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ESESP

Espey Mfg. & Electronics Corp.

$ESP·$180M·Electrical Equipment & Parts·Industrials
$57.32+0.6%YTD+21.6%1Y+11.4%
Mentions · last 7 days
2026-07-11: 22 posts2026-07-12: 1 posts2026-07-13: 5 posts2026-07-14: 36 posts2026-07-15: 3 posts2026-07-16: 25 posts2026-07-17: 22 posts114+4%
Price updated 4h ago·X counts updated 3h ago
ESESP
$ESPEspey Mfg. & Electronics Corp.
$57.32+0.56%114 posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ESP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Espey Manufacturing is a specialty defense-electronics company — the X chatter under this tag is about an unrelated crypto token.

Espey Manufacturing is a specific specialty electronics-manufacturing company serving defense and industrial markets. The stock is at 54% of its 52-week range on the specific defense-electronics setup.

Why the setup reads clean:

  • Fundamentals are quality-specialty-industrial: 25% operating margin, 16% return on invested capital, and 37% gross margin at 15x TTM P/E — the specific numbers that let Espey earn a durable multiple as a specialty-defense supplier.
  • The tape is coiled: sitting 8% below the 50-day but 8% above the 200-day at 54% of the 52-week range with volume roughly at average — a compressed setup at mid-range.
  • The X chatter under $ESP is entirely about the Espresso Systems crypto token — a ticker collision, so treat the sentiment corpus as decoupled from the Espey equity thesis.
  • The check is small-cap-defense customer concentration: Espey's specific customer mix is heavily tied to specific defense-contract cycles — meaning any specific contract-loss disclosure hits the equity materially.

Sept 17 earnings is the trigger. A number confirming continued defense-contract execution plus specific backlog commentary extends the leg; a specific contract-loss disclosure or margin-compression is the specific setup that would compress the coil.

What to watch: The Sept 17 print — defense-contract execution, backlog commentary, and any commentary on specific customer mix. Above-consensus contract execution extends the leg; a specific contract-loss disclosure compresses the coil.

On the calendar: 2026-09-17 — Q4 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Neutral sentiment5 posts analyzed · as of 2026-07-07

ESP chatter is dominated by the Espresso Systems crypto token trading around $0.07 with signal-service TP calls and Gate Launch quiz promotions, with no discussion of Espey Mfg the equity. Posts are boosterism and pump-signal content rather than substantive fundamental analysis. Directionally mixed with some calling breakout targets and others flagging scam-pump risk.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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 — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

What this means for $ESP

Direct beneficiary — Designs and manufactures custom power supplies, transformers, and radar systems for U.S; core operations sit in the path of the hyperscaler rack power acceleration and grid electrification capex.

Industry benchmark

32-name peer basket
+12.9%YTD
+72.2%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
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%
Q2 2025Sep 16, 2025$1.05——
Next earningsThu, Sep 17·consensus EPS $0.96

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$52.7M$52.7M – $52.7M$3.71$3.71 – $3.711
FY28$54.7M$54.7M – $54.7M$3.83$3.83 – $3.831
FY29$56.4M$56.4M – $56.4M$3.61$3.61 – $3.611
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.0.9×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.54%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.-8.1%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.+7.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 2.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% 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.β0.345-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

SellJun 24Carl HelmetagDirector1.0K sh$64KSellJun 23Paul J CorrDirector2.5K sh$168KSellJun 22Pickering Jennifer MicheleCHRO & Corporate Secretary2.5K sh$158KSellJun 22David A OneilCEO2.5K sh$169KSellMay 15Paul J CorrDirector815 sh$54KSellFeb 19Michael W WoolDirector1.0K sh$58KSellFeb 18Paul J CorrDirector439 sh$25K
+ 10 other (9 exempts · 1 gift) 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 (2 10-Qs · 1 SD · 1 13G) in window

Recent news

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

These 2 Transportation Stocks Could Beat Earnings: Why They Should Be on Your Radarzacks.com·2d agoWhy Investors Need to Take Advantage of These 2 Consumer Discretionary Stocks Nowzacks.com·4d agoWhy Investors Need to Take Advantage of These 2 Medical Stocks Nowzacks.com·5d agoWhy Investors Need to Take Advantage of These 2 Computer and Technology Stocks Nowzacks.com·8d agoWhy Investors Need to Take Advantage of These 2 Construction Stocks Nowzacks.com·9d ago

In themes

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

Defense & Drones

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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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