FINANCE NOTE

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

Operations

As of September 15, 2026
Q3 Revenue ↑ 21% YoY $23.96M
Divisions
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 RF Industries website and/or SEC filings for Q3, with status based on reported data.