Standex International Corporation · NYSE:SXI

Standex International — Q1 2026 Earnings Presentation

14 slides from Standex International's earnings presentation, Oct 31, 2025

  1. Slide 1: First Quarter Fiscal 2026 Earnings Call Presentation

    First Quarter Fiscal 2026 Earnings Call Presentation October 31, 2025

  2. 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

  3. Slide 3: Solid Q1 Results; Raising FY26 Sales Outlook

    SOLID Q1 RESULTS; RAISING FY26 SALES OUTLOOK Q1 SALES PROFILE • Sales increased 27.6% to $217.4 Million • New product sales grew >35% to ~$14.5 million; Fast growth markets contributed ~30% of total sales • Highest ever quarterly orders of ~$226 Million • Electronics Book to Bill of 1.06; Electronic

  4. Slide 4: Grid & New Products Drive Increased Sales Outlook

    GRID & NEW PRODUCTS DRIVE INCREASED SALES OUTLOOK Anniversary of Amran/Narayan New Products Off to Strong Start • Amran/ Naryan sales grew 34% since • Launched 4 New Products in Q1, on track to acquisition as end market demand remains launch more than 15 this fiscal year robust, driven by data cente

  5. Slide 5: Q1 FY26 Summary

    Q1 FY26 SUMMARY Standex International Corporation First Quarter Ended September 30 ($ in millions) Q1 FY26 Q1 FY25 Y/Y △% Comments Net sales 217.4 170.5 27.6% Organic growth: 0.6% Acquisitions/Divestitures: 26.6% F/X: 0.4% Adjusted operating income 41.6 29.0 43.3% Interest expense 8.9 1.0 812.6% Inc

  6. Slide 6: Electronics

    ELECTRONICS YOY Comparison $ in millions Q1 FY26 Q1 FY25 % Change Revenue 110.6 77.7 42.2% GAAP Operating Income 28.3 17.0 66.1% GAAP OI Margin % 25.6% 21.9% Adjusted Operating Income* 31.9 18.4 73.0% Adjusted OI Margin %* 28.8% 23.7% * Excludes the amortization of acquired intangible assets: Q1 FY2

  7. Slide 7: Engineering Technologies and Scientific

    ENGINEERING TECHNOLOGIES Q1 FY26 Summary YOY Comparison • Revenue increased due to organic growth in $ in millions Q1 FY26 Q1 FY25 % Change space, defense, and aviation end markets and the recent acquisition Revenue 29.9 20.5 45.6% • Adjusted operating income increased GAAP Operating Income 3.6 4.0

  8. Slide 8: Engraving and Specialty Solutions

    ENGRAVING YOY Comparison Q1 FY26 Summary $ in millions Q1 FY26 Q1 FY25 % Change • Revenue increased due to organic growth and foreign currency Revenue 35.8 33.4 7.4% • Adjusted operating income increased due to GAAP Operating 6.5 5.8 12.2% higher sales, productivity and restructuring Income • Comple

  9. Slide 9: Q1 FY26 Capitalization

    Q1 FY26 CAPITALIZATION Standex International Corporation CAPITAL SPENDING AND D&A ($ in millions) 9/30/2025 6/30/2025 • $6.4M of CAPEX in Q1 FY26 compared to $6.7M in Q1 FY25 Debt including issuance costs 544.6 552.5 • CAPEX expected to be between $33M to $38M Cash 98.7 104.5 in FY26 Net (Cash) Debt

  10. Slide 10: Key Takeaways

    KEY TAKEAWAYS • Solid start to the fiscal year • Momentum from new products and fast growth markets • First year performance of Amran/Narayan (GRID) above expectations • Record quarterly orders in Q1; Raising FY26 sales outlook • Reaffirm FY28 long term targets 10

  11. Slide 11: Appendix

    APPENDIX | | HA Standex

  12. Slide 12: Q1 FY26 Segment Snapshot

    Q1 FY26 SEGMENT SNAPSHOT Segment Breakdown (In millions, except percentages) Q1 FY26 Q1 FY25 Y/Y △% Comments Net Sales by Segment Electronics 110.6 77.7 42.2% Organic decline of 3.1%; Acquisitions: 45.5%; F/X: (0.1%) Engineering Technologies 29.9 20.5 45.6% Organic growth of 12.7%; Acquisitions: 32.

  13. Slide 13: Q1 FY26 Revenue Drivers

    Q1 FY26 REVENUE DRIVERS Q1 FY26 Electronics Engineering Scientific Engraving Specialty Total YOY Change % Technologies Solutions Organic (3.1%) 12.7% (8.7%) 5.6% 2.6% 0.6% Divestiture 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Acquisitions 45.5% 32.4% 18.6% 0.0% 0.0% 26.6% Currency (0.1%) 0.5% 0.0% 1.9% 0.0% 0.4

  14. Slide 14: Q1 FY26 GAAP to Non-GAAP Income Bridge

    Q1 FY26 GAAP TO NON-GAAP INCOME BRIDGE Standex International Q1 FY26 Q1 FY25 % Change Corporation Pre-tax Noncont Net Pre-tax Net Pre-tax Net Income Tax rolling Income EPS Income Tax Income EPS Income Income EPS Interest Reported - GAAP 21.0 (5.2) (0.7) 15.1 1.25 23.2 (5.0) 18.2 1.53 -122.3 -17.1 -1

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