The earnings call reflected a positive sentiment with strong revenue growth, improved profit margins, and successful diversification into new markets. Despite some ongoing challenges with supply chain constraints and tariff impacts, the company is well-positioned for continued growth.

Company Guidance

During the RF Industries Third Quarter Fiscal 2025 Conference Call, CEO Rob Dawson highlighted the company's strong performance with a 17.5% year-over-year increase in net sales, reaching $19.8 million. The gross profit margin improved by 450 basis points to 34%, surpassing the target margin of 30%. Operating profit was $719,000, a significant turnaround from a $419,000 loss in the same period last year. The adjusted EBITDA was $1.6 million, representing 8% of net sales, indicating progress towards the company's goal of achieving at least 10% adjusted EBITDA. The quarter ended with a backlog of $19.7 million on bookings of $24.5 million. Despite some ongoing challenges, RF Industries expects Q4 net sales to be similar to Q3, driven by diversification across markets such as aerospace, transportation, and data centers. The call emphasized the importance of strong execution, strategic partnerships, and a focus on profitability and operational efficiency.

Strong Revenue Growth

Third quarter net sales grew 17.5% year-over-year to $19.8 million.

Improved Gross Profit Margin

Gross profit margin was 34%, a 450 basis point improvement over Q3 last year and 400 basis points above the target margin goal of 30%.

Operating Profit Achievement

Realized an operating profit of $719,000 versus a loss of $419,000 for the comparable period, marking positive territory for 4 quarters in a row.

Adjusted EBITDA Improvement

Adjusted EBITDA of $1.6 million was 8% of net sales in the quarter, significantly improving from adjusted EBITDA of $460,000 in Q3 2024.

Diversification in Markets

Fast-growing markets like aerospace, transportation, and data centers are now contributing to the sales pipeline.

Strong Backlog

Ended the quarter with a backlog of $19.7 million on third-quarter bookings of $24.5 million.

Strong Balance Sheet

Maintained a strong balance sheet with $3 million of cash and cash equivalents and working capital of $13.1 million.

RF Industries (RFIL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

RFIL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 12, 2026	2026 (Q1)	- / -	0.04	―	―	―
Sep 11, 2025	2025 (Q3)	0.06 / 0.10	-0.01	1100.00% (+0.11)	―
Jun 16, 2025	2025 (Q2)	0.04 / 0.07	0.01	600.00% (+0.06)	―
Mar 17, 2025	2025 (Q1)	0.03 / 0.04	-0.06	166.67% (+0.10)	―
Jan 16, 2025	2024 (Q4)	0.06 / 0.04	-0.01	500.00% (+0.05)	―
Sep 16, 2024	2024 (Q3)	0.06 / -0.01	-0.08	87.50% (+0.07)	―
Jun 13, 2024	2024 (Q2)	-0.03 / 0.01	0.13	-92.31% (-0.12)	―
Mar 18, 2024	2024 (Q1)	-0.06 / -0.06	0	―	―
Jan 23, 2024	2023 (Q4)	-0.04 / -0.01	0.15	-106.67% (-0.16)	―
Sep 14, 2023	2023 (Q3)	0.08 / -0.08	0.12	-166.67% (-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

RFIL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 11, 2025	$8.53	$7.41	-13.13%
Jun 16, 2025	$4.47	$4.47	0.00%
Mar 17, 2025	$4.05	$4.41	+8.89%
Jan 16, 2025	$4.56	$4.15	-8.99%

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 (RFIL) report earnings?

RF Industries (RFIL) is schdueled to report earning on Mar 12, 2026, After Close (Confirmed).

What is RF Industries (RFIL) earnings time?

RF Industries (RFIL) earnings time is at Mar 12, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

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What is RFIL EPS forecast?

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