Frequency Electronics: The Growth Story Is Just Beginning
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Dmitri Vinokurov102 FollowersFollow5ShareSavePlay(20min)Comments(3)SummaryFrequency Electronics, Inc. (FEIM) is a leader in precision time and frequency technology for defense and aerospace applications.FEIM has undergone significant transformation under new leadership, shifting from unprofitability and growing its backlog to $82M as of last quarter.Recent Q2'26 earnings highlight FEIM's massive growth prospects, such as the Golden Dome project and advanced drone manufacturing opportunities, contracts for which are anticipated in the near future.FEIM's management is highly bullish on the growth of the company. This is supported by the company's talent moat and involvement in world's leading time and frequency technology.Shareholder yield can be expected in the near future, in the form of share buybacks, or a special dividend. koto_feja/iStock via Getty Images Frequency Electronics, Inc (FEIM) is a world leader in precision time and frequency generation technology. This technology is incorporated into various commercial and US government satellites, electronic warfare systems, and Command, Control, Communication, Computer, Intelligence, Surveillance and Reconnaissance ("C4ISR") systems, which includes drones and missiles.This article was written byDmitri Vinokurov102 FollowersFollowAs a young professional in the oil and gas engineering space, I seek to leverage my technical and analytical background to gain a deeper understanding of the fundamentals driving not only the energy sector, but global markets as a whole. I have put extensive time learning about how to properly understand a business, market drivers, as well as micro and macro trends. As I continue analyzing the markets, I find myself picking up on new information nearly every day. This is what fascinates me about the finance industry, as even a lifetime may not be enough to become knowledgeable about everything within this space. My current investment focus is primarily centered around "Growth at a Reasonable Price" plays, diving deep into fundamentals and the numbers behind the business, and outlining the catalysts that may drive significant alpha over a medium-term horizon. I leverage options, mainly on the short side, to drive income and enter into positions that fit my risk-reward profile. In collaboration with ML ResearchAnalyst’s Disclosure:I/we have a beneficial long position in the shares of FEIM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.