Standex International reported $232.57 million in revenue for fiscal Q1 2027.

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OF the Securities Exchange Act of 1934

☒ ANNUAL QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15( d ) 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the quarterly period ended September 30, 2026

1 unchanged paragraph

For the fiscal year ended June 30, 2026

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(IRS Employer Identification No.)

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SECURITIES EXCHANGE ACT OF 1934:

Securities registered pursuant to Section 12(b) of the Act:

Trading Symbol(s) Name of each exchange on which registered

1 unchanged paragraph

Indicate by check mark if the Registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. Yes ☒ No ☐

Indicate by check mark if the Registrant is not required to file reports pursuant to Section 13 or Section 15(d) of the Act. Yes ☐ No ☒

SXI New York Stock Exchange

2 unchanged paragraphs

Indicate by check mark if disclosure of delinquent filers pursuant to Item 405 of Regulation S-K is not contained herein and will not be contained, to the best of Registrant's knowledge, in definitive proxy or information statements incorporated by reference in Part III of this Form 10-K or any amendment to this Form 10-K. ☒

1 unchanged paragraph

Large accelerated filer ☒

Large accelerated filer ☒ Accelerated filer ☐ Non-accelerated filer ☐ Smaller reporting company ☐

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Indicate by check mark whether the registrant has filed a report on and attestation to its management's assessment of the effectiveness of its internal control over financial reporting under Section 404(b) of the Sarbanes-Oxley Act (15 USC. 7262(b)) by the registered public accounting firm that prepared or issued its audit report. Y ES ☒ N O ☐

If securities are registered pursuant to Section 12(b) of the Act, indicate by check mark whether the financial statements of the registrant included in the filing reflect the correction of an error to previously issued financial statements. ☐

Indicate by check mark whether any of those error corrections are restatements that required a recovery analysis of incentive-based compensation received by any of the registrant's executive officers during the relevant recovery period pursuant to § 240.10D-1(b). ☐

The aggregate market value of the voting and non-voting common equity held by non-affiliates of the Registrant at the close of business on December 31, 2025 was approximatel y $ 2,681,246,305 . Registrant's clo sing price as reported on the New York Stock Exchange for December 31, 2025 was $217.28 per share.

Documents incorporated by reference

Portions of the Proxy Statement for the Registrant's 2026 Annual Meeting of Stockholders (the "Proxy Statement") are incorporated by reference into Part III of this report.

Indicate by check mark whether the Registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Y ES Yes ☐ N O No ☒

The number of shares of Registrant's Common Stock outstanding on August 7, October 27, 2026 was 12,119,465 12,103,710 .

STANDEX INTERNATIONAL CORPORATION

PART I. FINANCIAL INFORMATION:

MD&A 185 changes

We are a diversified industrial manufacturer with leading positions in a variety of products and services that are used in diverse commercial and industrial markets. We have four operating and reportable segments. Please refer to Item 1. Business, above, for additional information regarding our segment structure and management strategy.

As part of our ongoing strategy:

On July 2, 2026, we acquired the remaining 9.9% interest in India-based Narayan Powertech (Narayan), a leading manufacturer of low voltage and medium voltage instrument transformers.

On March 9, 2026, we completed the divestiture of Federal Industries to a third party for cash proceeds of $68.3 million. The divestiture supports continued portfolio simplification and enables us to focus on larger businesses and fast growth end market opportunities. Post the divestiture, the Hydraulics business was combined with the Engraving business under the Engraving & Hydraulics segment, and the Engineering Technologies segment was re-named as the Aerospace & Defense (A&D) segment. We believe that this name change will improve understanding of the business and its end markets. As a result, the Company now reports under the four operating segments of Electronics, A&D, Scientific, and Engraving & Hydraulics.

On February 4, 2025, we acquired McStarlite Co. ("McStarlite"), a leading provider of complex sheet metal aerospace components, financed from our existing Credit Facility. Its results are reported in the A&D segment beginning in the third quarter of fiscal year 2025.

On November 18, 2024, we acquired Nascent Technology Manufacturing, which designs and produces high-reliability magnetics components for critical defense and industrial applications. Its results are reported in the Electronics segment beginning in the second quarter of fiscal year 2025.

On November 14, 2024, we acquired Custom Biogenic Systems, it specializes in the development and manufacturing of advanced cryogenic equipment, including unique isothermal freezers with dry liquid nitrogen technology, to the pharmaceutical and biobank end markets within life sciences. Its results are reported in the Scientific segment beginning in the second quarter of fiscal year 2025.

On October 28, 2024, we acquired the Amran/Narayan Group in cash and stock transactions. These transactions represented, at the time, a combined enterprise value of approximately $467.5 million, comprised of 85% cash and 15% in Standex common stock for Amran Instrument Transformers and 90.1% cash and 9.9% in Standex common stock for Narayan Powertech Pvt. Ltd. The 9.9% share exchange related to Narayan Powertech Pvt. Ltd. was subject to India regulatory approval. The cash consideration of the transactions was financed using cash-on-hand, existing credit facilities, and a $250 million 364-day term loan with existing lenders. We converted the 364-day term loan into an exercise of the accordion feature under our existing credit facilities. This acquisition significantly expands our sales in the fast-growing, high-margin electrical grid end market and our presence in India. Its results are reported in the Electronics segment beginning in the second quarter of fiscal year 2025.

On May 3, 2024, we acquired Sanyu Electric Pte Ltd, or SEPL, a privately held distributor of reed relays. Its results are reported in the Electronics segment.

On February 19, 2024, we acquired, through our subsidiary Standex Electronics Japan Corporation, privately-held, Japanese-based Sanyu Switch Co., Ltd (Sanyu). Sanyu designs and manufactures reed relays, test sockets, testing systems for semiconductor and other electronics manufacturing, and other switching applications. Its results are reported in the Electronics segment.

On July 31, 2023, we acquired Minntronix, a privately held company. Minntronix designs and manufactures customized as well as standard magnetics components and products including transformers, inductors, current sensors, coils, chokes, and filters. The products are used in applications across cable fiber, smart meters, industrial control and lighting, electric vehicles, and home security markets. Its results will be reported in the Electronics segment.

In the third quarter of fiscal year 2023, we divested our Procon business for $75.0 million. This transaction reflected the continued simplification of our portfolio and enabled greater focus on managing our larger platforms and pursuing growth opportunities. Proceeds were deployed towards organic and inorganic initiatives and returning capital to shareholders. Its results were reported within our Specialty Solutions segment. In fiscal year 2023, we received $67.0 million cash consideration and recorded a pre-tax gain on the sale of $62.1 million in the Consolidated Financial Statements. Cash consideration received at closing excludes amounts held in escrow and was net of closing cash.

As a result of these portfolio moves, we have transformed Standex to a company with a more focused group of businesses selling customized solutions to high value end markets via a compelling customer value proposition. The narrowing of the portfolio allows for greater management focus on driving operational disciplines and positions us well to use our cash flow from operations to invest selectively in our ongoing pipeline of organic and inorganic opportunities.

The Company's strong historical cash flow has been a cornerstone for funding our capital allocation strategy. We use cash flow generated from operations to fund investments in capital assets to upgrade our facilities, improve productivity and lower costs, invest in the strategic growth programs described above, including organic growth and acquisitions, and to return cash to our shareholders through payment of dividends and stock buybacks.

Restructuring expenses reflect costs associated with our efforts of continuously improving operational efficiency and expanding globally in order to remain competitive in our end-user markets. We incur costs for actions to size our businesses to a level appropriate for current economic conditions, improve our cost structure, enhance our competitive position and increase operating margins. Such expenses include costs for moving facilities to locations that allow for lower fixed and variable costs, external consultants who provide additional expertise starting up plants after relocation, downsizing operations because of changing economic conditions, and other costs resulting from asset redeployment decisions. Shutdown costs include severance, benefits, stay bonuses, lease and contract terminations, asset write-downs, costs of moving fixed assets, and moving and relocation costs. Vacant facility costs include maintenance, utilities, property taxes and other costs.

Because of the diversity of the Company's businesses, end user markets and geographic locations, management does not use specific external indices to predict the future performance of the Company, other than general information about broad macroeconomic trends. Each of our individual business units serves niche markets and attempts to identify trends other than general business and economic conditions which are specific to its business and which could impact their performance. Those units report pertinent information to senior management, which uses it to the extent relevant to assess the future performance of the Company. A description of any such material trends is described below in the applicable segment analysis.

We monitor a number of key performance indicators ("KPIs") including net sales, income from operations, backlog, effective income tax rate, gross profit margin, and operating cash flow. A discussion of these KPIs is included below. We may also supplement the discussion of these KPIs by identifying the impact of foreign exchange rates, acquisitions, and other significant items when they have a material impact on a specific KPI.

We believe the discussion of these items provides enhanced information to investors by disclosing their impact on the overall trend which provides a clearer comparative view of the KPI, as applicable. For discussion of the impact of foreign exchange rates on KPIs, the Company calculates the impact as the difference between the current period KPI calculated at the current period exchange rate as compared to the KPI calculated at the historical exchange rate for the prior period. For discussion of the impact of acquisitions, we isolate the effect on the KPI amount that would have existed regardless of our acquisition. Sales resulting from synergies between the acquisition and existing operations of the Company are considered organic growth for the purposes of our discussion.

Unless otherwise noted, references to years are to fiscal years.

Consolidated Results from Continuing Operations (in thousands):

Deal related expenses

Other operating (income) expense, net

(Gain) loss on sale of business

Income from operations

Backlog (realizable within 1 year)

Components of change in sales:

Effect of acquisitions

Effect of exchange rates

Effect of business divestitures

Organic sales change

Net sales increased for fiscal year 2026 by $101.5 million, or 12.8% when compared to the prior year period. Acquisitions accounted for increased sales of $66.4 million, or 8.4%. Divestitures reduced sales by $12.8 million, or 1.6%. Organic sales increased by $43.6 million, or 5.5%, primarily due to increased sales into fast growth markets and contributions from new products. Sales include d $263.8 million in th e period attributed to fast growth markets. New products accounted for 5.3% of sales growth.

Net sales increased for fiscal year 2025 by $69.5 million, or 9.6% when compared to the prior year period. Acquisitions accounted for increased sales of $123.6 million, or 17.2%. Organic sales decreased by $53.8 million, or 7.5%, due to general economic softness in Europe and North America in the Electronics segment, the impact of National Institutes of Health (NIH) funding cuts in the Scientific segment and continued softness in North America from delays in new platform rollout in the Engraving & Hydraulics segment. Sales include d $184.2 million in th e period attributed to fast growth markets. New products accounted for 2.5% of sales growth.

We discuss our results and outlook for each segment below.

Gross profit in fiscal year 2026 increased to $372.0 million, or a gross margin of 41.7%, as compared to $315.2 million, or a gross margin of 39.9%, for the prior year. The margin increase was a result of higher volume and the continued focus on pricing disciplines and productivity actions.

Gross profit in fiscal year 2025 increased to $315.2 million, or a gross margin of 39.9%, as compared to $282.0 million, or a gross margin of 39.1%, for the prior year. This increase was a result of higher volume, productivity initiatives and impact of acquisitions partially offset by material inflation.

During fiscal year 2026, we incurred restructuring expenses of $12.2 million, primarily related to facility rationalization activities and announced closure of four sites within our Engraving & Hydraulics segment as well as restructuring activities within our Electronics segment. We expect to continue seeing realization of the benefit of these restructuring actions into fiscal year 2027.

During fiscal year 2025, we incurred restructuring expenses of $6.9 million, primarily related to facility rationalization activities, and global headcount reductions mostly within our Engraving & Hydraulics segment.

We incurred deal related expenses of $4.1 million and $21.4 million in fiscal year 2026 and 2025, respectivel y. Deal related costs typically consist of due diligence, advisory, legal, integration, and valuation activities associated with recent or pending acquisitions or divestitures transactions. Deal related costs were lower in fiscal year 2026 as compared to 2025 mainly due to 2025 acquisitions.

Gain on Sale of Business

During fiscal year 2026, we recorded a gain on the sale of the Federal Industries business of $57.1 million. The sale transaction and financial results of Federal Industries are classified as continuing operations in the consolidated financial statements.

Income from Operations

Income from operations for the fiscal year 2026 was $193.6 million, compared to $93.5 million during the prior year. The increase of $100.0 million, or 106.9%, is primarily due to the gain on the divestiture of Federal Industries, effects of recent acquisitions, productivity improvement initiatives, and lower purchase accounting and deal related costs, partially offset by an increase in administrative and research and development expenses.

Income from operations for the fiscal year 2025 was $93.5 million, compared to $101.7 million during the prior year. The decrease of $8.2 million, or 8.0%, is primarily due to increase of acquisition costs and administrative expenses which more than offset the income from the increase in sales from recent acquisitions.

Discussion of the performance of each of our reportable segments is fully explained in the segment analysis that follows.

Interest expense for fiscal year 2026 was $30.7 million, an increase of $6.8 million as compared to the prior year. The increase in interest expense in fiscal 2026 was primarily due to longer period over which the debt was outstanding in fiscal 2026.

Interest expense for fiscal year 2025 was $23.9 million, an increase of $19.3 million as compared to the prior year. The increase in interest expense in fiscal 2025 was due to increased debt to fund fiscal 2025 acquisitions.

Our effective interest rate in fiscal 2026 was 5.71% as compared to 6.38% for the fiscal year 2025 . The reduction in effective interest rate was on account of favorable interest rates in fiscal 2026 and a favorable interest rate swap.

The income tax provision from continuing operations for the fiscal year ended June 30, 2026 was $34.3 million, or an effective rate of 21.02% compared to $11.1 million, or an effective rate of 16.11%, for the year ended June 30, 2025, and $21.5 million, or an effective rate of 22.6%, for the year ended June 30, 2024. Changes in the effective tax rates from period to period may be significant as they depend on many factors including, but not limited to, the amount of our income or loss, the mix of income earned in the U.S. versus outside the U.S., the effective tax rate in each of the countries in which we earn income, and any one-time tax issues which occur during the period.

The income tax provision from continuing operations for the fiscal year ended June 30, 2026 was impacted by the following items: (i) a tax provision of $8.1 million due to the mix of income in various jurisdictions, (ii) tax benefits of $4.3 million primarily related to foreign tax credits of $1.8 million, as well as Federal R&D tax credits of $2.5 million and (iii) a tax benefit of $5.0 million primarily related to the release of the valuation allowance on Federal capital loss carryforwards.

The income tax provision from continuing operations for the fiscal year ended June 30, 2025 was impacted by the following items: (i) a tax provision of $5.8 million due to the mix of income in various jurisdictions, (ii) tax benefits of $4.7 million related to foreign tax credits of $2.1 million, as well as Federal R&D tax credits of $2.5 million, (iii) a tax provision of $1.8 million related to officers' compensation, (iv) a tax provision of $3.0 million related to cash repatriation, and (v) a tax benefit of $9.1 million (inclusive of $1.2 million of interest) related to the release of a Sec. 965 toll tax uncertain tax position due to the lapse of statute of limitations.

The income tax provision from continuing operations for the fiscal year ended June 30, 2024 was impacted by the following items: (i) a tax provision of $3.1 million due to the mix of income in various jurisdictions, (ii) tax benefits of $2.8 million related to foreign tax credits of $0.7 million, as well as Federal R&D tax credits of $2.1 million, (iii) a tax provision of $3.8 million related to officers' compensation, and (iv) a tax benefit of $3.8 million relating to share-based compensation.

On July 4, 2025, the U.S. government enacted The One Big Beautiful Bill Act of 2025 ("OBBBA") which includes, among other provisions, changes to the U.S. corporate income tax system including the allowance of immediate expensing of qualifying research and development expenses and permanent extensions of certain provisions within the Tax Cuts and Jobs Act. The OBBBA did not have a material impact on the Company's financial statements for fiscal year 2026.

The Organization for Economic Co-operation and Development (OECD) and the G20 Inclusive Framework on Base Erosion and Profit Shifting (the "Inclusive Framework") have put forth Pillar Two proposals that ensure a minimal level of taxation. Several countries in which the Company operates, including several European Union member states, have adopted domestic legislation to implement the Inclusive Framework's global corporate minimum tax rate of fifteen percent. This legislation became effective for the Company beginning June 1, 2024. Based on the Company's analysis of Pillar Two provisions, these tax law changes did not have a material impact on the Company's financial statements for fiscal year 2026. On January 5, 2026, the OECD Inclusive Framework members approved changes to the model rules, including the introduction of a "side by side" rule which would exempt U.S.-parented companies from certain aspects of the global minimum tax regime. The updated model rules will need to be incorporated into local tax legislation to be effective. We do not expect the new rules to have a material impact on our consolidated financial statements.

Capital Expenditures

Our capital spending is focused on growth initiatives, cost reduction activities, and upgrades to extend the capabilities of our capital assets. In general, we anticipate our capital expenditures over the long-term will be approximately 4 to 5% of net sales.

During fiscal year 2026, capital expenditures were $25.2 million or 2.8% of net sales, as compared to $28.8 million, or 3.6%, of net sales in the prior year . We expect 2027 capital spending to be between $45 million and $55 million.

Backlog includes all active or open orders for goods and services. Backlog also includes any future deliveries based on executed customer contracts, so long as such deliveries are based on agreed upon delivery schedules. Backlog orders are not necessarily an indicator of future sales levels because of variations in lead times and customer production demand pull systems, with the exception of A&D. Customers may delay delivery of products or cancel orders prior to shipment, subject to possible cancellation penalties. Due to the nature of long-term agreements in the A&D segment, the timing of orders and delivery dates can vary considerably resulting in significant backlog changes from one period to another.

Backlog orders are as follows (in thousands):

Engraving & Hydraulics

Total backlog realizable within one year increased $72.9 million, or 29.7% to $318.5 million at June 30, 2026 from $245.6 million at June 30, 2025. Changes in backlog under 1 year are as follows (in thousands):

Backlog under 1 year, prior year period

Components of change in backlog:

Effect of acquisitions

Effect of divestitures

Backlog under 1 year, current period

Segment Analysis (in thousands)

Looking forward to fiscal year 2027, barring any unforeseen economic, global trade, or tariff related disruptions, we expect mid to high single digit sales growth, driven by high single digit to low double-digit organic growth, partially offset by the impact of the Federal divestiture and unfavorable foreign exchange.

We plan to release over 20 new products which are projected to contribute approximately 300 bps of incremental growth. Sales from fast growth markets are expected to grow approximately 20% year-on-year to greater than $310 million. In fiscal year 2027, the Company is on track to further reduce its net debt to EBITDA ratio, positioning the Company well to fund future organic and inorganic opportunities.

In general, for fiscal year 2027, we expect:

growth of new product sales as recently launched products ramp up and additional launches are introduced;

continued growth in the high margin electrical grid market;

continued strength in defense end markets as new platforms continue to ramp ;

space markets to remain attractive, with modest volume increases expected from ongoing customer development;

scientific cold storage demand to improve with partial recovery in NIH funding;

continued stability in hybrid and electric vehicle programs despite softness in general automotive end markets and planned new platform launches;

general industrial end markets to recover.

2026 compared to 2025

2025 compared to 2024

(in thousands except

Income from operations

and 105 more changes in the filing

Market risk 7 changes

We are exposed to market risks from changes in interest rates, commodity prices and changes in foreign currency exchange. To reduce these risks, we selectively use, from time to time, financial instruments and other proactive management techniques. We have internal policies and procedures that place financial instruments under the direction of the Treasurer and restrict all derivative transactions to those intended for hedging purposes only. The use of financial instruments for trading purposes (except for certain investments in connection with the non-qualified defined contribution plan) or speculation is strictly prohibited. The Company has No majority-owned subsidiaries that are excluded from the consolidated financial statements. Further, we have no interests in or relationships with any special purpose entities.

We are exposed to both transactional risk and translation risk associated with exchange rates. The transactional risk is mitigated, in large part, by natural hedges developed with locally denominated debt service on intercompany accounts and the fact that most of our foreign currency sales are transacted in their functional currency. We also mitigate certain of our foreign currency exchange rate risks by entering into forward foreign currency contracts from time to time. The contracts are used as a hedge against anticipated foreign cash flows, such as loan payments, customer remittances, and materials purchases, and are not used for trading or speculative purposes. The fair values of the forward foreign currency exchange contracts are sensitive to changes in foreign currency exchange rates, as an adverse change in foreign currency exchange rates from market rates would decrease the fair value of the contracts. However, any such losses or gains would generally be offset by corresponding gains and losses, respectively, on the related hedged asset or liability. At June September 30, 2026 and 2025, the fair value, in the aggregate, of the Company's our open foreign exchange contracts was a liability of less than $0.3 million and liability an asset of $0.1 $0.2 million. respectively.

Our primary translation risk is with the Euro, British Pound Sterling, Sterlin g, Peso, Japanese Yen, Chinese Yuan, and Indian Rupee and Chinese Yuan. A hypothetical hypo thetical 10% appreciation or depreciation of the value of any of these foreign currencies to the U.S. Dollar at June September 30, 2026, would not result in a material change in our operations, financial position, or cash flows. We hedge our most significant foreign currency translation risks primarily through cross-currency cross currency swaps and other instruments, as appropriate.

The Company's Our effective interest rate on borrowings was 5.71% and 6.38% 5.49% at June September 30, 2026. and 2025, respectively. Our interest rate exposure is limited primarily to interest rate changes on our variable rate borrowings From time to time, we (currently based on a rolling 1-month SOFR) and is partially mitigated by our use of an interest rate swap agreements agreement to modify our exposure to interest rate movements. At June September 30, 2026, we have $225 million of active floating to fixed rate swaps with terms through August 2028. These swaps convert our interest payments from a SOFR-based rate to a fixed rate of 3.48% on $225 million of debt. At March 31, September 30, 2026, the fair value, in the aggregate, of the interest rate swaps was an asset of $2.3 $5.0 million. A 25-basis point increase in interest rates would increase our annual interest expense by approximately $0.1 million. At J une 30, 2025 , we did not have any outstanding interest rate swaps .

1 unchanged paragraph

We have a diversified customer base. As such, the risk associated with concentration of credit risk is inherently m inimized. minimized. As of June September 30, 2026, , no one customer accounted for more than 5% of our consolidated outstanding receivables or of our sales.

The Company is We are exposed to fluctuating market prices for all commodities used in its our manufacturing processes. Each of our segments is subject to the effects of changing raw material costs caused by the underlying commodity price movements. In general, we do not enter into purchase contracts that extend beyond one operating cycle. While Standex considers we consider our relationship with our suppliers to be good, there can be no assurances that we will not experience any supply shortage.

The Electronics, A&D Aerospace & Defense and Engraving and Hydraulics segments are all sensitive to price increases for steel and aluminum products, other metal commodities such as rhodium and copper, and petroleum-based products. We continue to experience price fluctuations for a number of materials including rhodium, steel, and other metal commodities. These materials are some of the key elements in the products manufactured in these segments. Wherever possible, we will implement price increases to offset the impact of changing prices. The ultimate acceptance of these price increases, if implemented, will be impacted by our affected divisions' respective competitors and the timing of their price increases.

Controls and procedures 19 changes

Management's Report on Internal Control over Financial Reporting

The management of Standex is responsible for establishing and maintaining adequate internal control over financial reporting (as defined in Section 240.13a-15(f) of the Exchange Act). The Company's internal control over financial reporting is designed to provide reasonable assurance as to the reliability of the Company's financial reporting and the preparation of financial statements for external purposes in accordance with generally accepted accounting principles. Management, including the Chief Executive Officer and the Chief Financial Officer, assessed the effectiveness of our internal control over financial reporting as of the end of the fiscal year covered by this report on Form 10-K. In making this assessment, management used the criteria established by the Committee of Sponsoring Organizations of the Treadway Commission in "Internal Control-Integrated Framework (2013)." These criteria are in the areas of control environment, risk assessment, control activities, information and communication and monitoring. Management's assessment included documenting, evaluating and testing the design and operating effectiveness of our internal control over financial reporting.

Based on the Company's processes, as described above, management, including the Chief Executive Officer and the Chief Financial Officer, has concluded that our internal control over financial reporting was effective as of June 30, 2026 to provide reasonable assurance of achieving its objectives. These results were reviewed with the Audit Committee of the Board of Directors. Deloitte & Touche, LLP, the independent registered public accounting firm that audited our consolidated financial statements included in this Annual Report on Form 10-K, has issued an unqualified attestation report on the Company's internal control over financial reporting, which is included below.

Inherent Limitation on Effectiveness of Controls

No matter how well designed, internal control over financial reporting has inherent limitations. Internal control over financial reporting determined to be effective can provide only reasonable, not absolute, assurance with respect to financial statement preparation and may not prevent or detect all misstatements that might be due to error or fraud. In addition, a design of a control system must reflect the fact that there are resource constraints, and the benefits of controls must be considered relative to their costs. Because of the inherent limitations in all control systems, no evaluation of controls can provide absolute assurance that all control issues and instances of fraud, if any, within the Company have been detected.

REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM

To the stockholders and the Board of Directors of Standex International Corporation

Opinion on Internal Control over Financial Reporting

We have audited the internal control over financial reporting of Standex International Corporation and subsidiaries (the "Company") as of June 30, 2026, based on criteria established in Internal Control — Integrated Framework (2013) issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO). In our opinion, the Company maintained, in all material respects, effective internal control over financial reporting as of June 30, 2026, based on criteria established in Internal Control — Integrated Framework (2013) issued by COSO.

We have also audited, in accordance with the standards of the Public Company Accounting Oversight Board (United States) (PCAOB), the consolidated financial statements as of and for the year ended June 30, 2026, of the Company and our report dated August 13, 2026 expressed an unqualified opinion on those financial statements.

The Company's management is responsible for maintaining effective internal control over financial reporting and for its assessment of the effectiveness of internal control over financial reporting, included in the accompanying Management's Report on Internal Control over Financial Reporting. Our responsibility is to express an opinion on the Company's internal control over financial reporting based on our audit. We are a public accounting firm registered with the PCAOB and are required to be independent with respect to the Company in accordance with the U.S. federal securities laws and the applicable rules and regulations of the Securities and Exchange Commission and the PCAOB.

We conducted our audit in accordance with the standards of the PCAOB. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether effective internal control over financial reporting was maintained in all material respects. Our audit included obtaining an understanding of internal control over financial reporting, assessing the risk that a material weakness exists, testing and evaluating the design and operating effectiveness of internal control based on the assessed risk, and performing such other procedures as we considered necessary in the circumstances. We believe that our audit provides a reasonable basis for our opinion.

Definition and Limitations of Internal Control over Financial Reporting

A company's internal control over financial reporting is a process designed to provide reasonable assurance regarding the reliability of financial reporting and the preparation of financial statements for external purposes in accordance with generally accepted accounting principles. A company's internal control over financial reporting includes those policies and procedures that (1) pertain to the maintenance of records that, in reasonable detail, accurately and fairly reflect the transactions and dispositions of the assets of the company; (2) provide reasonable assurance that transactions are recorded as necessary to permit preparation of financial statements in accordance with generally accepted accounting principles, and that receipts and expenditures of the company are being made only in accordance with authorizations of management and directors of the company; and (3) provide reasonable assurance regarding prevention or timely detection of unauthorized acquisition, use, or disposition of the company's assets that could have a material effect on the financial statements.

Because of its inherent limitations, internal control over financial reporting may not prevent or detect misstatements. Also, projections of any evaluation of effectiveness to future periods are subject to the risk that controls may become inadequate because of changes in conditions, or that the degree of compliance with the policies or procedures may deteriorate.

/s/ Deloitte & Touche LLP

Boston, Massachusetts

At the end of the period covered by this Report, the management of the Company, including its the Chief Executive Officer and the Chief Financial Officer, have conducted an evaluation of evaluated the effectiveness of the design and operation of the Company's disclosure controls and procedures (as such term is defined in Rules Rule 13a-15(e) and 15(d)-15(e) under the Securities Exchange Act of 1934, as amended (the ("Exchange Act")). as of the end of the period covered by this report. Based on that evaluation, the Chief Executive Officer and Chief Financial Officer concluded as of June 30, 2026 , that the Company's disclosure controls and procedures are were effective as of September 30, 2026 in ensuring that the information required to be disclosed by the Company in reports that it files or submits under the Exchange Act is (i) recorded, processed, summarized and reported within the time periods specified in the Securities and Exchange Commission's ("SEC") rules and forms, and (ii) that such information is accumulated and communicated to the Company's management, including its Chief Executive Officer and Chief Financial Officer, as appropriate to allow timely decisions regarding required disclosure.

There were was no changes change in the Company's internal control over financial reporting identified in connection with management's evaluation that occurred during the fourth quarter of our fiscal year quarterly period ended June September 30, 2026 that has materially affected or is reasonably likely to materially affect our the Company's internal control over financial reporting.

Other information 39 changes

Supplemental cash flow information related to leases is as follows:

Operating cash outflows from operating leases

21. Redeemable Noncontrolling Interest

The redeemable noncontrolling interest consists of 9.9 % of common stock of Narayan Powertech Private Limited ("Narayan"), a privately-held India-based company. The Company owned the remaining 90.1 %. During the year ended June 30, 2026 , Narayan declared and distributed a dividend of $ 2.7 million to the Company and its noncontrolling interests, allocated according to equity ownership.

In accounting for the subsequent measurement of the redeemable noncontrolling interest measurement adjustments pursuant to ASC 480, Distinguishing Liabilities from Equity , the Company has made accounting policy elections to record any such applicable changes on the immediate recognition of the full adjustment required to report the redeemable noncontrolling interest at its redemption value, while also electing to record such adjustments under the income method, with a corresponding offset recorded to the Net income attributable to noncontrolling interests in consolidated subsidiaries within the consolidated statement of operations for the period in which such measurement adjustment becomes required. A re-measurement adjustment of $ 21.0 million was recorded for the year ended June 30, 2026 to record the noncontrolling interest as of June 30, 2026 at its estimated redemption value based on the terms of the Shareholder Agreement with the noncontrolling interest shareholder. This re-measurement adjustment was recorded as a component of the total net income attributable to redeemable noncontrolling interest financial statement line in the Company's consolidated statements of operations.

On June 26, 2026, the Company and the Narayan noncontrolling interest holders entered into a Securities Purchase Agreement, pursuant to which the Company agreed to acquire the remaining 9.90 % of the outstanding capital stock of Narayan from the Narayan noncontrolling shareholders for aggregate cash consideration of approximately $ 64.0 million. The closing of this transaction occurred on July 2, 2026. As of June 30, 2026 , the difference of $ 17.4 million between the carrying amount of redeemable noncontrolling interest and the aggregate cash consideration is accounted for as an equity transaction and did not impact the income statement.

REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM

To the stockholders and the Board of Directors of Standex International Corporation

Opinion on the Financial Statements

We have audited the accompanying consolidated balance sheets of Standex International Corporation and subsidiaries (the "Company") as of June 30, 2026 and 2025, the related consolidated statements of operations, comprehensive income, redeemable noncontrolling interest and stockholders' equity, and cash flows, for each of the three years in the period ended June 30, 2026, and the related notes (collectively referred to as the "financial statements"). In our opinion, the financial statements present fairly, in all material respects, the financial position of the Company as of June 30, 2026 and 2025, and the results of its operations and its cash flows for each of the three years in the period ended June 30, 2026, in conformity with accounting principles generally accepted in the United States of America.

We have also audited, in accordance with the standards of the Public Company Accounting Oversight Board (United States) (PCAOB), the Company's internal control over financial reporting as of June 30, 2026, based on criteria established in Internal Control — Integrated Framework (2013) issued by the Committee of Sponsoring Organizations of the Treadway Commission and our report dated August 13, 2026, expressed an unqualified opinion on the Company's internal control over financial reporting.

These financial statements are the responsibility of the Company's management. Our responsibility is to express an opinion on the Company's financial statements based on our audits. We are a public accounting firm registered with the PCAOB and are required to be independent with respect to the Company in accordance with the U.S. federal securities laws and the applicable rules and regulations of the Securities and Exchange Commission and the PCAOB.

We conducted our audits in accordance with the standards of the PCAOB. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement, whether due to error or fraud. Our audits included performing procedures to assess the risks of material misstatement of the financial statements, whether due to error or fraud, and performing procedures that respond to those risks. Such procedures included examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements. Our audits also included evaluating the accounting principles used and significant estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that our audits provide a reasonable basis for our opinion.

Critical Audit Matter

The critical audit matter communicated below is a matter arising from the current-period audit of the financial statements that was communicated or required to be communicated to the audit committee and that (1) relates to accounts or disclosures that are material to the financial statements and (2) involved our especially challenging, subjective, or complex judgments. The communication of critical audit matters does not alter in any way our opinion on the financial statements, taken as a whole, and we are not, by communicating the critical audit matter below, providing a separate opinion on the critical audit matter or on the accounts or disclosures to which it relates.

Revenue recognition – Revenue recognized over time – Refer to note 3 to the financial statements

Critical Audit Matter Description

Revenue is recognized over time under certain long-term contracts within the Aerospace & Defense group for highly customized customer products that have no alternative use and in which the contract specifies the Company has a right to payment for its costs, plus a reasonable margin. For products manufactured over time, the transfer of control is measured based upon current estimates of costs to complete such contracts. Losses on contracts are fully recognized in the period in which the losses become determinable. Revisions in profit estimates are reflected on a cumulative basis in the period in which the basis for such revision becomes known.

We identified revenue recognized over time as a critical audit matter because of the judgments and subjectivity involved in the determination of estimated costs to complete contracts. This required extensive audit effort and a high degree of auditor judgment when performing audit procedures to test costs incurred to date and management's estimates of margin at completion used to recognize revenue over time and evaluating the results of those procedures.

How the Critical Audit Matter Was Addressed in the Audit

Our audit procedures related to management's estimates of total costs and profit used to recognize revenue for certain performance obligations accounted for over time included the following, among others:

We selected a sample of long-term contracts with customers for which the revenue is recognized over time and we performed the following:

evaluated management's ability to achieve the estimates of total costs and profit at completion by comparing the estimates to management's work plans, and supplier contracts, and performing corroborating inquiries with the Company's operational management;

tested the accuracy and completeness of the costs incurred to date for the performance obligations to supporting documentation; and o tested the mathematical accuracy of management's calculation of revenue for the contract.

We evaluated management's ability to estimate total costs and profits accurately by comparing actual costs and profit to management's historical estimates.

We tested the effectiveness of controls for revenue recognized over time, including management's controls over the estimates of total costs and profit for performance obligations.

/s/ Deloitte & Touche LLP

Boston, Massachusetts

We have served as the Company's auditor since 2020.

Except as set forth below, none of our directors or executive officers adopted or terminated a Rule 10b5 - 1 trading arrangement or adopted or terminated a non-Rule 10b5 - 1 trading arrangement (as defined in Item 408 (c) of Regulation S-K) during the quarter ended September 30, 2026 .

NAME AND TITLE OF SELLER

DATE OF PLAN ADOPTION

CHARACTER OF TRADING AGREEMENT

AGGREGATE NUMBER OF SHARES OF COMMON STOCK TO BE PURCHASED OR SOLD

OTHER MATERIAL TERMS

Rule 10b5 - 1 Trading Plan

November 5, 2027 ( 1 )

Sales are to be made commencing January 4, 2027, in eleven equal monthly tranches of 40 shares, subject to a $300 per-share limit price.

( 1 ) The plan terminates on the earliest to occur of (i) November 5, 2027, ( ii) execution of all trades or expiration of all orders relating to such trades, or (iii) certain other termination events specified in the plan.

Exhibits 93 changes

Restated Certificate of Incorporation of Standex, dated October 27, 1998 (ii)

By-Laws of Standex, as amended, and restated effective October 22, 2024, filed as Exhibit 3.1 (a)

Employment Agreement dated January, 20, 2014 between the Company and David Dunbar* (b )

Standex International Corporation Supplemental Retirement Plan adopted April 26, 1995 and Amended on July 26, 1995 filed as Exhibit 10(n).* (c )

Form of Indemnification Agreement for directors and executive officers of the Company.* (d)

2018 Omnibus Incentive Plan, as Amended and Restated*

Standex Deferred Compensation Plan for highly compensated employees filed as Item 5.02.* (f)

Third Amended and Restated Credit Agreement Dated February 2, 2023 by and among Standex International Corporation, Citizens Bank, N.A.; Bank of America N.A.; TD Bank, N.A., JPMorgan Chase Bank, N.A.; and Truist Bank (g)

Form of Performance Share Unit Award Agreement under the Amended and Restated 2018 Omnibus Incentive Plan (h)

Form of Stock Grant Award Agreement under the Amended and Restated 2018 Omnibus Incentive Plan (i)

Form of Restricted Stock Unit Award Agreement under the Amended and Restated 2018 Omnibus Incentive Plan (j)

Securities Purchase Agreement dated as of October 28, 2024, by and among the Owners listed therein, Bolt Founders, Inc., Amran LLC, Seller Representative (as defined therein) and Standex International Corporation (k)

Securities Purchase Agreement dated as of October 28, 2024, by and among Narayan Powertech Private Limited, the persons listed in Exhibit D thereto, Mold-Tech Singapore Pte. Ltd. and Standex International Corporation (l)

Shareholders' Agreement dated as of October 28, 2024 by and amongst Narayan Powertech Private Limited, and Mold-Tech Singapore Pte. Ltd., and Standex International Corporation and the Minority Shareholders listed therein (m)

Second Amendment to Third Amended and Restated Credit Agreement dated as of December 6, 2024 by and among Standex International Corporation, Citizens Bank, N.A., a national banking association, as Administrative Agent and Lender, and the other Lenders party thereto (n)

Securities Purchase Agreement, dated as of June 26, 2026, by and among Standex International Corporation, Mold-Tech Singapore PTE LTD and the Narayan Minority Shareholders named therein.

Code of Ethics for Chief Executive Officer and Senior Financial Officers is incorporated by reference as Exhibit 14.

Insider trading policy

Subsidiaries of Standex International Corporation

Consent of Independent Registered Public Accounting Firm Deloitte & Touche LLP

Powers of Attorney of Charles H. Cannon, Thomas E. Chorman, Robin J Davenport, Jeffrey S. Edwards, B. Joanne Edwards, Michael A. Hick ey, and Andy L. Nemeth

Rule 13a-14(a) Certification of President and Chief Executive Officer

Rule 13a-14(a) Certification of Vice President and Chief Financial Officer

Section 1350 Certification

Compensation Clawback Policy

Nonstatutory Premium-Priced Stock Option Agreement

Offer Letter dated October 13, 2026 between Standex International Corporation and Samantha L. Stoddard

Principal Executive Officer's Certification Pursuant to Rule 13a-14(a)/15d-14(a) and Pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.

Principal Financial Officer's Certification Pursuant to Rule 13a-14(a)/15d-14(a) and Pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.

Principal Executive Officer and Principal Financial Officer Certifications Pursuant to 18 U.S.C. Section 1350, as Adopted Pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.

The following materials from this Annual Quarterly Report on Form 10-K, 10-Q, formatted in Inline Extensible Business Reporting Language (iXBRL): (i) Unaudited Condensed Consolidated Balance Sheets, (ii) Unaudited Condensed Consolidated Statements of Operations, (iii) Unaudited Condensed Consolidated Statements of Comprehensive Income (loss), (iv) Unaudited Condensed Consolidated Statements of Redeemable Noncontrolling Interest and Stockholders' Equity, (v) Unaudited Condensed Consolidated Statements of Cash Flows, and (vi) Notes to Unaudited Condensed Consolidated Financial Statements.

1 unchanged paragraph

* Management contract or compensatory plan or arrangement.

ALL OTHER ITEMS ARE INAPPLICABLE

Pursuant to the requirements of Section 13 or 15(d) of the Securities Exchange Act of 1934, Standex International Corporation the Registrant has duly caused this Annual report on Form 10-K to be signed on its behalf by the undersigned thereunto duly authorized. on August 13, 2026

1 unchanged paragraph

President/Chief Executive Officer

Pursuant to the requirements of the Securities Exchange Act of 1934, this report has been signed below by the following persons on behalf of Standex International Corporation and in the capacities indicated on :

President/Chief Executive Officer

Vice President/Chief Accounting Officer

David Dunbar, pursuant to powers of attorney which are being filed with this Annual Report on Form 10-K, has signed below on August 13, 2026 , as attorney-in-fact for the following directors of the Registrant:

Supplemental Information to be furnished with reports filed pursuant to Section 15(d) of the Act by Registrants which have not registered securities pursuant to Section 12 of the Act.

The Company will furnish its 2026 Proxy Statement and proxy materials to security holders subsequent to the filing of the annual report on this Form. Copies of such material shall be furnished to the Commission when they are sent to security holders.

Insider trading policy

Subsidiaries of Standex

Consent of Independent Registered Public Accounting Firm Deloitte & Touche LLP

Powers of Attorney of Charles H. Cannon, Thomas E. Chorman, Robin J. Davenport, B. Joanne Edwards, Jeffrey S. Edwards, Thomas J. Hansen, Michael A. Hickey, and Andy L. Nemeth

Rule 13a-14(a) Certification of President and Chief Executive Officer

Rule 13a-14(a) Certification of Vice President and Chief Financial Officer

Section 1350 Certification

SUPPLEMENTAL INFORMATION FOLLOWS

Charles H. Cannon, Jr., 1, 3

Retired Executive Chairman and CEO, JBT Corporation

Thomas E. Chorman 1, 3, 4

CEO, Solar LED Innovations, LLC

Robin J. Davenport 1, 2

Retired Vice President-Corporate Finance, Parker-Hannifin Corporation

President and Chief Executive Officer; Chairman of the Board

Jeffrey S Edwards 2, 3

Chairman and Chief Executive Officer, Cooper Standard Holdings, Inc.

B. Joanne Edwards 3, 4

Retired Senior Vice President & General Manager, Residential & Wiring Device Business, Eaton Corporation

Michael A. Hickey 2, 4,5

Retired Executive Vice President and President of the Global Institutional Business, Ecolab Inc.

Chairman, President & Chief Executive Officer of Patrick Industries, Inc.

1 Member of Audit Committee

2 Member of Compensation Co mmittee

3 Member of Corporate Governance/Nominating Committee

4 Member of Innovation & Technology Committee

5 Lead Independent Director

President and Chief Executive Officer

Vice President, Chief Financial Officer and Treasurer

Vice President, Chief Legal Officer and Secretary

Vice President/Chief Financial Officer and Treasurer

(Principal Financial & Accounting Officer)

1 unchanged paragraph

Vice President, Global Tax

Vice President, Chief Human Resources Officer

Vice President, Chief Information Officer

Vice President, Chief Strategy Officer

Corporate Governance Officer & Assistant Secretary

Shareholder Information

Corporate Headquarters

and 13 more changes in the filing