Frank's questions to Frequency Electronics Inc (FEIM) leadership • Q3 2025
Question
Private investor Frank asked about the hiring environment for scientists and engineers, the sustainability of the turnaround in non-space DoD government sales, and requested more detail on the company's strategy for proliferated satellites, including commercial opportunities and key competitors.
Answer
Executive Thomas McClelland described the technical hiring market as tight but noted potential opportunities may arise from uncertainty at government labs. He affirmed the positive trend in non-space DoD sales is expected to continue. For proliferated satellites, he highlighted involvement in classified programs and with the SDA, which requires investment to harden products for space. He identified Microchip as a key competitor and stated that commercial opportunities are limited due to FEI's focus on high-performance, rather than lowest-cost, applications.