R F INDUSTRIES LTD — Form 8-K
Filed September 14, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
RF Industries reported Q3 FY2026 (ended July 31, 2026) net sales of $23.96 million, up 21% from $19.8 million in Q3 FY2025 and 16% sequentially from Q2 FY2026's $20.7 million. Gross margin expanded 160 basis points to 35.6% (from 34% YoY). Net income surged 267% to $1.44 million ($0.12 diluted EPS) versus $392k ($0.04 EPS) prior year. Backlog stood at $18.6 million end-quarter (now $19.8 million as of filing date September 14, 2026); bookings in Q3 were $22.5 million. Operating income more than doubled to $1.8 million from $720k YoY; Adjusted EBITDA rose 69% to $2.7 million from $1.6 million.
Why this rating
Strong topline acceleration (21% YoY growth), dramatic margin expansion, and profitability inflection at $34.6M market cap. Revenue ~$24M/quarter now material; backlog $19.8M provides visibility. Operating leverage kicking in. This represents meaningful trajectory improvement for a small-cap, though still early-stage proof of scaling model.
See more from September 14, 2026.
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