The strong beat and record order intake confirm accelerating momentum in Electronics and Aerospace & Defense, while the balance sheet deleveraging supports further investment. Watch for continued organic growth in FY2027 and potential margin expansion as the company scales new products and fast-growth markets. The retirement of the Chief Legal Officer is routine and should not affect operations.
Price Chart
Executive Summary
Standex reported Q4 FY2026 adjusted EPS of $2.45, beating consensus of $2.35 by 4.3%, on revenue of $228.3M (slightly above $226.1M estimate). Organic sales grew 7.7% YoY, led by Electronics (+12.9% organic) with record order intake of ~$270M and book-to-bill of 1.18. The company guided for high-single-digit to low-double-digit organic growth in FY2027 with continued margin expansion. Separately, VP and Chief Legal Officer Alan Glass announced retirement, a routine non-CEO departure.
Key Financial Metrics
Key Facts
- Q4 FY2026 adjusted EPS $2.45 vs consensus $2.35 (+4.3%)
- Revenue $228.3M vs consensus $226.1M (+0.95%)
- Organic sales growth 7.7% YoY; Electronics organic growth 12.9%
- Record order intake ~$270M; book-to-bill 1.18 (Electronics 1.27)
- Adjusted operating margin 19.9% vs 20.6% a year ago (-70 bps)
- Free cash flow $35.0M, up 40.7% YoY; net leverage reduced to 1.8x
- FY2027 guidance: mid-to-high single-digit sales growth, high-single to low-double-digit organic growth, margin expansion expected
- VP & Chief Legal Officer Alan Glass retiring; no disagreement with company
Financial Impact
EPS beat of $0.10 (4.3%) and revenue beat of $2.15M (0.95%)
Risk Factors
- Engraving & Hydraulics segment revenue declined 9.7% YoY on general market weakness
- Adjusted operating margin contracted 70 bps YoY due to growth investments and mix
- Tariff and foreign exchange headwinds could impact FY2027 guidance
- Qualitative FY2027 guidance lacks specific numeric ranges, adding uncertainty
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-025140 |
| Document: sxi20260730_8k.htm | 0001437749-26-025140 |
| Document: 0001437749-26-025140-index-headers.html | 0001437749-26-025140 |
| Document: 0001437749-26-025140-index.html | 0001437749-26-025140 |
| Document: 0001437749-26-025140.txt | 0001437749-26-025140 |
| 8-K Data (Synthetic) | 0001437749-26-025140 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 29d ago | Insider Cluster | $276.37 $269.17 | ▼ −2.61% | ▼ −1.46% | $293.78 (+6.30%) |
Sep 2, 2026 4w ago | Insider Cluster | $277.93 $266.87 | ▲ +3.98% | ▲ +3.02% | $293.78 (−5.70%) |
Aug 26, 2026 5w ago | Insider Cluster | $305.13 $277.93 | ▼ −8.91% | ▼ −8.79% | $293.78 (−3.72%) |
Jul 31, 2026 9w ago | 8-K | $296.50 $340.12 | ▲ +14.71% | ▲ +11.20% | $293.78 (−0.92%) |
Jul 2, 2026 13w ago | 8-K | $327.87 $309.63 | ▼ −5.56% | ▼ −6.49% | $293.78 (−10.40%) |
Jun 3, 2026 17w ago | Insider Cluster | $292.39 $290.72 | ▼ −0.57% | ▲ +3.25% | $293.78 (+0.48%) |
May 14, 2026 20w ago | 8-K | $259.19 $252.36 | ▼ −2.64% | ▼ −1.92% | $293.78 (+13.35%) |
May 5, 2026 21w ago | 8-K | $268.77 $255.01 | ▲ +5.12% | ▲ +6.25% | $293.78 (−9.31%) |
US Market Status
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