Technology · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
ESPEY MFG & ELECTRONICS CORP (ESP) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores ESP at 58.2/100 on a 32-signal composite quality model, placing it at rank #1,037 of 2,962 stocks — the top half of the AI-ranked universe. ESP scores in the top quartile across balance sheet strength (90.1), profitability (88.8). Areas of concern include revenue scale (7.6) and earnings quality (36.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 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 BlackRock, VANGUARD CAPITAL MANAGEMENT, RENAISSANCE TECHNOLOGIES, 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.
AI Quality Score
58.2/100
AI Rank
#1,037
Revenue
$11.4M
Net Income
$2.9M
Free Cash Flow
$3.2M
Operating Margin
26.1%
ESP key financials by period
ESPEY MFG & ELECTRONICS CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$44.0M
$8.1M
18.5%
FY 2024
10-K
$38.7M
$5.8M
16.9%
FY 2023
10-K
$35.6M
$3.7M
12.1%
FY 2022
10-K
$32.1M
$1.3M
4.8%
FY 2021
10-K
$27.7M
$-181.5K
-1.5%
FY 2020
10-K
$31.5M
$1.2M
3.7%
Institutions holding ESP
Institutional investors reporting a position in ESPEY MFG & ELECTRONICS CORP on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-05-12 — Q3 FY2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q3 net sales rose 11% YoY to $11.4M with gross margin expanding to 37.0% from 28.6%, driving net income up 68% to $2.86M, even as nine-month new orders fell to $30M from $75.1M.
Biggest Revenue Drivers
Units delivered$10.1M+5% YoY
Revenue recognized as products are shipped to customers, the primary recognition method under fixed-price contracts.
Biggest Revenue Drivers
Total revenue: $11.4M+11% YoY
Units delivered$10.1M+5% YoY
Revenue recognized as products are shipped to customers, the primary recognition method under fixed-price contracts.
Largest Expense Items
Cost of sales$7.2M-2% YoY
Gross profit improved on favorable product mix, labor efficiencies, and process improvements, partly offset by added testing on certain fixed-price engineering contracts.
Selling, general and administrative expenses$1.2M+4% YoY
Increase driven by higher employee health benefits, ESOP contributions, facility costs, and professional services, partly offset by lower stock option and selling expenses.
Provision for income taxes$527K+38% YoY
Effective tax rate fell to 15.5% from 18.3%, reflecting benefits from ESOP dividends on allocated shares, stock-based compensation, and FDII deductions.
Margins: Gross margin expanded to 37.0% of sales from 28.6% a year earlier, driven by favorable product mix, labor efficiencies, and process improvements, partly offset by added engineering testing costs on certain fixed-price contracts.
Watch Items from the Filing
New orders in the first nine months of fiscal 2026 totaled $30M versus $75.1M in the prior-year period, a steep drop in bookings.
Five significant customers accounted for ~73% of Q3 sales (12%, 12%, 13%, 16%, 20% individually), down from 82% concentration a year ago.
Total backlog was $137.1M at quarter-end, including $92.7M from three significant customers, with $14.5M still unfunded.
Management expects Q4 FY2026 sales and full-year net income to exceed the prior year, citing orders already in backlog.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
