What is the 13F Pro Quality Score for ESP?

13F Pro ranks ESPEY MFG & ELECTRONICS CORP (ESP) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ESP's current score at https://13fpro.ai/research/ESP (free sign-up required for the full ranking).

Where does 13F Pro source ESP data?

All ESPEY MFG & ELECTRONICS CORP fundamentals and ownership data come directly from SEC EDGAR. ESPEY MFG & ELECTRONICS CORP files with the SEC under CIK 33533. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ESP in?

ESPEY MFG & ELECTRONICS CORP (ESP) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives ESP's revenue?

Per ESPEY MFG & ELECTRONICS CORP's latest 10-Q filed with the SEC on 2026-05-12, the biggest revenue drivers are: Units delivered ($28.7M, +6% YoY); Milestones achieved ($3.9M, -46% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/ESP.

What are ESP's largest expenses?

ESPEY MFG & ELECTRONICS CORP's latest 10-Q reports these as the largest expense items: Cost of sales ($21.0M, -17% YoY); Selling, general and administrative ($3.5M, +4% YoY). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (nine months ended March 31, 2026).

How often is ESP research updated on 13F Pro?

ESP's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ESPEY MFG & ELECTRONICS CORP(ESP)Stock Analysis

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13F Pro Quality Score

75.0/100

Rank #141 of 2,879 stocksTOP 5%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

90.3/100

Profitability

86.3/100

Balance Sheet

90.1/100

Earnings Quality

80.7/100

Free Cash Flow

90.4/100

Institutional Flow

83.0/100

Revenue Scale

8.3/100

Dilution Risk

63.7/100

ESP Stock Analysis & AI Quality Score

AI stock analysis and institutional research for ESPEY MFG & ELECTRONICS CORP (ESP), a Technology sector company. 13F Pro's AI-powered ranking engine scores ESP at 75.0/100 on a 32-signal composite quality model, placing it at rank #141 of 2,879 stocks — the top 5% of the AI-ranked universe. ESP scores in the top quartile across free cash flow (90.4), revenue growth (90.3), balance sheet strength (90.1). Areas of concern include revenue scale (8.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), ESPEY MFG & ELECTRONICS CORP reports quarterly revenue of $11.4M, net income of $2.9M, an operating margin of 26.1%. Top institutional holders of ESP by reported 13-F value include RENAISSANCE TECHNOLOGIES, DIMENSIONAL FUND ADVISORS, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. ESP trades on the NYSE exchange and files with the SEC under CIK 33533. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ESP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ESPEY MFG & ELECTRONICS CORP directly from SEC EDGAR.

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Fun facts about ESPEY MFG & ELECTRONICS CORP

Quirks, history, and lore behind ESP — the kind of stuff that makes a stock memorable.

1
The Basics
A small-cap U.S. defense electronics manufacturer · listed on NYSE American · headquartered in upstate New York · quietly profitable for decades.
2
The Numbers
Annual revenue in the range of $20–30 million — tiny by Wall Street standards, yet the company carries virtually no debt and has paid dividends for years.
3
The History
Founded in the 1940s, it grew up supplying electronics to the U.S. military during the Cold War and never really left that lane.
4
The Secret
Its bread and butter is high-power microwave and RF equipment — the kind of hardware that goes inside radar systems, electronic warfare platforms, and military communications gear.
5
The Lore
With fewer than 200 employees, it punches well above its weight as a niche supplier to the U.S. Department of Defense — a true micro-cap that the Pentagon actually calls back.
6
The Giveaway
Its ticker is literally a three-letter cry of excitement, and its full name combines a founder's surname with manufacturing and electronics — right there on the tin.

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What's Driving ESP's Business? Latest 10-Q Breakdown

✓ 22/22 datapoints verified

AI-extracted from ESPEY MFG & ELECTRONICS CORP's 10-Q filed 2026-05-12 — Q3 FY2026 (nine months ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Nine-month net income grew 50% to $7.84M on improved gross margins despite 5% revenue decline, with backlog of $137.1M supporting management's FY2026 growth outlook.

Biggest Revenue Drivers

Total revenue: $32.7M-5% YoY

Units delivered$28.7M+6% YoY

Revenue recognized based on units delivered under contracts

Milestones achieved$3.9M-46% YoY

Revenue recognized upon milestone achievement and confirmation of performance, with timing shifts on key magnetics programs

Largest Expense Items

Cost of sales$21.0M-17% YoY

Decrease reflects lower sales volume and improved product mix with higher-margin mature programs

Selling, general and administrative$3.5M+4% YoY

Increase driven by employee health benefits, ESOP contributions, facility costs, and professional services

Margins: Gross margin improved to 35.7% of sales from 25.9% YoY, driven by product mix, labor efficiencies, and process improvements, partially offset by unforeseen engineering investments on fixed-price contracts requiring additional testing.

Watch Items from the Filing

Customer concentration: Four significant customers represent 61% of nine-month sales (14%, 14%, 15%, and 18% individually). Loss of one major program could materially impact revenues.
Backlog composition: $14.5M of $137.1M backlog is unfunded; majority represents orders from single customer. Funding dependent on government appropriations.
New orders declined sharply: $30M received in first nine months of FY2026 vs. $75.1M in prior year. FY2025 included two multi-year contracts totaling $49.4M.
Strong liquidity position: Cash and equivalents of $21.2M plus investment securities of $25.5M; working capital $50.5M with $3M unused credit line available.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q3 2026

$11.4M

Net Income

Q3 2026

$2.9M

Free Cash Flow

Q3 2026

$3.2M

Operating Margin

Q3 2026

26.1%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+13.5% YoY

$44.0MFY 2025

FY22 $32.1MFY23 $35.6MFY24 $38.7MFY25 $44.0M

Net Income

+40.0% YoY

$8.1MFY 2025

FY22 $1.3MFY23 $3.7MFY24 $5.8MFY25 $8.1M

Operating Income

+24.3% YoY

$8.1MFY 2025

FY22 $1.5MFY23 $4.3MFY24 $6.5MFY25 $8.1M

EPS (Diluted)

+31.9% YoY

$3.02FY 2025

FY22 $0.52FY23 $1.49FY24 $2.29FY25 $3.02

Total Assets

+39.9% YoY

$79.1MFY 2025

FY22 $39.9MFY23 $47.5MFY24 $56.5MFY25 $79.1M

Op. Cash Flow

+98.1% YoY

$21.0MFY 2025

FY22 $2.2MFY23 $3.9MFY24 $10.6MFY25 $21.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2019
Revenue	$44.0M +13.5%	$38.7M +8.8%	$35.6M +10.9%	$32.1M +15.8%	$27.7M -24.0%	$36.5M
Net Income	$8.1M +40.0%	$5.8M +58.1%	$3.7M +190.7%	$1.3M +796.9%	$-181.5K -107.7%	$2.3M
Operating Income	$8.1M +24.3%	$6.5M +52.1%	$4.3M +181.2%	$1.5M +458.8%	$-426.1K -116.1%	$2.7M
EPS (Diluted)	$3.02 +31.9%	$2.29 +53.7%	$1.49 +186.5%	$0.52 +750.0%	$-0.08 -108.2%	$0.98
Total Assets	$79.1M +39.9%	$56.5M +19.0%	$47.5M +19.1%	$39.9M +5.0%	$38.0M +6.4%	$35.7M
Operating Cash Flow	$21.0M +98.1%	$10.6M +171.7%	$3.9M +75.7%	$2.2M +273.1%	$595.0K +116.5%	$-3.6M

AI Insight: ESP Financial Trends

Espey's equity base has grown 37% over eight quarters to $56M with zero reported debt, while net income has quietly stepped up from $2M to $3M.

• Net income and operating income both rose from $2M to $3M by Q2 2025, holding at that level through Q1 2026.

• Equity expanded steadily from $41M in Q2 2024 to $56M in Q1 2026, with no total debt reported in any quarter.

• Revenue has oscillated between $9M and $14M across all eight quarters, showing no clear directional growth trend.

⚠ Operating cash flow turned negative at -$3M in Q4 2025 — first such decline in the tracked period — despite solid net income.

⚠ Revenue dipped to $9M in Q3 2025, the lowest in the dataset; sustained top-line stagnation could cap future earnings gains.

AI Insight: ESP Ratio Trends

ESP's operating margin surged from a trough of 14.9% in Q4 2024 to 26.1% in Q1 2026, signaling a durable profitability recovery.

• Operating margin rebounded sharply from 14.9% in Q4 2024 to 27.4% in Q2 2025, holding above 22% through Q1 2026.

• Net profit margin expanded from a low of 14.0% in Q4 2024 to 25.1% in Q1 2026, tracking the operating improvement.

• ROIC recovered from 15.1% in Q1 2025 to 21.1% in Q1 2026, back above the Q2 2024 starting level of 20.7%.

⚠ ROA dipped to 11.9% in Q1 2026 versus 14.8% in Q2 2025 — asset efficiency has not fully kept pace with margin gains.

⚠ D/E data is absent across all periods; leverage structure remains opaque and warrants direct review of balance sheet disclosures.

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Available Research

13F Pro tracks comprehensive data for ESPEY MFG & ELECTRONICS CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ESP

RENAISSANCE TECHNOLOGIES LLC
$5.7M103,212 sh
DIMENSIONAL FUND ADVISORS LP
$5.2M93,523 sh
VANGUARD CAPITAL MANAGEMENT LLC
$4.7M85,006 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$3.4M61,879 sh
De Lisle Partners LLP
$3.1M56,247 sh
AMERICAN CENTURY COMPANIES INC
$2.9M53,086 sh
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$1.7M30,878 sh
MILLENNIUM MANAGEMENT LLC
$1.5M27,532 sh
TWO SIGMA INVESTMENTS, LP
$1.4M26,073 sh
SEI INVESTMENTS CO
$1.4M24,968 sh

Fund	Value	Shares
RENAISSANCE TECHNOLOGIES LLC	$5.7M	103,212
DIMENSIONAL FUND ADVISORS LP	$5.2M	93,523
VANGUARD CAPITAL MANAGEMENT LLC	$4.7M	85,006
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$3.4M	61,879
De Lisle Partners LLP	$3.1M	56,247
AMERICAN CENTURY COMPANIES INC	$2.9M	53,086
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.7M	30,878
MILLENNIUM MANAGEMENT LLC	$1.5M	27,532
TWO SIGMA INVESTMENTS, LP	$1.4M	26,073
SEI INVESTMENTS CO	$1.4M	24,968

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Is ESP a good stock to buy?

13F Pro's AI-powered analysis of ESPEY MFG & ELECTRONICS CORP (ESP) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ESP are available on the ESP stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own ESP?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ESP. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ESPEY MFG & ELECTRONICS CORP's investment landscape.