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RF Industries (RFIL)
NASDAQ:RFIL
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RF Industries (RFIL) Price & Analysis

252 Followers

RFIL Stock Chart & Stats

$12.46
-$0.30(-2.41%)
At close: 4:00 PM EDT
$12.46
-$0.30(-2.41%)

Bulls Say, Bears Say

Bulls Say
Bookings & Backlog VisibilityRecord bookings ($26.3M) and a $20M backlog materially increase revenue visibility over coming quarters. This supports production planning, reduces quarter-to-quarter volatility, underpins utilization gains, and helps realize operating leverage as orders convert to revenue over the next 2–6 months.
Margin Expansion & Operating LeverageMaterial gross margin expansion to 35.1% and management's operating‑leverage threshold (~$20M/quarter) indicate a structurally more profitable cost curve. As revenue scales, fixed cost absorption should lift operating margins and sustain higher EBITDA conversion over a multi‑quarter horizon.
Product Momentum & DAC AdoptionMomentum in custom cabling, new engineered thermal and RF products, and DAC adoption (claimed ~75% HVAC cost advantage) expand addressable markets and value‑add revenue mix. Higher‑value assemblies and differentiated cooling solutions can sustain durable bookings and improve long‑run margins.
Bears Say
Thin Net Profitability & Low ROEDespite top‑line improvement, trailing net margin (~1.7%) and ROE (~0.8%) remain minimal, signaling limited earnings power relative to capital. Low returns constrain the company's ability to self‑fund growth, absorb shocks, or build reserves, raising execution risk if revenue slows.
Working Capital Strain & Limited LiquidityRising inventory and working‑capital absorption left cash at ~$3.4M with $6.1M drawn on the revolver, indicating constrained liquidity. This limited cash buffer increases refinancing and operational risk if shipments are delayed or tariff outcomes raise sourcing costs over the next several quarters.
Timing Risk & Customer ConcentrationTiming delays in integrated systems and a single aerospace/defense account now ~14% of sales create revenue lumpiness and concentration risk. Such dynamics can amplify quarter-to-quarter volatility and make recovery dependent on a few shipments or customers over the 2–6 month horizon.

RF Industries News

RFIL FAQ

What was RF Industries’s price range in the past 12 months?
RF Industries lowest stock price was $5.54 and its highest was $22.30 in the past 12 months.
    What is RF Industries’s market cap?
    RF Industries’s market cap is $134.73M.
      When is RF Industries’s upcoming earnings report date?
      RF Industries’s upcoming earnings report date is Sep 10, 2026 which is in 28 days.
        How were RF Industries’s earnings last quarter?
        RF Industries 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 overvalued?
          According to Wall Street analysts RF Industries’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does RF Industries pay dividends?
            RF Industries pays a Quarterly dividend of $0.02 which represents an annual dividend yield of N/A. See more information on RF Industries dividends here
              What is RF Industries’s EPS estimate?
              RF Industries’s EPS estimate is 0.2.
                How many shares outstanding does RF Industries have?
                RF Industries has 10,847,761 shares outstanding.
                  What happened to RF Industries’s price movement after its last earnings report?
                  RF Industries 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?
                    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

                      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
                      ▲(44.46% Upside)
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                      Ownership Overview

                      15.71%6.70%2.90%65.41%
                      15.71% Insiders
                      2.90% Other Institutional Investors
                      65.41% Public Companies and
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