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ESESP

Espey Mfg. & Electronics Corp.

$ESP·$187M·Electrical Equipment & Parts·Industrials
$62.61+0.7%YTD+29.7%1Y+34.8%
Mentions · last 7 days
2026-08-22: 12 posts146+9%
Price updated 7h ago·X counts updated 9d ago
ESESP
$ESPEspey Mfg. & Electronics Corp.
$62.61+0.68%146 posts+9%
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 numbersEvent coming upAI verdict · as of 2026-08-30

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Micro-cap defense manufacturer walking into a print — Navy contracts are the setup.

Espey Manufacturing is a small-cap defense electronics manufacturer specializing in power supplies, transformers, and magnetics for military applications. The stock is +30% YTD and +32% TTM at $62, and a Sept 16 earnings print is now the immediate driver.

  • The revenue base is small and choppy: quarterly revenue ran $9.6M / $9.1M / $12.1M / $11.4M, gross margin at 37%, quarterly EPS moved $1.11 / $0.80 / $1.02 / $1.03 — analysts model $47.4M and $3.77 EPS for the full year, so at $62 the stock is at roughly 16x forward, defensible for a niche defense contractor.
  • The Navy commitment is unusually specific: the US Navy awarded Espey $7.4M in FY23 and $3.4M in FY25 for a Magnetics Center of Excellence — that pattern of commitment suggests real customer investment in Espey's capacity, and the crowd's read is 'when your customer builds your factory, they're hinting at something.'
  • The Sept 16 print is the whole catalyst: this is a name where a single order or a book-to-bill update materially resets the model given how small the current revenue base is, and the timing means the print is landing inside a broadly firm defense-cohort setup.

A Sept 16 print that shows revenue crossing $13M with a book-to-bill above 1x and any new Navy contract commentary extends the tape; a soft revenue quarter or a specific customer-concentration disclosure is what caps the multiple.

Agrees with X sentimentThe equity-side X take on the Navy Magnetics COE is right on the mechanics — that's a real customer-investment signal and it lines up with the current revenue arc; the crypto shill contamination on the ticker is unrelated to the equity fundamentals.

What to watch: The Sept 16 earnings print — revenue growth, book-to-bill, and any new Navy contract commentary. A soft revenue quarter is what caps the tape.

On the calendar: 2026-09-16 — earnings

ticker conflict crypto token

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-08-31

Chatter is thin but bullish, split between crypto traders eyeing ESP as approaching "a big breakout" after a "massive win" run on Binance, and one substantive equity post spotlighting Espey Manufacturing's Navy contracts and a new "Magnetics Center of Excellence" built largely on government money. The equity take frames customer dependence as the tell: "When your customer builds your factory, they're hinting something important about their dependence on you".

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
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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

Grid modernization — driven by electrification, EV charging infrastructure, and AI data center power demand — is the central capex cycle pulling electrical equipment volumes. Backlog visibility is strong; execution risk is the near-term constraint, not demand.

What this means for $ESP

Neutral — defense contract revenue is government-budget-driven and largely independent of the broader industry macro cycle.

Industry benchmark

36-name peer basket
+22.9%YTD
+60.8%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$0.67+56.7%
Next earningsWed, Sep 16·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.1.0×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.69%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.+1.3%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.+10.7%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 today1.8% 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.β0.365-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$161KSellJun 22Pickering Jennifer MicheleCHRO & Corporate Secretary2.5K sh$158KSellJun 22David A OneilCEO2.5K sh$169KSellMay 15Paul J CorrDirector815 sh$54K
+ 8 other (5 exempts · 3 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.

+ 2 other (1 SD · 1 10-Q) in window

Recent news

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

These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radarzacks.com·12d agoWhy Investors Need to Take Advantage of These 2 Retail and Wholesale Stocks Nowzacks.com·13d agoWhy Investors Need to Take Advantage of These 2 Finance Stocks Nowzacks.com·18d agoWhy Investors Need to Take Advantage of These 2 Retail and Wholesale Stocks Nowzacks.com·22d agoThese 2 Retail and Wholesale Stocks Could Beat Earnings: Why They Should Be on Your Radarzacks.com·29d 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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