R F INDUSTRIES LTD(RFIL)Stock Analysis
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This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
RFIL Stock Analysis & AI Quality Score
AI stock analysis and institutional research for R F INDUSTRIES LTD (RFIL), a Technology sector company. RFIL is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q2 2026), R F INDUSTRIES LTD reports quarterly revenue of $20.7M, net income of $879.0K, an operating margin of 5.3%. Top institutional holders of RFIL by reported 13-F value include PUNCH & ASSOCIATES INVESTMENT MANAGEMENT,, RENAISSANCE TECHNOLOGIES, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. RFIL trades on the Nasdaq exchange and files with the SEC under CIK 740664. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RFIL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for R F INDUSTRIES LTD directly from SEC EDGAR.
Revenue
Q2 2026
$20.7M
Net Income
Q2 2026
$879.0K
Free Cash Flow
Q2 2026
$-946.0K
Operating Margin
Q2 2026
5.3%
ROIC
Q2 2026
3.0%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+24.3% YoYNet Income
+101.1% YoYOperating Income
+163.2% YoYEPS (Diluted)
+101.6% YoYTotal Assets
+2.8% YoYTotal Debt
Op. Cash Flow
+44.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $80.6M +24.3% | $64.9M -10.1% | $72.2M +0.0% | $72.2M +30.4% | $55.3M +10.2% | $50.2M |
| Net Income | $75.0K +101.1% | $-6.6M -114.4% | $-3.1M +0.0% | $-3.1M -187.4% | $3.5M -39.8% | $5.8M |
| Operating Income | $1.8M +163.2% | $-2.8M +25.7% | $-3.8M +0.0% | $-3.8M -185.2% | $4.5M -40.1% | $7.4M |
| EPS (Diluted) | $0.01 +101.6% | $-0.63 -110.0% | $-0.30 +0.0% | $-0.30 -183.3% | $0.36 -41.0% | $0.61 |
| Total Assets | $73.0M +2.8% | $71.0M -13.7% | $82.3M -8.1% | $89.6M +137.6% | $37.7M +16.0% | $32.5M |
| Total Debt | — | $0.00 -100.0% | $13.1M -15.5% | $15.6M | — | — |
| Operating Cash Flow | $4.6M +44.7% | $3.2M -24.4% | $4.2M +44.7% | $2.9M +206.7% | $-2.7M | — |
AI Insight: RFIL Financial Trends
RFIL stabilized to breakeven profitability while growing revenue 44% from Q2 2024 to Q4 2025, though Q1 2026 revenue declined 17% sequentially.
• Revenue grew from $16M in Q2 2024 to $23M in Q4 2025, a 44% increase over 6 quarters.
• Operating income turned positive, reaching $1M in both Q3 and Q4 2025, from breakeven/negative prior year.
• Net income stabilized near breakeven ($0M) in Q3 2025 and Q4 2025, improving from -$4M loss in Q2 2024.
⚠ Revenue fell to $19M in Q1 2026, a 17% sequential decline from Q4 2025's $23M peak.
⚠ Equity has risen from $34M to $37M since Q2 2024, but recent profitability gains remain minimal.
AI Insight: RFIL Ratio Trends
RFIL swung from deep losses in mid-2024 to sustained profitability and positive returns by late 2025, though Q1 2026 shows margin compression and a return to negative ROE.
• Operating margin improved from -2.6% in Q2 2024 to 4.0% in Q4 2025, with ROIC climbing from -4.8% to 10.3% over same span.
• Q3 and Q4 2025 posted positive NPM (2.0% and 0.8%) and ROA (2.1% and 0.9%), reversing 12 consecutive quarters of losses.
• Q1 2026 margins contracted sharply: OpMargin fell to 0.9%, NPM to -0.3%, ROE to -0.6%, reversing late-2025 momentum.
⚠ Q1 2026 return to negative net profitability and ROE after three consecutive profitable quarters raises sustainability concerns.
⚠ ROIC remains positive at 2.0% in Q1 2026 but down 80% from Q4 2025's 10.3%—potential sign of operational deterioration.
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Available Research
13F Pro tracks comprehensive data for R F INDUSTRIES LTD including:
Top Institutional Holders of RFIL
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
$8.5M822,800 shRENAISSANCE TECHNOLOGIES LLC
$5.1M494,664 shVANGUARD CAPITAL MANAGEMENT LLC
$3.6M352,175 shMARSHALL WACE, LLP
$3.1M301,451 shDIMENSIONAL FUND ADVISORS LP
$2.3M226,965 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$2.0M190,654 shO'SHAUGHNESSY ASSET MANAGEMENT, LLC
$1.6M151,588 shBlackRock, Inc.
$1.5M149,972 shRITHOLTZ WEALTH MANAGEMENT
$1.3M129,031 shGEODE CAPITAL MANAGEMENT, LLC
$1.1M107,710 sh
| Fund | Value | Shares |
|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $8.5M | 822,800 |
| RENAISSANCE TECHNOLOGIES LLC | $5.1M | 494,664 |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.6M | 352,175 |
| MARSHALL WACE, LLP | $3.1M | 301,451 |
| DIMENSIONAL FUND ADVISORS LP | $2.3M | 226,965 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.0M | 190,654 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.6M | 151,588 |
| BlackRock, Inc. | $1.5M | 149,972 |
| RITHOLTZ WEALTH MANAGEMENT | $1.3M | 129,031 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.1M | 107,710 |
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Popular Research
Is RFIL a good stock to buy?
13F Pro's AI-powered analysis of R F INDUSTRIES LTD (RFIL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RFIL are available on the RFIL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own RFIL?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RFIL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of R F INDUSTRIES LTD's investment landscape.