RF Industries Q4 Non-GAAP EPS Beats Expectations with 23% Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Should l Buy RFIL?
Source: seekingalpha
- Earnings Beat: RF Industries reported a Q4 Non-GAAP EPS of $0.20, exceeding expectations by $0.11, indicating a significant improvement in profitability that boosts investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $22.69 million, a 23% year-over-year increase that surpassed market expectations by $3.31 million, demonstrating RF Industries' strengthening competitive position.
- Stock Price Surge: Shares rose 15.53% in after-hours trading, reflecting a positive investor reaction to the earnings report, which may drive future investment interest.
- Increased Orders: RF Industries announced an additional $2 million order from a leading aerospace company, further solidifying its market position in the aerospace sector and indicating potential for future growth.
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Analyst Views on RFIL
About RFIL
RF Industries, Ltd. designs and manufactures a broad range of interconnect products across diversified markets, including wireless/wireline telecom, data communications and industrial. It operates through two segments: RF Connector and Custom Cabling. The RF Connector segment primarily designs, manufactures, markets and distributes a broad range of RF connectors, adapters, couplers, dividers, and cable products, including coaxial passives and cable assemblies that are used in telecommunications and information technology, OEM markets and other end markets. The Custom Cabling segment designs, manufactures, markets and distributes custom copper and fiber cable assemblies, complex hybrid fiber optic and power solution cables, electromechanical wiring harnesses for a broad range of applications in a diverse set of end markets, energy-efficient cooling systems for wireless base stations and remote equipment shelters and custom designed, pole-ready 4G and 5G small cell integrated enclosures.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Stock Performance: RF Industries' shares rose 10% to close at $11.99 on Wednesday, with a 52-week high of $12.12, prompting caution among investors regarding potential pullback risks despite strong short-term performance.
- Ultra Clean Holdings Analyst Rating: On January 20, Needham analyst Charles Shi maintained a Buy rating on Ultra Clean Holdings, raising the price target from $35 to $50, with the stock gaining 82% over the past month and an RSI of 89.8 indicating overbought status.
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- Margin Improvement: The company reported a gross profit margin of 37%, up approximately 600 basis points from 31% a year earlier, demonstrating the effectiveness of its transformation into higher-margin solution offerings and enhancing its competitive position.
- Significant Stock Surge: The stock surged nearly 22% on Thursday, marking its best single-day performance in eight years, reflecting investor optimism regarding the company's financial results, particularly in light of its successful diversification strategy.
- Shift in Market Sentiment: Retail sentiment on RFIL stock jumped from 'bullish' to 'extremely bullish', with a 27% increase in followers on Stocktwits over the past year, indicating strong confidence in the company's growth potential moving forward.
See More
RF Industries (RFIL) Q4 2025 Earnings Transcript
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- Significant Net Income Growth: The company achieved a non-GAAP net income of $2.1 million in Q4, translating to 20 cents per diluted share, a substantial increase from $394,000 or 4 cents per share in the same quarter last year, reflecting enhanced profitability.
- Stock Price Surge: Following the earnings report, RF Industries' shares jumped 21.4% to $8.76 in pre-market trading, indicating strong market optimism regarding the company's future growth potential, which may attract more investor interest.
- Quarterly Growth Trend: Compared to $19.8 million in sales for Q3 of fiscal 2025, the fourth-quarter sales increased by 15%, demonstrating the company's effective strategies in expanding market share and enhancing product demand.
See More
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- Significant Revenue Growth: RF Industries reported fourth-quarter net sales of $22.7 million, a 23% increase year-over-year, indicating substantial progress in market demand and enhancing its competitive position in the industry.
- Profitability Turnaround: The company posted a net income of $174,000 for the fourth quarter, or $0.02 per diluted share, marking a significant improvement from a net loss of $238,000 in the same quarter last year, demonstrating a recovery in profitability.
- Gross Margin Improvement: RF Industries achieved a gross profit margin of 37%, up approximately 600 basis points from 31% in the prior year, reflecting successful cost control and pricing strategies.
- Strong Full-Year Performance: For fiscal 2025, net sales totaled $80.6 million, a 24% increase year-over-year, while net debt decreased by $4.6 million, indicating ongoing financial improvement and promising growth potential ahead.
See More
