Frequency Electr Stock Price, News & Analysis

Frequency Electronics (NASDAQ:FEIM) reported Q2 fiscal 2026 revenue of $17.1M and six-month revenue of $30.9M. Operating income was $1.7M for the quarter and $2.1M for six months. Net income was $1.8M or $0.18 per diluted share for the quarter and $2.4M or $0.25 per diluted share for six months. Net cash provided by operating activities was $0.6M in the six months versus $2.4M a year earlier. Funded backlog increased to approximately $82M from $70M at April 30, 2025. Management cited program delays from a government shutdown and expects awards and stronger execution in Q3–Q4. The company rescheduled its Quantum Sensing Summit for January 14–15, 2026.

Frequency Electronics (NASDAQ: FEIM) will discuss results for its fiscal Q2 2026 (period ended Oct 31, 2025) on a conference call on Thursday, December 11, 2025 at 4:30 PM ET. The call will be webcast and available in the Investor Relations section at www.freqelec.com and via phone at 888-506-0062 (international 973-528-0011), participant access code 533796. A telephone replay will be available for one week at 877-481-4010 (international 919-882-2331), replay passcode 53356, and the webcast link will remain on the company website through March 11, 2026.

Frequency Electronics supplies precision timing, frequency generation and RF control products for space, defense, and commercial systems. The release includes a standard forward-looking statements caution about risks and SEC filings for further information.

Frequency Electronics (NASDAQ:FEIM) said its subsidiary FEI-Zyfer received two follow-on change orders totaling approximately $4.75 million for development and manufacture of a customized high-precision airborne time, synchronization, and frequency distribution system, with deliveries scheduled through 2027.

The systems are airborne-rated, support A-PNT/Alt-PNT avionics and JASA TFNG and AOCA COMINT requirements, and the announcement highlights continued customer and government commitment to the program. The company also cited development of a new Rubidium atomic clock optimized for airborne use.

Frequency Electronics (NASDAQ:FEIM) reported Q1 FY2026 financial results with revenue of $13.8 million, down from $15.1 million in Q1 FY2025. Operating income decreased to $0.4 million from $2.4 million year-over-year, while net income was $0.6 million or $0.07 per diluted share. The company maintains a strong backlog of $71 million and announced a $20 million share repurchase authorization.

Despite the temporary decline, management attributes the results to timing issues and customer-driven delays, emphasizing continued involvement in notable defense programs including Golden Dome, Patriot missile system, and THAAD. The company has expanded with a new engineering facility in Boulder, Colorado, focusing on quantum sensing initiatives, and will host its second annual Quantum Sensing Summit in October 2025.

Frequency Electronics (NASDAQ: FEIM) has scheduled its first quarter fiscal 2026 financial results conference call for Thursday, September 11, 2025, at 4:30 PM ET. The call will be accessible via webcast through Issuer Direct Corporation and through the company's website.

FEIM is a leading manufacturer of precision timing, frequency generation, and RF control products for space and terrestrial applications. The company's products are utilized in satellite payloads, C4ISR systems, electronic warfare, missiles, UAVs, GPS, and various communication networks. Through its subsidiaries FEI-Zyfer and FEI-Elcom Tech, the company provides GPS timing capabilities and advanced RF/microwave products.

FEI-Zyfer (NASDAQ:FEIM), a subsidiary of Frequency Electronics, has secured a significant contract from the Defense Logistics Agency - Aviation Division worth $3.14 million for the base year through October 2026. The contract includes additional options of $1.71 million for Year 2 and $1.80 million for Year 3.

The contract involves providing advanced syntonization and synchronization reference systems for the Patriot Missile program, incorporating FEI's acceleration-Compensated Quartz Crystal Oscillator technology and Rubidium Atomic Clocks. These systems are designed to maintain performance under harsh ground mobile environmental conditions, meeting stringent operational requirements for accuracy, stability, and low phase noise.

Frequency Electronics (NASDAQ:FEIM) has announced its upcoming 2025 Quantum Sensing Summit, scheduled for October 29-30, 2025, in New York City. The two-day event aims to accelerate the transition of quantum sensing technologies from laboratory research to practical deployment.

The summit will feature keynotes, panels, and technical sessions focusing on enabling technologies including Rydberg and NV-diamond sensors, photonic integrated circuits, frequency combs, and ultra-low-noise oscillators. Expected to attract 100-150 participants, the event will bring together government decision-makers, program managers, and industry innovators to foster collaboration in the quantum technology sector.

Frequency Electronics (NASDAQ:FEIM) has issued a clarification regarding their TURbO (Time Unit Rubidium Oscillator) compact atomic clock revenue projections discussed in their previous earnings call. While near-term revenue expectations of $1M to $2M in FY2026 from already received orders are accurate, the company emphasizes this understates the technology's market potential.

The company projects a potential market opportunity of $20M+ by FY2027, driven by expanding applications in drone technology and traditional aircraft radar systems. This growth outlook is further supported by the Department of Defense's recent announcement to strengthen U.S. drone manufacturing and expand drone usage in military units and training programs.

Frequency Electronics (NASDAQ:FEIM) reported strong financial results for Q4 and FY2025. Q4 revenue reached $20.0 million, up from $15.6 million in Q4 FY2024, marking the highest quarterly revenue in 25 years. Full-year revenue increased to $69.8 million from $55.3 million in FY2024.

The company achieved significant profitability improvements, with FY2025 net income of $23.8 million ($2.48 per diluted share) compared to $5.6 million ($0.59 per diluted share) in FY2024. Satellite payloads represented 59% of annual revenue at $40.9 million. Backlog stood at $70 million as of April 30, 2025, compared to $78 million the previous year.

FEI continues to invest in quantum sensor development and is expanding its capabilities in the growing quantum sensing market, with plans to showcase developments at their Second Annual Quantum Sensing Summit in October 2025.