ESP Espey Mfg. & Electronics Corp.
Price Chart
Executive Summary
Espey Mfg. & Electronics Corp. reported Q3 FY2026 EPS of $0.99, a 12.5% beat vs the $0.88 consensus estimate, on revenue of $11.4M (+10.9% YoY). Net income surged 68% YoY to $2.86M, driven by margin expansion and favorable product mix, while backlog remained strong at $137.1M. The strong quarterly performance and CEO's confident forward commentary support a bullish near-term outlook.
Actionable Insight
The strong beat and margin expansion signal accelerating profitability. With a $137M backlog and CEO confidence in full-year results, the stock may re-rate higher. Monitor for any new order slowdown (YTD orders $30M vs $75.1M last year) as a potential risk to sustainability.
Key Facts
- Q3 FY2026 EPS of $0.99 beat consensus of $0.88 by 12.5%
- Q3 revenue of $11.42M grew 10.9% YoY from $10.30M
- Net income of $2.86M was up 68% YoY from $1.70M
- Backlog remained robust at $137.1M vs $138.0M a year ago
- CEO highlighted margin expansion from revenue growth, favorable product mix, and cost efficiencies
Financial Impact
EPS beat of $0.11 per share (12.5%) on revenue growth of 10.9% YoY
Risk Factors
- New orders YTD of $30M are down 60% from $75.1M in the prior year period, which could pressure future revenue
- Backlog is essentially flat YoY at $137.1M, suggesting limited near-term visibility beyond current work
- Defense spending cycles and government contract timing could cause lumpy revenue
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3293380 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 4, 2026
10d ago
|
Press Release
| $55.87 awaiting T+5 | awaiting T+5 | — | $59.26 (+6.07%) |
|
May 12, 2026
4w ago
|
Press Release
| $70.34 $60.28 | ▼ −14.30% | ▼ −13.14% | $59.26 (−15.75%) |
|
Mar 9, 2026
13w ago
|
Press Release
| $54.90 $55.24 | ▲ +0.62% | ▲ +1.97% | $59.26 (+7.93%) |
US Market Status
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