NYSE$SXI

Standex International Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported financial results for the second quarter of fiscal year 2024.

Standex International Corporation reported second quarter fiscal year 2024 results with a record adjusted gross margin of 40.3% and a record adjusted operating margin of 16.1%. Despite a softer top line, the company achieved growth in fast growth market sales, which increased by 14% year-on-year.

  • Fast Growth Market Sales Increased ~14% Year-On-Year to ~$21 Million
  • Record GAAP Gross Margin of 40.2% and Adjusted Gross Margin of 40.3%
  • GAAP Operating Margin of 14.5%; Record Adjusted Operating Margin of 16.1%, up 90 bps Year-On-Year
  • Record Year-to-Date Free Cash Flow of $31.6 Million

Headline financials

Total Revenue

$178M

Previous: $188M-5.0%
EPS

$1.59

Previous: $1.74-8.6%
Capital Expenditures

-$4.25M

No prior period
Free Cash Flow

$18.9M

Previous: $20M-5.8%
Net Income

$18.9M

Previous: $20M-5.8%
Operating Income

$25.8M

Previous: $27.8M-7.1%
Gross Profit

$71.7M

Previous: $72.3M-0.9%
Cash & Equivalents

$142M

Previous: $113M+25.5%
Total Assets

$1.01B

Previous: $957M+5.1%

Revenue & EPS history

Standex · Revenue · Quarterly

$178M

Q2 2024-5%vs Q2 2023
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Revenue by segment

Standex · $185M total across 5 segments · Q1 2024

  • Electronics
    $81.3M-0.2%
  • Engraving
    $40.7M+11.4%
  • Specialty Solutions
    $25.8M-31.1%
  • Engineering Technologies
    $18.5M-5.3%
  • Scientific
    $18.5M-2.7%

Forward guidance

In the fiscal third quarter 2024, the Company expects slightly higher revenue due to a slight recovery in the Electronics and Specialty segments and contribution from the pending acquisition of Sanyu, partially offset by lower sales in the Engraving segment. The Company expects slightly lower adjusted operating margin, primarily resulting from one-time charge due to the CEO reaching retirement eligibility under the stock compensation plan. In the fiscal fourth quarter 2024, on a sequential basis, the company expects meaningfully higher revenue and continued improvement in adjusted operating margin.

Tailwinds

  • Slightly higher revenue expected in Q3 due to recovery in Electronics and Specialty segments.
  • Contribution from the pending acquisition of Sanyu expected in Q3.
  • Meaningfully higher revenue expected in Q4.
  • Continued improvement in adjusted operating margin expected in Q4.

Headwinds

  • Lower sales expected in the Engraving segment in Q3.
  • Slightly lower adjusted operating margin expected in Q3 due to a one-time charge related to CEO retirement eligibility.
  • Organic Sales Decline of 7.4% Year-on-Year Due to Project Timing in the Engineering Technologies Segment and Transitory Market Softness
  • Electronics segment backlog realizable in under one year of approximately $112 million decreased 27% year-on-year.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.0%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+3.6%

Avg return

30 days after

53%

34 / 64 earnings

Positive

+23.5%

Q4 2019

Best reaction

-20.7%

Q3 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-8.7%+0.0%+11.7%
Q2 2026+3.5%+7.7%+3.7%
Q1 2026+0.7%-3.3%+1.0%
Q3 2025+8.9%+5.3%+4.2%
Q2 2025-2.1%+4.9%-0.3%
Q1 2025+5.5%+0.4%+15.7%
Q4 2024-4.7%-9.1%-4.4%
Q3 2024+0.5%-4.2%-3.4%
Q2 2024+1.2%+1.9%+18.8%
Q1 2024-5.6%-5.2%-4.9%
Q4 2023+5.3%+11.4%+4.9%
Q3 2023+4.0%+8.5%+15.9%
Q2 2023-0.5%+1.0%+1.4%
Q1 2023+2.1%-1.0%+7.5%
Q4 2022-1.2%-3.3%-10.6%
Q3 2022-2.9%-5.5%-3.8%
Q2 2022+0.0%+6.9%+8.6%
Q1 2022+3.4%+3.9%-9.8%
Q4 2021+2.2%+3.0%-0.5%
Q3 2021+3.9%+2.5%+1.9%
Q2 2021+0.6%+5.2%+19.6%
Q1 2021+3.0%+12.0%+29.6%
Q4 2020-1.9%+2.1%-0.1%
Q3 2020+7.9%-0.3%+39.8%
Q2 2020-3.8%-4.6%-11.7%
Q1 2020-1.0%+1.1%-1.1%
Q4 2019+23.5%+12.3%+20.7%
Q3 2019-11.5%-6.7%-11.3%
Q2 2019-5.2%-2.4%+4.2%
Q1 2019-15.4%-15.1%-14.8%
Q4 2018-4.8%-5.0%-8.2%
Q3 2018-3.6%-4.2%+2.9%
Q2 2018+4.5%+0.9%-4.8%
Q1 2018+1.2%+0.4%+1.4%
Q4 2017+2.1%+3.9%+16.9%
Q3 2017-3.4%-3.4%-6.7%
Q2 2017+4.8%+2.3%+3.2%
Q1 2017-10.0%-11.3%+6.2%
Q4 2016-8.9%-8.8%-3.6%
Q3 2016+0.9%
Q2 2016-8.4%
Q1 2016+6.2%
Q4 2015+9.6%
Q3 2015-2.8%
Q2 2015-0.3%
Q1 2015+1.4%
Q4 2014+4.1%
Q3 2014+18.0%
Q2 2014-0.3%
Q1 2014+0.8%
Q4 2013-5.8%
Q3 2013-3.4%
Q2 2013-0.9%
Q1 2013+8.5%
Q4 2011-0.7%
Q4 2010-0.7%
Q4 2012+2.9%
Q3 2011+4.2%
Q3 2012+4.2%
Q2 2011+0.3%
Q2 2012+0.3%
Q1 2012-4.0%
Q1 2011-4.0%
Q3 2010-20.7%

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