.72 $79.85 | ▲ +19.67% | ▲ +18.84% | $67.28 (+0.84%) |
Jun 12, 2026 19w ago | 8-K | $74.31 $70.15 | ▼ −5.60% | ▼ −5.00% | $67.28 (−9.46%) |
May 27, 2026 21w ago | Press Release | $75.60 $75.88 | ▲ +0.37% | ▲ +0.13% | $67.28 (−11.01%) |
Mar 11, 2026 32w ago | Press Release | $46.66 $48.11 | ▲ +3.11% | ▲ +3.71% | $67.28 (+44.19%) |
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