The earnings call revealed a positive sentiment overall, with consistent sales growth across all business units and strong cash flow and operating income improvements. However, challenges such as the decline in Healthcare sales and tariff uncertainties posed some risks. Despite these challenges, the company is optimistic about future growth opportunities in Green Energy and semiconductor businesses.

Company Guidance

During the Richardson Electronics earnings call for Q4 FY 2025, the company reported total sales of $51.9 million, a 9.5% increase from $47.4 million in the previous year’s fourth quarter. Key growth drivers included a 17.8% increase in Power & Microwave Technologies (PMT) sales, a 14.1% rise in Green Energy Solutions (GES), and a 9.1% boost in Canvys sales. The gross margin improved by 50 basis points to 31.6%, attributed to disciplined pricing and operational enhancements. Operating income reached $0.6 million, compared to a $0.1 million loss in the same period last year, while net income was $1.1 million, up from a $0.1 million loss in Q4 FY 2024. The company ended the fiscal year with a strong cash position of $35.9 million, and the Board declared a regular quarterly cash dividend of $0.06 per share.

Consistent Year-Over-Year Sales Growth

Achieved four consecutive quarters of year-over-year sales growth and five consecutive quarters of positive operating cash flow, with Q4 total sales reaching $51.9 million, up from $47.4 million in the previous year.

Strong Performance Across Business Units

PMT sales increased by 17.8%, GES sales grew by 14.1%, and Canvys sales rose by 9.1%, reflecting improved market conditions and strong demand in respective sectors.

Gross Margin Improvement

FY '25 Q4 gross margin improved by 50 basis points to 31.6%, driven by disciplined pricing strategies and operational improvements.

Positive Operating Income

Reported positive operating income of $0.6 million compared to an operating loss in the same period last year.

Strong Cash Position

Ended fiscal 2025 with a strong cash position of $35.9 million, providing flexibility for ongoing operations and strategic growth opportunities.

Expansion in Green Energy Solutions

GES grew by 23.6% for the fiscal year, driven by increased demand for wind energy products and strategic partnerships.

Increased Semiconductor Wafer Fab Business

Expectations for growth in the semiconductor wafer fab business as inventory levels normalize, with potential to return to higher revenue levels.

Richardson Electronics (RELL) Earnings, Revenues Date & History

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RELL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 08, 2025	2026 (Q1)	0.01 / -	0.04	―	―	―
Jul 23, 2025	2025 (Q4)	0.05 / 0.08	0.02	300.00% (+0.06)
Apr 09, 2025	2025 (Q3)	0.08 / -0.15	0.05	-400.00% (-0.20)	―
Jan 07, 2025	2025 (Q2)	-0.02 / -0.05	-0.13	61.54% (+0.08)
Oct 09, 2024	2025 (Q1)	-0.01 / 0.04	0.09	-55.56% (-0.05)
Jul 24, 2024	2024 (Q4)	-0.04 / 0.02	0.11	-81.82% (-0.09)
Apr 10, 2024	2024 (Q3)	0.02 / 0.05	0.44	-88.64% (-0.39)
Jan 10, 2024	2024 (Q2)	0.01 / -0.13	0.39	-133.33% (-0.52)	―
Oct 11, 2023	2024 (Q1)	0.03 / 0.09	0.45	-80.00% (-0.36)
Jul 19, 2023	2023 (Q4)	0.19 / 0.11	0.31	-64.52% (-0.20)

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

RELL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$9.72	$10.79	+11.01%
Apr 09, 2025	$9.66	$8.01	-17.08%
Jan 07, 2025	$14.48	$12.64	-12.71%
Oct 09, 2024	$12.63	$12.31	-2.53%

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.