FEIM PRESS-RELEASE SEC Filing Analysis

Final — all horizons settled through T+60d

FEIM ▲ +46.42% at T+60d

NEUTRAL call ✓ call won +46.42% · α vs SPY +35.72% · entry $46.66 → $68.32

Currently $66.94 · +43.46% from $46.66 entry

Entry anchored
Mar 11, 03:59 PM ET
via Databento tick

T+1d

+3.11%

call +3.11% · α +3.71%

$48.11

settled 3mo ago

T+5d

-8.23%

call -8.23% · α -7.25%

$42.82

settled 3mo ago

T+20d

+17.45%

call +17.45% · α +15.47%

$54.80

settled 2mo ago

T+60d

+46.42%

call +46.42% · α +35.72%

$68.32

settled 5d ago

Price Chart

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Executive Summary

Frequency Electronics (FEIM) reported mixed Q3 FY2026 financial results with declining revenue and earnings but announced two new satellite contracts worth $45 million, boosting its funded backlog to a record $83 million. While near-term fundamentals weakened year-over-year, the company highlighted strong future growth potential in proliferated satellites and quantum sensing, supported by a debt-free balance sheet and recent cash collections.

Key Financial Metrics

Revenue

$16.9M

-10.7% YoY

EPS

$0.16

Deal Value

$45.0M

Actionable Insight

The sharp decline in earnings is concerning, but the $45M in new contracts and record backlog suggest a potential turnaround in the next quarter. Traders should monitor the Q4 results for signs of margin recovery and cash flow improvement. The company's exposure to proliferated LEO satellite constellations could become a multi-year growth driver.

Key Facts

Awarded two satellite contracts totaling $45 million, with work expected to begin in Q4 FY2026
Q3 FY2026 revenue was $16.9 million, down from $18.9 million in the same quarter last year
Net income dropped to $1.6 million ($0.16/share) from $15.4 million ($1.60/share) in the prior-year quarter
Backlog increased to $83 million from $70 million as of April 30, 2025
Company collected over $11 million in cash since February 1, 2026, reversing prior cash burn

Financial Impact

Revenue down 10.6% YoY, net income down 89.6% YoY; $45M in new contract awards represent ~94% of prior nine-month revenue

revenuenet incomeepsbacklogcash flow

Risk Factors

Sustained margin compression and operating loss trend
Reliance on future contract awards that may not materialize
High customer concentration risk in defense and space sectors

Market Snapshot

Exchange

Nasdaq

Documents Analyzed

This report is based on 2 press releases from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3254115
PRESS-RELEASE Data (Synthetic)	press-3254116

2 reports for FEIM

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for FEIM — sortable, filterable
	Type				Now
May 27, 2026 13d ago	Press Release BULLISH ★ 7/10	$75.60 $69.16	▼ −8.52%	▼ −8.47%	$66.94 (−11.46%)
Mar 11, 2026 12w ago	Press Release MIXED ★ 6/10	$46.66 $42.82	▼ −8.23%	▼ −7.25%	$66.94 (+43.46%)

US Market Status

Market Closed — Opens Thu (9h 39m)

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