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RFRFIL

RF Industries, Ltd.

$RFIL·$139M·Electrical Equipment & Parts·Industrials
$13.61+2.7%YTD+137.0%1Y+83.3%
Mentions · last 7 days
2026-08-07: 4 posts2026-08-08: 0 posts2026-08-09: 1 posts2026-08-10: 3 posts2026-08-11: 3 posts2026-08-12: 2 posts2026-08-13: 5 posts18+27%
Price updated 1h ago·X counts updated 23h ago
RFRFIL
$RFILRF Industries, Ltd.
$13.61+2.72%18 posts+27%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $RFIL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-08-13

The move is getting stronger, with heavier trading behind it.

RF Industries is a $139M microcap up 137% YTD on the RF/data-center interconnect ramp — Q2 crushed by 56%

RF Industries makes RF and microwave interconnect products — a small-cap where the data-center and wireless-buildout cycle finally landed on the P&L.

  • Q2 (fiscal, April end) EPS $0.14 vs $0.09 estimate — 55.6% beat; revenue $20.7M (+9.4% YoY, +9.1% QoQ).
  • Trailing four beats: 55.6%, 100%, 122%, prior positive — the surprise magnitude is consistent.
  • 2026 (fiscal) consensus EPS $0.69 vs 2027 $0.89 — 29% forward EPS growth.
  • Stock +137% YTD and +82% over 12 months — the run has been fast.
  • Micro-cap $139M with 8.4M float — thin liquidity amplifies both directions.

Upside is continued RF-interconnect demand from data-center and 5G/wireless build-out; downside is a semi capex pause or margin give-back on component-cost inflation.

What to watch: Q3 (fiscal) print (Sep 10) — order-book trajectory, gross-margin sustainability, and any updated FY guide.

On the calendar: 2026-09-10

no x samplethin float

Read the AI verdict + X sentiment for $RFIL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures RF coaxial connectors, cable assemblies, and custom cabling for wireless infrastructure and industrial use.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $RFIL.

Electrical Equipment & Parts · Industrials

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

What this means for $RFIL

Partial — Manufactures RF coaxial connectors, cable assemblies, and custom cabling for wireless infrastructure and industrial use; partial earnings exposure to electrical equipment & parts demand dynamics through its product portfolio.

Industry benchmark

36-name peer basket
+19.9%YTD
+75.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
166.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
33.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 15, 2026$0.14$0.09+55.6%
Q4 2025Mar 16, 2026$0.06$0.03+100.0%
Q4 2025Jan 14, 2026$0.20$0.09+122.2%
Q2 2025Sep 11, 2025$0.10$0.06+66.7%
Next earningsThu, Sep 10·consensus EPS $0.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$20.7M+9.4%35.1%5.3%$0.08$-946K
Q1 FY26$19.0M-1.2%32.3%0.9%$-0.00$649K
Q4 FY25$22.7M+22.9%36.8%7.6%$0.02$2.0M
Q3 FY25$19.8M+17.5%30.1%3.6%$0.04$-420K

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$89.3M$89.3M – $89.3M$0.69$0.69 – $0.691
FY27$98.6M$98.6M – $98.6M$0.89$0.89 – $0.891

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.46%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-16.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 8.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.325-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 12 other (12 inkinds) in window

See when $RFIL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 8 other (2 proxys · 2 10-Qs · 2 earnings 8-Ks · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

New Strong Buy Stocks for July 23rdzacks.com·23d agoBest Value Stocks to Buy for July 23rdzacks.com·23d ago2 Radio Frequency Stocks to Watch From a Prospering Industryzacks.com·23d agoRF Industries: The Business Is Recovering, But The Shares Are Overextendedseekingalpha.com·46d agoRF Industries Joins Russell 3000 Indexaccessnewswire.com·47d ago

More in Electrical Equipment & Parts

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $RFIL on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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