NYSE$SXI

Standex International Corporation · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

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

Standex International Corporation reported solid adjusted gross margin and record free cash flow for the third quarter of fiscal year 2024, despite experiencing softness in general market conditions. The company reaffirmed its long-term target for fast growth market sales and completed the acquisition of Sanyu Switch Company.

  • Fast Growth Market Sales Increased ~9% Year-On-Year to ~$26 Million
  • GAAP Gross Margin of 38.5% and Adjusted Gross Margin of 39.0%, Up 50 bps Year-on-Year
  • GAAP Operating Margin of 12.3%
  • Record Fiscal Third Quarter’ Free Cash Flow of $19.3 Million

Headline financials

Total Revenue

$177M

Previous: $184M-3.8%
EPS

$1.33

Previous: $1.65-19.4%
Net Debt to EBITDA

0.1

No prior period
Operating Margin (GAAP)

12.3%

No prior period
Operating Margin (Adj.)

16.6%

No prior period
EBITDA Margin

16.0%

No prior period
Adj. EBITDA Margin

19.5%

No prior period
Capital Expenditures

-$5.18M

No prior period
Free Cash Flow

$15.8M

Previous: $80.5M-80.4%
Net Income

$15.8M

Previous: $80.5M-80.4%
Operating Income

$21.8M

Previous: $88.5M-75.3%
Gross Profit

$68.3M

Previous: $70.9M-3.7%
Cash & Equivalents

$139M

Previous: $175M-20.8%
Total Assets

$994M

Previous: $1.02B-2.1%

Revenue & EPS history

Standex · Revenue · Quarterly

$177M

Q3 2024-3.8%vs Q3 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

The Company expects slightly to moderately higher revenue sequentially due to favorable project timing in the Engineering Technologies segment, increased market demand in the Specialty Solutions segment, and the impact of the Company’s recent acquisition of Sanyu. The Company expects slightly to moderately higher adjusted operating margin sequentially due to leverage on higher sales and pricing and productivity actions.

Tailwinds

  • Favorable project timing in the Engineering Technologies segment
  • Increased market demand in the Specialty Solutions segment
  • Impact of the Company’s recent acquisition of Sanyu
  • Leverage on higher sales
  • Pricing and productivity actions

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 Q3 2024

Historical avgQ3 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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