Espey Mfg. & Electronics Corp (ESP)
AMEXIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
$45.90-8.69%
Close 2026-11-05 · 1-day change
AMEXIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
QuarterlyIQ Insights · ESP
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -25.7% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 11.6% |
Growth built into the price is above our model estimate.
The price assumes 37.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 13 industry peers
ESP — legal / regulatory event — Changes in Registrant’s Certifying Accountant On
Dated 2026-10-16
Changes in Registrant’s Certifying Accountant On October 13, 2026, upon the recommendation and approval of the Audit Committee of the Board of Directors of Espey Mfg. & Electronics Corp. (the “Company”), the Company dismissed WithumSmith+Brown, PC (“Withum”) as its independent registered public accounting firm. Concurrently, following the completion of an evaluation process, the Audit Committee selected PKF O’Connor Davies (“PKF”) as the Company’s new independent registered public accounting…
Why it matters: Espey changed its audit firm in October. The next filing can show whether the change brings any audit concerns to light.
Watch forThe next company filing names PKF as auditor. It reports no major audit issue or restatement.
Also watch forA filing reports a material audit issue, restatement, or dispute with PKF.
Why it matters: The sector note says industrial growth is slowing. A return toward past growth highs would ease that concern for Espey’s sector.
Supportive ifThe sector update reports revenue growth moving back toward its recent highs from near 4%.
Worry ifThe sector update reports revenue growth staying near 4% or slowing further.
Why it matters: She was promoted to CFO in September and leads financial planning and reporting. Her first report can show how the role change affects those tasks.
Watch forThe next earnings report is on time and gives clear revenue and operating income figures.
Also watch forThe next earnings report is late or reports a major error in its financial figures.
Why it matters: Revenue and operating income rose from Q1 to Q4. The November 11 report can show if that growth continues.
Supportive ifIn the November 11 report, revenue tops $13.5 million and operating income tops $3.5 million. These are their Q4 levels.
Worry ifRevenue or operating income falls below its Q4 level of $13.5 million or $3.5 million.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$136 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $446 loss on $10,000 · 4.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,039 loss on $10,000 · 30.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The company has paid a $0.25 quarterly dividend and recently added a $0.75 special dividend. A cut would break that record.
Watch forThe next dividend notice declares a regular payment of at least $0.25 per share.
Also watch forThe next dividend notice cuts the regular payment below $0.25 per share or declares no payment.