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Standex International (SXI)
NYSE:SXI
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Standex International (SXI) AI Stock Analysis

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SXI

Standex International

(NYSE:SXI)

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Neutral 63 (OpenAI - 5.2)
Rating:63Neutral
Price Target:
$288.00
▲(3.45% Upside)
Action:ReiteratedDate:01/31/26
The score is driven primarily by solid but not pristine fundamentals: steady growth and healthy operating margins are tempered by higher leverage and only mid-grade cash conversion. Earnings-call commentary was constructive (reiterated outlook, record orders, improving margins/FCF), supporting the outlook, while valuation is the biggest drawback (high P/E and low yield). Technically, the longer-term trend is positive but near-term signals are neutral.
Positive Factors
High‑margin Electronics segment leadership
Electronics is delivering record revenue and industry‑leading margins, implying strong product differentiation and program wins with OEMs. Durable high margins and a book‑to‑bill >1 support sustainable cash generation and reinvestment potential across cycles.
Negative Factors
Elevated leverage and interest burden
Material leverage constrains strategic flexibility, raising interest expense and reducing the cushion for cyclical downturns. Ongoing debt load limits capacity for M&A or aggressive capex, making execution and cash conversion critical to sustain credit metrics over time.
Read all positive and negative factors
Positive Factors
Negative Factors
High‑margin Electronics segment leadership
Electronics is delivering record revenue and industry‑leading margins, implying strong product differentiation and program wins with OEMs. Durable high margins and a book‑to‑bill >1 support sustainable cash generation and reinvestment potential across cycles.
Read all positive factors

Standex International (SXI) vs. SPDR S&P 500 ETF (SPY)

Standex International Business Overview & Revenue Model

Company Description
Standex International Corporation, together with subsidiaries, manufactures and sells various products and services for commercial and industrial markets in the United States and internationally. It operates through five segments: Electronics, Eng...
How the Company Makes Money
Standex primarily makes money by selling manufactured products and engineered solutions to business customers (B2B) across its operating segments. Revenue is generated through (1) product sales of engineered components and subsystems (e.g., electr...

Standex International Earnings Call Summary

Earnings Call Date:Jan 29, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Apr 30, 2026
Earnings Call Sentiment Positive
The call emphasized clear inflection in growth: record orders, double‑digit segment growth (notably Electronics), stronger margins, improved free cash flow and continued investment in new products and fast‑growth end markets (grid, defense, space). Offsetting items include concentrated segment weaknesses (Specialty Solutions, Scientific organically), timing variability in Engineering Technologies, a sizeable purchase‑accounting adjustment related to the Narayan minority stake, and substantial outstanding debt/ongoing capacity investments that could temper near‑term margin expansion. On balance the progress in core growth drivers and improved cash generation outweigh the challenges, though execution and macro timing remain watch items.
Positive Updates
Strong Consolidated Revenue Growth and Record Orders
Total revenue increased 16.6% year‑over‑year to $221.3M; organic growth was 6.4%. Quarterly orders were approximately $231M — the highest ever — and overall book‑to‑bill was 1.04.
Negative Updates
Specialty Solutions Revenue and Margin Decline
Specialty Solutions revenue decreased 7.2% YoY to $19.8M and operating margin fell ~600 bps to 10.7%, driven by weak North American end markets; segment expects sequential improvement but near‑term pressure remains.
Read all updates
Q2-2026 Updates
Negative
Strong Consolidated Revenue Growth and Record Orders
Total revenue increased 16.6% year‑over‑year to $221.3M; organic growth was 6.4%. Quarterly orders were approximately $231M — the highest ever — and overall book‑to‑bill was 1.04.
Read all positive updates
Company Guidance
Standex reiterated its fiscal 2026 sales outlook, expecting revenue to grow by more than $110 million versus 2025, driven by new product sales (now forecast at $85 million, up from $78 million, contributing ~300 basis points of incremental growth) and fast‑growth markets (expected to grow over 45% YoY and exceed $270 million); the company launched 4 new products in Q2 (9 to date) and plans >15 for FY2026. For Q3 management expects mid‑ to high‑single‑digit organic growth year‑over‑year and slightly to moderately higher revenue sequentially, with slightly higher adjusted operating margin (Q2 adjusted operating margin was 19%, up 30 bps YoY; adjusted gross margin 42.1%, up 120 bps). Liquidity is ~$213 million, net debt $437.7 million (net leverage 2.3x after ~$10 million debt paydown in Q2), long‑term debt $534.7 million, cash $97 million; FY2026 capex is expected to be $33–38 million and Q3 interest expense $7.0–7.5 million.

Standex International Financial Statement Overview

Summary
Steady TTM revenue growth (+3.8%) with solid operating profitability (~40% gross margin, ~14.5% operating margin), but net margin is modest (~6.2%) and has been volatile versus prior periods. Leverage is a key constraint (debt-to-equity ~0.87; total debt ~$611M) and cash conversion is only moderate (OCF below net income; FCF ~$52M, ~64% of net income), despite positive and growing free cash flow.
Income Statement
72
Positive
Balance Sheet
54
Neutral
Cash Flow
61
Positive
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue868.58M790.11M720.63M741.05M735.34M656.23M
Gross Profit347.31M300.64M282.00M285.10M269.95M241.26M
EBITDA156.26M128.18M121.92M141.85M129.71M111.44M
Net Income53.88M55.76M73.07M138.99M61.39M36.47M
Balance Sheet
Total Assets1.55B1.57B1.01B1.02B934.44M962.22M
Cash, Cash Equivalents and Short-Term Investments97.00M104.54M154.20M195.71M104.84M136.37M
Total Debt623.47M603.70M187.89M207.25M214.08M236.46M
Total Liabilities809.75M827.29M383.55M417.48M435.10M455.80M
Stockholders Equity700.24M711.68M621.50M607.45M499.34M506.43M
Cash Flow
Free Cash Flow51.59M41.25M72.36M66.53M53.83M61.83M
Operating Cash Flow80.33M69.60M92.66M90.80M77.72M83.58M
Investing Cash Flow-88.08M-503.43M-61.63M41.56M-31.04M-39.09M
Financing Cash Flow-19.69M380.49M-69.20M-40.04M-69.43M-31.73M

Standex International Technical Analysis

Technical Analysis Sentiment
Positive
Last Price278.40
Price Trends
50DMA
258.62
Positive
100DMA
247.94
Positive
200DMA
225.95
Positive
Market Momentum
MACD
4.76
Negative
RSI
64.01
Neutral
STOCH
77.05
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SXI, the sentiment is Positive. The current price of 278.4 is above the 20-day moving average (MA) of 261.73, above the 50-day MA of 258.62, and above the 200-day MA of 225.95, indicating a bullish trend. The MACD of 4.76 indicates Negative momentum. The RSI at 64.01 is Neutral, neither overbought nor oversold. The STOCH value of 77.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SXI.

Standex International Risk Analysis

Standex International disclosed 26 risk factors in its most recent earnings report. Standex International reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Standex International Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
67
Neutral
$2.23B37.535.33%0.64%-1.46%-10.03%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
63
Neutral
$3.24B308.577.68%0.57%18.51%-28.69%
54
Neutral
$2.38B-48.93-21.90%22.40%-18.99%
53
Neutral
$1.82B32.7921.10%0.10%3.91%1.48%
52
Neutral
$1.45B-1.28-54.42%11.57%-1016.39%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SXI
Standex International
278.40
148.34
114.06%
EPAC
Enerpac Tool Group
35.71
-1.64
-4.39%
ENOV
Enovis
26.32
-5.89
-18.29%
HLIO
Helios Technologies
68.73
43.21
169.33%
XMTR
Xometry
49.40
27.22
122.72%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jan 31, 2026