Standex International Corporation (SXI)

NYSEIndustrialsIndustrial - MachinerySnapshot 2026-10-23

$240.47-1.04%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Standex International Corporation’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
FY 2027 · Q2
Revenue	—	235.04M
EPS	—	2.403
FY 2027 · Annual
Revenue	Over $310M	953.67M
EPS	—	9.982
Fast Growth Market revenue growth	About 20%	—
FY 2028 · Annual
Revenue	—	1.04B
EPS	—	11.808

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Dividend per share increases to at least $0.34 in Q3 2026	A supporting condition in Standex International Corporation's published investment case. The stated target is >=0.34 USD per share.	Intact	Dividend per share falls below $0.32 in fiscal 2026	Dividend per share: $0.34 per share FY2026-Q3; GAAP. Published target: >=0.34 USD per share. Target period is not explicitly aligned with this observation. Source published May 6, 20260.34 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q3 · Period ending Mar 31, 2026 Source: company_financial_results. Reference: 1ffb91a2-f7f3-442d-9b02-5b24eba41861. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Sales from fast growth markets reach about $270 million in fiscal 2026	Standex grows sales in fast growth markets about 45% yearly to $270 million in 2026.	Intact	Sales from fast growth markets fall below approximately 7% annual growth next year	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Net leverage ratio remains below 2.0x by Q3 2026	Net leverage fell from 3.0x to 1.9x, improving financial strength.	Broken	Net leverage ratio rises above 2.5x next year	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Release over fifteen new products contributing about 3% growth in fiscal 2026	It plans to release over 15 new products adding 3% growth.	Intact	New product releases contribute less than 1% growth in fiscal 2026	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2028 · fiscal year ending 2028-06-30 · fmp

FY2028 EPS$11.81

Unavailable → $11.81 · observed estimates

FY2028 revenue$1.04B

Unavailable → $1.04B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2028 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	2 / 2
2026-07-25	Unavailable	Unavailable	2 / 2
2026-07-26	Unavailable	Unavailable	2 / 2
2026-07-27	Unavailable	Unavailable	2 / 2
2026-07-28	Unavailable	Unavailable	2 / 2
2026-07-29	Unavailable	Unavailable	2 / 2
2026-07-30	Unavailable	Unavailable	2 / 2
2026-07-31	Unavailable	Unavailable	2 / 2
2026-08-01	Unavailable	Unavailable	2 / 2
2026-08-02	Unavailable	Unavailable	2 / 2
2026-08-03	Unavailable	Unavailable	2 / 2
2026-08-04	Unavailable	Unavailable	2 / 2
2026-08-05	Unavailable	Unavailable	2 / 2
2026-08-06	Unavailable	Unavailable	2 / 2
2026-08-08	Unavailable	Unavailable	2 / 2
2026-08-09	Unavailable	Unavailable	2 / 2
2026-08-10	$11.86	$1,036,815,200	5 / 5
2026-08-12	$11.86	$1,036,815,200	5 / 5
2026-08-13	Unavailable	Unavailable	2 / 2
2026-08-14	Unavailable	Unavailable	2 / 2
2026-08-15	Unavailable	Unavailable	2 / 2
2026-08-16	Unavailable	Unavailable	3 / 3
2026-08-17	Unavailable	Unavailable	3 / 3
2026-08-18	Unavailable	Unavailable	3 / 3
2026-08-19	Unavailable	Unavailable	3 / 3
2026-08-20	Unavailable	$1,036,781,800	4 / 5
2026-08-21	Unavailable	$1,036,781,800	4 / 5
2026-08-22	Unavailable	$1,036,781,800	4 / 5
2026-08-23	Unavailable	$1,036,781,800	4 / 5
2026-08-24	Unavailable	$1,036,781,800	4 / 5
2026-08-25	Unavailable	$1,036,781,800	4 / 5
2026-08-26	Unavailable	$1,036,781,800	4 / 5
2026-08-27	Unavailable	$1,036,781,800	4 / 5
2026-08-28	Unavailable	$1,036,781,800	4 / 5
2026-08-29	Unavailable	$1,036,781,800	4 / 5
2026-08-30	Unavailable	$1,036,781,800	4 / 5
2026-08-31	Unavailable	$1,036,781,800	4 / 5
2026-09-01	Unavailable	$1,036,781,800	4 / 5
2026-09-02	Unavailable	$1,036,781,800	4 / 5
2026-09-03	Unavailable	$1,036,781,800	4 / 5
2026-09-04	Unavailable	$1,036,781,800	4 / 5
2026-09-05	Unavailable	$1,036,781,800	4 / 5
2026-09-06	Unavailable	$1,036,781,800	4 / 5
2026-09-07	Unavailable	$1,036,781,800	4 / 5
2026-09-08	Unavailable	$1,036,781,800	4 / 5
2026-09-09	Unavailable	$1,036,781,800	4 / 5
2026-09-10	Unavailable	$1,036,781,800	4 / 5
2026-09-11	Unavailable	$1,036,781,800	4 / 5
2026-09-12	Unavailable	$1,036,781,800	4 / 5
2026-09-13	Unavailable	$1,036,781,800	4 / 5
2026-09-14	Unavailable	$1,036,781,800	4 / 5
2026-09-15	Unavailable	$1,036,781,800	4 / 5
2026-09-16	Unavailable	$1,036,781,800	4 / 5
2026-09-17	Unavailable	$1,036,781,800	4 / 5
2026-09-18	Unavailable	$1,036,781,800	4 / 5
2026-09-19	Unavailable	$1,036,781,800	4 / 5
2026-09-20	Unavailable	$1,036,781,800	4 / 5
2026-09-21	Unavailable	$1,036,781,800	4 / 5
2026-09-22	Unavailable	$1,036,781,800	4 / 5
2026-09-23	Unavailable	$1,036,781,800	4 / 5
2026-09-24	Unavailable	$1,036,781,800	4 / 5
2026-09-25	Unavailable	$1,036,781,800	4 / 5
2026-09-26	Unavailable	$1,036,781,800	4 / 5
2026-09-27	Unavailable	$1,036,781,800	4 / 5
2026-09-28	Unavailable	$1,036,781,800	4 / 5
2026-09-29	Unavailable	$1,036,781,800	4 / 5
2026-09-30	Unavailable	$1,036,781,800	4 / 5
2026-10-01	Unavailable	$1,036,781,800	4 / 5
2026-10-02	Unavailable	$1,036,781,800	4 / 5
2026-10-03	Unavailable	$1,036,781,800	4 / 5
2026-10-04	Unavailable	$1,036,781,800	4 / 5
2026-10-05	Unavailable	$1,036,781,800	4 / 5
2026-10-06	Unavailable	$1,036,781,800	4 / 5
2026-10-07	Unavailable	$1,036,781,800	4 / 5
2026-10-08	Unavailable	$1,036,781,800	4 / 5
2026-10-09	Unavailable	$1,036,781,800	4 / 5
2026-10-10	Unavailable	$1,036,781,800	4 / 5
2026-10-11	Unavailable	$1,036,781,800	4 / 5
2026-10-12	Unavailable	$1,036,781,800	4 / 5
2026-10-13	Unavailable	$1,036,781,800	4 / 5
2026-10-14	Unavailable	$1,036,781,800	4 / 5
2026-10-15	$11.81	$1,036,484,833	5 / 5
2026-10-16	$11.81	$1,036,484,833	5 / 5
2026-10-17	$11.81	$1,036,484,833	5 / 5
2026-10-18	$11.81	$1,036,484,833	5 / 6
2026-10-19	$11.81	$1,036,484,833	5 / 6
2026-10-20	$11.81	$1,036,484,833	5 / 6
2026-10-21	$11.81	$1,036,484,833	5 / 6
2026-10-22	$11.81	$1,036,484,833	5 / 6
2026-10-23	$11.81	$1,036,484,833	5 / 6
2026-10-24	$11.81	$1,036,484,833	5 / 6

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	5	0
2026-06-01	5	0
2026-07-01	5	0
2026-08-01	5	0
2026-09-01	5	0
2026-10-01	5	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 5 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Dividend per share increases to at least $0.34 in Q3 2026Dividend per share: $0.34 per share
Sales from fast growth markets reach about $270 million in fiscal 2026Direct metric needs a verified mapping
Net leverage ratio remains below 2.0x by Q3 2026Published status: Broken
Release over fifteen new products contributing about 3% growth in fiscal 2026Direct metric needs a verified mapping

Next proof point

Oct 29, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.5%Typical daily move · historical

Downside history

-32.8%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Standex International Corporation outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a growth-oriented industrial business with a multi-year thesis tied to new products, fast-growth markets, and margin improvement. The thesis is intact, and recent signals have turned mildly favorable, but risk has risen to elevated.

What's priced into Standex International Corporation

Valuation is stretched, at a premium to peers, and the expectations gap is positive, suggesting the market already assumes solid execution. Fragility is low, but that does not remove the risk of disappointment if results or guidance weaken.

What the fundamentals likely do

Recent performance has been strong: revenue rose across the reported period, fast-growth-market sales reached about $264 million in FY26, and adjusted operating margin improved sequentially. Near term, management’s growth and margin priorities appear on track, while evidence on acquisition integration is limited; a guidance cut is a meaningful risk, and the sector backdrop is a headwind.

What Standex International Corporation hinges on

The multi-year view depends on continued growth in fast-growth markets, successful new-product launches, and further margin progress. In the near term, guidance and signals from industrial bellwethers such as GEV, PH, and TT could affect whether sector momentum supports or weighs on SXI.