Equity Profile

SXI

Standex International Corporation

IndustrialsIndustrial Machinery & Supplies & Components$3.5B

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 support various industries. With a market cap of $4 billion, the company plays a crucial role in manufacturing and supplying components that are essential for industrial operations, making it an important player in the industrial supply chain.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help assess the company's financial health this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, which is vital for investor confidence.

N/A

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. Despite this, the stock rose by 7.88% the following day, indicating some investor optimism.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Standex's upcoming earnings report, especially given its history of beating EPS estimates. However, the lack of analyst estimates adds uncertainty to expectations.

Bull Case

If Standex can report strong EPS and revenue growth, it may reinforce investor confidence and lead to a significant stock price increase.

Bear Case

Conversely, if the company misses expectations again, it could lead to a sharp decline in stock price, especially given the high implied volatility in the options market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter?

Given the company's history of beating EPS estimates, this number will be crucial for investor sentiment.

How is revenue growth tracking compared to previous quarters?

Investors will be keen to understand if the company is maintaining or improving its revenue growth trajectory.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Standex's ability to rebound from its recent EPS miss, as historical patterns show a strong tendency for recovery after similar situations.

Supporting Evidence

The company has an 88% EPS beat rate historically, indicating a strong track record of exceeding expectations.

Options pricing suggests a larger move than historical averages, indicating potential for significant price action.

Key Risk

If the EPS comes in above $2.30, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching EPS and revenue growth as indicators of the company's performance and future outlook.

Bull Confirmed If

Reporting an EPS of $2.30 or higher would confirm the bull case.

Bear Confirmed If

An EPS below $2.10 would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±14.04%

Historical Avg

±2.5%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors 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 setup 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 average the next day, confirming positive sentiment.

In-Line / Cautious

If the results are in line with expectations, the stock may experience a muted reaction as investors await further commentary.

Miss

If the company misses earnings expectations, history suggests a potential decline of about 7.88% the next day, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth trends compared to previous quarters.
2Management's outlook on market conditions and demand for their products.
3Insights into cost management and operational efficiency improvements.
4Discussion on any new product launches or innovations.
5Feedback on customer demand and order backlog.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help assess the company's financial health this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, which is vital for investor confidence.

N/A

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. Despite this, the stock rose by 7.88% the following day, indicating some investor optimism.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Standex can report strong EPS and revenue growth, it may reinforce investor confidence and lead to a significant stock price increase.

Bear Case

Conversely, if the company misses expectations again, it could lead to a sharp decline in stock price, especially given the high implied volatility in the options market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter?

Given the company's history of beating EPS estimates, this number will be crucial for investor sentiment.

How is revenue growth tracking compared to previous quarters?

Investors will be keen to understand if the company is maintaining or improving its revenue growth trajectory.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Standex's ability to rebound from its recent EPS miss, as historical patterns show a strong tendency for recovery after similar situations.

Supporting Evidence

The company has an 88% EPS beat rate historically, indicating a strong track record of exceeding expectations.

Options pricing suggests a larger move than historical averages, indicating potential for significant price action.

Key Risk

If the EPS comes in above $2.30, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching EPS and revenue growth as indicators of the company's performance and future outlook.

Bull Confirmed If

Reporting an EPS of $2.30 or higher would confirm the bull case.

Bear Confirmed If

An EPS below $2.10 would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±14.04%

Historical Avg

±2.5%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors 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 setup 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 average the next day, confirming positive sentiment.

In-Line / Cautious

If the results are in line with expectations, the stock may experience a muted reaction as investors await further commentary.

Miss

If the company misses earnings expectations, history suggests a potential decline of about 7.88% the next day, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth trends compared to previous quarters.
2Management's outlook on market conditions and demand for their products.
3Insights into cost management and operational efficiency improvements.
4Discussion on any new product launches or innovations.
5Feedback on customer demand and order backlog.