8-K ·Filed Apr 8, 2026

RELL

RICHARDSON ELECTRONICS, LTD.
BULLISH
Impact 8/10
Horizonimmediate Processed5mo ago SEC0001193125-26-147753
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish

The significant EPS beat and improved gross margin, driven by strong PMT segment performance, suggest positive momentum. Traders should monitor the company's backlog growth and future guidance for sustained growth signals.

DirectionBullish
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d ⚠ clustered
RELL ▲ +17.73% at T+60d
LONG call ✓ call won +17.73% · α vs SPY +6.95% · entry $14.37 → $16.92
Entry anchored
Apr 8, 04:22 PM ET
via exchange tick
T+1d
-7.11%
call -7.11% · α -7.05%
$13.35
settled 6mo ago
T+5d
-8.57%
call -8.57% · α -11.76%
$13.14
settled 6mo ago
T+20d
+5.21%
call +5.21% · α -2.36%
$15.12
settled 5mo ago
T+60d
+17.73%
call +17.73% · α +6.95%
$16.92
settled 3mo ago

Price Chart

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Executive Summary

Richardson Electronics reported Q3 FY26 net sales of $55.5M (+3.1% YoY) and net income of $0.9M ($0.07 EPS), a significant beat versus consensus EPS of $0.02. The company also declared a $0.06 quarterly cash dividend.

Key Financial Metrics

EPS
$0.07
est $0.02 · +250.0%
Revenue
$55.5M
est $53.1M · +4.5% · +3.1% YoY
Rating
strong beat
Guidance
null
null
Gross Margin
31.9%

Key Facts

  • Q3 FY26 net sales were $55.5 million, a 3.1% increase from $53.8 million in the prior year's third quarter.
  • Net income was $0.9 million, or $0.07 per diluted share, compared to a net loss of $0.15 per share in the prior year.
  • EPS of $0.07 beat the consensus estimate of $0.02 by 250%.
  • Gross margin improved to 31.9% from 31.0% in the prior year's third quarter.
  • The company declared a $0.06 quarterly cash dividend.

Financial Impact

EPS beat consensus by 250%, revenue beat by 4.3%

revenueepsgross_margindividend

Risk Factors

  • Operating expenses increased to $16.2 million from $14.5 million in the prior year's third quarter.
  • Canvys sales decreased by 13.5% due to project timing.

Market Snapshot

Exchange
Nasdaq
Sector
Wholesale-Electronic Parts & Equipment, NEC

Investment Themes

Software & IT

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-147753
Document: 0001193125-26-147753-index.html0001193125-26-147753
Document: 0001193125-26-147753.txt0001193125-26-147753
8-K Data (Synthetic)0001193125-26-147753
17 reports for RELL
Performance horizon
88% Hit rate 7 of 8 directional calls best @ T+20▲ +19.02%Aug 5, 2026
Filters
Rows
Reports for RELL — sortable, filterable
TypeNow
Aug 21, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$17.21 $16.59▼ −3.60%▼ −3.08%$18.99 (+10.34%)
Aug 6, 2026
8w ago
Insider Cluster
BEARISH ★ 6/10
$20.74 $16.98▲ +18.13%▲ +18.73%$18.99 (+8.44%)
Aug 6, 2026
8w ago
Insider Cluster
BEARISH ★ 6/10
$20.74 $16.98▲ +18.13%▲ +18.73%$18.99 (+8.44%)
Aug 5, 2026
8w ago
Insider Cluster
BEARISH ★ 5/10
$20.98 $16.99▲ +19.02%▲ +18.42%$18.99 (+9.49%)
Aug 3, 2026
8w ago
Insider Cluster
BEARISH ★ 5/10
$19.65 $17.32▲ +11.86%▲ +13.10%$18.99 (+3.36%)
Jul 31, 2026
9w ago
Insider Cluster
BEARISH ★ 5/10
$18.29 $17.71▲ +3.17%▲ +6.16%$18.99 (−3.83%)
Jul 30, 2026
9w ago
Insider Cluster
BEARISH ★ 5/10
$18.13 $17.99▲ +0.77%▲ +4.74%$18.99 (−4.74%)
Jul 30, 2026
9w ago
Insider Cluster
NEUTRAL ★ 4/10
$18.13 $17.99▼ −0.77%▼ −4.74%$18.99 (+4.74%)
Jul 22, 2026
10w ago
Press Release
BULLISH ★ 7/10
$21.82 $17.51▼ −19.75%▼ −23.06%$18.99 (−12.97%)
Jul 15, 2026
11w ago
Press Release
NEUTRAL ★ 2/10
$16.70 $20.41▲ +22.22%▲ +18.60%$18.99 (+13.71%)
Showing 10 of 17

US Market Status

Market Closed — Opens Mon (65h 23m)

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