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RFRFIL

RF Industries, Ltd.

$RFIL·$233M·Electrical Equipment & Parts·Industrials
$21.12-1.8%YTD+265.4%1Y+289.5%
Mentions · last 7 days
2026-06-16: 8 posts2026-06-17: 2 posts2026-06-18: 6 posts2026-06-19: 2 posts2026-06-20: 1 posts2026-06-21: 0 posts2026-06-22: 18 posts38
Price updated 1m ago·X counts updated 1d ago
RFRFIL
$RFILRF Industries, Ltd.
$21.12-1.77%38 posts
AI analysisFundamentalsVoices on X
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What it does

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

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.

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

AI data center power density is the structural driver — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure. Bloom Energy's fuel cell surge on AI power report confirms that alternative power generation technologies for data center baseload are entering investor awareness.

Industry benchmark

23-name peer basket
+50.5%YTD
+205.7%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.3.5×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.98%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.+32.7%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.+105.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 8.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today11.6% 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.β1.315-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.

+ 18 other (15 inkinds · 3 awards) 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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Recent news

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

3 Reasons Why Growth Investors Shouldn't Overlook RF Industries (RFIL)zacks.com·5d agoRFIL Q2 Earnings Call Signals Margin-Led Growth Pathzacks.com·7d agoRF Industries, Ltd. (RFIL) Q2 2026 Earnings Call Transcriptseekingalpha.com·8d agoRF Industries, Ltd. (RFIL) Q2 Earnings and Revenues Top Estimateszacks.com·8d agoRF Industries Q2 Earnings Call Highlightsmarketbeat.com·8d ago

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Voices on X · last 7 days

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

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