Expectations trend
FY2028 · fiscal year ending 2028-06-30 · fmp
Standex International Corporation (SXI)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-05
$232.68-7.45%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
11.86 → 12.52 EPS · FY ending Jun 30, 2028 · 5 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 5; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for SXI yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Dividend per share increases to at least $0.34 in Q3 2026 | A supporting condition in Standex International Corporation's published investment case. The stated target is >=0.34 USD per share. | Intact | Dividend per share falls below $0.32 in fiscal 2026 | Dividend per share: $0.34 per share FY2027-Q1; GAAP. Published target: >=0.34 USD per share. Target period is not explicitly aligned with this observation. Oct 30, 20260.34 USD/share · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-06-30 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
SXI is an industrial growth and margin-improvement story, with recent financial performance still strong relative to its industry. The long-term thesis is intact, but the latest miss and elevated risk make the current setup more mixed than before.
SXI trades at a premium to peers, while the valuation evidence describes expectations as unjustified and the expectations gap as meaningful. This suggests the market may be assuming more consistent execution than recent misses and weaker momentum support.
Near term, the latest quarter’s miss and the company’s history of recent misses create a risk that estimates are revised lower, especially if guidance is cut. Over the multi-year view, revenue growth in fast-growth markets and new products, alongside higher operating margins, supports the thesis; evidence on acquisition integration remains limited.
The near-term downside scenario is a guidance cut, which could reinforce estimate reductions after the latest miss. The sector backdrop also matters: continued strength from industrial peers could support the operating environment, while misses or lower guidance from those peers could remove that support.
Over the next 1 to 3 years, SXI’s thesis rests on sustaining growth and margin gains while restoring confidence after a fresh miss. The business evidence remains constructive in parts, but elevated risk and a premium valuation leave limited room for execution setbacks. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Sales from fast growth markets reach about $270 million in fiscal 2026 |
| Standex grows sales in fast growth markets about 45% yearly to $270 million in 2026. |
| Intact |
| Sales from fast growth markets fall below approximately 7% annual growth next year |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Net leverage ratio remains below 2.0x by Q3 2026 | Net leverage fell from 3.0x to 1.9x, improving financial strength. | Broken | Net leverage ratio rises above 2.5x next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Release over fifteen new products contributing about 3% growth in fiscal 2026 | It plans to release over 15 new products adding 3% growth. | Intact | New product releases contribute less than 1% growth in fiscal 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$12.14 → $12.52 · observed estimates
$1.03B → $1.07B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $12.14 | $1,028,300,000 | 2 / 2 |
| 2026-07-25 | $12.14 | $1,028,300,000 | 2 / 2 |
| 2026-07-26 | $12.14 | $1,028,300,000 | 2 / 2 |
| 2026-07-27 | $12.14 | $1,028,300,000 | 2 / 2 |
| 2026-07-28 | $12.14 | $1,028,300,000 | 2 / 2 |
| 2026-07-29 | $12.14 | $1,028,300,000 | 2 / 2 |
| 2026-07-30 | $11.47 | $1,013,711,000 | 2 / 2 |
| 2026-07-31 | $11.47 | $1,013,711,000 | 2 / 2 |
| 2026-08-01 | $11.47 | $1,013,711,000 | 2 / 2 |
| 2026-08-02 | $11.51 | $1,014,958,667 | 2 / 2 |
| 2026-08-03 | $11.51 | $1,014,958,667 | 2 / 2 |
| 2026-08-04 | $11.51 | $1,014,958,667 | 2 / 2 |
| 2026-08-05 | $11.51 | $1,014,958,667 | 2 / 2 |
| 2026-08-06 | $11.51 | $1,014,958,667 | 2 / 2 |
| 2026-08-08 | $11.51 | $1,014,958,667 | 2 / 2 |
| 2026-08-09 | $11.51 | $1,014,958,667 | 2 / 2 |
| 2026-08-10 | $11.86 | $1,036,815,200 | 5 / 5 |
| 2026-08-12 | $11.86 | $1,036,815,200 | 5 / 5 |
| 2026-08-13 | $11.51 | $1,014,958,667 | 2 / 2 |
| 2026-08-14 | $11.51 | $1,014,958,667 | 2 / 2 |
| 2026-08-15 | $11.51 | $1,014,958,667 | 2 / 2 |
| 2026-08-16 | $11.51 | $1,014,958,667 | 3 / 3 |
| 2026-08-17 | $11.51 | $1,014,958,667 | 3 / 3 |
| 2026-08-18 | $11.51 | $1,014,958,667 | 3 / 3 |
| 2026-08-19 | $11.51 | $1,014,958,667 | 3 / 3 |
| 2026-08-20 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-08-21 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-08-22 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-08-23 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-08-24 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-08-25 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-08-26 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-08-27 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-08-28 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-08-29 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-08-30 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-08-31 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-01 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-02 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-03 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-04 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-05 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-06 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-07 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-08 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-09 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-10 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-11 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-12 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-13 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-14 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-15 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-16 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-17 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-18 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-19 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-20 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-21 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-22 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-23 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-24 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-25 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-26 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-27 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-28 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-29 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-09-30 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-10-01 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-10-02 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-10-03 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-10-04 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-10-05 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-10-06 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-10-07 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-10-08 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-10-09 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-10-10 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-10-11 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-10-12 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-10-13 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-10-14 | $11.86 | $1,036,781,800 | 4 / 5 |
| 2026-10-15 | $11.81 | $1,036,484,833 | 5 / 5 |
| 2026-10-16 | $11.81 | $1,036,484,833 | 5 / 5 |
| 2026-10-17 | $11.81 | $1,036,484,833 | 5 / 5 |
| 2026-10-18 | $11.81 | $1,036,484,833 | 5 / 6 |
| 2026-10-19 | $11.81 | $1,036,484,833 | 5 / 6 |
| 2026-10-20 | $11.81 | $1,036,484,833 | 5 / 6 |
| 2026-10-21 | $11.81 | $1,036,484,833 | 5 / 6 |
| 2026-10-22 | $11.81 | $1,036,484,833 | 5 / 6 |
| 2026-10-23 | $11.81 | $1,036,484,833 | 5 / 6 |
| 2026-10-24 | $11.81 | $1,036,484,833 | 5 / 6 |
| 2026-10-25 | $11.81 | $1,036,484,833 | 5 / 6 |
| 2026-10-26 | $11.81 | $1,036,484,833 | 5 / 6 |
| 2026-10-27 | $11.81 | $1,036,484,833 | 5 / 6 |
| 2026-10-28 | $11.81 | $1,036,484,833 | 5 / 6 |
| 2026-10-29 | $11.81 | $1,036,484,833 | 5 / 6 |
| 2026-10-30 | $11.81 | $1,036,484,833 | 5 / 6 |
| 2026-10-31 | $11.82 | $1,041,334,832 | 5 / 6 |
| 2026-11-01 | $11.82 | $1,041,334,832 | 5 / 6 |
| 2026-11-02 | $11.82 | $1,041,334,832 | 5 / 6 |
| 2026-11-03 | $12.28 | $1,065,282,999 | 5 / 6 |
| 2026-11-04 | $12.52 | $1,070,445,133 | 5 / 5 |
| 2026-11-05 | $12.52 | $1,070,445,133 | 5 / 5 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 5 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.