Standex International (NYSE: SXI) reported Q3 EPS of $2.21, $0.02 worse than the analyst estimate of $2.23. Revenue for the quarter came in at $224.6 million versus the consensus estimate of $225.76 million.

Fiscal Fourth Quarter 2026 Outlook

In fiscal fourth quarter 2026, on a year-on-year basis, the Company expects slightly to moderately higher revenue, driven by mid-to-high single digit organic growth from higher sales into fast growth end markets and increased new product sales, partially offset by the impact on revenue from the recently completed divestiture of Federal Industries. The Company expects slightly lower adjusted operating margin as contributions from organic growth and realization of productivity actions are more than offset by growth investments, higher medical costs, and increased variable compensation expenses.

On a sequential basis, the Company expects slightly higher revenue, driven by increased contributions from fast growth end markets and new product sales, and slightly to moderately higher adjusted operating margin due to higher volume and pricing and productivity initiatives, partially offset by growth investments.

Fiscal Year 2026 Outlook

The Company\'s prior fiscal year 2026 sales outlook included a full year contribution from Federal Industries. Considering the divestiture of Federal Industries and barring any unforeseen economic, global trade, or tariffs related disruptions, the Company now expects revenue to grow by approximately $100 million in fiscal year 2026, which will continue to be driven by mid-to-high single digit organic growth in Electronics and double-digit organic growth in Aerospace & Defense. The Company remains on course to release over fifteen new products that it expects will contribute approximately 300 bps of incremental growth. Sales from fast growth markets are on track to grow approximately 45% year-on-year and reach approximately $270 million.

For earnings history and earnings-related data on Standex International (SXI) click here.