Frequency Electronics

FEIM

Market cap $300M

Frequency Electronics is rated a buy, with recent share price weakness seen as an entry opportunity despite Q1 revenue contraction. FEIM's robust $71M backlog, minimal leverage, and a $20M buyback program underscore strong fundamentals and management confidence. The company's pivot to quantum sensing and high-tech, sole-sourced defense programs promises resilient earnings and margin expansion.

Frequency Electronics posts a year-over-year decline in Q1 earnings amid timing issues and program delays, but remains confident with strong backlog, new contract bids, and a $20 million buyback plan.

Frequency Electronics' Q1 was weaker than expected due to early-July budget finalization and customer delays. Still, management reported no contract cancellations and suggests that subsequent quarters will offset fiscal Q1. Their backlog remains historically high, with multi-year defense and satellite programs. So their long-term prospects remain solid despite quarterly lumpiness.

U.S. stock futures were mixed this morning, with the Dow futures falling around 100 points on Friday.

Frequency Electronics, Inc. (NASDAQ:FEIM ) Q1 2026 Earnings Call September 11, 2025 4:30 PM EDT Company Participants Thomas McClelland - CEO, President & Director Steven Bernstein - CFO, Secretary & Treasurer Conference Call Participants George Marema - Pareto Ventures Presentation Operator Greetings, and welcome to the Frequency Electronics First Quarter Fiscal 2026 Earnings Release Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

• Announces $20 million share repurchase authorization MITCHEL FIELD, N.Y., Sept. 11, 2025 (GLOBE NEWSWIRE) -- Frequency Electronics, Inc. (“FEI” or the “Company”) (NASDAQ-FEIM) is pleased to announce its financial results for the first quarter of fiscal year 2026.

MITCHEL FIELD, N.Y., Sept. 09, 2025 (GLOBE NEWSWIRE) -- Frequency Electronics, Inc. (NASDAQ: FEIM), will hold a conference call to discuss results for the first quarter of its fiscal year 2026, ended April 30, 2026, on Thursday, September 11, 2025, at 4:30 PM Eastern Time.

Two years is not a long time on Wall Street, and most investors seek to double their money in 5 to 10 years if they are lucky.

GARDEN GROVE, Calif., Aug. 25, 2025 (GLOBE NEWSWIRE) -- FEI-Zyfer, Inc., a wholly-owned subsidiary of Frequency Electronics, Inc. (“FEI” or the “Company”) (NASDAQ-FEIM), a leading provider of precision timing and frequency control products, is pleased to announce the receipt of a contract from the Defense Logistics Agency - Aviation Division at Redstone Arsenal, AL for additional systems in support of the Patriot Missile system. The base year (Year 1) contract value is $3.14 million dollars, with a period of performance through October 30, 2026. In addition, the contract includes delivery options for Year 2 of $1.71 million dollars, and a Year 3 option of $1.80 million dollars.