ESPEY MFG & ELECTRONICS CORP · Electronic Components, NEC

ESP

Low riskNext report: Due any day

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The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 40% in the latest quarter vs a year ago
Profitable, keeps 19% of sales as profit
Sales up 14% last year

Money moves

No insider buying or selling in the last 30 days
Institutions added 16% to their holdings in the quarter ending June 2026 (49 bought, 22 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$52.87+1.9% that day

Company value: $161M; Share price times all shares
Price vs profit (P/E): 13.6x; You pay about $14 for each $1 of yearly profit
Price vs sales: 3.5x; Company value is 3.5 times a year of sales
Dividend yield: 1.9%; Yearly dividend as a share of today's price
Cash vs value: 12%; Cash as a share of company value

From ESP's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$13.5M+40% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $46.1M, up 4.9% from the 12 months before. Over 5 years, sales grew about 6.9% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of ESP. Starting points are the company's recent numbers.

Sales growth+5% a yearRecently: +4.9% a yearProfit margin24%Last 12 months: 24.2%P/E at the end14xToday: 13.6x. Many steady companies trade at 12x to 25xShare count change+4% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$59M

Profit in 5 years$14M

Price these guesses point to$53.53+1.3% vs $52.87 todayAbout +0.2% a year, before dividends

What today's price needs: with a 24% margin and a 14x P/E, sales would have to grow about 4.7% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/7Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.16.6%
PassDebt under half of equityNot relying on borrowed money.No debt reported
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.18.5%
MissProfitable every yearSteady profits, not one good year.9 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$16.6M
MissShare count not growingNot diluting owners. Falling means buybacks.+10.9% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.28.9%

Revenue: $44.0M; +13.5% vs prior year
5-year growth: +6.9%/yr; revenue, per year
Total debt: None; 0.00x equity
Current ratio: 2.53x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 24, 2009

Revenue: $13.5M; +40.4% YoY
EPS: $1.15; vs $1.05
Op. margin: 25.8%; -1.6 pts
Gross margin: 34.3%; -5.0 pts
Free cash flow: -$914K

Insider rating

Last 90 days

41Mixed

1 insider sold $151K (not pre-planned)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

59/ 100

This week: 1
Normal week: 0.7
vs normal: 1.4x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+16.4%

Institutions added 16.4% to their holdings. 49 bought, 22 sold. 5 quarters of net buying in a row.

Shares held by institutions1.1M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+3.9%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

No debt reported

Shares outstandingLatest reported

Why low risk

Auditor change

Earnings reports

Last 9

Next reportDue any dayEstimated from the same quarter last year

Results filedAug 24, 2009
Results filedAug 20, 2008
Results filedAug 21, 2007
Results filedAug 29, 2006
Results filedAug 18, 2005

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

Auditor changeOct 16 · View filing ↗Watch

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$151K1 insider, 0 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Paul J CorrDirector	Sell	211	$64.19	$14K	20K	Sep 25Filing ↗
-1% of their holdings $63.51 to $64.49 across 3 trades Not a pre-planned sale Filed 3 days after
Paul J CorrDirector	Sell	2K	$65.67	$137K	21K	Sep 25Filing ↗
-9.2% of their holdings $64.26 to $66.79 across 29 trades Not a pre-planned sale Filed 3 days after