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Frequency Electronics (FEIM) investor relations material
Frequency Electronics Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary11 Sep, 2025
Executive summary
Q1 FY2026 revenue was $13.8M, down from $15.1M year-over-year, due to customer-driven delays, with the shortfall expected to be recovered in upcoming quarters.
Net income was $0.6M ($0.07/share), down from $2.4M ($0.25/share) prior year; operating income dropped to $0.4M from $2.4M.
Profitability declined as investments in growth and higher SG&A continued despite lower revenue; fundamentals and backlog remain strong.
The company is actively bidding on larger contracts and expects meaningful new business, with a robust pipeline in both legacy and next-generation technologies.
Strategic investments include a new engineering facility in Boulder, Colorado, focused on quantum sensing and staffed by leading scientists.
Financial highlights
Q1 FY2026 consolidated revenue: $13.8M (vs. $15.1M prior year); commercial and U.S. government satellite revenue: $6.5M (47% of total); non-space U.S. government/DOD revenue: $6.9M (50% of total).
Gross margin was $5.1M (36.8% of revenue), down from $6.7M (44.4%) year-over-year.
SG&A expenses rose to $3.6M (26% of revenue, up from 19%) due to one-time growth investments; R&D expense fell to $1.1M (8% of revenue, down from $1.5M or 10%).
Net cash provided by operating activities was $1.2M, a turnaround from a $1.5M use in the prior year.
Fully funded backlog at July 2025: $71M (up from $70M at April 2025); working capital: $30M; current ratio: 2.3; company remains debt-free.
Outlook and guidance
Revenue shortfall from Q1 is expected to be made up in upcoming quarters, with delayed revenue recognized predominantly in the current fiscal year.
Customer-driven delays are resolved, and significant progress is being made toward expanding the business.
Boulder facility expected to contribute positively to earnings by Q3 FY2026.
No formal guidance provided due to the lumpy nature of contract awards.
Liquidity is considered adequate for both short- and long-term needs.
Expected revenue recovery from Q1 delays?
Describe new large program opportunities.
Quantum sensing's long-term strategic role?
When is Q1 delayed revenue expected to be earned?
Timeline for new large contract wins
When will Boulder facility contribute to bottom line?
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Next Frequency Electronics earnings date
Q2 20269 Dec, 2025
Next Frequency Electronics earnings date
Q2 20269 Dec, 2025
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Frequently asked questions
Frequency Electronics, Inc. designs, develops, and manufactures precision time and frequency control products used in advanced communication systems. The company’s products, including atomic clocks, oscillators, and synthesizers, are utilized in applications such as satellite systems, ground-based communications, and defense systems. Frequency Electronics serves industries including aerospace, telecommunications, and national security. Its solutions support critical infrastructure where accurate timing and frequency are essential. The company is headquartered in Mitchel Field, New York, and its shares are listed on the NASDAQ.
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