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Standex International Corporation(SXI)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
2-STAR RATING
PASS
LAST CLOSE
$251.42
11/04/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for SXI

11/04/2026: SXI (2-star) is currently NOT-A-BUY. Pass it for now.

Standex International Corporation is a diversified industrial manufacturer that operates through specialized segments including Electronics, Engraving, Scientific, and Engineering Technologies. The company is known for its focus on high-value, niche markets, which has historically supported healthy operating margins and resilience. Its primary growth story revolves around expanding its technical capabilities through strategic bolt-on acquisitions and participating in secular trends like industrial electrification and medical research. Investors should monitor cyclical risks related to automotive and industrial spending, alongside the execution of its acquisition strategy. The stock may suit value-oriented or income-focused investors who value long-term stability and consistent capital returns.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitStandex offers steady rather than hyper-growth, making it more suitable for those seeking reliable industrial compounders.
Momentum investorStrong fit while signal remains positiveMomentum investors may find entry points during industrial cycle upswings when the stock reacts to positive earnings revisions.
Value investorStrong fitStandex often trades at reasonable valuation multiples relative to its specialized, high-margin niche positions.
Dividend investorStrong fitThe company’s long history of dividend increases and conservative payout ratio make it a solid choice for income-oriented portfolios.
Low-risk investorStrong fitThe company's focus on essential industrial niches provides relative stability compared to more volatile technology or consumer sectors.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMediumThe stock can experience swings aligned with industrial economic cycles and changes in capital expenditure outlooks.
Valuation riskLowThe stock historically trades at moderate multiples, limiting downside risk related to extreme overvaluation.
Competition risk (specialized niche competitors)MediumWhile protected by technical barriers, the company faces constant pressure from agile niche firms in electronics and engraving.
Business qualityStrongStandex operates in specialized high-barrier niches that historically support durable margins.
Dividend incomeLowThe company has a strong record of maintaining and growing dividends, suggesting low risk to income continuity.
Execution riskMediumSuccessful integration of bolt-on acquisitions remains critical to the long-term growth strategy.

Price Behavior

Rolling Over
PRICE PATH

Rolling Over

The price momentum is slowing down and beginning to turn downward.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit 28.09%
Avg. Invested days 41
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/04/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
SXI receives a 4-star rating, supported by solid company fundamentals, and solid analyst coverage. The rating is constrained by weak price momentum.

Company Fundamentals

★★★★★
SXI has solid overall fundamentals (4 stars), with solid financial health, solid growth momentum, and solid ownership. In FY2026 versus FY2025, strong earnings growth (+87.6%) and solid cash generation (FCF margin 7.3%) are partially offset by modest insider ownership of 1.84%.

Financial Health Rating

★★★★★
SXI's financial health is supported by solid cash strength, including free-cash-flow generation (7.3% of revenue). Profitability is moderate (3 stars), which helps explain the 4-star overall score.

Growth Momentum Score

★★★★★
Earnings growth is SXI's strongest growth driver at +87.6% FY2026 versus FY2025 (strong, 5 stars). Revenue growth (+12.8%, solid) and free-cash-flow growth (+56.9%, strong) are also constructive, though not equally high across every growth measure.

Ownership

★★★★★
Institutional ownership is 105.8% and approximately 98.1% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 1.84% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 14.57%
Wasatch Advisors LP 6.89%
Vanguard Portfolio Management, LLC 6.14%
Vanguard Capital Management, LLC 4.44%
State Street Corp 4.33%

Unit Economics (Per $1K Revenue)

★★★★★
SXI generates approximately $417 of gross profit, $217 of operating income, and $73 of free cash flow for every $1,000 of revenue. Based on FY2026 results. Moderate margins and soft cash conversion support a 3-star rating, while capital efficiency is moderate.

Economic Dimensions

★★★★★
Effective Tax Rate: 21.02%

Quantitative Style Profile

★★★★★
SXI has a high-quality, liquid profile. Weak momentum is the primary drawback, while valuation that is moderately attractive rather than deeply discounted.

Style Classification

Quality Focused

Quality TiltSmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 3.04B USD
Price to earnings Ratio 26.72
1Y Target Price 332.4
Price to earnings Ratio 26.72
1Y Target Price 332.4
Volume (30-day avg) 158.4K shares
Beta 1.05
52 Weeks Range 214.84 - 363.52
Updated Date 11/04/2026
52 Weeks Range 214.84 - 363.52
Updated Date 11/04/2026
Dividends yield (FY) 0.52%
Basic EPS (TTM) 9.41

How Company Makes Money

Business areaWhat it includesRetail investor read
ElectronicsElectromagnetic components and sensors for power management.This is a key growth engine benefiting from the shift toward electrical components in modern industry.
EngravingSurface finishing and mold texturing for consumer/auto goods.This segment provides steady, high-margin revenue tied to the design cycles of major manufacturers.
ScientificHigh-performance laboratory freezers and refrigerators.Provides recurring revenue and stability as these products serve essential research and clinical labs.
GeographyGlobal operations with significant presence in North America and Europe.Regional diversification helps mitigate localized economic slowdowns.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2026-10-29
When After Market
Estimate 2.34
Actual 2.41

Profitability

Profit Margin 12.54%
Operating Margin (TTM) 18.37%

Management Effectiveness

Return on Assets (TTM) 6.44%
Return on Equity (TTM) 18.13%

Valuation

Trailing PE 26.72
Forward PE 26.25
Enterprise Value 3.52B
Price to Sales(TTM) 3.36
Enterprise Value 3.52B
Price to Sales(TTM) 3.36
Enterprise Value to Revenue 3.88
Enterprise Value to EBITDA 14.56
Shares Outstanding 12.10M
Shares Floating 11.88M
Shares Outstanding 12.10M
Shares Floating 11.88M
Percent Insiders 1.84
Percent Institutions 105.81

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.