Frequency Electronics, Inc. (FEIM)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-09-04
$60.67+1.30%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-09-04
QuarterlyIQ Insights · FEIM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Reaffirm the minimum revenue target of $150 million by Fiscal 2029 with a 34% compound annual growth rate from Fiscal 2026 revenue.
Stated as a priority in 2 of last 2 quarters. Fiscal 2026 revenue was $63.2 million, and management reaffirmed a minimum revenue target of $150 million by Fiscal 2029, implying a 34% CAGR. The trajectory is consistent with management's stated growth ambitions.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Today we reaffirm our minimum revenue target of $150 million by Fiscal 2029, representing a 34% compound annual growth rate.”
“We believe we could see backlog north of $100 million in the not-too-distant future and gave a three-year minimum revenue target of $150 million.”
Set a target to achieve at least 30% operating margin by Fiscal 2029 through operating leverage and expense efficiencies.
Stated as a priority in 2 of last 2 quarters. Operating margin was negative 5% in Fiscal 2026, reflecting investments and restructuring charges. Management set a target of 30% operating margin by Fiscal 2029, indicating a multi-year path to improved profitability. The trajectory is currently challenged but aligned with stated goals.
“We are today establishing a minimum operating margin target of 30% by Fiscal 2029.”
“We believe we will be able to generate minimum operating margins of 30% by Fiscal 2029.”
Target a minimum gross margin of 50% by Fiscal 2029 through higher revenue base and production efficiencies.
Stated as a priority in 2 of last 2 quarters. Gross margin was approximately 29% in Fiscal 2026, impacted by restructuring and investments. Management targets a minimum gross margin of 50% by Fiscal 2029, driven by higher revenue and production efficiencies. The trajectory shows current margin pressure but aligns with long-term targets.
“We are today establishing a minimum gross margin target of 50% by Fiscal 2029.”
“We anticipate gross margins to reach at least 50% by Fiscal 2029 due to production model changes.”
Leverage a senior secured revolving credit facility of $10 million to support capital requirements and liquidity.
Newly stated in 2026-Q3. The company established a $10 million revolving credit facility in June 2026 to support capital needs. No further quarters have restated this priority, so delivery trajectory is not yet assessable.
“Entered into a senior, secured revolving credit facility with JPMorgan Chase Bank for $10 million.”
Focus on winning multiple large contract awards to drive revenue growth and backlog expansion.
Stated as a priority in 2 of last 2 quarters. Backlog grew from approximately $70 million at April 30, 2025 to $111 million at April 30, 2026, a 59% annual increase. Management anticipates multiple large contract awards ahead. The trajectory shows backlog growth delivering on this priority.
“We anticipate multiple awards in the coming months, some as large or larger than the largest contracts we have ever won.”
“Backlog reached $111 million at the end of fiscal fourth quarter, up 34% sequentially and 59% annually.”
Over the trailing year it converted -0.73x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 42% of the time over the next year (vs 59% for the rest of the cohort, n=3128).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.