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ESESP

Espey Mfg. & Electronics Corp.

$ESP·$180M·Electrical Equipment & Parts·Industrials
$55.58-1.3%YTD+19.5%1Y+52.3%
Price updated 7h ago·X counts updated 5d ago
ESESP
$ESPEspey Mfg. & Electronics Corp.
$55.58-1.31%983 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ESP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

983X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ESP's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-14

The $ESP cashtag is an Espresso/rewards airdrop token, not Espey — traders watch a range-liquidity-sweep setup ahead of a possible 10-30% breakout, and $0-airdrop campaigns are being amplified. Uniformly bullish inside a crypto community; no visible equity content.

Read what X is saying about $ESP

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ESP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

Espey Manufacturing: defense electronics with 20% EPS surprises and no debt — a quiet compounder flying under the radar.

Espey Manufacturing & Electronics is a small-cap defense-electronics producer — power conditioning, filters, and electronics for military applications. The 2026 story has been quiet operational execution meeting defense-budget tailwinds.

  • The P&L is small but accelerating: Q4 revenue grew 10.9% YoY to $11.4M at a 26% operating margin and $1.03 EPS, with trailing EPS beats of 19.8% and 12.5% — these are the strong surprises typical of a focused small-cap defense name that institutional investors routinely under-model.
  • The specific capital-markets positioning is unusual: volume at 1.5x average, no debt, consistent dividend payer, and 'Zacks' noted alongside names to watch for earnings beats — the setup for continued institutional discovery is specific.

At 70% of its 52-week range going into Nov 16 earnings, the setup is late-cycle but supported. Another 15%+ EPS surprise plus any specific defense-contract disclosure is the trigger for continuation; the GF-value $30.98-vs-$61.46 overvaluation flag is a reasonable sizing hint, not a thesis crack.

What to watch: Nov 16 Q1 earnings — defense-electronics revenue growth, operating margin direction, backlog growth, and FY27 guide. 15%+ EPS surprise plus backlog is the trigger; GF-value correction is the invalidation.

On the calendar: 2026-11-16 — Q1 earnings

small cap defenseeps beat cadence

Read the AI verdict on $ESP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and manufactures custom power supplies, transformers, and radar systems for U.S. military applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $ESP.

Electrical Equipment & Parts · Industrials

No material change from last week — AI data-center buildout and power-grid modernization sustain elevated equipment demand.

What this means for $ESP

Neutral — Designs and manufactures custom power supplies, transformers, and radar systems for U.S. military applications.

Industry benchmark

29-name peer basket
+20.8%YTD
-12.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
25.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
20.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
36.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 23, 2026$1.15$0.96+19.8%
Q1 2026May 12, 2026$0.99$0.88+12.5%
Q4 2025Feb 10, 2026$0.99$0.76+30.3%
Q3 2025Nov 12, 2025$0.76$0.67+13.4%
Next earningsMon, Nov 16·consensus EPS $0.91

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$11.4M+10.9%37.0%26.1%$1.03$3.2M
Q2 FY26$12.1M-10.8%34.7%25.3%$1.02$-4.1M
Q1 FY26$9.1M-12.9%35.4%22.7%$0.80$4.4M
Q4 FY25$9.6M-17.4%39.3%27.4%$1.11$915K

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$47.4M$47.4M – $47.4M$3.77$3.77 – $3.771
FY27$52.4M$52.4M – $52.4M$3.73$3.73 – $3.731
FY28$55.3M$55.3M – $55.3M$3.97$3.97 – $3.971
FY29$56.4M$56.4M – $56.4M$4.06$4.06 – $4.061
FY30$60.2M$60.2M – $60.2M$3.96$3.96 – $3.961

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.51%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 2.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.385-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 25Paul J CorrDirector2.3K sh$151KSellJun 24Carl HelmetagDirector122 sh$8KSellJun 23Paul J CorrDirector2.3K sh$153KSellJun 22Pickering Jennifer MicheleCHRO & Corporate Secretary2.5K sh$158KSellJun 22David A OneilCEO2.5K sh$169KSellMay 15Paul J CorrDirector815 sh$54K
+ 9 other (7 exempts · 2 gifts) in window

See when $ESP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 4 other (1 10-K · 1 routine 8-K · 1 SD · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Investors Need to Take Advantage of These 2 Business Services Stocks Nowzacks.com·4d agoA Look at Espey Manufacturing & Electronics Corp (ESP) After 4.9% Decline -- GF Value $30.98 vs Price $61.46gurufocus.com·16d agoEspey Stock Rises 2% as Q4 Earnings & Revenues Increase Y/Yzacks.com·18d agoThese 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radarzacks.com·19d agoA Look at Espey Manufacturing & Electronics Corp (ESP) After 3.8% Gain -- GF Value $30.97 vs Price $65.63gurufocus.com·21d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & Drones

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Voices on X · last 7 days

No standout posts about $ESP on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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