Standex International Corporation · NYSE:SXI
Standex International — Q4 2026 Earnings Presentation
15 slides from Standex International's earnings presentation, Jul 31, 2026
Slide 1: Fourth Quarter and Fiscal Year 2026 Earnings Call Presentation
Fourth Quarter and Fiscal Year 2026 Earnings Call Presentation July 31, 2026
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT 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 1995. Forward-looking statements may be identified by the use of forward-looking terminology s
Slide 3: Q4 and FY26 Results
Q4 AND FY26 RESULTS SALES PROFILE • In Q4 FY26, Sales of $228.3 million increased 7.7% organically; Electronics increased 12.9% organically • New product sales grew ~43% to ~$23.0 million; Fast growth markets contributed 31% of total sales • Record order intake of ~$270 million; Book to Bill of 1.18
Slide 4: Grid Capacity Expansion Fuels Significant Opportunity
GRID CAPACITY EXPANSION FUELS SIGNIFICANT OPPORTUNITY Planned capacity increase by source ($M) 50 ~440 2.5x - 3x 45 60 100 Upside 25 75 40 148 340 100 CY2024 FY26 Productivity Croatia Mexico Texas India India FY30 & Expansion Additonal Footprint Automation Shifts At the time of acquisition • FY26 fo
Slide 5: Q4 FY26 Summary
Q4 FY26 SUMMARY Standex International Corporation Fourth Quarter Ended June 30 ($ in millions) Q4 FY26 Q4 FY25 Y/Y △% Comments Net sales 228.3 222.0 2.8% Organic growth: 7.7% Acquisitions/Divestitures: (4.5%) F/X: (0.4%) Adjusted operating income 45.4 45.8 (0.8%) Interest expense 6.6 9.0 (27.3%) Non
Slide 6: Electronics and Aerospace & Defense
ELECTRONICS YOY Comparison Q4 FY26 Summary • Revenue increased due to organic growth $ in millions Q4 FY26 Q4 FY25 % Change • Adjusted operating income increased due to higher volume and pricing initiatives, Revenue 129.1 115.2 12.1% partially offset by growth investments and GAAP Operating Income 3
Slide 7: Scientific and Engraving & Hydraulics
SCIENTIFIC YOY Comparison Q4 FY26 Summary $ in millions Q4 FY26 Q4 FY25 % Change • Revenue increased due to organic growth Revenue 18.8 17.9 5.0% from pricing initiatives and slight market recovery GAAP Operating Income 5.2 4.1 25.6% • Adjusted operating income increased due to GAAP OI Margin % 27.4
Slide 8: Q4 FY26 Capitalization
Q4 FY26 CAPITALIZATION Standex International Corporation CAPITAL SPENDING AND D&A ($ in millions) 6/30/2026 3/31/2026 • $5.5M of CAPEX in Q4 FY26 compared to $8.6M in Q4 FY25 Debt including issuance costs 518.0 472.8 • CAPEX expected to be between $45M to $55M Cash 178.7 103.7 in FY27, primarily due
Slide 9: Key Takeaways
KEY TAKEAWAYS • Organic growth of 7.7% in Q4 FY26, with book to bill of 1.18 • Electronics organic growth of 12.9% • Aerospace & Defense organic growth of 18.4% • Continued momentum from new products and fast growth markets • Expect sales to grow mid-to-high single digits in FY27, driven by high- si
Slide 10: Appendix
APPENDIX | | HA Standex
Slide 11: Q4 FY26 Segment Snapshot
Q4 FY26 SEGMENT SNAPSHOT Segment Breakdown (In millions, except percentages) Q4 FY26 Q4 FY25 Y/Y △% Comments Net Sales by Segment Electronics 129.1 115.2 12.1% Organic growth of 12.9%; F/X: (0.8%) Aerospace & Defense 37.9 32.0 18.3% Organic growth of 18.4% Scientific 18.8 17.9 5.0% Organic growth of
Slide 12: Q4 FY26 Revenue Drivers
Q4 FY26 REVENUE DRIVERS Q4 FY26 Electronics Aerospace Scientific Engraving Other Total YOY Change % & & Defense Hydraulics Organic 12.9% 18.4% 5.0% (9.6%) 0.0% 7.7% Divestiture 0.0% 0.0% 0.0% 0.0% (100.0%) (4.5%) Acquisitions 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Currency (0.8%) 0.0% 0.0% (0.1%) 0.0% (0.4%)
Slide 13: FY26 Segment Snapshot
FY26 SEGMENT SNAPSHOT Segment Breakdown ($ in millions) FY26 FY25 Y/Y △% Comments Net Sales by Segment Electronics 475.0 400.1 18.7% Organic growth of 7.5%; Acquisitions: 11.1%; F/X: (0.1%) Aerospace & Defense 135.0 102.6 31.6% Organic growth of 14.1%; Acquisitions: 17.1%; F/X: 0.4% Scientific 75.7
Slide 14: Total FY26 Revenue Drivers
TOTAL FY26 REVENUE DRIVERS FY26 Electronics Aerospace Scientific Engraving Other Total YOY Change % & & Defense Hydraulics Organic 7.5% 14.1% (2.0%) (0.2%) 1.6% 5.5% Divestiture 0.0% 0.0% 0.0% 0.0% (35.9%) (1.6%) Acquisitions 11.1% 17.1% 6.6% 0.0% 0.0% 8.5% Currency (0.1%) 0.4% 0.0% 1.9% 0.0% 0.5% T
Slide 15: Q4 FY26 GAAP to Non-GAAP Income Bridge
Q4 FY26 GAAP TO NON-GAAP INCOME BRIDGE Q4 FY26 Q4 FY25 % Change Pre-tax Noncontrolling Net Pre-tax Noncontrolling Net Pre-tax Net Income Tax Interest (3) Income (1) EPS (2) Income Tax Interest (3) Income (1) EPS Income Income EPS Reported - GAAP $ 32.1 $ (8.5) $ (3.1) $ 20.5 $ 1.69 $ 26.1 $ (10.6) $
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