Standex International Corporation · NYSE:SXI
Standex International — Q2 2026 Earnings Presentation
13 slides from Standex International's earnings presentation, Jan 30, 2026
Slide 1: Second Quarter Fiscal 2026 Earnings Call Presentation
Second Quarter Fiscal 2026 Earnings Call Presentation January 30, 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: Q2 Results - Growth Investments Deliver Organic Growth
Q2 RESULTS - GROWTH INVESTMENTS DELIVER ORGANIC GROWTH Q2 SALES PROFILE • Sales increased 16.6% YOY to $221.3 Million • New product sales grew ~13% to ~$16.3 million; Fast growth markets contributed ~28% of total sales • Sales increased 6.4% organically; Electronics increased 11.1% organically • Hig
Slide 4: Q2 FY26 Summary
Q2 FY26 SUMMARY Standex International Corporation Second Quarter Ended December 31 ($ in millions) Q2 FY26 Q2 FY25 Y/Y △% Comments Net sales 221.3 189.8 16.6% Organic growth: 6.4% Acquisitions/Divestitures: 9.4% F/X: 0.8% Adjusted operating income 42.2 35.5 18.9% Interest expense 7.9 5.6 42.0% Incre
Slide 5: Electronics
ELECTRONICS YOY Comparison $ in millions Q2 FY26 Q2 FY25 % Change Revenue 115.7 95.9 20.6% GAAP Operating Income 29.8 17.4 70.9% GAAP OI Margin % 25.7% 18.2% Adjusted Operating Income* 33.3 26.5 25.7% Adjusted OI Margin %* 28.8% 27.6% * Excludes the amortization of acquired intangible assets: Q2 FY2
Slide 6: Engineering Technologies and Scientific
ENGINEERING TECHNOLOGIES Q2 FY26 Summary YOY Comparison • Revenue increased due to contribution from $ in millions Q2 FY26 Q2 FY25 % Change acquisition, organic growth, and foreign currency benefit Revenue 30.6 22.7 35.3% • Adjusted operating income increased GAAP Operating Income 4.4 3.7 18.6% refl
Slide 7: Engraving and Specialty Solutions
ENGRAVING YOY Comparison Q2 FY26 Summary $ in millions Q2 FY26 Q2 FY25 % Change • Revenue increased due to organic growth and foreign currency benefit Revenue 35.7 31.5 13.6% • Adjusted operating income increased due to GAAP Operating 6.6 4.1 59.3% higher sales, productivity, and savings from Income
Slide 8: Q2 FY26 Capitalization
Q2 FY26 CAPITALIZATION Standex International Corporation CAPITAL SPENDING AND D&A ($ in millions) 12/31/2025 9/30/2025 • $7.7M of CAPEX in Q2 FY26 compared to $7.0M in Q2 FY25 Debt including issuance costs 534.7 544.6 • CAPEX expected to be between $33M to $38M Cash 97.0 98.7 in FY26 Net (Cash) Debt
Slide 9: Key Takeaways
KEY TAKEAWAYS • Organic growth of 6.4% in Q2 FY26 • Electronics organic growth of 11.1% • Continued momentum from new products and fast growth markets • Record quarterly orders in Q2 • Reiterating FY26 sales outlook • Reaffirm FY28 long term targets 9
Slide 10: Appendix
APPENDIX | | HA Standex
Slide 11: Q2 FY26 Segment Snapshot
Q2 FY26 SEGMENT SNAPSHOT Segment Breakdown (In millions, except percentages) Q2 FY26 Q2 FY25 Y/Y △% Comments Net Sales by Segment Electronics 115.7 95.9 20.6% Organic growth of 11.1%; Acquisitions: 9.1%; F/X: 0.4% Engineering Technologies 30.6 22.7 35.3% Organic growth of 1.2%; Acquisitions: 33.4%;
Slide 12: Q2 FY26 Revenue Drivers
Q2 FY26 REVENUE DRIVERS Q2 FY26 Electronics Engineering Scientific Engraving Specialty Total YOY Change % Technologies Solutions Organic 11.1% 1.2% (2.6%) 10.3% (7.2%) 6.4% Divestiture 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Acquisitions 9.1% 33.4% 8.1% 0.0% 0.0% 9.4% Currency 0.4% 0.6% 0.0% 3.3% 0.0% 0.8% To
Slide 13: Q2 FY26 GAAP to Non-GAAP Income Bridge
Q2 FY26 GAAP TO NON-GAAP INCOME BRIDGE Q2 FY26 Q2 FY25 Pre-tax Noncontrolling Net Pre-tax Noncontrolling Net Income Tax Interest Income EPS Income Tax Interest Income EPS Reported - GAAP $ 27.2 $ (6.5) $ (18.6) $ 2.1 $ 0.17 $ 2.0 $ (0.7) $ (0.4) $ 0.9 $ 0.07 Add: Restructuring charges 0.4 (0.1) - 0.
Standex International — Q2 2026 Earnings Presentation on 6ix