Standex International Corporation (SXI)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
QuarterlyIQ Insights · SXI
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 this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks SXI against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
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 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 67% of the time over the next year (vs 52% for the rest of the cohort, n=6958).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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.
Focus on organic growth driven by sales into fast growth end markets and increased new product sales, aiming for mid-to-high single-digit to low double-digit growth.
Stated as a priority in 4 of last 4 quarters. Revenue grew from $217.4M in 2026-Q1 to $228.3M in 2026-Q4 with organic growth of 7.7% in Q4. New product sales grew 43% in 2026-Q4 and fast growth market sales contributed 31% of total sales, reaching approximately $264M for FY26. Guidance for FY27 expects fast growth market sales to grow ~20% to over $310M. Management is delivering consistent growth aligned with stated priorities.
“Delivered 7.7% organic growth; Electronics grew 12.9% organically; new product sales grew 43%.”
“Sales increased 8.1% YOY; new products sales grew ~40%; fast growth markets contributed >30%.”
“Sales increased 16.6% YOY; new products sales grew ~13%; fast growth markets contributed ~28%.”
“Sales increased 8.1% YOY; new product launches and fast growth markets driving growth.”
Finalize acquisition of remaining interest in Narayan Powertech and integrate operations to leverage global footprint and portfolio breadth.
Stated in 2 disclosures including 2026-Q4 press release and 2026-07-02 announcement. The acquisition of the remaining 9.9% interest in Narayan for approximately $64 million was completed on July 2, 2026. Management reports smooth integration progress. This priority is advancing with completion and ongoing integration.
“Acquired remaining 9.9% interest in Narayan for ~$64 million; integration progressing smoothly.”
Promote and expand leadership responsibilities to drive accelerated growth and operational maturity, especially in Electronics segment.
Newly stated in 2026-Q2 period via 2026-05-14 announcement. The promotion of Ademir Sarcevic to an expanded leadership role aims to support growth and operational maturity. No direct financial metrics linked yet, so delivery is in early stages.
Manage capital expenditures prudently with planned increase in FY27 primarily for capacity expansion in Electronics segment.
Stated in 3 of last 3 quarters. Capital expenditures were $28.6M in FY26 and are expected to increase to $45M-$55M in FY27, primarily for capacity expansion in Electronics Grid. Management is maintaining disciplined capital allocation with planned growth in capex aligned to strategic needs.
“FY27 capital expenditures expected between $45M and $55M, increase due to capacity expansion in Electronics Grid.”
Continue to reduce net leverage ratio, manage capital expenditures within guidance, and increase dividends to shareholders.
Over the trailing year it converted 1.26x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 53% for the rest of the cohort, n=6654).
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).
12 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=3431).
Not investment advice. As of 2026-09-04.
“Capital expenditures were $5.6M in Q3 FY26; FY26 expected between $27M and $30M.”
“Capital expenditures were $7.7M in Q2 FY26; FY26 expected between $33M and $38M.”