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 supply chain solutions, which are vital as global economies recover and demand for industrial goods fluctuates.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

Expected to be around $2.20.

Revenue Growth

Revenue growth signals demand for Standex's products and can indicate overall market performance.

No specific estimate available.

1 more metrics, 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. The stock reacted positively, gaining 7.88% the following day.

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to innovation in product development.
Plans to enhance customer engagement and satisfaction.

Expectations

Wall Street Expectations

Overall, expectations are mixed as Standex approaches its Q4 earnings report. The company has a strong track record of beating EPS estimates, but recent performance raises questions about revenue growth.

Bull Case

If Standex can demonstrate strong revenue growth and maintain or improve margins, it could lead to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet EPS expectations or shows signs of declining demand, it could result in a sharp decline in stock value.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $2.20.

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue Growth

No specific estimate available.

Revenue growth signals demand for Standex's products and can indicate overall market performance.

Operating Margin

No specific estimate available.

Operating margin reflects the efficiency of the company's core business operations.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q4-2026?

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

How is revenue growth trending in the current market environment?

Understanding revenue trends will help investors assess the company's ability to navigate economic fluctuations.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Standex's ability to leverage operational efficiencies and innovation in product development, which could drive better-than-expected results.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, with an 88% success rate.

Recent stock performance suggests investor confidence despite mixed economic signals.

Key Risk

If revenue growth exceeds expectations, it could significantly alter the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Standex's ability to maintain profitability amid economic uncertainties.

Bull Confirmed If

An EPS of $2.25 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $2.15 would raise concerns about declining demand and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±14.04%

Historical Avg

±2.5%

Pricing rich

The options market is pricing in a significant move, suggesting 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 a potential stock increase of around 0.06% on the first day, confirming strong operational health.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline of around 7.88%, reflecting investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiency improvements.
2Insights into customer demand trends in key markets.
3Details on new product innovations and their expected impact.
4Management's outlook on economic conditions and their effect on future performance.
5Any changes in guidance or expectations for the upcoming quarters.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

Expected to be around $2.20.

Revenue Growth

Revenue growth signals demand for Standex's products and can indicate overall market performance.

No specific estimate available.

1 more metrics, 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. The stock reacted positively, gaining 7.88% the following day.

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to innovation in product development.
Plans to enhance customer engagement and satisfaction.

Expectations

Wall Street Expectations

Bull Case

If Standex can demonstrate strong revenue growth and maintain or improve margins, it could lead to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet EPS expectations or shows signs of declining demand, it could result in a sharp decline in stock value.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $2.20.

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue Growth

No specific estimate available.

Revenue growth signals demand for Standex's products and can indicate overall market performance.

Operating Margin

No specific estimate available.

Operating margin reflects the efficiency of the company's core business operations.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q4-2026?

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

How is revenue growth trending in the current market environment?

Understanding revenue trends will help investors assess the company's ability to navigate economic fluctuations.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Standex's ability to leverage operational efficiencies and innovation in product development, which could drive better-than-expected results.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, with an 88% success rate.

Recent stock performance suggests investor confidence despite mixed economic signals.

Key Risk

If revenue growth exceeds expectations, it could significantly alter the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Standex's ability to maintain profitability amid economic uncertainties.

Bull Confirmed If

An EPS of $2.25 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $2.15 would raise concerns about declining demand and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±14.04%

Historical Avg

±2.5%

Pricing rich

The options market is pricing in a significant move, suggesting 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 a potential stock increase of around 0.06% on the first day, confirming strong operational health.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline of around 7.88%, reflecting investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiency improvements.
2Insights into customer demand trends in key markets.
3Details on new product innovations and their expected impact.
4Management's outlook on economic conditions and their effect on future performance.
5Any changes in guidance or expectations for the upcoming quarters.