RF Industries Ltd (NAS:RFIL)
$ 17.45 +0.51 (+2.98%) Market Cap: 189.41 Mil Enterprise Value: 209.74 Mil PE Ratio: 124.50 PB Ratio: 5.13 GF Score: 53/100

Q2 2025 RF Industries Ltd Earnings Call Transcript

Jun 16, 2025 / 08:30PM GMT
Release Date Price: $4.47 (+8.50%)

Key Points

Positve
  • RF Industries Ltd (RFIL) reported a 17% year-over-year increase in net sales, reaching $18.9 million for the second quarter.
  • The company achieved a gross profit margin of 31.5%, surpassing their target goal of 30%.
  • RF Industries Ltd (RFIL) delivered an operating profit of $106,000, a significant improvement from an operating loss of $415,000 in the same quarter last year.
  • The company's adjusted EBITDA was over $1.1 million with a 6% margin, moving closer to their 10% adjusted EBITDA margin goal.
  • RF Industries Ltd (RFIL) has a diverse and growing backlog, which increased to $18.4 million, indicating strong future business prospects.
Negative
  • RF Industries Ltd (RFIL) reported a consolidated net loss of $245,000 or $0.02 per diluted share for the second quarter.
  • The company faces uncertainty regarding tariffs and their impact on the supply chain, which could affect future costs.
  • There was a slight sequential decrease in sales by 1.6% compared to the previous quarter.
  • RF Industries Ltd (RFIL) has some exposure to tariffs from certain products and components sourced from Asia.
  • The company is managing delayed shipments due to tariff impacts, although they have sufficient inventory to meet current delivery dates.
Operator

Greetings, and welcome to RF Industries second quarter fiscal 2025 financial results conference call. (Operator Instructions) Please note this conference is being recorded. I will now turn the conference over to your host, Donni Case, Investor Relations at RF Industries. Donni, you may begin.

Donni Case
RF Industries Ltd - Investor Relations

Thank you, Paul, and good afternoon, everyone, and welcome to RF Industries second quarter 2025 earnings conference call.

With me today are RFI's Chief Executive Officer, Rob Dawson; and CFO, Peter Yin. We issued our press release after market today, and that release is available on our website at rfindustries.com. I want to remind everyone that during today's call, management will make forward-looking statements that involve risks and uncertainties. Please note that information on this call today may constitute forward-looking statements under the securities exchange laws. When used, the words anticipate, believe, expect, intend, future and other similar expressions identify forward-looking statements.

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