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Rf Industries, Ltd. (RFIL)
NASDAQ:RFIL
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RF Industries (RFIL) Price & Analysis

253 Followers

RFIL Stock Chart & Stats

$13.92
-$0.14(-3.49%)
At close: 4:00 PM EST
$13.92
-$0.14(-3.49%)

Bulls Say, Bears Say

Bulls Say
Revenue Recovery & BacklogA large TTM revenue rebound and multi-year high bookings with a ~$20M backlog provide durable near-term revenue visibility. Strong order intake reduces uncertainty around demand, helps smooth production planning and supports utilization, making revenue outcomes more predictable over the coming quarters.
Margin Expansion Via Operating LeverageSustained gross margin improvement and management's operating-leverage threshold imply structural profitability gains as revenue scales. If management hits >$20M quarterly run-rate, fixed-cost absorption and recent cost initiatives can sustainably improve operating margins and cash generation over multiple quarters.
Product Breadth & Manufacturing StrengthA diversified product mix (connectors, custom cabling, DAC) and US-based manufacturing reduce sourcing risk and support differentiated solutions for edge and telecom customers. DAC adoption and engineered product wins create structural demand channels and higher-value sales that can improve stickiness and margins over time.
Bears Say
Thin Net Margins & Low ROEDespite revenue recovery and improving gross margins, bottom-line profitability remains very thin and ROE is minimal. Low net margins and weak returns constrain reinvestment, dividend capacity and buffer against cost shocks, leaving limited internal capital to fund growth or repay leverage in adverse scenarios.
Volatile Cash Flow & Working Capital StrainA sharp FCF decline and very low operating cash flow coverage signal fragile cash generation. Coupled with rising inventory and active revolver borrowings, working-capital absorption can force external financing or constrain debt paydown, reducing financial flexibility and increasing execution risk if order timing slips.
Customer Concentration & Tariff RiskRevenue reliance on a single large account elevates downside exposure if that customer's demand falters. At the same time, unresolved tariff outcomes can alter sourcing costs and margins. These structural revenue and cost risks increase earnings volatility and complicate long-term planning.

RF Industries News

RFIL FAQ

What was Rf Industries, Ltd.’s price range in the past 12 months?
Rf Industries, Ltd. lowest stock price was $4.40 and its highest was $20.00 in the past 12 months.
    What is Rf Industries, Ltd.’s market cap?
    Rf Industries, Ltd.’s market cap is $195.95M.
      When is Rf Industries, Ltd.’s upcoming earnings report date?
      Rf Industries, Ltd.’s upcoming earnings report date is Sep 10, 2026 which is in 85 days.
        How were Rf Industries, Ltd.’s earnings last quarter?
        Rf Industries, Ltd. released its earnings results on Jun 15, 2026. The company reported $0.14 earnings per share for the quarter, beating the consensus estimate of $0.09 by $0.05.
          Is Rf Industries, Ltd. overvalued?
          According to Wall Street analysts Rf Industries, Ltd.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Rf Industries, Ltd. pay dividends?
            Rf Industries, Ltd. pays a Quarterly dividend of $0.02 which represents an annual dividend yield of N/A. See more information on Rf Industries, Ltd. dividends here
              What is Rf Industries, Ltd.’s EPS estimate?
              Rf Industries, Ltd.’s EPS estimate is 0.2.
                How many shares outstanding does Rf Industries, Ltd. have?
                Rf Industries, Ltd. has 10,814,267 shares outstanding.
                  What happened to Rf Industries, Ltd.’s price movement after its last earnings report?
                  Rf Industries, Ltd. reported an EPS of $0.14 in its last earnings report, beating expectations of $0.09. Following the earnings report the stock price went down -9.272%.
                    Which hedge fund is a major shareholder of Rf Industries, Ltd.?
                    Currently, no hedge funds are holding shares in RFIL
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Rf Industries, Ltd.

                      Headquartered in San Diego, California, RF Industries, Ltd., established in 1979 and formerly known as Celltronics, Inc. until 1990, is a global enterprise that develops, produces, and markets interconnect products and systems across the United States, Canada, Mexico, and other international markets. The company's operations are divided into two primary segments. The RF Connector and Cable Assembly division focuses on designing, fabricating, and distributing coaxial connectors and integrated coaxial cable assemblies. Meanwhile, the Custom Cabling Manufacturing and Assembly segment specializes in engineering, manufacturing, marketing, and distributing custom copper and fiber optic cable assemblies, sophisticated hybrid fiber optic and power solution cables, energy-efficient cooling systems for wireless base stations and remote shelters, and bespoke pole-ready 5G small cell integrated enclosures. This segment further extends its offerings to include custom and standard cable assemblies, hybrid fiber optic power solutions, adapters, and electromechanical wiring harnesses for applications in communications, computing, local area networks, automotive, and medical fields. They also supply specialized cable assemblies and wiring harnesses to industrial, oilfield, instrumentation, and military clientele, alongside providing connectivity solutions to telecommunications and data communications distributors. RF Industries distributes its products through warehousing partners and an in-house sales team, serving a broad customer base that encompasses telecommunications carriers, equipment manufacturers, wireless and network infrastructure providers, and original equipment manufacturers.

                      RF Industries (RFIL) Earnings & Revenues

                      RFIL Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      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.View all RFIL earnings summaries

                      RFIL Stock 12 Month Forecast

                      Average Price Target

                      $18.00
                      ▲(29.31% Upside)
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                      Ownership Overview

                      15.76%6.37%12.70%60.76%
                      15.76% Insiders
                      12.70% Other Institutional Investors
                      60.76% Public Companies and
                      Individual Investors

                      Options Prices

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