Financial Data and Key Metrics Changes - The company reported a consolidated revenue increase of 2.3% year-on-year, reaching $184.8 million, with organic revenue growth of 2.5% and a 0.5% benefit from foreign exchange [78] - Adjusted earnings per share grew by 8.7% year-on-year to $1.74, compared to $1.60 a year ago [41] - The adjusted operating margin increased by 90 basis points year-on-year to 15.9%, marking the tenth consecutive quarter of record adjusted operating margin [56][36] - The net debt position as of September 30 was $21.7 million, with approximately $347 million of available liquidity [37][61] Business Line Data and Key Metrics Changes - The Engraving segment revenue increased by 16.5% to $40.8 million, driven by organic growth of 15.5% and a 1% benefit from foreign currency [43] - The Specialty Solutions segment revenue decreased by 25.9% year-on-year to $25.9 million, primarily due to the Procon divestiture [45] - The Electronics segment revenue increased by 8.6% year-on-year to $81.7 million, benefiting from the Minntronix acquisition, although organic sales declined by 1.8% [57] Market Data and Key Metrics Changes - The company continues to experience softness in appliances and general industrial end markets in China and Europe, leading to additional cost-saving measures [42] - The market for commercial panels is approximately 80% of the global market for solar panels, with the company exploring niche markets for technology introduction [6] Company Strategy and Development Direction - The company aims for high single-digit organic growth to exceed $1 billion in sales by fiscal year 2028, with an adjusted operating margin greater than 19% and return on invested capital exceeding 15% [38][86] - The recent acquisition of Sanyu Switch Company is expected to enhance the product portfolio and strengthen customer relationships, contributing to long-term growth [39][51] Management's Comments on Operating Environment and Future Outlook - Management noted inflationary pressures have eased compared to previous quarters, with some deflation observed in ocean freight costs [4] - The company anticipates continued growth in fast growth markets, despite current softness in China and Europe, and expects to leverage its strong operational execution for future growth [63][80] Other Important Information - The company achieved free cash flow of $12.1 million in the quarter, the highest ever for the fiscal first quarter [52] - Capital expenditures are expected to be between $30 million and $35 million for fiscal 2024, compared to approximately $24 million in fiscal 2023 [46] Q&A Session Summary Question: What is the visibility in the China and EMEA markets? - Management indicated that both markets have shown gradual declines, with destocking and a general industry slowdown impacting performance [90] Question: What is the status of the ENEL project? - The project is under review by the new leadership at ENEL, which has led to the cancellation of some renewable projects [97] Question: How is the company managing inflationary pressures? - The company is focused on maintaining margins through pricing and productivity initiatives, despite the softer end markets [73] Question: What is the impact of the EV market on the company's business? - Management noted that while EV growth is slowing, the content per EV remains significantly higher than that of ICE vehicles, which continues to benefit the company [126] Question: Can you elaborate on the Sanyu acquisition and its benefits? - The acquisition is expected to enhance the product portfolio and customer relationships, particularly in test and measurement applications [116]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-07233 STANDEX INTERNATIONAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 31-0596149 (State of incorporation) (IRS Employer Identification No. ...

SAFE HARBOR STATEMENT 2 ▪ Organic growth of ~2.5%; led by Engraving and Electronics with double digits organic growth YOY ▪ Fast growth market sales increased ~20% YOY to $20 million in Q1 FY24. Fast growth market sales expected to reach ~$100M in FY24 OPERATING PERFORMANCE ▪ FCF generation of ~$12.1M in Q1 FY24; Highest ever FCF generation in fiscal first quarter ▪ In Q2 FY24, on a sequential basis, expect slightly lower sales and similar to slightly higher adjusted operating margin 3 ▪ Reed relays ▪ Test ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2023 Commission File Number 001-07233 STANDEX INTERNATIONAL CORPORATION (Exact name of registrant as specified in its Charter) Delaware 31-0596149 (State of incorporation) (I.R.S. Employer Identification No.) 23 Keewa ...

Fourth Quarter Fiscal 2023 Earnings Call Presentation SAFE HARBOR STATEMENT 2 GROWTH PROFILE ▪ Acquired Minntronix for $30M in cash. Expands Electronics' Engineering Capability, Key Customer Account Access, and exposure to 5G infrastructure ▪ FCF generation of ~$32.8M in Q4 FY23, up ~75% YOY; Record FCF in FY23 August 4, 2023 Statements contained in this presentation that are not based on historical facts are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of ...

Standex International Corporation (NYSE:SXI) Q4 2023 Earnings Conference Call August 4, 2023 8:30 AM ET Company Participants Christopher Howe - Director, IR David Dunbar - Chairman, President & CEO Ademir Sarcevic - VP, CFO & Treasurer Conference Call Participants Christopher Moore - CJS Securities Michael Legg - The Benchmark Company Gary Prestopino - Barrington Research Associates Operator Good day and welcome to the Standex International Fiscal Fourth Quarter 2023 Financial Results Teleconference. [Opera ...

Standex International Corporation (NYSE:SXI) Q3 2023 Results Conference Call May 5, 2023 8:30 AM ET Company Participants Chris Howe - Director of IR David Dunbar - Chairman, President and CEO Ademir Sarcevic - VP, CFO and Treasurer Conference Call Participants Chris Moore - CJS Securities Michael Legg - Benchmark Gary Prestopino - Barrington Research Operator Good day, and welcome to the Standex International Fiscal Third Quarter Results Call. [Operator Instructions] Please note, this event is being recorde ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-07233 STANDEX INTERNATIONAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 31-0596149 (State of incorporation) (IRS Employer Identification No.) 23 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-07233 STANDEX INTERNATIONAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 31-0596149 (State of incorporation) (IRS Employer Identification No.) ...

Standex International Corporation (NYSE:SXI) Q2 2023 Earnings Conference Call February 3, 2023 8:30 AM ET Company Participants Chris Howe - Director of Investor Relations David Dunbar - Chairman, President and Chief Executive Officer Ademir Sarcevic - Chief Financial Officer and Treasurer Conference Call Participants Chris Moore - CJS Securities Michael Legg - Benchmark Ross Sparenblek - William Blair Operator Good morning, and welcome to the Standex International Fiscal Second Quarter 2023 Financial Result ...