RF Industries, Ltd. (RFIL) Earnings Call Transcripts

RF Industries, Ltd.'s Latest Earnings Call - Q2 FY2026

RF Industries, Ltd. reported its second quarter fiscal 2026 results, showing strong performance that could positively influence the stock. Revenue increased to $20.7 million, up 9% year-over-year and sequentially, while gross profit margin expanded to 35.1%, a 360 basis point improvement. Adjusted EBITDA nearly doubled to $2 million, and the company achieved a net income of $879,000 compared to a loss in the previous year. Management provided guidance for continued sequential revenue growth in the third quarter, supported by a robust backlog of $20.1 million.

Reported metrics

Guidance from management

Management expects third quarter sales to increase sequentially over Q2, driven by strong backlog and anticipated growth in Integrated Systems activity.

What management said

Yes. I think it's -- look, it's still somewhat newly acquired customer. That was last year, we started doing material levels of business with the aerospace customer, in particular. And we're pleased with that relationship. We seem to be performing really well for them. We've been working on unique designs specifically with them. That's the kind of business we do in our custom cabling product areas -- our expectation...

Yes, thanks for the question. So as you saw, the cash came down a bit, that was to pay the line down, right? -- helping us with the interest expense line there. So as we continue -- if you kind of exclude that, it's positive cash flow, but we plan on utilizing the cash to pay down the line closer to that minimum balance. And from there, we should start seeing kind of cash build.

What analysts pressed on

Analysts questioned the sustainability of Custom Cabling's current performance as the largest product line and sought clarity on the potential rebound of Integrated Systems. Concerns were also raised about the impact of working capital on free cash flow.

Main topics on the call

• Revenue Growth — Second quarter revenue reached $20.7 million, a 9% increase both year-over-year and sequentially. This growth is attributed to strong execution and strategic diversification across end markets.
• Profitability Improvement — Gross profit margin expanded to 35.1%, a 360 basis point increase from the prior year, reflecting operational efficiencies and improved pricing strategies.
• Bookings and Backlog — Bookings for the quarter were $26.3 million, the highest in many years, driving backlog to $20.1 million, which provides visibility and confidence for the second half of the fiscal year.
• Custom Cabling Performance — Custom Cabling solutions were a significant contributor, driven by demand from aerospace and industrial manufacturing sectors, indicating strong market positioning.

Read the full RF Industries, Ltd. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 RF Industries, Ltd. earnings call transcripts on record, spanning March 12, 2020 to June 15, 2026. Based on this history, RF Industries, Ltd. reports quarterly. The most recent call on file is dated June 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

RFIL

Exchange

NasdaqGM

Country

US

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

25

First call

March 12, 2020

Most recent

June 15, 2026

Reporting cadence

quarterly