Reported Q: Q3 2025 Rev YoY: +2.7% EPS YoY: -343.9% Move: +4.80%
Richardson Electronics
RELL
$11.36 4.80%
Exchange NASDAQ Sector Technology Industry Hardware Equipment Parts
Q3 2025
Published: Apr 10, 2025

Company Status Snapshot

Fast view of the latest quarter outcome for RELL

Reported

Report Date

Apr 10, 2025

Quarter Q3 2025

Revenue

53.80M

YoY: +2.7%

EPS

-0.13

YoY: -343.9%

Market Move

+4.80%

Previous quarter: Q2 2025

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Earnings Highlights

  • Revenue of $53.80M up 2.7% year-over-year
  • EPS of $-0.13 decreased by 343.9% from previous year
  • Gross margin of 31.0%
  • Net income of -2.06M
  • "β€œDuring the third quarter, we saw significant growth across key segments. Our semiconductor wafer fab sales surged by 139%, while Canvys sales increased 39.5%. We achieved positive operating cash flow for the fourth consecutive quarter, ending with no debt and $36.7 million in cash and equivalents.”" - Ed Richardson
RELL
Company RELL

Executive Summary

Richardson Electronics delivered a modest revenue uptick in Q3 fiscal year 2025, with consolidated net sales of $53.8 million, up 2.7% YoY, and a gross margin of 31.0% driven by stronger performance in PMT and Green Energy Solutions (GES). However, GAAP results show a quarterly net loss of $2.06 million, largely reflecting a one-time $4.9 million loss on the Healthcare asset sale. Excluding the sale-related charges, non-GAAP operating income rose to $2.2 million, underscoring improving operating leverage in the core businesses. Management emphasized a strategic pivot toward higher-growth power management platforms, notably in Green Energy Solutions and PMT, while consolidating Healthcare assets into PMT in Q4 FY25 and pursuing an M&A program later in FY26. The balance sheet remains exceptionally solid, with $36.7 million of cash and equivalents at quarter-end and no revolver debt outstanding, yielding ample firepower for growth investments and potential acquisitions. The company retained a strong backlog in GES and PMT (backlog combined around $95 million) and highlighted favorable dynamics in semiconductor wafer fab demand, energy storage opportunities, and Made-in-America supply opportunities amid tariff considerations. Investors should weigh the visibility provided by backlog against the near-term margin volatility and the execution risk associated with the Healthcare divestiture and the planned growth investments.

Key Performance Indicators

Revenue
Increasing
53.80M
QoQ: 8.71% | YoY: 2.73%
Gross Profit
Increasing
16.67M
30.99% margin
QoQ: 8.79% | YoY: 8.01%
Operating Income
Decreasing
-2.74M
QoQ: -310.01% | YoY: -372.66%
Net Income
Decreasing
-2.06M
QoQ: -173.90% | YoY: -374.27%
EPS
Decreasing
-0.13
QoQ: -170.27% | YoY: -343.90%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 52.29 -0.02 -2.7% View
Q1 2026 54.61 0.13 +15.3% View
Q3 2025 53.80 -0.13 +2.7% View
Q2 2025 49.49 -0.05 +12.2% View
Q1 2025 53.73 0.04 +2.2% View