Pulling SEC filings + quote and writing the call…

STANDEX INTERNATIONAL CORP/DE/
Next earnings Jul 29, 2026 · consensus $2.38 EPS, $229M rev
Last earnings +3.2% on 2026-05-05
68x P/E for a diversified industrial whose EPS just fell 24%, OCF fell 25%, and long-term debt tripled — pay-for-perfection on an unfinished M&A bet.
Sources: SEC EDGAR (CIK 0000310354, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/25/2026, 1:13:59 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Weak on both the fundamentals and the price — little to like at the current level.
Standex is mid-transformation, not mid-compounding. FY2025 revenue grew 9.6% to $790M almost entirely on the back of an aggressive M&A spree disclosed in MD&A — Amran/Narayan (~$467.5M EV, closed Oct 2024), Custom Biogenic Systems (Nov 2024), Nascent (Nov 2024) and McStarlite (Feb 2025). Strip out those, and the organic story is the same one the FY2021–FY2024 series shows: revenue oscillating in a tight $720–$741M band with no real underlying growth. Worse, on a reported basis the deals destroyed near-term earnings power: net income fell 23.7% to $55.8M, EPS dropped 24.4% to $4.64, operating income slipped 8%, and operating cash flow fell 24.9% to $69.6M.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $656M | $735M | $741M | $721M | $790M |
| Gross profit | $241M | $270M | $285M | $282M | $315M |
| Operating income | $59.2M | $88.3M | $171M | $102M | $93.5M |
| Net income | $36.5M | $61.4M | $139M | $73.1M | $55.8M |
| Diluted EPS | $2.97 | $5.06 | $11.58 | $6.14 | $4.64 |
| Net margin | 5.6% | 8.3% | 18.8% | 10.1% | 7.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Officer/director change disclosed; leadership transition with exhibits filed
Q3 FY26 10-Q; ongoing integration of $467M Amran/Narayan acquisition
Q3 FY26 earnings release; results posted amid post-acquisition margin pressure
Q2 FY26 earnings release furnished to investors
Q2 FY26 10-Q filed; debt-funded M&A still weighing on EPS
Second FY25 10-K/A amendment; technical/exhibit corrections
FY25 10-K amended; restated disclosures or added exhibits
Officer/director appointment or departure disclosed
Q1 FY26 10-Q reflects expanded electrical-grid/India footprint post-Amran
1049 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Last 90 days: 0 open-market buys · 3 sales
| 2026-06-15 | Edwards Barbara Joanne Director | Gift | 150.00 | |
| 2026-06-15 | Edwards Barbara Joanne Director | Gift | 150.00 | |
| 2026-06-01 | CHORMAN THOMAS E Director | Sell | 50.00 @ $272.82 | $13.6K |
| 2026-05-27 | Edwards Barbara Joanne Director | Sell | 558.00 @ $274.81 | $153K |
| 2026-05-01 | CHORMAN THOMAS E Director | Sell | 50.00 @ $268.43 | $13.4K |
| 2026-04-08 | Arets Max VP; Chief Information Officer | Tax | 132.00 @ $272.83 | $36.0K |
| 2026-04-02 | GLASS ALAN J CLO, VP & Secretary | Tax | 204.00 @ $257.70 | $52.6K |
| 2026-04-01 | Sarcevic Ademir Vice President/CFO/Treasurer | Tax | 1.71K @ $260.09 | $446K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.