Core Viewpoint - Standex International Corporation will announce its second quarter fiscal 2026 financial results on January 29, 2026, after market close, with a conference call scheduled for January 30, 2026, at 8:30 a.m. ET [1] Group 1 - The conference call will feature David Dunbar, President & CEO, and Ademir Sarcevic, CFO & Treasurer, who will discuss the company's financial results, business highlights, and outlook [1] - Investors can access the webcast and slide presentation through the "Investors" section of Standex's website [2] - A replay of the webcast will be available shortly after the presentation concludes [2] Group 2 - Standex International Corporation operates in five business segments: Electronics, Engineering Technologies, Scientific, Engraving, and Specialty Solutions [3] - The company has a global presence with operations in the United States, Europe, Canada, Japan, Singapore, Mexico, Turkey, India, and China [3]

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Group 1 - Standex International Corporation announced that David Dunbar, President & CEO, and Ademir Sarcevic, CFO, will present at the CJS Securities 26th Annual New Ideas for the New Year Virtual Conference on January 14, 2026 [1] - Interested parties can access the presentation on the Investor Relations section of Standex's website under Events and Presentations [1] Group 2 - Standex International Corporation operates in five broad business segments: Electronics, Engineering Technologies, Scientific, Engraving, and Specialty Solutions [2] - The company has operations in multiple countries including the United States, Europe, Canada, Japan, Singapore, Mexico, Turkey, India, and China [2]

Company Overview - Standex International Corporation is a mid-cap industrial manufacturer with a global footprint, operating through five specialized segments that address diverse commercial and industrial needs [6] - The company emphasizes innovation in engineered products and customization to serve demanding end markets, differentiating itself within the industrial machinery sector [6] Financial Performance - Standex reported trailing twelve-month (TTM) revenue of $837.07 million and net income of $52.62 million [4] - The adjusted operating margin expanded by 210 basis points year over year to 19.1%, while adjusted EBITDA climbed 38% to $47.1 million [11] - Sales jumped 27.6% year over year to $217.4 million, driven by acquisitions and accelerating demand in fast-growth end markets like electrical grid infrastructure, defense, aviation, and space [10] Market Position and Strategy - Standex's latest quarter saw record orders of $226 million, pushing the book-to-bill ratio above one, indicating strong forward revenue visibility [10] - The company generates revenue through the design, manufacture, and sale of specialized industrial products across five business segments, serving commercial and industrial customers globally [9] - Standex's broad product offering includes electronics sensors, custom transformers, mold texturizing, scientific refrigeration, engineered components for aerospace and defense, and specialty merchandising equipment [9] Investment Activity - Anchor Capital Management Company increased its position in Standex by 29,998 shares, bringing the total to 98,394 shares valued at $20.85 million as of September 30 [2][3] - Standex now constitutes 17.95% of Anchor Capital's 13F assets under management (AUM), making it the fund's second-largest position [3]

Group 1 - The article does not provide any specific content related to company or industry analysis [1]

Core Viewpoint - Standex International Corporation will participate in the Melius Research Conference on December 10, 2025, with a presentation accessible on their Investor Relations website [1]. Group 1: Company Overview - Standex International Corporation operates in five broad business segments: Electronics, Engineering Technologies, Scientific, Engraving, and Specialty Solutions [2]. - The company has a global presence with operations in the United States, Europe, Canada, Japan, Singapore, Mexico, Turkey, India, and China [2]. Group 2: Financial Reporting - Standex International Corporation reported its financial results for the first quarter of fiscal year 2026, which ended on September 30, 2025 [3]. - The announcement of the first quarter fiscal 2026 financial results is scheduled for October 30, 2025 [4].

Group 1: Company Overview - O-I Glass (OI) is part of the Industrial Products group, which includes 186 companies and ranks 12 in the Zacks Sector Rank [2] - O-I Glass currently holds a Zacks Rank of 2 (Buy), indicating a favorable outlook based on earnings estimate revisions [3] Group 2: Performance Metrics - O-I Glass has seen an 8.3% increase in the Zacks Consensus Estimate for its full-year earnings over the past quarter, reflecting improved analyst sentiment [4] - Year-to-date, O-I Glass has returned approximately 17.2%, outperforming the Industrial Products sector's average return of 2.6% [4] - In comparison, Standex International (SXI) has returned 21.4% year-to-date and also holds a Zacks Rank of 2 (Buy) [5] Group 3: Industry Context - O-I Glass belongs to the Glass Products industry, which ranks 13 in the Zacks Industry Rank and has seen a decline of about 16.9% year-to-date, indicating O-I Glass's relative strength [6] - Standex International is part of the Manufacturing - General Industrial industry, which has returned +5.4% year-to-date and ranks 151 [6] Group 4: Investment Outlook - Investors interested in Industrial Products stocks should monitor O-I Glass and Standex International for their continued solid performance [7]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, but identifying such stocks can be challenging due to inherent volatility and risks [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Standex International (SXI) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive [3] - Standex has a historical EPS growth rate of 14.8%, with projected EPS growth of 13.7% this year, significantly surpassing the industry average of 8.1% [4] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, enabling them to expand without relying on external funding [5] - Standex's year-over-year cash flow growth stands at 17.6%, well above the industry average of 2.2% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 11.7%, compared to the industry average of 9.4% [6] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [7] - The current-year earnings estimates for Standex have increased, with the Zacks Consensus Estimate rising by 4.1% over the past month [8] Group 5: Overall Assessment - Standex has achieved a Zacks Rank of 2 and a Growth Score of B, indicating its potential as a solid choice for growth investors [10]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to inherent risks and volatility [1] Group 1: Company Overview - Standex International (SXI) is identified as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 14.8%, with projected EPS growth of 10.7% this year, surpassing the industry average of 7% [5] Group 2: Financial Metrics - Standex's year-over-year cash flow growth is reported at 17.6%, significantly higher than the industry average of 2.1% [6] - The company's annualized cash flow growth rate over the past 3-5 years stands at 11.7%, compared to the industry average of 9% [7] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for Standex, with the Zacks Consensus Estimate for the current year increasing by 1.4% over the past month [9] - The combination of a Zacks Rank 2 and a Growth Score of B indicates that Standex is positioned as a potential outperformer for growth investors [10][11]

Financial Performance - Net sales for the first quarter of fiscal year 2026 increased by $47.0 million, or 27.6%, to $217.4 million compared to the prior year quarter, with acquisitions contributing $45.3 million, or 26.6%[111] - Gross profit margin improved to 41.6% in the first quarter of fiscal year 2026, up from 41.1% in the prior year, resulting in a gross profit of $90.4 million[112] - Income from operations increased by $5.5 million, or 23.0%, to $29.6 million in the first quarter of fiscal year 2026, driven by contributions from recent acquisitions[117] - Income from operations in Q1 FY 2026 increased by $11.3 million, or 66.1%, compared to the prior year quarter, driven by recent acquisitions, pricing initiatives, and product mix[126] Sales Growth by Segment - The Electronics Group reported a 42.2% increase in net sales to $110.6 million in the first quarter of fiscal year 2026, with acquisitions contributing $35.3 million[125] - Net sales in Q1 FY 2026 increased by $9.4 million, or 45.6%, attributed to the acquisition of McStarlite, which added $6.6 million to revenue, and an organic sales increase of $2.6 million, or 12.7%[129] - Scientific Group's net sales in Q1 FY 2026 increased by $1.8 million, or 9.9%, primarily due to an 18.6% benefit from the Custom Biogenic Systems acquisition[131] - Engraving Group's net sales in Q1 FY 2026 increased by $2.5 million, or 7.4%, with organic sales up by $1.8 million, or 5.6%, due to improved demand in Europe[134] - Specialty Solutions Group's net sales in Q1 FY 2026 increased by $0.5 million, or 2.6%, primarily due to slightly improved demand in the Hydraulics business[136] Expenses and Costs - Selling, General, and Administrative (SG&A) expenses rose to $54.4 million, representing 25.0% of sales, compared to $43.0 million, or 25.3% of sales in the prior year[113] - Corporate expenses in Q1 FY 2026 increased by 22.2% to $9.94 million, primarily due to higher variable compensation and employee medical costs[140] - Restructuring expenses for the first quarter of fiscal year 2026 totaled $6.0 million, primarily related to facility rationalization activities[114] Tax and Interest - The effective tax rate from continuing operations for the first quarter of fiscal year 2026 was 24.6%, up from 21.4% in the prior year, influenced by various tax-related items[119] - Interest expense increased to $8.9 million in the first quarter of fiscal year 2026, with an effective interest rate of 6.10%[118] Backlog and Future Expectations - Total backlog as of September 30, 2025, increased by $95.5 million, or 31.5%, to $302.5 million compared to $206.9 million in the prior year[122] - Backlog realizable under one year increased by $67.6 million, or 37.8%, to $246.3 million at September 30, 2025, primarily due to acquisitions in the Electronics and Engineering Technologies segments[122] - The company expects fiscal year 2026 capital spending to be between $33.0 million and $38.0 million[151] Cash and Leverage - Total cash balance as of September 30, 2025, was $98.7 million, with $78.9 million held by foreign subsidiaries[143] - Net cash provided by continuing operating activities for Q1 FY 2026 was $16.8 million, compared to $17.5 million in the prior year[144] - As of September 30, 2025, the leverage ratio was 2.62:1, below the maximum allowed of 3.5:1[149] Market Risks and Supply Chain - The company is exposed to fluctuating market prices for commodities, particularly steel, aluminum, rhodium, and copper, which are key materials in its manufacturing processes[168][169] - The company has experienced price fluctuations for materials and plans to implement price increases to offset these changes, subject to competitive acceptance[169] - The company monitors inflationary pressures on expenses such as wages, benefits, and raw materials, adjusting reserves as necessary[157] - The company does not enter into purchase contracts that extend beyond one operating cycle, maintaining flexibility in supply chain management[168] - The company has a good relationship with suppliers but acknowledges the risk of potential supply shortages[168] Financial Instruments and Hedging - The company employs financial instruments for hedging purposes to manage market risks related to interest rates, commodity prices, and foreign currency exchange[163] - The effective interest rate on borrowings was 6.10% as of September 30, 2025, with a potential annual interest expense increase of approximately $0.9 million for a 25-basis point rise in interest rates[166] - The company has $225 million in active floating to fixed rate swaps, converting interest payments from a SOFR-based rate to a fixed rate of 3.48%[166] - As of September 30, 2025, the fair value of open foreign exchange contracts was a liability of $0.5 million, with primary translation risks associated with the Euro, British Pound Sterling, Peso, Japanese Yen, and Chinese Yuan[164][165] Customer Base - No single customer accounted for more than 5% of consolidated outstanding receivables or sales as of September 30, 2025, indicating a diversified customer base[167]