RF Industries, Ltd. (RFIL) AI Stock Analysis

RF Industries, Ltd., along with its subsidiaries, specializes in the design, manufacturing, and global distribution of interconnect products and systems across telecommunications, data communications, industrial, oilfield, and military sectors. The company operates through two segments: RF Connector and Cable Assembly, and Custom Cabling Manufacturing and Assembly. Its RF Connector and Cable Assembly segment designs and distributes coaxial connectors and cable assemblies used in telecommunications infrastructure and wireless networks. The Custom Cabling Manufacturing and Assembly segment provides custom copper and fiber cable assemblies, hybrid fiber optic solutions, energy-efficient cooling systems for wireless base stations, and customized 5G small cell integrated enclosures.

Revenue grew from $57.4M in FY2021 to $85.3M in FY2022, before falling 15.3% to $72.2M in FY2023 and 10.1% to $64.9M in FY2024. In FY2025, revenue increased 24.3% to $80.6M, supported by a five-year revenue CAGR of 13.4% from FY2020 to FY2025. Gross margin expanded to 33.2% in FY2025, while operating margin turned positive to 2.2% and net income reached $75,000. In the latest quarter ended July 31, 2026, quarterly revenue growth was 21.1% year-over-year and quarterly earnings grew 226.6%. Trailing twelve month revenue reached $86.3M with an operating margin of 6.1% and diluted EPS of $0.22.

As of July 31, 2026, RF Industries held $4.5M in cash and short-term investments against total debt of $23.2M, resulting in net debt of $18.7M. The balance sheet shows a current ratio of 2.02 and a debt-to-equity ratio of 0.60, alongside shareholders' equity of $38.5M and total assets of $72.1M. Operating cash flow in FY2025 was $4.6M, yielding free cash flow of $4.3M after capital expenditures of $235,000. Over five years, the company's share count increased 13.5%.

RF Industries trades at a trailing P/E of 32.0x, above the 24.8x median of its US-listed Industrials peers. However, its forward P/E of 9.9x sits below the peer median of 17.2x, and its price-to-sales multiple of 0.9x compares to the peer median of 1.5x. The enterprise value of $109.2M reflects an EV/EBITDA of 16.8x compared to the peer median of 13.9x. The stock closed at $7.03 on October 16, 2026, trading 43.5% below its 200-day average. Over the past year, RFIL fell 14.2%, trailing the S&P 500 (SPY) return of 16.8%.

Two analysts follow RF Industries, with both issuing StrongBuy ratings and zero Buy, Hold, Sell, or StrongSell ratings. The mean price target is $14.50, representing a 106.3% premium over the last close of $7.03. For the fiscal year ending October 31, 2026, analysts estimate revenue of $88.4M and EPS of $0.59, representing 48.8% EPS growth. In FY2027, two analysts project revenue of $97.3M and EPS of $0.78. RF Industries beat EPS estimates in 3 of the last 4 quarters.

This page is an AI-written research summary of RF Industries, Ltd. (RFIL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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