Richardson Electronics (RELL) earnings

Counterparties named by RICHARDSON ELECTRONICS, LTD.

• RICHARDSON ELECTRONICS, LTD. supplies to Suzlon.

  Q1 2027 · other · positive

  Pitch Energy Module MRO and OEM supply

  Disclosed value: ~$1.5M Q1 shipments

• RICHARDSON ELECTRONICS, LTD. supplies to Alaska microgrid customer (BOX).

  Q1 2027 · other · positive

  18 customized BESS for seven remote communities

  Disclosed value: Multi-million dollar

• RICHARDSON ELECTRONICS, LTD. supplies to Large California energy company (unnamed, NDA).

  Q1 2027 · other · positive

  Microgrid battery container supply

  Disclosed value: About $10M over 2 years

• RICHARDSON ELECTRONICS, LTD. partners with Goshen.

  Q1 2027 · active · positive

  Lithium-ion battery and BESS manufacturer partner

• RICHARDSON ELECTRONICS, LTD. partners with KKWIN.

  Q4 2026 · active · positive

  Agreement for UPS products.

• RICHARDSON ELECTRONICS, LTD. partners with Goshen.

  Q4 2026 · active · positive

  Technology partnership for Battery Energy Storage (BES) products.

Similar headwinds reported by sector peers

• channel destocking · Calendar Q3 2026

  1 other company · customer inventory

  MICROSOFT CORP (MSFT) reported: PC Market Weakness and Channel Inventory Overhang Windows OEM revenue declined 27% (28% CC) in Q1; guided to decline mid-30s in Q2 FY27

• demand conditions · Calendar Q3 2026

  6 other companies · demand end market

  Accenture plc (ACN) reported: Soft discretionary spending No numeric market contraction disclosed.

  ANALOG DEVICES INC (ADI) reported: Macroeconomic and Geopolitical Volatility unquantified

  DIEBOLD NIXDORF, Inc (DBD) reported: Geopolitical and macroeconomic soft demand in APMEA Revenue contraction in Asia Pacific, Middle East, and Africa region; depressed market run-rates in Egypt and Saudi Arabia

  KULICKE & SOFFA INDUSTRIES INC (KLIC) reported: Macroeconomic conditions not immune from

• freight and shipping · Calendar Q3 2026

  5 other companies · logistics supply chain

  Fortive Corp (FTV) reported: Component and Freight Inflation Elevated inflation on electrical/electronic components and freight

  LITTELFUSE INC /DE (LFUS) reported: Input cost inflation across commodities, freight, and fuel Unquantified cost pressure; targeting price/cost neutral impact for full-year 2026

  METHODE ELECTRONICS INC (MEI) reported: Premium freight costs $2.3 million

  Ribbon Communications Inc. (RBBN) reported: Input Cost and Freight Inflation ~$2 million per quarter cost headwind

• supply chain disruption · Calendar Q3 2026

  23 other companies · logistics supply chain

  APPLIED MATERIALS INC /DE (AMAT) reported: Supply chain scaling to meet demand scaling our operations for continued growth

  AMBARELLA INC (AMBA) reported: Rising supply chain costs due to memory prioritization for AI data centers Not quantified directly in dollars, but stated as impacting the entire industry and Ambarella's costs.

  AMPHENOL CORP /DE/ (APH) reported: Material and specialized supply chain constraints Constrained supply in optical fiber glass and raw inputs across ramping programs

  Applied Digital Corp. (APLD) reported: Supply chain tightness Not quantified

• pricing and import pressure · Calendar Q3 2026

  2 other companies · pricing discipline

  Accenture plc (ACN) reported: Pricing pressure and intense competition Pricing was stable for FY26 overall but lower in many Q4 areas.

  Sensata Technologies Holding plc (ST) reported: China Automotive Market Share Shift and Pricing Pressure Multinational OEMs losing share; persistent revenue-per-vehicle gap vs domestic OEMs

Mentions over time

Counts reflect the calls covered here. No mention in a period does not establish that a relationship ended.