Standex International Corporation (SXI) Earnings Call Transcripts

Standex International Corporation's Latest Earnings Call - Q3 FY2026

In the fiscal third quarter of 2026, Standex International Corporation reported revenue of $224.6 million, reflecting an 8.1% year-over-year increase, driven by 6.5% organic growth. Adjusted earnings per share rose 13.5% to $2.21. Management maintained its fiscal 2026 revenue guidance, expecting an increase of approximately $100 million compared to fiscal 2025, despite the divestiture of Federal Industries, indicating strong momentum in fast-growing markets and new product launches.

Reported metrics

Guidance from management

Management expects fiscal 2026 revenue to increase by approximately $100 million compared to fiscal 2025, with slightly to moderately higher revenue expected in the fourth quarter driven by fast growth markets and new product sales.

What management said

We ship into Europe from India now. So some of those shipments will begin to come from Europe. We'll continue to ship from India. So in our FY '27, we think upper single-digit million shipment number is kind of a reasonable expectation. There is upside to that. How it ramps beyond that, I guess we'll have to report in the coming year or so. But there certainly is upside because the market is there, and we have the fo...

Yes. And if I can just add to that, Matt. As we said in our prepared remarks, we had 2 consecutive months of orders over $50 million for Electronics, which has never happened before. Some of that is clearly the strength we have seen and continue to see in the grid space and some of these as end markets. But also, as to David's point, indication that the general industrial markets are stabilizing, and we are kind of t...

What analysts pressed on

Analysts expressed concerns regarding the potential impact of macroeconomic and geopolitical challenges on future performance. There were also inquiries about the timeline for ramping up operations in Europe and the competitive dynamics in that market.

Main topics on the call

• Revenue Growth — Standex achieved an 8.1% increase in revenue year-on-year, totaling $224.6 million. Management noted, "Our sales in the fast-growing end markets are now about 30% of our total," highlighting the strategic shift towards t...
• Organic Growth — The company reported organic growth of 6.5%, with Electronics segment growing 6.8% organically. Management stated, "New product sales grew approximately 40% to approximately $18.7 million," contributing to this organic g...
• Adjusted Operating Margin — Adjusted operating margin increased by 30 basis points year-on-year to 19.7%. This margin expansion is attributed to higher volume and pricing initiatives, despite growth investments impacting margins.
• Aerospace & Defense Segment Performance — The Aerospace & Defense segment saw a significant revenue increase of 33.7% year-on-year, driven by organic growth of 20.8%. Management noted, "Organic growth was driven by increased project activity in the commercializa...

Read the full Standex International Corporation transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 27 Standex International Corporation earnings call transcripts on record, spanning February 4, 2020 to July 31, 2026. Based on this history, Standex International Corporation reports quarterly. The most recent call on file is dated July 31, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SXI

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Machinery

Calls on record

27

First call

February 4, 2020

Most recent

July 31, 2026

Reporting cadence

quarterly