Equity Profile

SXI

Standex International Corporation

IndustrialsIndustrial Machinery & Supplies & Components$4.0B

Jul30Thu

Pre-Earnings Brief

UpcomingQ4-2026After Close5:00 PM EDT

Company Snapshot

Standex International Corporation (SXI) operates in the industrial machinery sector, providing a range of products and services that cater to various industries. With a market cap of $4 billion, the company plays a significant role in the industrial supply chain, making it relevant as global manufacturing and infrastructure spending trends evolve.

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of profitability and will show how well the company performed relative to analyst expectations.

$2.35

Revenue

Revenue figures provide insight into the company's sales performance and overall growth, which is crucial for assessing its market position.

$226M

Wall Street expectations, options signals, track record, and call prep available with Pro.

SXI Q4-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+4.28%

Avg Stock Reaction

+1.03%

Last Quarter Recap

In Q3-2026, Standex reported an EPS of $2.21, slightly missing the estimate of $2.22, which resulted in a stock increase of 7.88% the following day. The company continues to show resilience despite the slight miss, indicating potential for recovery.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about Standex's upcoming earnings, expecting it to meet or slightly exceed EPS and revenue estimates. The company's historical performance suggests it has a strong chance of beating earnings expectations.

Bull Case

If Standex can leverage its operational efficiencies and strong market demand, it may report higher-than-expected earnings, leading to a positive market reaction.

Bear Case

Conversely, if the company faces supply chain issues or lower demand than anticipated, it could miss estimates, which may lead to a significant drop in stock price.

Key Metrics to Watch

EPS

$2.35

Earnings per share (EPS) is a key indicator of profitability and will show how well the company performed relative to analyst expectations.

Revenue

$226M

Revenue figures provide insight into the company's sales performance and overall growth, which is crucial for assessing its market position.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Standex achieve an EPS of $2.35 or higher?

This specific EPS target is crucial as it reflects the company's ability to meet market expectations and could significantly influence investor sentiment.

What are the revenue figures for this quarter?

Revenue performance will provide insights into the company's growth trajectory and market demand, impacting future guidance and investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Standex's ability to leverage operational efficiencies and market demand, leading to stronger-than-expected results this quarter.

Supporting Evidence

Historically, Standex has beaten EPS estimates 88% of the time, suggesting a strong track record.

Options are pricing a 14.04% move, indicating that traders expect significant volatility, which could favor a positive outcome.

Key Risk

If the company reports an EPS below $2.25, it could undermine the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching these metrics to gauge the company's resilience amid economic fluctuations.

Bull Confirmed If

An EPS of $2.40 or higher, along with revenue exceeding $227M, would confirm a strong operational performance.

Bear Confirmed If

An EPS below $2.25 or revenue falling short of $225M would indicate potential challenges in the business.

Pre-Earnings Positioning

Options Market

Implied Move

±14.04%

Historical Avg

±2.5%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±14.0% while SXI has averaged ±2.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

51.6%

Calls (900)P/C Ratio: 0.33Puts (300)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Industrials

n=30

Fade rate: 12 of 30 (40%)

This setup has occurred 30 times across Industrials in the last 2 years. 12 of 30 faded and 18 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 6.5%, with a raw directional average of +1.3% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Standex beats expectations, history suggests the stock could rise by around 0.06% on the first day, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further commentary from management.

Miss

Should the company miss estimates, history indicates a potential drop of around 7.88%, reflecting significant investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on supply chain management and its impact on production costs.
2Insights into demand trends in key markets served by Standex.
3Management's outlook on future revenue growth and operational efficiency.
4Details on any new product launches or innovations.
5Responses to analyst questions regarding competitive pressures in the industrial sector.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of profitability and will show how well the company performed relative to analyst expectations.

$2.35

Revenue

Revenue figures provide insight into the company's sales performance and overall growth, which is crucial for assessing its market position.

$226M

Wall Street expectations, options signals, track record, and call prep available with Pro.

SXI Q4-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+4.28%

Avg Stock Reaction

+1.03%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Standex can leverage its operational efficiencies and strong market demand, it may report higher-than-expected earnings, leading to a positive market reaction.

Bear Case

Conversely, if the company faces supply chain issues or lower demand than anticipated, it could miss estimates, which may lead to a significant drop in stock price.

Key Metrics to Watch

EPS

$2.35

Earnings per share (EPS) is a key indicator of profitability and will show how well the company performed relative to analyst expectations.

Revenue

$226M

Revenue figures provide insight into the company's sales performance and overall growth, which is crucial for assessing its market position.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Standex achieve an EPS of $2.35 or higher?

This specific EPS target is crucial as it reflects the company's ability to meet market expectations and could significantly influence investor sentiment.

What are the revenue figures for this quarter?

Revenue performance will provide insights into the company's growth trajectory and market demand, impacting future guidance and investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Standex's ability to leverage operational efficiencies and market demand, leading to stronger-than-expected results this quarter.

Supporting Evidence

Historically, Standex has beaten EPS estimates 88% of the time, suggesting a strong track record.

Options are pricing a 14.04% move, indicating that traders expect significant volatility, which could favor a positive outcome.

Key Risk

If the company reports an EPS below $2.25, it could undermine the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching these metrics to gauge the company's resilience amid economic fluctuations.

Bull Confirmed If

An EPS of $2.40 or higher, along with revenue exceeding $227M, would confirm a strong operational performance.

Bear Confirmed If

An EPS below $2.25 or revenue falling short of $225M would indicate potential challenges in the business.

Pre-Earnings Positioning

Options Market

Implied Move

±14.04%

Historical Avg

±2.5%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±14.0% while SXI has averaged ±2.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

51.6%

Calls (900)P/C Ratio: 0.33Puts (300)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Industrials

n=30

Fade rate: 12 of 30 (40%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Standex beats expectations, history suggests the stock could rise by around 0.06% on the first day, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further commentary from management.

Miss

Should the company miss estimates, history indicates a potential drop of around 7.88%, reflecting significant investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on supply chain management and its impact on production costs.
2Insights into demand trends in key markets served by Standex.
3Management's outlook on future revenue growth and operational efficiency.
4Details on any new product launches or innovations.
5Responses to analyst questions regarding competitive pressures in the industrial sector.