RF Industries, Ltd. (RFIL)

Over the past six months, RF Industries' stock has been influenced by earnings reports and new orders. In July 2025, RFIL shares were up significantly and received a "Strong Buy" Zacks Rank. In August 2025, news highlighted RF Industries' growing backlog and new orders, but the stock experienced a significant plunge. In September 2025, RF Industries reported its third-quarter fiscal year 2025 financial results, beating analyst estimates, which led to a stock surge followed by a decline. In October 2025, RF Industries announced an additional $2 million order from a leading aerospace company. In January 2026, the company is expected to report its fourth-quarter and fiscal year 2025 financial results.

RF Industries experiences some demand seasonality for its products and services, with the March quarter typically being the weakest. However, the December quarter of 2024 showed an increase in revenue compared to the previous year, suggesting early signs of recovery from a cyclical downturn that began in 2023. This indicates that demand can fluctuate throughout the year, with a potential dip in the first fiscal quarter.

RF Industries Ltd. (RFIL) is a technology company that specializes in designing, manufacturing, and marketing interconnect products and systems within the Electrical Products industry. The company builds physical infrastructure for wireless and wireline networks, evolving from a component supplier to an integrated solutions provider. Its products include RF connectors, cables, fiber optic connectors, data cables, wire harnesses, custom cabling, cooling systems, and small cell enclosures, serving telecommunications, wireless infrastructure, aerospace, and data center markets. The company operates through RF Connector and Cable Assembly, and Custom Cabling Manufacturing and Assembly segments.

RF Industries Ltd. has a global presence with operations in the United States, Canada, Italy, China, and the United Kingdom. Some sources also indicate operations in Israel and Mexico. The company is headquartered in San Diego, California, where it was incorporated in 1979.

RF Industries' brand reputation in the past year is characterized by a strategic pivot towards higher-value solutions and positive analyst sentiment, despite some stock volatility. The company is transforming into an integrated solutions provider for critical infrastructure markets, focusing on high-reliability connectivity. In July 2025, RFIL received a Zacks Rank of #1 (Strong Buy), but the consensus rating from other analysts is "Hold." The stock's significant drop in August 2025 could have temporarily impacted investor confidence. Overall, the company is positioned as a high-velocity, niche solutions provider in the connectivity market, aiming for sustainable profitability.

The ownership structure of RF Industries Ltd. includes institutional, insider, and retail investors. Institutional investors hold approximately 14.18% to 40.56% of the stock, with major shareholders including Punch & Associates Investment Management Inc. and Vanguard Group Inc. Insiders own between 7.20% and 34.40% of the stock, with Mark Keith Holdsworth being the largest individual shareholder. Public and other individual investors hold a substantial portion, ranging from 29.62% to 60.48% of the shares.