PDEX at a glance
PRO DEX INC (PDEX, SEC CIK 788920) filed its latest 10-K annual report on September 3, 2026, a 10-Q quarterly report on April 30, 2026, an 8-K current report on September 18, 2026 and Form 4 insider filings as recently as September 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), PRO DEX INC (PDEX) reported revenue of $77.5 million (up 16.5% from FY2025) and net income of $13.7 million. Diluted EPS was $4.12.
- As of June 30, 2026, 15 institutional investment managers tracked by SignalX reported holding PRO DEX INC (PDEX) shares worth $25.3 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Van Kirk Richard Lee Jr on September 11, 2026 of 290 shares at $58.94 per share.
- In the last 90 days, PDEX insiders reported 0 open-market purchases ($0) and 13 open-market sales ($1.4M) on Form 4, a net sale of $1.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $77.5M
- +16.5% vs prior year
- Insiders · 90 days
- 0 buys · 13 sells
- Net −$1.4M
- 13F holders
- 15 funds
- $25.3M · +0 vs prior quarter
- Latest 8-K
- Sep 18, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $77.5M, up 16% YoY from $66.6M; medical device sales best performer, up $14.4M (30%) to $62.1M; repairs down 33% to $12.5M
- Operating income $13.0M (16.8% margin) vs $10.7M (16.1% margin); net income $13.7M vs $9.0M; gross margin 31.4% vs 29.3%
- Medical Devices segment best with $62.1M sales, +30%; Repairs worst, down $6.0M (33%) to $12.5M due to product transition
- Operating cash flow $7.2M vs negative $1.7M; investing cash inflow $3.9M due to $11.2M proceeds from Monogram sale offset by $6.5M APM acquisition; $3.4M used in share repurchases (79,898 shares)
- Backlog declined to $32.9M from $50.4M due to timing, orthopedic sales expected stable through 2028; FY27 repair revenue from new handpiece to begin but volumes uncertain
Risk Factors
- Regulatory risk from U.S. Government export controls (ITAR, EAR) and government contracting post-APM acquisition in Feb 2026, with risk of penalties or contract loss
- Geopolitical/macro risk from U.S. tariff increases starting Q1 2025 impacting costs due to complex international supply chain and raw material imports
- Operational risk from customer concentration: top 3 customers make up 92% sales; largest customer 78%, with purchase commitments only through 2028
- Competitive risk from larger surgical device firms and customers' internal development teams potentially eroding market share and pricing power
- Financial risk from dependence on key personnel in product development and senior management, risking disruption if lost due to small employee base
Business Overview
- Core business model: design, development, manufacture of autoclavable, battery-powered surgical drivers and shavers primarily for orthopedic, thoracic, and CMF markets
- New segment introduced: precision machined parts and assemblies for aerospace and defense via acquired subsidiary Advanced Precision Machining, LLC (APM) in Feb 2026
- Strategic shift: acquisition of APM to support increased demand from largest customer and expand machined parts business into aerospace/defense sectors
- Employee count increased to 206 in FY 2026 from 181 in FY 2025, with employee turnover rising to 21% vs 16% prior year
- Notable decline in backlog to $32.9 million at June 30, 2026 from $50.4 million at June 30, 2025 reflecting order variability and timing
AI summary of the PDEX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Revenue $19.949M, up 15% YoY from $17.414M
- Gross margin 31% vs 33% YoY, down 2 percentage points
- Best line medical devices $16.242M, up 36%; orthopedic $13.073M, up 52%
- Worst line repairs $2.673M, down 48% from $5.099M
- Cash $10.0M vs $419,000 at June 30; operating cash flow $7.515M vs $(1.509)M
- APM acquisition $6.5M; share repurchases $2.8M; backlog $39.0M with $15.6M due in fourth quarter
- Outlook: orthopedic revenue expected at similar levels through 2028; repair revenue may continue declining
Risk Factors
- No material changes to risk factors from the June 30, 2025 Form 10-K
- Acquisition of Advanced-Precision Machining introduced transaction-related execution risk on February 9, 2026
- Amended credit agreement and new Term Note D increased financing and covenant exposure on February 9, 2026
- CEO trading arrangement covers disposition of up to 10,000 shares beginning May 21, 2026
- Chairman’s trading arrangement covers disposition of up to $3.0 million of common stock beginning June 22, 2026
AI summary of the PDEX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Irvine facility lease extended through September 30, 2030, securing 28,180 square feet for offices and manufacturing
- Base rent $49,281.75 monthly from October 1, 2027 through September 30, 2028
Item 2.02: Results of Operations and Financial Condition
- Pro-Dex announced fiscal fourth-quarter and full-year financial results for the year ended June 30, 2026
- Detailed performance metrics appear in Exhibit 99.1, the accompanying earnings press release
Item EX-99.1: Item EX-99.1
- Fiscal 2026 sales rose 16% to $77.5M, led by $15.3M growth from the largest customer’s next-generation handpiece
- Fourth-quarter gross margin expanded to 35% from 20%, driving operating income up 163% to $3.5M
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Alisha K. Charlton awarded $60,000 discretionary cash bonus
- CEO Richard L. Van Kirk awarded $140,000 discretionary cash bonus
AI summaries of PDEX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PDEX
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Van Kirk Richard Lee Jr | Sell | Sep 11, 2026 | 290 | $58.94 |
| Van Kirk Richard Lee Jr | Sell | Sep 11, 2026 | 475 | $59.62 |
| Van Kirk Richard Lee Jr | Sell | Sep 9, 2026 | 4,768 | $59.45 |
| Van Kirk Richard Lee Jr | Sell | Sep 9, 2026 | 935 | $62.93 |
| Van Kirk Richard Lee Jr | Sell | Sep 9, 2026 | 806 | $58.66 |
| Van Kirk Richard Lee Jr | Sell | Sep 9, 2026 | 300 | $64.70 |
| Van Kirk Richard Lee Jr | Sell | Sep 9, 2026 | 4,274 | $60.72 |
| Van Kirk Richard Lee Jr | Sell | Sep 9, 2026 | 2,691 | $59.84 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $66.6M | $77.5M |
| Gross Profit | $14.6M | $19.5M | $24.3M |
| Operating Income | - | $10.7M | $13.0M |
| Net Income | - | $9.0M | $13.7M |
| Gross Margin | - | 29.3% | 31.4% |
| Op. Margin | - | 16.1% | 16.8% |
| Net Margin | - | 13.5% | 17.6% |
| Balance Sheet | |||
| Total Assets | $52.5M | $61.2M | $74.5M |
| Equity | - | $36.6M | $47.6M |
| ROE | - | 24.5% | 28.7% |
| Per Share | |||
| EPS | - | $2.67 | $4.12 |
| Cash Flow | |||
| Operating CF | - | -$1.7M | $7.2M |
| CapEx | - | $1.2M | $483K |
Source: XBRL data in PRO DEX INC (PDEX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PDEX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 15 | $25.3M |
| Q1 2026 | 15 | $24.2M |
| Q4 2025 | 13 | $19.4M |
| Q3 2025 | 13 | $18.2M |
| Q2 2025 | 15 | $22.5M |
| Q1 2025 | 13 | $16.4M |
| Q4 2024 | 8 | $12.2M |
| Q3 2024 | 4 | $3.5M |
- Goldman Sachs Group+8.6K (+85%)
- Vanguard Portfolio Management LLC+1.9K (+15%)
- Wells Fargo & Co+1.1K (+150%)
- BlackRock+663 (+0%)
- BNY Mellon+528 (+5%)
- Northern Trust−31.1K (-67%)
- Vanguard Capital Management LLC−29.0K (-26%)
- Morgan Stanley−5.5K (-39%)
- State Street Corp−1.8K (-5%)
- Citigroup−1.4K (-60%)
- Citadel Advisors LLC−9.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 96 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PDEX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 18, 2026 | - | Analysis | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 10-K | Sep 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 28, 2026 | - | Analysis | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 8-K | Mar 27, 2026 | - | - | - |
| 8-K | Feb 12, 2026 | - | - | |
| 10-Q | Jan 29, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Jan 29, 2026 | - | - | |
| 4 | Jan 23, 2026 | - | - | |
| 8-K | Dec 19, 2025 | - | - | |
| 4 | Nov 24, 2025 | - | - | |
| 10-Q | Oct 30, 2025 | Sep 30, 2025 | Analysis | |
| 10-K | Sep 4, 2025 | Jun 30, 2025 | - | |
| 10-Q | May 1, 2025 | Mar 31, 2025 | - |
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PDEX SEC filings: frequently asked questions
Are PDEX insiders buying or selling?
In the last 90 days, PRO DEX INC (PDEX) officers, directors and 10% owners reported no open-market purchases and 13 open-market sales worth $1.4 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PDEX stock?
As of June 30, 2026, the largest PRO DEX INC (PDEX) holders among the 13F filers tracked by SignalX were BlackRock ($9.0 million), Vanguard Capital Management LLC ($4.8 million), Dimensional Fund Advisors ($3.3 million), JPMorgan Chase & Co ($1.9 million), State Street Corp ($1.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PDEX's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), PRO DEX INC (PDEX) reported revenue of $77.5 million (up 16.5% from FY2025) and net income of $13.7 million. Diluted EPS was $4.12. The figures come from the XBRL data in the 10-K.
What are the main risks in PDEX's latest 10-K?
In the 10-K filed September 3, 2026, PRO DEX INC (PDEX) flagged: Regulatory risk from U.S. Government export controls (ITAR, EAR) and government contracting post-APM acquisition in Feb 2026, with risk of penalties or contract loss. Geopolitical/macro risk from U.S. tariff increases starting Q1 2025 impacting costs due to complex international supply chain and raw material imports. (AI summary of the Risk Factors section.)
What did PDEX report in its latest 8-K?
PRO DEX INC (PDEX) filed an 8-K on September 18, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). Irvine facility lease extended through September 30, 2030, securing 28,180 square feet for offices and manufacturing.
What are the latest PDEX SEC filings?
PRO DEX INC (PDEX) filed its latest 10-K annual report on September 3, 2026, a 10-Q quarterly report on April 30, 2026, an 8-K current report on September 18, 2026 and a Form 4 insider filing on September 14, 2026.
What is PDEX's SEC CIK number?
PRO DEX INC (PDEX)'s SEC Central Index Key (CIK) is 788920. EDGAR lists every PDEX filing under that number.
Ask anything about PDEX
The research agent reads PDEX's filings, financials, insider trades and 13F holders, then answers with sources.