Post-earnings recap
Reported
Thu, Apr 30, 2026
EPS actual
$2.21
EPS est.
$2.22
EPS surprise
-0.27%
1-day move
+7.88%
Standex International Corporation reported an EPS of $2.21, slightly below the expected $2.23. Despite this miss, the stock reacted positively, rising by 7.88%. Investors may be optimistic about other aspects of the company's performance or future potential, although specific details from the earnings call are not available.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $2.21 | $2.23 | -0.27% |
| Revenue | N/A | $225M | N/A |
No transcript is on record for this earnings call, so the analysis is based solely on numerical results.
Standex International Corporation (SXI) operates in the industrial machinery sector, providing various products and services that support manufacturing processes. With a market cap of $3 billion, the company plays a crucial role in the industrial supply chain, which is influenced by trends in manufacturing efficiency and automation.
Last quarter
In Q2-2026, Standex reported an EPS of $2.08, beating estimates by 3.84%. The stock saw a modest increase of 1.71% the following day, indicating a positive market reaction.
Management promises and guidance
EPS beat streak
1Q
EPS beat rate
88%
Avg EPS surprise
+4.40%
Avg 1-day reaction
+2.04%
Analysts expect Standex to report solid earnings this quarter, with a consensus EPS of $2.23. The market will be closely watching for any signs of revenue growth and operational efficiency.
Bull case
If Standex exceeds EPS expectations and shows strong revenue growth, it could signal robust demand and operational improvements, leading to a positive market reaction.
Bear case
Conversely, if the company misses EPS estimates or provides weak guidance, it may raise concerns about demand and profitability, resulting in a negative impact on the stock.
Key metrics to watch
EPS
$2.23Earnings per share is a key indicator of the company's profitability and financial health.
Revenue
$225MRevenue figures provide insight into the company's sales performance and market demand.
The print will turn on these.
Q1
Will the EPS exceed the consensus estimate of $2.23?
A beat on EPS would reinforce confidence in the company's profitability and operational efficiency.
Q2
What revenue figures will Standex report, and how do they compare to the consensus of $225M?
Revenue performance is crucial for assessing market demand and growth potential.
—
Est. EPS
$2.40
Est. Rev
$3.3B
Impl. Move
±19.0%
Why consensus could be wrong
The Street may underestimate Standex's ability to capitalize on operational efficiencies and market demand, leading to stronger-than-expected results.
Supporting evidence
Standex has consistently beaten EPS estimates in recent quarters, indicating strong operational management.
The options market is pricing a larger move than historical averages, suggesting heightened expectations.
Recent trends in industrial demand could support better revenue growth than anticipated.
Key risk
If Standex's revenue growth exceeds $230M, it could challenge the current consensus outlook.
Pre-commit to what would confirm each case.
This quarter's performance hinges on both earnings and revenue growth, which are critical indicators of the company's health.
Bull confirmed if
An EPS of $2.30 or higher with revenue exceeding $228M would confirm the bull case.
Bear confirmed if
An EPS below $2.12 or revenue falling short of $221M would confirm the bear case.
What the market is pricing for the move.
Implied Move
±6.81%
Historical Avg
±2.7%
The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.
Options are pricing ±6.9% while SXI has averaged ±2.7% over the last 8 prints — setup is pricing rich.
ATM IV
0.5%
30d HV
31.2%
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$13,569.50
50 sh
1 insider
Net
$13,569.50
Net selling
Most Active Insiders· 1 open-market trade
Smart-money positioning from the most recent 13F filings.
Institutional
106.07%
of float
Insider
1.88%
of float
Holders
441
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
1,789,694 sh · $515.9M
14.57%
3.4%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Standex beats expectations, history suggests the stock could rise by around 0.26%, confirming strong operational performance.
In line / cautious
If results are in line with expectations, the stock may see muted movement as investors await further guidance.
Miss
A miss on earnings could lead to a decline, with historical patterns indicating an average drop of 1.74%.
The lines on the call that would change the story.
$13,569.50
Net selling
Recent Transactions
Oct 1, 2026 · @ $271.39
50 sh
$13,569.50
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.
Wasatch Advisors LP
846,255 sh · $243.9M
6.89%
-35.8%
Vanguard Portfolio Management LLC
754,585 sh · $217.5M
6.14%
1.6%
Vanguard Capital Management LLC
545,252 sh · $157.2M
4.44%
0.3%
State Street Corporation
532,221 sh · $153.4M
4.33%
6.8%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.