The LGL Group, Inc. (LGL) AI Stock Analysis

The LGL Group, Inc. specializes in the design, manufacturing, and global marketing of frequency and spectrum control products across two operating segments: Electronic Components and Electronic Instruments. The Electronic Components segment provides precision-engineered devices such as clock oscillators, VCXO, TCXO, OCXO, and DOCXO devices, alongside radio frequency, microwave, and millimeter wave filters. These parts support telecommunications infrastructure, defense electronics, aerospace applications, and medical devices. The Electronic Instruments segment designs and manufactures high-precision frequency and time reference standards, distribution amplifiers, redundancy auto switches, and NTP servers used for timing and synchronization across computer networking, satellite ground stations, utilities, and broadcasting.

LGL generated $4.6M in trailing twelve-month revenue through June 30, 2026, recording an operating margin of -38.8% and a net profit margin of -5.0%. In FY2025, revenue expanded 87.3% to $4.2M, up from $2.2M in FY2024 and $1.7M in FY2023. Gross margin strengthened to 72.3% in FY2025 compared to 53.0% in FY2024, helping produce operating margin of 6.0% and net income of $688,000. However, longer-term top-line performance reflects volatility, marked by a 5-year revenue CAGR of -33.1% from FY2020 to FY2025. For the latest quarter ended June 30, 2026, quarterly revenue grew 24.8% year-over-year while quarterly earnings grew 50.8%.

As of June 30, 2026, LGL held $45.5M in cash and short-term investments, representing the vast majority of its $49.7M in total assets and supporting an enterprise value of $46.3M. Shareholders' equity stood at $44.3M, and the company reported a current ratio of 25.96. In FY2025, operating cash flow and free cash flow were both $70,000, down from $874,000 in FY2024. Capital allocation in FY2025 included $366,000 deployed toward share buybacks, while the company's share count increased 20.2% over the trailing 5-year period.

At a last close of $6.66, LGL carried an $84.0M market capitalization. The stock trades at a forward P/E of 243.9x and an enterprise value to revenue multiple of 10.1x, well above the 18.8x forward P/E and 2.8x price-to-sales medians of its US-listed Technology peers. Its EV/EBITDA multiple of 19.6x also exceeds the peer median of 16.6x, while its price-to-book ratio is 2.1x. Over the past year, LGL generated a return of 4.9%, trailing the S&P 500 return of 16.8%, and its 5-year return of 38.9% lagged the benchmark return of 83.0%.

One analyst covers LGL, establishing a mean price target of $16.00, which represents a 140.2% premium over the last close of $6.66. For the current fiscal year ending December 31, 2026, consensus estimates project an EPS of -$0.09 on revenue of $7.9M. For the following fiscal year, estimates project revenue of $10.1M, representing 27.9% growth, and EPS of $0.10, reflecting 211.1% earnings growth. Over the last four quarters, the company delivered 1 EPS beat. The next earnings release is scheduled for November 12, 2026.

This page is an AI-written research summary of The LGL Group, Inc. (LGL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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