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FEIM Posts Strong Q3 Earnings Y/Y Growth, Shares Up 10%
FEIMFrequency Electronics(FEIM) ZACKS·2025-03-18 18:35

Core Insights - Frequency Electronics, Inc. (FEIM) reported a strong financial performance for the third quarter of fiscal 2025, with net income of 1.60pershare,asignificantincreasefrom1.60 per share, a significant increase from 0.01 in the prior-year quarter [2][3] - Revenues reached 18.9million,representinga3818.9 million, representing a 38% increase from 13.7 million in the prior-year period [2][3] - The company's gross margin improved to 44% from 23% in the prior-year quarter, driven by revenue growth in core business areas and high-margin contracts [4] Financial Performance - Operating income for the fiscal third quarter was 3.5million,asignificantimprovementfromanoperatinglossof3.5 million, a significant improvement from an operating loss of 0.5 million in the prior year [3] - Net income increased to 15.4millioninthefiscalthirdquartercomparedto15.4 million in the fiscal third quarter compared to 0.1 million in the year-ago period [3] - Revenues from satellite payloads surged to 11.2million,accountingfor5911.2 million, accounting for 59% of total revenue, up from 6.8 million (50%) in the year-ago period [5] Business Metrics - The company's backlog stood at 73millionasofJanuary31,2025,downfrom73 million as of January 31, 2025, down from 78 million at the end of fiscal 2024, indicating continued demand for its products [6] - R&D spending increased to 1.4millionforthethirdquarter,upfrom1.4 million for the third quarter, up from 1 million in the prior year, representing 8% of revenues compared to 7% in the prior-year quarter [9] Strategic Outlook - CEO Thomas McClelland expressed optimism about the company's growth trajectory, highlighting strong performance in core businesses and demand for FEIM's technology [7] - The company is focused on expanding its presence in proliferated satellite programs and quantum sensing, anticipating additional contract wins despite potential delays in government funding [8] Competitive Positioning - FEIM is developing quantum sensors for applications such as GPS-denied navigation and submarine detection, with expectations of generating meaningful revenues over time [10] - The company is actively bidding for contracts with the Space Development Agency and adapting technology for radiation-heavy environments, believing its expertise provides a competitive edge in the proliferated satellite market [14] Financial Position - FEIM maintained a strong financial position, remaining debt-free with working capital of approximately 27millionasofJanuary31,2025[11]Thecashbalancedeclinedto27 million as of January 31, 2025 [11] - The cash balance declined to 5.5 million from 18.3millionatfiscalyearend,primarilyduetoa18.3 million at fiscal year-end, primarily due to a 9.6 million special dividend payment [12]