RFIL earnings analysis
What we found in RFIL's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
RF Industries reported Q2 FY2026 revenue of $20 million, up 5.3% from $19 million in Q1 FY2026, with a diluted EPS of $0.04, above the consensus estimate of $0.09. The company demonstrated a positive trend in gross margin, indicating ongoing operational improvements, although EPS compared to estimates suggests some caution in overall earnings performance.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Revenue Growth Continues
- Quarterly revenue reached $20 million, a 5.3% increase from Q1 2026's $19 million.
- Gross Margin Improvement
- Gross margin improved to 34.0%, up from 32.3% in Q1 2026.
- Positive EPS Trend
- Diluted EPS for the quarter was reported at $0.04, outperforming estimates of $0.09.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Legal Proceedings Uncertainty
- The company is involved in a class action lawsuit resulting in an accrued settlement amount of $855,000.
- Dependence on Key Clients
- Continued impact from reliance on significant clients could affect revenue stability.
- Equipment and Operational Efficiency
- Potential challenges in operational efficiencies may arise, affecting gross margin improvements.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $0.04
- Gross margin
- 34.0%
What they said about what is next.
Outlook deferred to earnings press release / call.
The filing reads better than the one before it.
What came before.
- 10-Q · March 16, 2026
- RF Industries reported Q1 FY2026 revenue of $18,969,000 and GAAP diluted EPS of $0.06, both modestly ahead of consensus. Gross margin was 32.3% and operating margin 0.9%; free cash flow was positive $649,000. Results…
- 10-K · January 21, 2025
- RF Industries reported fiscal 2024 net sales of $64.857 million (down 10.1% vs. FY2023) with gross margin improving to 29.1% and an operating loss narrowing to $2.823 million (-4.4% of sales). Liquidity tightened…
- 10-Q · September 16, 2024
- RF Industries reported quarter revenue of $16,836,000 and GAAP diluted EPS of -$0.01, missing consensus revenue and EPS. Revenue increased modestly versus the prior quarter, but gross margin compressed slightly and the…
- 10-K · January 29, 2024
- RF Industries reported fiscal 2023 net sales of $72.168 million, down 15.4% year-over-year, and a consolidated net loss of $3.078 million (diluted loss per share $0.30). Management emphasizes a strategy of broad passive…
This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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