RFIL R F Industries (RFIL) Q2 FY26 earnings call
RF Industries delivered solid Q2 FY26 results, marked by significant profitability expansion and robust bookings, which drove backlog to multi-year highs. The company's strategy of end-market diversification and operational discipline is yielding tangible improvements, particularly in Custom Cabling, while Integrated Systems are expected to accelerate in the second half. Management is confident in its trajectory, anticipating sequential sales growth in Q3 and continued margin expansion driven by operating leverage.
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RFIL operating KPIs by quarter
| KPI | This call Apr 2026 Q2 FY26 | Jul 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Bookings | $26.3MBookings for the second quarter were $26.3 million, up $8.4 million versus the previous quarter, driving backlog to $20 million as of April 30, a $5.6 million increase quarter-over-quarter.Source: earnings call transcript | $22.5MThird quarter bookings were $22.5 million, representing a book-to-bill ratio of approximately 0.94x, and backlog at July 31 was $18.6 million.Source: earnings call transcript | -14.4% |
| Backlog | $20MBookings for the second quarter were $26.3 million, up $8.4 million versus the previous quarter, driving backlog to $20 million as of April 30, a $5.6 million increase quarter-over-quarter.Source: earnings call transcript | $18.6MThird quarter bookings were $22.5 million, representing a book-to-bill ratio of approximately 0.94x, and backlog at July 31 was $18.6 million.Source: earnings call transcript | -7% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.