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Frequency Electronics (FEIM)
NASDAQ:FEIM
Earnings Data
Report Date
Jul 09, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.27Last Year’s EPS
0.34Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of strong strategic and financial positives—notably two significant contract awards (~$45M), a record $83M backlog (up ~18.6% YoY), substantial growth in DoD revenue (+68.9%), solid liquidity (working capital ~$32M, debt free), and clear progress toward new markets (proliferated satellites, Alt PNT, quantum sensing). Near-term operating results were impacted by revenue timing shifts, mix-related margin pressure, higher operating expenses (including ~ $500K nonrecurring investment), and a large YoY drop in net income largely due to prior-year discrete tax benefits. Overall, management communicated confidence in pipeline expansion, backlog progression toward $100M, and long-term margin improvement as production scales.Company Guidance
Two New Contracts Announced (~$45M)
Announced two contracts valued at approximately $45 million (one traditional satellite program and one proliferated-satellite program). Management stated both are significant, will enter backlog in the current fiscal fourth quarter, and reflect wins in both traditional and next-generation markets.
Record Backlog at $83M
Fully funded backlog at January 2026 was a new all-time high of approximately $83 million, up from ~$70 million at the prior fiscal year end (increase of ~$13M, +18.6%). Management is targeting backlog north of $100M over time.
Stable Quarter-over-Quarter Revenue
Consolidated revenue for the quarter was $16.9M, essentially flat with the prior fiscal quarter and still the fourth highest quarter in the past ten years.
Strong Growth in Non-Space U.S. Government / DoD Revenue
Revenue from non-space U.S. government and Department of Defense customers increased to $12.5M from $7.4M year-over-year, an increase of $5.1M (+68.9%), and represented ~74% of consolidated revenue for the quarter.
Solid Balance Sheet and Liquidity
Working capital of approximately $32M and a current ratio of ~2.6:1 as of 01/31/2026. Company is debt free and reported collecting over $11M of cash since 02/01/2026; management expects liquidity to be adequate for the next 12 months.
Investment in Growth Markets and R&D
Increased R&D to $1.8M (from $1.4M), supporting quantum sensing, magnetometers, Alt PNT, and proliferated-satellite production capability. Management highlighted early wins from the new Colorado facility and optimism around new product lines (e.g., Turbo) showing early revenue and expected strong growth.
Pipeline and Market Positioning
Management emphasized multiple additional awards anticipated in calendar year, continued strength in traditional space and defense programs (Patriot, THAAD, B-2), and strategic positioning in proliferated satellites and alternative PNT markets.
FEIM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FEIM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 11, 2026 | $55.32 | $46.66 | -15.65% |
Dec 11, 2025 | $36.06 | $46.45 | +28.81% |
Sep 11, 2025 | $34.35 | $27.13 | -21.02% |
Jul 10, 2025 | $22.67 | $19.64 | -13.37% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Frequency Electronics (FEIM) report earnings?
Frequency Electronics (FEIM) is schdueled to report earning on Jul 09, 2026, TBA (Confirmed).
What is Frequency Electronics (FEIM) earnings time?
Frequency Electronics (FEIM) earnings time is at Jul 09, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FEIM EPS forecast?
FEIM EPS forecast for the fiscal quarter 2026 (Q4) is 0.27.