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RF Industries (RFIL)
NASDAQ:RFIL
Earnings Data
Report Date
Jun 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.09Last Year’s EPS
0.07Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented meaningful progress on profitability, margin expansion, backlog growth, and operational resilience while revenue was roughly flat YoY and seasonally down sequentially. Key positives include a 250 bp gross margin improvement to 32.3%, a roughly 3x increase in operating income, ~27% growth in adjusted EBITDA to ~$1.1M, a substantial backlog increase to $18.6M, and reduced net debt. Remaining challenges are Q1 seasonality and flat YoY sales, backlog timing volatility, adjusted EBITDA still below the company’s 10% target, and some delayed integrated systems orders. Taken together, the strong margin and backlog momentum and diversified market traction outweigh the near-term top-line and timing risks.Company Guidance
Stable Net Sales with Seasonal Context
Q1 net sales of $19.0M were essentially flat year-over-year ($19.2M) and reflect normal seasonality (down 16% sequentially from $22.7M). Management noted this quarter's sales mix was more diversified versus prior-year Q1 anomaly.
Gross Margin Expansion
Gross profit margin improved by 250 basis points to 32.3% from 29.8% YoY, driven by price realization, better product mix, and operational efficiencies.
Operating Income and Profitability Improvement
Operating income increased to $177k from $56k a year ago (roughly a 3x increase), and consolidated net loss narrowed to $50k (essentially $0.00 per diluted share) from a $245k loss in Q1 2025.
Non-GAAP Income and Adjusted EBITDA Growth
Non-GAAP net income rose to $659k ($0.06 per diluted share) from $397k ($0.04) in Q1 2025 (+~66%). Adjusted EBITDA increased to ~$1.1M (5.6% of sales) from $867k (4.5% of sales), a rise of ~27% YoY.
Significant Backlog Increase
Backlog expanded materially to $18.6M (management noted an increase of over $6M since mid-January when backlog was ~$12.4M) — roughly a 50% increase versus that mid-January reference and +29% versus the Jan 31 reported backlog of $14.4M.
Diverse Revenue Drivers and Product Traction
Momentum across multiple end markets (telecom, custom cabling, aerospace, industrial, edge data centers, small cell, DAC thermal cooling) with particular traction in DAC direct air cooling and small cell configurations driving bookings.
Balance Sheet and Liquidity Improvements
Cash and cash equivalents of $5.1M, working capital $14.6M, current ratio ~1.8x, and net debt reduced by $4.8M YoY (and down $744k vs Q4 2025). Management renegotiated the revolver with improved terms to lower interest expense.
Operational Resilience and Supply Chain Diversification
Company reports diversified supply base (domestic and international) and supplier transitions to reduce single-source dependency, enabling capital-light scaling without material incremental overhead or CapEx.
RFIL 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
RFIL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 16, 2026 | $11.69 | ― | ― |
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% |
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 Jun 11, 2026, After Close (Confirmed).
What is RF Industries (RFIL) earnings time?
RF Industries (RFIL) earnings time is at Jun 11, 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.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RFIL EPS forecast?
RFIL EPS forecast for the fiscal quarter 2026 (Q2) is 0.09.