Frequency Electronics, Inc. (FEIM)

Over the past six months, Frequency Electronics' stock has significantly appreciated. The company reported Q2 FY26 revenue of $17.1 million, a 24% sequential growth, but missed EPS estimates, though the stock increased 3.43% following the announcement. Frequency Electronics secured a $9.2 million contract for satellite systems and FEI-Zyfer secured approximately $6 million in contracts for Assured-PNT solutions. The company authorized a new $20 million share repurchase program alongside weaker fiscal first-quarter 2026 results.

Frequency Electronics, Inc.'s demand is not subject to consumer-driven seasonal fluctuations. Instead, demand is influenced by long-term government and commercial contracts, defense spending, and technological advancements. The company's financial trajectory can be impacted by the irregular timing of large contract awards and revenue recognition.

Frequency Electronics, Inc. (FEIM) specializes in high-precision timing and frequency control products within the Technology sector. The company provides clocks and oscillators for defense and satellite systems, including master clocks, frequency generators, GPS technologies, EW sub-systems, and RF components. They are developing next-generation products like the Mercury Ion atomic clock and pulsed laser Rubidium atomic clocks, with a focus on satellite payloads, which accounted for 59% of its consolidated revenue in fiscal year 2025.

Frequency Electronics, Inc. operates in the United States, Europe, and Asia, with its headquarters in Mitchel Field, New York. It has subsidiaries in Mitchel Field, New York; Garden Grove, California; and Northvale, New Jersey. The company has also opened a new engineering headquarters in Boulder, Colorado, for quantum sensing initiatives.

Frequency Electronics has a strong brand reputation for its high-reliability components, with over 60 awards of excellence for space programs and over 100 awards for space and DOD programs. Recent contract wins reinforce its reputation as a reliable supplier in mission-critical areas. No specific events negatively affecting Frequency Electronics, Inc.'s reputation in the past year were found.

Frequency Electronics, Inc. is primarily controlled by institutional investors, who hold the majority of the company's stock (55% stake). Major institutional owners include Edenbrook Capital, LLC, The Vanguard Group, Inc., BlackRock, Inc., and Wax Asset Management, LLC. Individual ownership accounts for about 15-32.2% of the company, and the CEO, Dr. Thomas McClelland, directly holds 0.7% of the total shares outstanding.