Rf Industries, Ltd. (DE:RF5)
NASDAQ:RF5
Earnings Data
Report Date
Sep 10, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.17Last Year’s EPS
0.09Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial progress: double-digit improvements in key profit metrics, robust bookings ($26.3M) and backlog ($20.0M), margin expansion (35.1%, +360 bps) and clear execution on product and cost initiatives. Management acknowledged near‑term timing pressures in integrated systems/small cells, a rise in inventory due to shipment timing, tariff uncertainty and some customer concentration. Overall, the positives (revenue growth, profitability turnaround, record bookings/backlog, product momentum and operational discipline) notably outweigh the manageable near-term headwinds.Company Guidance
Revenue Growth and Sequential Momentum
Q2 sales of $20.7M, up 9% year-over-year and up 9% sequentially (prior-year Q2: $18.8M; prior quarter: $19.1M). Management expects Q3 sales to increase sequentially over Q2, reflecting continued revenue momentum.
Margin Expansion and Operating Leverage
Gross profit margin expanded to 35.1% (up 360 basis points YoY from 31.5%). Management highlighted operating leverage above $20M in quarterly revenue as a driver of margin expansion.
Profitability Improvement (GAAP and Non-GAAP)
GAAP consolidated net income of $879k in Q2 versus a GAAP loss of $245k in Q2 FY25. GAAP diluted EPS $0.08. Non-GAAP net income was $1.6M ($0.14/sh) vs $701k ($0.07/sh) a year earlier (non-GAAP increase ~128%).
Adjusted EBITDA and Operating Income Gains
Adjusted EBITDA rose to $2.0M in Q2 from $1.1M in Q2 FY25 (increase ~82%). Operating income improved to $1.1M from $106k a year ago (a very large improvement, roughly +938%).
Robust Bookings and Backlog Build
Bookings in Q2 were $26.3M (management called it the strongest bookings quarter in many years), up $8.4M versus the previous quarter (≈+47%). Backlog reached $20.0M as of April 30 ($20.1M as of the call), up $5.6M quarter-over-quarter, providing visibility into the second half of the fiscal year.
Product Momentum — Custom Cabling, DAC and New Releases
Custom cabling performed strongly and is a leading product line; newly engineered products across thermal cooling and RF passives launched in H1 and generated bookings. Direct Air Cooling (DAC) adoption is expanding into edge data-center use cases; company claims DAC can be up to ~75% more cost-effective versus traditional HVAC in those environments.
Operational & Strategic Progress
Cost reduction program delivering results (supplier negotiation, source relocation, tariff management). US-based manufacturing footprint and diversified supply chain seen as scalable advantages. Inclusion in the Russell 3000 (effective June 26) expected to broaden investor visibility and liquidity.
DE:RF5 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:RF5 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 15, 2026 | €16.70 | €15.60 | -6.59% |
Mar 16, 2026 | €8.70 | €9.75 | +12.07% |
Jan 14, 2026 | €6.00 | €7.70 | +28.33% |
Sep 11, 2025 | €7.15 | €6.90 | -3.50% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Rf Industries, Ltd. (DE:RF5) report earnings?
Rf Industries, Ltd. (DE:RF5) is schdueled to report earning on Sep 10, 2026, After Close (Confirmed).
What is Rf Industries, Ltd. (DE:RF5) earnings time?
Rf Industries, Ltd. (DE:RF5) earnings time is at Sep 10, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of Rf Industries, Ltd. stock?
The P/E ratio of RF Industries is N/A.
What is DE:RF5 EPS forecast?
DE:RF5 EPS forecast for the fiscal quarter 2026 (Q3) is 0.17.