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RFIL Shares Jump on Q4 Earnings Beat, Revenues Increase Y/Y

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Key Takeaways

  • RFIL Q4 EPS of 20 cents beat estimates by 233% and rose from 4 cents a year ago.
  • RFIL revenues rose 23% y/y to $22.7 million on stronger demand and a higher-margin product mix.
  • RFIL expanded the gross margin by 600 bps and grew adjusted EBITDA to $2.6 million from $0.91 million.

RF Industries (RFIL - Free Report) reported fourth-quarter fiscal 2025 non-GAAP earnings of 20 cents per share, which beat the Zacks Consensus Estimate by 233%. The company reported earnings of 4 cents in the year-ago quarter.

Total revenues increased 23% year over year to $22.7 million and surpassed the consensus mark by 17.06%. The year-over-year upside is attributed to strong growth, driven by a higher-margin product mix and increased customer demand across diversified markets.

Following the results, RFIL shares jumped 21.36% in the pre-market trading.

RF Industries’ Q4 Backlog Details

RFIL’s backlog stood at $15.5 million on bookings of $18.5 million. As of Jan. 14, 2026, the company’s backlog stood at $12.4 million.

RF Industries’ Q4 Operating Details

The fourth-quarter 2025 gross margin expanded by 600 basis points on a year-over-year basis to 37%.

As a percentage of revenues, engineering expenses decreased 10 basis points (bps) year over year to 3.8%, whereas selling and general expenses increased 210 bps year over year to 29%. Total operating expenses increased 200 bps year over year to 32.8%. 

Adjusted EBITDA increased to $2.6 million from $0.91 million year over year.

The operating margin expanded 350 bps year over year to 4% in the reported quarter. Non-GAAP net income increased to $2.1 million from $0.4 million, and adjusted net earnings increased to 20 cents per diluted share from 4 cents in the reported quarter.

RF Industries’ Balance Sheet

As of Oct. 31, 2025, cash and cash equivalents totaled $5.08 million compared with $3 million as of July 31, 2025. The company also had working capital of $14.1 million and a current ratio of approximately 1.7:1, with current assets of $35 million and current liabilities of $20.9 million as on the same date.

The company generated cash flow from operations of $4.6 million during the trailing 12 months compared with $3.17 million in the previous year.

RF Industries, Ltd. Price, Consensus and EPS Surprise

 

RF Industries, Ltd. Price, Consensus and EPS Surprise

RF Industries, Ltd. price-consensus-eps-surprise-chart | RF Industries, Ltd. Quote

Zacks Rank & Stocks to Consider

Currently, RF Industries carries a Zacks Rank #3 (Hold).

Ametek (AME - Free Report) , Cognizant Technology Solutions (CTSH - Free Report) and Amphenol (APH - Free Report) are some better-ranked stocks that investors can consider in the broader Zacks Computer & Technology sector. These three companies presently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Shares of Ametek have gained 19.2% during the trailing six months. Ametek is set to report fourth-quarter fiscal 2025 results on Feb. 3, 2026.

Shares of Cognizant Technology Solutions have gained 15.9% during the trailing six months. Cognizant Technology Solutions is slated to report fourth-quarter 2025 results on Feb. 4, 2026.

Shares of Amphenol have gained 45.9% during the trailing six months. Amphenol is set to report fourth-quarter 2025 results on Jan. 28, 2026.

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