Standex International Corporation · NYSE:SXI
Standex International — Q3 2026 Earnings Presentation
13 slides from Standex International's earnings presentation, May 1, 2026
Slide 1: Third Quarter Fiscal 2026 Earnings Call Presentation
Third Quarter Fiscal 2026 Earnings Call Presentation May 1, 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: Q3 Results – Continued Organic Growth & Simplification
Q3 RESULTS – CONTINUED ORGANIC GROWTH & SIMPLIFICATION Q3 SALES PROFILE • Sales increased 8.1% YOY to $224.6 million • Sales increased 6.5% organically; Electronics increased 6.8% organically • New product sales grew ~40% to ~$18.7 million; Fast growth markets contributed >30% of total sales • Book
Slide 4: Q3 FY26 Summary
Q3 FY26 SUMMARY Standex International Corporation Third Quarter Ended March 31 ($ in millions) Q3 FY26 Q3 FY25 Y/Y △% Comments Net sales 224.6 207.8 8.1% Organic growth: 6.5% Acquisitions/Divestitures: 0.2% F/X: 1.4% Adjusted operating income 44.2 40.3 9.5% Interest expense 7.3 8.4 (12.4%) Reduced d
Slide 5: Electronics and Aerospace & Defense
ELECTRONICS YOY Comparison Q3 FY26 Summary $ in millions Q3 FY26 Q3 FY25 % Change • Revenue increased due to organic growth and foreign currency benefit Revenue 119.7 111.3 7.6% • Adjusted operating income increased due to higher volume, pricing initiatives, and product GAAP Operating Income 31.7 25
Slide 6: Scientific and Engraving & Hydraulics
SCIENTIFIC YOY Comparison Q3 FY26 Summary $ in millions Q3 FY26 Q3 FY25 % Change • Revenue decreased due to organic decline Revenue 18.0 18.3 (1.7%) from lower demand at academic and research institutions affected by NIH cuts GAAP Operating Income 3.7 3.9 (4.8%) • Adjusted operating income decreased
Slide 7: Q3 FY26 Capitalization
Q3 FY26 CAPITALIZATION Standex International Corporation CAPITAL SPENDING AND D&A ($ in millions) 3/31/2026 12/31/2025 • $5.6M of CAPEX in Q3 FY26 compared to $6.1M in Q3 FY25 Debt including issuance costs 472.8 534.7 • CAPEX expected to be between $27M to $30M Cash 103.7 97.0 in FY26 Net (Cash) Deb
Slide 8: Key Takeaways
KEY TAKEAWAYS • Organic growth of 6.5% in Q3 FY26, with book to bill of 1.05 • Electronics organic growth of 6.8% • Aerospace & Defense organic growth of 20.8% • Continued momentum from new products and fast growth markets • Continued portfolio simplification with Federal divestiture • Expect sales
Slide 9: Appendix
APPENDIX | | HA Standex
Slide 10: Q3 FY26 Segment Snapshot
Q3 FY26 SEGMENT SNAPSHOT Segment Breakdown (In millions, except percentages) Q3 FY26 Q3 FY25 Y/Y △% Comments Net Sales by Segment Electronics 119.7 111.3 7.6% Organic growth of 6.8%; F/X: 0.8% Aerospace & Defense 36.6 27.4 33.7% Organic growth of 20.8%; Acquisitions: 12.2%; F/X: 0.7% Scientific 18.0
Slide 11: Q3 FY26 Revenue Drivers
Q3 FY26 REVENUE DRIVERS Q3 FY26 Electronics Aerospace Scientific Engraving Other Total YOY Change % & & Defense Hydraulics Organic 6.8% 20.8% (1.7%) (1.8%) 20.5% 6.5% Divestiture 0.0% 0.0% 0.0% 0.0% (41.5%) (1.4%) Acquisitions 0.0% 12.2% 0.0% 0.0% 0.0% 1.6% Currency 0.8% 0.7% 0.0% 4.0% 0.0% 1.4% Tot
Slide 12: Q3 FY26 GAAP to Non-GAAP Income Bridge
Q3 FY26 GAAP TO NON-GAAP INCOME BRIDGE Q3 FY26 Q3 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 $ 82.6 $ (14.0) $ (1.5) $ 67.1 $ 5.56 $ 17.6 $ 5.2 $ (
Slide 13: Segment Reconciliation
SEGMENT RECONCILIATION Standex International Corporation ($ in thousands) Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 FY25 Q1 FY26 Q2 FY26 Net Sales by Segment Electronics 77,733 95,923 111,283 115,192 400,131 110,553 115,668 Aerospace & Defense 20,530 22,649 27,375 32,040 102,595 29,894 30,636 Scientific 17,69
Standex International — Q3 2026 Earnings Presentation on 6ix