Added to YB: 2026-06-26
Pitch date: 2026-06-24
RFIL [neutral]
RF Industries, Ltd.
-34.75%
current return
Author Info
No bio for this author
Company Info
RF Industries, Ltd. engages in the design, manufacture, and marketing of interconnect products and systems in the United States, Canada, Germany, China, and internationally.
Market Cap
$148.6M
Pitch Price
$20.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.04
P/E
106.55
EV/Sales
2.05
Sector
Electronic Equipment, Instruments and Components
Category
growth
Weekly #10: Most Interesting D-Sheets from the Past Week - RF Industries, Ltd.
RFIL (update): Small-cap interconnect maker (RF connectors, cabling, small-cell, direct-air-cooling) for telecom/aero/data-center. Q2 FY26 rev +9% to $20.7M, crossed $20M operating-leverage threshold; GM +360bps to 35.1%, adj EBITDA ~2x to $2M, GAAP EPS positive. Record $26.3M bookings, $20M backlog, Q3 guided up. Russell 3000 inclusion Jun 26 catalyst. DAC targets edge AI data centers at ~75% cost advantage vs HVAC. Risks: backlog conversion, 14% customer concentration, inventory build, July tariffs.
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