RF Industries (NASDAQ:RFIL) Releases Quarterly Earnings Results, Beats Estimates By $0.11 EPS

RF Industries (NASDAQ:RFIL) posted its earnings results on Wednesday. The electronics maker reported $0.20 earnings per share for the quarter, beating the consensus estimate of $0.09 by $0.11, FiscalAI reports. The company had revenue of $22.69 million for the quarter, compared to analyst estimates of $19.38 million. RF Industries had a net margin of 0.09% and a return on equity of 10.14%.

Here are the key takeaways from RF Industries’ conference call:

• RF Industries reported a fiscal Q4 sales increase of 23% to $22.7M and full‑year revenue up 24% to $80.6M, with Q4 gross margin at 37% and full‑year adjusted EBITDA rising to $6.1M, reflecting a clear profitability breakout.
• Management says the company is transforming from a component seller to a technology solutions provider, diversifying end markets (telecom down from ~70% to ~50% of sales) and winning project work in aerospace, stadiums/venues, transportation and telecom small cell/DAC applications.
• Balance sheet and liquidity improved — net debt was reduced by $4.6M, cash was $5.1M at 10/31/25, working capital was $14.1M, and a reworked credit facility should save roughly $250K of interest over the next year.
• Backlog is volatile and fell from $15.5M at 10/31/25 to $12.4M today, and management warns Q1 seasonality and timing of shipments can materially affect near‑term quarters despite a healthy pipeline.

RF Industries Price Performance

Shares of RF Industries stock opened at $8.90 on Friday. The stock has a market capitalization of $94.91 million, a price-to-earnings ratio of 444.97 and a beta of 0.96. RF Industries has a 12 month low of $3.39 and a 12 month high of $9.56. The firm’s fifty day simple moving average is $6.20 and its 200-day simple moving average is $7.10.

RF Industries News Roundup

Here are the key news stories impacting RF Industries this week:

• Positive Sentiment: Q4 results beat expectations — EPS of $0.20 vs. consensus $0.09 and revenue of $22.69M vs. ~$19.4M expected, driven by 23% YoY sales growth; investors view this as a clear catalyst for the stock. RF Industries (RFIL) Q4 2025 Earnings Transcript
• Positive Sentiment: Management flagged continued sales growth into 2026 and said diversification across product lines is helping expand margins — a forward-looking comment that supports upside to revenue and profitability expectations. RF Industries anticipates continued sales growth into 2026 as diversification drives margin gains
• Positive Sentiment: Immediate market reaction: analysts and outlets reported a >20% premarket jump after the beat, reflecting strong investor enthusiasm and higher trading volume. RFIL Shares Jump on Q4 Earnings Beat, Revenues Increase Y/Y
• Neutral Sentiment: Full call/transcripts and press releases are available for investors wanting detail on revenue mix, margin drivers and backlog — useful for modeling but not new information beyond the beat and guidance. RF Industries, Ltd. (RFIL) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Profitability still shows room to improve — some reports note a small negative net margin (reported -0.44% in one summary) despite margin expansion, signaling operating leverage and sustained profitability remain watch items. RF Industries earnings & results summary

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Goldman Sachs Group Inc. acquired a new position in shares of RF Industries during the first quarter worth about $56,000. Centiva Capital LP purchased a new stake in shares of RF Industries in the third quarter valued at about $144,000. Two Sigma Investments LP acquired a new stake in shares of RF Industries in the third quarter valued at approximately $169,000. NewEdge Advisors LLC increased its stake in shares of RF Industries by 984.2% during the 3rd quarter. NewEdge Advisors LLC now owns 21,684 shares of the electronics maker’s stock worth $178,000 after purchasing an additional 19,684 shares in the last quarter. Finally, Bridgeway Capital Management LLC increased its stake in shares of RF Industries by 38.1% during the 3rd quarter. Bridgeway Capital Management LLC now owns 66,676 shares of the electronics maker’s stock worth $549,000 after purchasing an additional 18,380 shares in the last quarter. Institutional investors and hedge funds own 23.49% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on the company. B. Riley reaffirmed a “buy” rating on shares of RF Industries in a research note on Thursday. Weiss Ratings reissued a “sell (d-)” rating on shares of RF Industries in a research report on Wednesday, October 8th. Finally, Zacks Research downgraded RF Industries from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 14th. One equities research analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $9.25.

About RF Industries

RF Industries, Inc (NASDAQ: RFIL) is a manufacturer and supplier of connectivity products and solutions for the wireless, broadcast, cable television, data networking, defense and aerospace markets. The company specializes in both standard and custom coaxial and fiber-optic cable assemblies, connectors, adapters and test accessories designed to withstand demanding environmental conditions. Through its product portfolio, RF Industries supports applications ranging from RF signal transmission and satellite communications to industrial automation and instrumentation.

The company’s offerings include premade and build-to-print coaxial cables and assemblies, field-installable connectors, power distribution components and calibration-grade test equipment.