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Richardson Electronics, Ltd.(RELL)Earnings, Financials & Key Ratios
RELL•NASDAQ
$16.15
Price updated Jul 7, 2026
SectorTechnologyIndustryTech Hardware & EquipmentSub-IndustryPower Conversion and Protection Electronics
AboutRichardson Electronics, Ltd. engages in the power and microwave technologies, customized display solutions, and healthcare businesses in North America, the Asia Pacific, Europe, and Latin America. Its Power and Microwave Technologies Group segment provides engineered solutions, power grid and microwave tubes, and related consumables; technical services for microwave and industrial equipment; and power conversion and RF and microwave component for broadcast transmission, CO2 laser cutting, diagnostic imaging, dielectric and induction heating, high energy transfer, high voltage switching, plasma, power conversion, radar, and radiation oncology applications. The company's Canvys segment provides custom display solutions, such as touch screens, protective panels, all-in-one computers, custom enclosures, specialized cabinet finishes, application specific software packages, and certification services to corporate enterprise, financial, healthcare, industrial, and medical original equipment manufacturer markets. Its Healthcare segment manufactures and distributes diagnostic imaging replacement parts for CT and MRI systems; replacement CT and MRI tubes; MRI coils, cold heads, and RF amplifiers; hydrogen thyratrons, klystrons, and magnetrons; flat panel detector upgrades; pre-owned CT systems; and additional replacement solutions, as well as offers CT service training. It serves hospitals, medical centers, asset management companies, independent service organizations, and multi-vendor service providers. The company's products are used to control, switch, or amplify electrical power signals, as well as used as display devices in alternative energy, healthcare, aviation, communications, industrial, marine, medical, military, scientific, and semiconductor markets. The company was founded in 1947 and is headquartered in LaFox, Illinois.Show more
- Revenue$209M+6.3%
- EBITDA$2M-67.4%
- Net Income-$1M-1973.8%
- EPS (Diluted)-0.09-2311.9%
- Gross Margin31.02%+9.5%
- EBITDA Margin0.74%-69.4%
- Operating Margin-1.18%-654.0%
- Net Margin-0.55%-1864.8%
- ROE-0.73%-1987.3%
RELL Price & Volume
Richardson Electronics, Ltd. (RELL) stock price & volume — 10-year historical chart
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Cyclical Revenue Recovery Faces Structural Margin Constraints
Investment Thesis • Updated 2026Q3
VerdictNeutral: While the company's fortress balance sheet and $29.5M cash position offer stability
Growth:Mixed
Profitability:Strained
Financial:Fortress
Cash Flow:Mixed
Primary Risk:Inventory obsolescence and liquidity
Key Thesis Takeaways
- Richardson Electronics exhibits a fortress-like balance sheet with a negligible 0.01% debt-to-equity ratio, yet the company struggles to translate modest revenue growth into consistent operating profitability.
- While the 3.1% year-over-year revenue increase in 2026Q3 suggests a stabilization of demand, the firm's reliance on lower-margin distribution revenue keeps gross margins capped near 31%.
- Investors should monitor the significant disconnect between accounting profits and cash generation, as evidenced by the 2026Q3 OCF/NI ratio of -2.97, which highlights ongoing challenges in working capital management.
Verdict Logic
the lack of consistent operating leverage and a negative TTM P/E of -189.77 suggest that the current valuation does not yet reflect a clear path to sustainable profitability.
RELL Growth Metrics
Richardson Electronics, Ltd. (RELL) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years4.31%
5 Years6.03%
3 Years-2.39%
TTM4.83%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM260.72%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM261.9%
Return on Capital
10 Years2.19%
5 Years5.97%
3 Years5.12%
Last Year-1.54%
RELL Recent Earnings
Richardson Electronics, Ltd. (RELL) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 5/12 qtrs (42%)
Q2 2026Latest
Apr 8, 2026Metric
Actual
Est
EPS
$0.07+40.0%
$0.05
Rev
$55M+4.4%
$53M
Q1 2026
Jan 7, 2026Metric
Actual
Est
EPS
$0.01+0.0%
$0.01
Rev
$52M+4.8%
$50M
Q4 2025
Oct 8, 2025Metric
Actual
Est
EPS
$0.13+550.0%
$0.02
Rev
$55M+9.7%
$50M
Q3 2025
Jul 23, 2025Metric
Actual
Est
EPS
$0.12+140.0%
$0.05
Rev
$52M-3.9%
$54M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 8, 2026 | $0.07vs $0.05+40.0% | $55Mvs $53M+4.4% |
| Q1 2026 | Jan 7, 2026 | $0.01vs $0.01+0.0% | $52Mvs $50M+4.8% |
| Q4 2025 | Oct 8, 2025 | $0.13vs $0.02+550.0% | $55Mvs $50M+9.7% |
| Q3 2025 | Jul 23, 2025 | $0.12vs $0.05+140.0% | $52Mvs $54M-3.9% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Richardson Electronics, Ltd. (RELL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $16.15 | $233.72M | -173.84 | 6.34% | -0.55% | -0.73% | 1.72% | |
| $478.89 | $25.46B | 28.95 | 3.84% | 15.1% | 24.38% | — | |
| $257.34 | $11.61B | 98.60 | 13.55% | 28.98% | 20.21% | — | |
| $20.43 | $986.46M | 22.21 | 10.87% | 5.41% | 15.49% | — | |
| $81.48 | $6.67B | 29.63 | -6.55% | 0.86% | 4.33% | — | |
| $193.88 | $9.91B | 17.74 | 10.49% | 2.17% | 11.03% | — |
Compare RELL vs Peers
Richardson Electronics, Ltd. (RELL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
RELL SEC Filings & Documents
Richardson Electronics, Ltd. (RELL) SEC filings — annual & quarterly reports (10-K, 10-Q)
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RELL Frequently Asked Questions
Richardson Electronics, Ltd. (RELL) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Richardson Electronics, Ltd.'s revenue?
Richardson Electronics, Ltd. (RELL) reported $214.3M in revenue for fiscal year 2025. This represents a 11% decrease from $239.7M in 1996.
How fast is Richardson Electronics, Ltd. growing?
Richardson Electronics, Ltd. (RELL) grew revenue by 6.3% over the past year. This is steady growth.
Is RELL profitable?
Yes, Richardson Electronics, Ltd. (RELL) is profitable, generating $3.8M in net income for fiscal year 2025 (-0.5% net margin).
Dividend & Returns
Does RELL pay dividends?
Yes, Richardson Electronics, Ltd. (RELL) pays a dividend with a yield of 1.72%. This makes it attractive for income-focused investors.
What is RELL's return on equity?
Richardson Electronics, Ltd. (RELL) has a return on equity (ROE) of -0.7%. Negative ROE indicates the company is unprofitable.
What is Richardson Electronics, Ltd.'s free cash flow?
Richardson Electronics, Ltd. (RELL) had negative free cash flow of $5.5M in fiscal year 2025, likely due to heavy capital investments.