RF Industries, Ltd.

NasdaqGM:RFIL Voorraadrapport

Marktkapitalisatie: US$192.6m

RF Industries Dividenden en inkoop

Dividend criteriumcontroles 0/6

RF Industries keert momenteel geen dividend uit.

Belangrijke informatie

0%

Dividendrendement

-0.2%

Terugkoop Rendement

Totaal aandeelhoudersrendement-0.2%
Toekomstig dividendrendementn/a
Dividendgroein/a
Volgende betaaldatum dividendn/a
Ex-dividenddatumn/a
Dividend per aandeeln/a
Uitbetalingsratio0%

Recente updates van dividend en inkoop

Geen updates

Recent updates

Narratiefupdate 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
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
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Nieuw narratief 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.
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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.
Analyseartikel 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 mix
Seeking 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...

Stabiliteit en groei van betalingen

Dividenden ophalen

Stabiel dividend: Er zijn onvoldoende gegevens om te bepalen of het dividend per aandeel van RFIL in het verleden stabiel is geweest.

Groeiend dividend: Er zijn onvoldoende gegevens om te bepalen of de dividendbetalingen van RFIL zijn gestegen.


Dividendrendement versus markt

RF Industries Dividendrendement versus markt
Hoe verhoudt RFIL dividendrendement zich tot de markt?
SegmentDividendrendement
Bedrijf (RFIL)0%
Markt onderkant 25% (US)1.4%
Markt Top 25% (US)4.3%
Gemiddelde industrie (Electronic)0.8%
Analist prognose (RFIL) (tot 3 jaar)n/a

Opmerkelijk dividend: Het dividendrendement van RFIL kan niet worden vergeleken met dat van de onderste 25% van de dividendbetalers, aangezien het bedrijf geen recente uitbetalingen heeft gerapporteerd.

Hoog dividend: Het dividendrendement van RFIL kan niet worden vergeleken met dat van de top 25% van de dividendbetalers, aangezien het bedrijf geen recente uitbetalingen heeft gerapporteerd.


Winstuitkering aan aandeelhouders

Verdiendekking: RFIL betaalt geen noemenswaardig dividend uit voor de US markt.


Contante uitbetaling aan aandeelhouders

Kasstroomdekking: De duurzaamheid van het dividend kan niet worden berekend, omdat RFIL geen uitbetalingen heeft gerapporteerd.


Ontdek bedrijven met een sterk dividend

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/18 11:07
Aandelenkoers aan het einde van de dag2026/05/15 00:00
Inkomsten2026/01/31
Jaarlijkse inkomsten2025/10/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

RF Industries, Ltd. wordt gevolgd door 1 analisten. 1 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Michael NicholsB. Riley Securities, Inc.