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Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Richardson Electronics
Richardson Electronics (RELL) investor relations material
Richardson Electronics Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary23 Jul, 2026
Executive summary
Achieved significant year-over-year revenue growth and improved gross margin for both Q4 and full fiscal year 2026, with all business units contributing and Q4 net sales up 27.6% to $66.2M, the highest since Q3 FY23.
Full year FY2026 net sales rose 9.4% to $228.6M, with net income reaching $6.4M, reversing a net loss in FY2025.
Maintained a strong balance sheet with $31.8M in cash and no outstanding debt; backlog at year-end reached $164.4M, the highest in three years.
Strategic focus on higher value engineered solutions, repeatable sales, and customer programs led to a more profitable business mix and margin progress.
Entering FY2027 with a stronger operating platform, broader customer engagement, and improved visibility in attractive end markets.
Financial highlights
Q4 consolidated net sales rose 27.6% year-over-year to $66.2M; full year FY26 net sales were $228.6M, up 9.4% from FY25.
Q4 operating income was $3.9M (non-GAAP $3.5M); net income was $3.7M (non-GAAP $3.0M); Q4 diluted EPS was $0.25 (non-GAAP $0.21).
FY26 net income was $6.4M (non-GAAP $5.7M), EBITDA $11.3M, adjusted EBITDA $10.4M.
Q4 gross margin was 31.2% (down 40 bps YoY); full year gross margin was 31.2% (up from 31.0%).
Cash and equivalents at FY26 end: $31.8M; no outstanding debt on revolving credit line.
Outlook and guidance
Management expects continued growth in FY27, supported by a strong backlog, new product launches, and expanding customer base across all business units.
Positive momentum anticipated in semiconductor wafer fab, RF/microwave, power management, and energy storage markets, with ongoing optimism from customers.
GES expects to announce a multimillion-dollar BES order in Q1 FY27 and sees a robust pipeline of nearly 50 active opportunities.
Canvys enters FY27 with record backlog and book-to-bill ratio, providing solid revenue visibility.
Plans to leverage U.S. reshoring policies and LaFox manufacturing for future growth.
Analyze drivers for PMT backlog growth
Impact of product mix on PMT and GES margins
Rationale for exiting ALTA healthcare products
BESS niche strategy and Gotion partnership
Visibility for semiconductor wafer fab demand?
Profitability outlook for Siemens CT tube repairs
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Latest events from Richardson Electronics
- Q2 FY25 sales up 12.1% to $49.5M, led by 129% GES growth and improved margins.RELL
Q2 20258 Jul 2026 - Q1 FY25 sales up 2.2% to $53.7M, with strong GES and Healthcare growth and a $137.4M backlog.RELLQ1 20258 Jul 2026
- Q1 FY2026 net income tripled to $1.9M on 1.6% sales growth and improved margins.RELLQ1 20268 Jul 2026
- Q2 FY26 sales up 5.7% to $52.3M, GES up 39%, backlog $135.7M, $0.06 dividend, no debt.RELLQ2 202613 Apr 2026
- Q3 FY26 delivered 3.1% sales growth, profitability, and record backlog, led by PMT segment gains.RELLQ3 202612 Apr 2026
- Sales and profits fell in 2024, but margin, cash flow, and backlog support a positive 2025 outlook.RELLQ4 20242 Feb 2026
- Q3 net sales up 2.7% YoY, strong PMT/Canvys, $4.9M Healthcare loss, cash $36.7M, no debt.RELLQ3 202516 Jan 2026
- Shareholders will vote on director elections, auditor ratification, compensation, and capital structure changes.RELLProxy Filing1 Dec 2025
- Proxy seeks approval for director elections, auditor, compensation, and share increases.RELLProxy Filing1 Dec 2025
Next Richardson Electronics earnings date
Q1 20278 Oct, 2026
Richardson Electronics
Next Richardson Electronics earnings date
Q1 20278 Oct, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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