Standex International Corporation · NYSE:SXI
Standex International — Q1 2027 Earnings Presentation
13 slides from Standex International's earnings presentation, Oct 30, 2026
Slide 1: First Quarter Fiscal 2027 Earnings Call Presentation
First Quarter Fiscal 2027 Earnings Call Presentation October 30, 2026
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT Statements contained in this presentation that are not based on historical facts are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of forward-looking terminology s
Slide 3: Our Strategy Is Accelerating Growth and Expanding Margins
OUR STRATEGY IS ACCELERATING GROWTH AND EXPANDING MARGINS STRATEGIC INVESTMENTS DRIVE ACCELERATING ORGANIC GROWTH • Record sales of $232.6 million increased 12.4% organically; Electronics increased 29.5% organically • New product sales grew ~56% to ~$17.4 million; Fast growth markets grew 25% to ~$7
Slide 4: Multiple Independent Drivers Delivering Robust Sales Growth
MULTIPLE INDEPENDENT DRIVERS DELIVERING ROBUST SALES GROWTH Organic Sales Bridge, FY26 to FY27 Data Centers: $30-35M $100–115M • Primarily driven by data center $20M power demands $15M $25–30M $10–15M Grid (Non-DC): $10-15M $30–35M • Increases in base grid capacity and growing electrification Defens
Slide 5: Q1 FY27 Summary
Q1 FY27 SUMMARY Standex International Corporation First Quarter Ended September 30 ($ in millions) Q1 FY27 Q1 FY26 Y/Y △% Comments Net sales 232.6 217.4 7.0% Organic growth: 12.4% Acquisitions/Divestitures: (4.4%) F/X: (1.0%) Adjusted operating income 47.0 41.6 13.1% Interest expense 7.2 8.9 (18.9%)
Slide 6: Electronics and Aerospace & Defense
ELECTRONICS YOY Comparison Q1 FY27 Summary • Revenue increased due to sales into fast $ in millions Q1 FY27 Q1 FY26 % Change growth markets, strong general industrial markets, and increased new product sales Revenue 140.5 110.6 27.1% • Adjusted operating income increased due to GAAP Operating Income
Slide 7: Scientific and Engraving & Hydraulics
SCIENTIFIC YOY Comparison Q1 FY27 Summary $ in millions Q1 FY27 Q1 FY26 % Change • Revenue increased due to pricing initiatives Revenue 19.8 19.5 1.8% and slight market recovery • Adjusted operating income increased due to GAAP Operating Income 5.6 4.7 19.9% higher sales GAAP OI Margin % 28.3% 24.1%
Slide 8: Q1 FY27 Capitalization
Q1 FY27 CAPITALIZATION Standex International Corporation CAPITAL SPENDING AND D&A ($ in millions) 9/30/2026 6/30/2026 • $6.6M of CAPEX in Q1 FY27 compared to $6.4M in Q1 FY26 Debt including issuance costs 518.1 518.0 • CAPEX expected to be between $45M to $55M Cash 116.8 178.7 in FY27, primarily due
Slide 9: Key Takeaways
KEY TAKEAWAYS • Organic growth of 12.4% in Q1 FY27, with book to bill of 1.17 • Electronics organic growth of 29.5% • Continued momentum from new products and fast growth markets • Raising FY27 sales outlook: Expect organic sales to increase >$100 million and total sales to grow high-single digits,
Slide 10: Appendix
APPENDIX | | HA Standex
Slide 11: Q1 FY27 Segment Snapshot
Q1 FY27 SEGMENT SNAPSHOT Segment Breakdown (In millions, except percentages) Q1 FY27 Q1 FY26 Y/Y △% Comments Net Sales by Segment Electronics 140.5 110.6 27.1% Organic growth of 29.5%; F/X: (2.4%) Aerospace & Defense 31.4 29.9 5.1% Organic growth of 5.1% Scientific 19.8 19.5 1.8% Organic growth of 1
Slide 12: Q1 FY27 Revenue Drivers
Q1 FY27 REVENUE DRIVERS Q1 FY27 Electronics Aerospace Scientific Engraving Other Total YOY Change % & & Defense Hydraulics Organic 29.5% 5.1% 1.8% (15.7%) 0.0% 12.4% Divestiture 0.0% 0.0% 0.0% 0.0% (100.0%) (4.4%) Acquisitions 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Currency (2.4%) 0.0% 0.0% 0.7% 0.0% (1.0%)
Slide 13: GAAP to Non-GAAP Income Bridge
Q1 FY27 GAAP TO NON-GAAP INCOME BRIDGE Q1 FY27 Q1 FY26 % Change Pre-tax Net Pre-tax Noncontrolling Net Pre-tax Net Income Tax Income EPS Income Tax Interest (3) Income (1) EPS (2) Income Income EPS Reported - GAAP (4) $ 32.2 $ (7.9) $ 24.2 $ 1.99 $ 21.0 $ (5.2) $ (0.7) $ 15.1 $ 1.25 53.2% 60.6% 59.6
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