RF Industries 将来の成長
Future 基準チェック /36
RF Industriesは、77.5%と7.8%でそれぞれ年率77.5%で利益と収益が成長すると予測される一方、EPSはgrowで76.5%年率。
主要情報
77.5%
収益成長率
76.55%
EPS成長率
| Electronic 収益成長 | 25.2% |
| 収益成長率 | 7.8% |
| 将来の株主資本利益率 | n/a |
| アナリストカバレッジ | Low |
| 最終更新日 | 17 Mar 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブの更新 • Apr 25
RFIL: Premium Valuation Will Face Test As Margin And Backlog Progress Unfolds
Analysts have raised their price target on RF Industries to $11.25 from $10.25, citing improving margin trends and a recovering backlog. They also note that the shares already trade at a premium to interconnect and cabling peers and reflect a solid execution path.Seeking Alpha • Apr 19
RF Industries: Better Margins, Better Demand, Better Stock
Summary RF Industries earns a Buy rating as operational improvements drive margin expansion and diversified demand. Fiscal 2025 saw RFIL's revenue up 24.2% to $80.6 million, gross margin rise to 33.2%, and positive operating income. Backlog increased to $18.6 million, with broad-based demand across small cells, cooling, aerospace, and industrial segments. Valuation suggests ~25% upside to $13.05/share, supported by improved margins, cash flow, and manageable net debt. Read the full article on Seeking Alphaナラティブの更新 • Apr 11
RFIL: Margin And Backlog Progress Will Challenge Premium Post Rally Pricing
Analysts have raised their price target on RF Industries by $1.00 to $11.25, citing improving margin trends and backlog recovery, while noting that the shares already trade at a premium to interconnect and cabling peers. Analyst Commentary Recent research commentary around RF Industries focuses on the balance between improving fundamentals and a share price that already embeds high expectations.ナラティブの更新 • Mar 28
RFIL: Backlog Recovery And Margin Trajectory Will Test Post Rally Premium
Analysts lifted their price target on RF Industries to $11.25 from $10.25, citing improving margin trends and a recovering backlog. They also highlighted that the shares already trade at a premium to interconnect and cabling peers.ナラティブの更新 • Mar 14
RFIL: Share Rally Will Test Q4 Solutions Pivot At Current Levels
Analysts kept their $10.25 price target for RF Industries unchanged, pointing to the recent share rally that pushed the stock above this level and citing valuation after the company’s shift from a traditional component supplier to a more diversified solutions provider, a change that was reinforced by Q4 results. Analyst Commentary Bullish Takeaways Bullish analysts see the unchanged US$10.25 price target as supported by the company’s move toward a more diversified solutions model, which Q4 results helped reinforce.ナラティブの更新 • Feb 28
RFIL: Rich Share Rally Will Challenge Solutions Pivot To Sustain Appeal
Analysts have kept their $10.25 price target for RF Industries unchanged, pointing to valuation after the recent share rally and highlighting the company's shift from a traditional component supplier to a more diversified solutions provider as key context for the updated view. Analyst Commentary Bullish Takeaways Bullish analysts view the shift from a traditional component supplier to a more diversified solutions provider as a key pillar for future execution, with recent Q4 results seen as validation of that direction.ナラティブの更新 • Feb 13
RFIL: Refined Discount Rate And P/E Assumptions Will Guide Balanced Outlook
Analysts have raised their RF Industries price target by $1 to $10.25. They cite updated assumptions around discount rates, revenue growth, profit margins, and future P/E that support a slightly refined valuation outlook.分析記事 • Feb 07
Why RF Industries, Ltd. (NASDAQ:RFIL) Could Be Worth Watching
RF Industries, Ltd. ( NASDAQ:RFIL ), is not the largest company out there, but it received a lot of attention from a...ナラティブの更新 • Jan 30
RFIL: Updated Discount Rate And P/E Framework Will Shape Future Pricing
Analysts have lifted their price target on RF Industries by $1 to $10.25, citing updated assumptions around the discount rate, long term revenue growth, profit margin and future P/E as key drivers of the change. Analyst Commentary Bullish Takeaways Bullish analysts view the higher $10.25 target as reflecting updated assumptions around discount rate, long term revenue growth and profit margin that still leave some headroom if RF Industries executes well on existing plans.分析記事 • Jan 16
RF Industries, Ltd. (NASDAQ:RFIL) Held Back By Insufficient Growth Even After Shares Climb 52%
RF Industries, Ltd. ( NASDAQ:RFIL ) shareholders would be excited to see that the share price has had a great month...ナラティブの更新 • Jan 16
RFIL: Higher P/E Framework Will Support Rerated Fair Value Estimate
Analysts have raised their price target on RF Industries by $1 to $10.25, citing updated assumptions around revenue growth, margins, and future P/E that they say support a higher fair value estimate. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as better aligned with their updated revenue assumptions, which they believe support the revised fair value estimate.分析記事 • Nov 20
Revenues Working Against RF Industries, Ltd.'s (NASDAQ:RFIL) Share Price Following 26% Dive
RF Industries, Ltd. ( NASDAQ:RFIL ) shares have had a horrible month, losing 26% after a relatively good period...分析記事 • Nov 13
Is RF Industries (NASDAQ:RFIL) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Oct 23
Investors Will Want RF Industries' (NASDAQ:RFIL) Growth In ROCE To Persist
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...分析記事 • Sep 23
Improved Revenues Required Before RF Industries, Ltd. (NASDAQ:RFIL) Stock's 25% Jump Looks Justified
RF Industries, Ltd. ( NASDAQ:RFIL ) shares have continued their recent momentum with a 25% gain in the last month...分析記事 • Sep 19
A Look At The Fair Value Of RF Industries, Ltd. (NASDAQ:RFIL)
Key Insights The projected fair value for RF Industries is US$7.57 based on 2 Stage Free Cash Flow to Equity Current...ナラティブの更新 • Sep 16
DAC Cooling And Small Cell Solutions Will Redefine Aerospace Presence
Analysts raised RF Industries’ price target from $6.25 to $9.25 following a strong Q3 earnings beat and effective diversification strategy, though tempered Q4 guidance limits near-term upside. Analyst Commentary Bullish analysts raised price targets following a fiscal Q3 report that beat estimates across the board.分析記事 • Sep 03
Increases to RF Industries, Ltd.'s (NASDAQ:RFIL) CEO Compensation Might Cool off for now
Key Insights RF Industries will host its Annual General Meeting on 10th of September Salary of US$400.0k is part of CEO...分析記事 • Jun 24
RF Industries, Ltd. (NASDAQ:RFIL) Shares Fly 29% But Investors Aren't Buying For Growth
RF Industries, Ltd. ( NASDAQ:RFIL ) shareholders would be excited to see that the share price has had a great month...
新しいナラティブ • Apr 12
DAC Cooling And Small Cell Solutions Will Redefine Aerospace Presence
A shift to higher-value offerings and solutions integration enhances margins and drives revenue growth across diverse markets like aerospace.分析記事 • Mar 19
Is There Now An Opportunity In RF Industries, Ltd. (NASDAQ:RFIL)?
While RF Industries, Ltd. ( NASDAQ:RFIL ) might not have the largest market cap around , it received a lot of attention...Seeking Alpha • Mar 03
RF Industries Targets Potentially High Growth Markets
Summary RF Industries targets high-growth sectors like Small Cell 5G Networks and DAC solutions, offering physical internet hardware with steady but low margins. Despite economic downturns, RF Industries has tripled revenue over seven years and aims for sustainable profitability with a 10% short-term EBITDA goal. The company carries minimal debt, making it a low-risk investment with potential for significant long-term growth, especially in the small cell 5G and DAC markets. Investors should expect short-term volatility but can anticipate substantial returns if RF Industries continues its growth trajectory, making it a strong buy for long-term thinkers. Read the full article on Seeking Alpha分析記事 • Jan 31
The Market Lifts RF Industries, Ltd. (NASDAQ:RFIL) Shares 28% But It Can Do More
The RF Industries, Ltd. ( NASDAQ:RFIL ) share price has done very well over the last month, posting an excellent gain...分析記事 • Dec 18
At US$3.75, Is It Time To Put RF Industries, Ltd. (NASDAQ:RFIL) On Your Watch List?
While RF Industries, Ltd. ( NASDAQ:RFIL ) might not have the largest market cap around , it received a lot of attention...分析記事 • Sep 17
Why RF Industries, Ltd. (NASDAQ:RFIL) Could Be Worth Watching
While RF Industries, Ltd. ( NASDAQ:RFIL ) might not have the largest market cap around , it received a lot of attention...分析記事 • Aug 06
A Look At The Fair Value Of RF Industries, Ltd. (NASDAQ:RFIL)
Key Insights The projected fair value for RF Industries is US$3.00 based on 2 Stage Free Cash Flow to Equity With...分析記事 • Jul 11
Even With A 35% Surge, Cautious Investors Are Not Rewarding RF Industries, Ltd.'s (NASDAQ:RFIL) Performance Completely
The RF Industries, Ltd. ( NASDAQ:RFIL ) share price has done very well over the last month, posting an excellent gain...分析記事 • Mar 22
Analysts Have Lowered Expectations For RF Industries, Ltd. (NASDAQ:RFIL) After Its Latest Results
As you might know, RF Industries, Ltd. ( NASDAQ:RFIL ) recently reported its quarterly numbers. Despite revenues of...分析記事 • Dec 30
Is RF Industries (NASDAQ:RFIL) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Sep 17
RF Industries (NASDAQ:RFIL) Will Be Hoping To Turn Its Returns On Capital Around
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Jun 21
Here's Why RF Industries (NASDAQ:RFIL) Has A Meaningful Debt Burden
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 26
What Is RF Industries, Ltd.'s (NASDAQ:RFIL) Share Price Doing?
RF Industries, Ltd. ( NASDAQ:RFIL ), might not be a large cap stock, but it saw a double-digit share price rise of over...分析記事 • Mar 15
We Think RF Industries (NASDAQ:RFIL) Is Taking Some Risk With Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Sep 29
RF Industries Is Improving But Still Expensive
Summary RFIL assembles cables for specialized uses like telecommunication antennas. The company operates in a low margin, competitive, and project-based industry. Although RFIL's revenues and operating profits have been growing this year, they may not be sustainable, based on the industry dynamics. Even considering current growth as sustainable, the company would not be able to post earnings consistent with its current $57 million market cap. RFIL is an interesting company to follow, but it is expensive for investment. RF Industries (RFIL) is an assembler of specialized cables from a variety of industries. The company serves different segments through six independent subsidiaries located in the Northeast and Southwest. The company has not been able to generate consistent operating profits, in my opinion because of low competitive power and lack of SG&A efficiency. In 2021, RFIL made a relatively expensive acquisition, losing most of its cash and increasing debt. Although I still consider RFIL expensive compared to its earnings generation potential, the latest quarterly data shows that the company is improving efficiencies and growing profits fast on a quarterly basis. Note: Unless otherwise stated, all information has been obtained from RFIL's filings with the SEC. Short recap of the situation I wrote an article on RFIL in March this year, presenting the company's operations in detail. In this section, I will only recap the most important aspects. First, I do not believe RFIL has a substantial competitive advantage or that it is located in a desirable industry. RFIL competes in the cable industry with bigger companies like Amphenol (APH), Belden (BDC) and TE Connectivity (TEL). The company sells undifferentiated and even commoditized products and adds little value to the chain besides owning the assembling operations. Given that an assembler requires facilities and semi-qualified workers (fixed costs), the industry is prone to rivalry and price-destroying competition. Finally, a significant portion of RFIL's business is non recurring, based on contracts signed for specific projects. This generates a very sticky SG&A structure. Data by YCharts Second, despite the increase in revenue seen after 2018 above, enhanced by the acquisition of Microlab in 2021, RFIL has been unable to grow operating profits or net income, as shown below. Data by YCharts I believe the reason has been loss of gross margin and inefficiencies at the SG&A level, as shown below. In particular, RFIL operates its six subsidiaries as completely independent companies, despite them operating in substantially similar markets. This probably generates significant duplication of responsibilities and inefficiencies. Data by YCharts Finally, I commented that RFIL's recent acquisition of Microlab, a cable assembler specialized in telecommunications, did not seem accretive. The reasons were decreasing revenues at Microlab for the past three years, and the fact that the company had to take $17 million in debt to pay for the $25 million acquisition. At that time, RFIL had not provided significant financial information on Microlab, only posting its adjusted EBITDA. The company has not yet posted separate financial statements for Microlab. In that article, readers with more detailed knowledge of the industry commented several interesting points. First, that RFIL's operations have improved since 2017, coincidentally with the introduction of the new CEO Robert Dawson. Second, that the company still has a lot of room to improve efficiencies, particularly by consolidating its subsidiaries at the operating level. Third, that Microlab was under-invested under its previous owner, and that RFIL would be able to obtain higher returns from the company. Finally, that the upcoming investment in 5G and DAS infrastructure should increase RFIL's revenues. RFIL's latest quarterly data is good but not enough Since my latest article, RFIL has published financial information for three quarters (January, April, July), and these show promising data. RFIL has posted three continued quarters of growing revenue that have translated into faster growing operating profits. In particular, and adjusting for one-time costs related to Microlab's acquisition, the company posted operating profits of $300 thousand in 1Q21, $700 thousand in 2Q22 and $1.3 million in 3Q22. Of course $2.5 million in operating profits is not enough to justify a $57 million market cap, but growth in the bottom line is a good signal. However, the reader should also take into account two aspects that increase RFIL's volatility. First, the company has non recurring revenues, therefore quarters with significant sales can be followed by quarters with much lower sales. Second, because RFIL's operating margins are thin, small variations in revenue generate much bigger changes in net income. Finally, as the chart below shows, RFIL's operating income is volatile, and its stock price seems to move in line with it, with cycles of boom and bust. Whether we are in the boom or bust stage is more difficult to determine, but trading at a PE of 30, RFIL does not provide a lot of margin of safety.分析記事 • Sep 22
Is It Time To Consider Buying RF Industries, Ltd. (NASDAQ:RFIL)?
While RF Industries, Ltd. ( NASDAQ:RFIL ) might not be the most widely known stock at the moment, it received a lot of...Seeking Alpha • Sep 14
RF Industries Non-GAAP EPS of $0.12 misses by $0.01, revenue of $23.84M beats by $1.98M
RF Industries press release (NASDAQ:RFIL): Q3 Non-GAAP EPS of $0.12 misses by $0.01. Revenue of $23.84M (+56.2% Y/Y) beats by $1.98M. Backlog of $30.6 million at July 31, 2022 on third quarter bookings of $26.8 million. As of today, backlog stands at $31.0 million. Gross profit margin was 30%, compared to 28% in the preceding second quarter, and 28% in the third quarter of fiscal 2021. Adjusted EBITDA was $2.1 million, compared to adjusted EBITDA of $1.0 million in the third quarter of fiscal 2021. Cash and cash equivalents were $5.1 million as of the end of the third quarter, and the Company's full $3.0 million revolver remains available. 2022 Outlook: Full year net sales of between $83 million to $85 million, which would represent growth of at least 45% year over year. Gross margin improvement for the full year as we continue to drive margin improvement opportunities and a better product mixSeeking Alpha • Sep 07
RF industries secures $3.5M of follow-on orders from North American tier 1 wireless carrier customer
RF Industries (NASDAQ:RFIL) receives $3.5M of follow-on orders from its newest North American Tier 1 wireless carrier customer at the Company's Cables Unlimited division for its OptiFlex hybrid fiber solution. The company expects to start shipping against these orders early in its fiscal year 2023, which begins on November 1, 2022. The company's backlog stands at ~$31M as of today.Seeking Alpha • Mar 07
RF Industries Is Overvalued Because Of PPP Loan And Completed Dubious Acquisition
RFIL is a marginally profitable producer in the competitive market of electronic components for telecommunications. The company has had uneven earnings, very rarely above $4 million. RFIL does not show growth in revenues, margins or earnings and recognizes that it has no moat to fight with much bigger competitors. RFIL recognized more than $6.3 million in PPP loans forgiveness and ERC tax exemptions that allowed the company to show a profit for the year and depress its P/E multiple. RFIL completed the acquisition of Microlab, another marginally profitable company, for $24 million. We doubt the acquisition is value accretive.分析記事 • Dec 22
What Is RF Industries, Ltd.'s (NASDAQ:RFIL) Share Price Doing?
RF Industries, Ltd. ( NASDAQ:RFIL ), might not be a large cap stock, but it saw a decent share price growth in the...分析記事 • Sep 02
Shareholders May Be More Conservative With RF Industries, Ltd.'s (NASDAQ:RFIL) CEO Compensation For Now
In the past three years, the share price of RF Industries, Ltd. ( NASDAQ:RFIL ) has struggled to grow and now...分析記事 • Jul 15
Is It Too Late To Consider Buying RF Industries, Ltd. (NASDAQ:RFIL)?
While RF Industries, Ltd. ( NASDAQ:RFIL ) might not be the most widely known stock at the moment, it saw a significant...分析記事 • Jun 10
RF Industries (NASDAQ:RFIL) Has Debt But No Earnings; Should You Worry?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Feb 15
Our Take On RF Industries' (NASDAQ:RFIL) CEO Salary
This article will reflect on the compensation paid to Rob Dawson who has served as CEO of RF Industries, Ltd...分析記事 • Jan 19
Does RF Industries (NASDAQ:RFIL) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 10/31/2027 | 92 | 4 | 7 | N/A | 1 |
| 10/31/2026 | 87 | 4 | 4 | N/A | 1 |
| 1/31/2026 | 80 | 0 | 4 | 5 | N/A |
| 10/31/2025 | 81 | 0 | 4 | 5 | N/A |
| 7/31/2025 | 76 | 0 | 2 | 2 | N/A |
| 4/30/2025 | 73 | -1 | 4 | 5 | N/A |
| 1/31/2025 | 71 | -5 | 2 | 3 | N/A |
| 10/31/2024 | 65 | -7 | 2 | 3 | N/A |
| 7/31/2024 | 62 | -7 | 4 | 5 | N/A |
| 4/30/2024 | 61 | -8 | 2 | 3 | N/A |
| 1/31/2024 | 67 | -3 | 3 | 4 | N/A |
| 10/31/2023 | 72 | -3 | 2 | 4 | N/A |
| 7/31/2023 | 79 | -2 | 0 | 5 | N/A |
| 4/30/2023 | 87 | 1 | 3 | 7 | N/A |
| 1/31/2023 | 87 | 1 | 0 | 3 | N/A |
| 10/31/2022 | 85 | 1 | 0 | 3 | N/A |
| 7/31/2022 | 83 | 2 | 1 | 1 | N/A |
| 4/30/2022 | 75 | 2 | -4 | -3 | N/A |
| 1/31/2022 | 64 | 6 | -2 | -2 | N/A |
| 10/31/2021 | 57 | 6 | -3 | -3 | N/A |
| 7/31/2021 | 47 | 6 | -4 | -3 | N/A |
| 4/30/2021 | 41 | 5 | -3 | -2 | N/A |
| 1/31/2021 | 41 | -1 | -2 | -2 | N/A |
| 10/31/2020 | 43 | 0 | 4 | 5 | N/A |
| 7/31/2020 | 48 | 1 | 3 | 4 | N/A |
| 4/30/2020 | 54 | 2 | 4 | 5 | N/A |
| 1/31/2020 | 57 | 3 | 5 | 5 | N/A |
| 10/31/2019 | 55 | 4 | N/A | -3 | N/A |
| 7/31/2019 | 50 | 4 | N/A | -1 | N/A |
| 4/30/2019 | 46 | 4 | N/A | 2 | N/A |
| 1/31/2019 | 53 | 6 | N/A | 4 | N/A |
| 10/31/2018 | 50 | 6 | N/A | 6 | N/A |
| 7/31/2018 | 41 | 5 | N/A | 6 | N/A |
| 4/30/2018 | 37 | 4 | N/A | 5 | N/A |
| 1/31/2018 | 24 | 1 | N/A | 2 | N/A |
| 10/31/2017 | 23 | 0 | N/A | 2 | N/A |
| 7/31/2017 | 30 | -3 | N/A | 2 | N/A |
| 4/30/2017 | 30 | -4 | N/A | 0 | N/A |
| 1/31/2017 | 30 | -4 | N/A | 0 | N/A |
| 10/31/2016 | 30 | -4 | N/A | -1 | N/A |
| 7/31/2016 | 31 | -1 | N/A | -2 | N/A |
| 4/30/2016 | 32 | 0 | N/A | -1 | N/A |
| 1/31/2016 | 31 | 0 | N/A | -1 | N/A |
| 10/31/2015 | 31 | 1 | N/A | 0 | N/A |
| 7/31/2015 | 28 | 1 | N/A | 1 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: RFILの予測収益成長率 (年間77.5% ) は 貯蓄率 ( 3.5% ) を上回っています。
収益対市場: RFILの収益 ( 77.5% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。
高成長収益: RFILの収益は今後 3 年間で 大幅に 増加すると予想されています。
収益対市場: RFILの収益 ( 7.8% ) US市場 ( 11.7% ) よりも低い成長が予測されています。
高い収益成長: RFILの収益 ( 7.8% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: RFILの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/18 10:16 |
| 終値 | 2026/05/15 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2025/10/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
RF Industries, Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1
| アナリスト | 機関 |
|---|---|
| Michael Nichols | B. Riley Securities, Inc. |