RF Industries (NASDAQ: RFIL) — Q3 FY2026 Post Earnings

RF Industries q3 26 post earnings Finance Note

Operations

Q3 2026
Q3 Revenue ↑ 21.1% YoY $24M
Segments
Interconnect 32.7%
Custom Cabling 42.3%
Integrated Systems 25.0%

Key Earnings Driver

Custom Cabling Interconnect revenue increased 26.1% year over year to $7.835M, Custom Cabling revenue increased 41.6% to $10.135M, while Integrated Systems revenue declined 6.7% to $5.990M. The increase in net sales was primarily attributable to net sales of its custom cabling products, primarily driven by organic growth in industrial market segments and increased demand from a tier one carrier.

Key Operating Metrics¹

METRIC

STATUS

Interconnect↑ 26.1%

Custom Cabling↑ 41.6%

🟢 Scaling

Integrated Systems↓ 6.7%

🟡 Watch

Key Financial Metrics

Gross Margin 35.60% +1.6 pp YoY
Backlog / Revenue 77.6% 0.77x Qtr Rev
CapEx Intensity 0.63% 0.00x Revenue

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

RF Industries (NASDAQ: RFIL) — Q3 FY2026 Pre Earnings

RF Industries q3 26 pre earnings Finance Note

Operations

Q2 2026
Q2 Revenue ↑ 9.4% YoY $20.7M
Segments
Interconnect 33.6%
Custom Cabling 40.7%
Integrated Systems 25.7%

Key Earnings Driver

Custom Cabling Interconnect revenue increased 15.9% year over year to $6.945M, Custom Cabling revenue increased 29.8% to $8.427M, while Integrated Systems revenue declined 17.2% to $5.319M. The increase in net sales was primarily attributable to the Custom Cabling product offering, which increased by $1.9M, primarily driven by increased market penetration in the aerospace and industrial industries.

Key Operating Metrics¹

METRIC

STATUS

Interconnect↑ 15.9%

Custom Cabling↑ 29.8%

🟢 Scaling

Integrated Systems↓ 17.2%

🟡 Watch

Key Financial Metrics

Gross Margin 35.10% +3.6 pp YoY
Backlog / Revenue 96.7% 0.96x Qtr Rev
CapEx Intensity 1.21% 0.01x Revenue

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.