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Posted by
Two Blokes Jun 19 -
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Stock
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Espey Mfg. & Electronics reported $2.03 EPS through the first nine months of FY2025, tracking ahead of last year's pace, with 27% revenue growth and consistent performance across all three quarters. Backlog rose 64% to $138M and climbs to $158M with new awards, offering rare multi-year revenue visibility for a small-cap defense contractor. ESP trades at 14x forward earnings and 9.5x EV/EBITDA, well below sector medians of 23.6x and 13.1x, despite stronger margins, cash flow, and contract coverage.
