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Nasdaq · Industrials

RICHARDSON ELECTRONICS, LTD. (RELL)

As-reported financials and SEC filings for RICHARDSON ELECTRONICS, LTD. The latest annual period is FY2026. The latest reported quarter is Q4 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About RICHARDSON ELECTRONICS, LTD.

Richardson Electronics, Ltd. manufactures engineered solutions, green energy products, power grid and microwave tubes, and related components. The company serves customers in industries such as alternative energy, healthcare, aviation, broadcast, communications, industrial, marine, medical, military, scientific, and semiconductor markets. It operates through segments including Power and Microwave Technologies, Green Energy Solutions, and customized display solutions, providing design, manufacturing, testing, logistics, and aftermarket services globally.

Snapshot

Revenue
$228.6M
Revenue growth (YoY)
9.4%
Net income
$6.4M
Diluted EPS
Gross margin
31.2%
Operating margin
2.8%
Net margin
2.8%
FCF margin
-1.6%
ROE
3.9%
net income / fiscal-year-end equity
P/E
37.9×
trailing when available, otherwise FY EPS
Market cap
$248.1M
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended May 30, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Richardson Electronics

  • Revenue grew 9.4% to $229M in FY2026, faster than the 6.3% the year before.
  • Operating margin is 2.8% in FY2026, -4.3 pp against 7.1% in FY2022.
  • Most recent quarter Q4 FY2026: revenue $66M, up 27.6% from Q4 FY2025.
  • Free cash flow was negative $4M in FY2026.
  • Net income turned positive at $6M in FY2026, from a $1M loss in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Richardson Electronics’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin31.2%
57th percentile of 466
Operating margin2.8%
39th percentile of 605
Net margin2.8%
46th percentile of 645
FCF margin-1.6%
23rd percentile of 562
Revenue growth (YoY)+9.4%
65th percentile of 668
ROE3.9%
41st percentile of 600
P/E37.9×
76th percentile of 434
Short interest2.58d
36th percentile of 676

No reported insider purchases (code P) in the last 90 days; 13 insider sales totaling $2.8M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 1 of the superinvestors we track (plus 4 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
1
+4 quant / multi-strat
Initiated / added
4
2 new, 2 added
Reduced / exited
1
1 trimmed, 0 exited
Combined position
$13.9M
reported long value
InvestorAs ofPosition valueSharesChange
Renaissance TechnologiesquantQ2 2026$6.0M313.2KReduced
Citadel AdvisorsquantQ2 2026$3.8M201.7KAdded
First Eagle Investment ManagementQ2 2026$2.8M145.0KNew
D. E. ShawquantQ2 2026$1.0M54.3KNew
AQR Capital ManagementquantQ2 2026$293,01815.4KAdded

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
13
$2.8M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-20
filed 2026-08-24
Halverson KennethDirectorSell1.5K$17.47$26K
2026-08-19
filed 2026-08-21
Benham JamesDirectorSell3.0K$17.99$54K
2026-08-04
filed 2026-08-06
Diddell WendyCOOSell23.9K$20.00$478K
2026-08-04
filed 2026-08-06
Ben Robert JCFO, CAO, Corporate SecretarySell9.0K$21.61$194K
2026-08-04
filed 2026-08-06
Belin JacquesDirectorSell5.0K$21.46$107K
2026-08-03
filed 2026-08-05
Benham JamesDirectorSell9.8K$18.50$182K
2026-08-03
filed 2026-08-05
Halverson KennethDirectorSell5.0K$18.77$94K
2026-07-30
filed 2026-08-03
KLUGE ROBERT HDirectorSell29.0K$17.90$519K
2026-07-29
filed 2026-07-31
Benham JamesDirectorSell164$19.06$3K
2026-07-28
filed 2026-07-30
Ruppert Jens FrankEVP CanvysSell37.5K$19.01$713K
2026-07-28
filed 2026-07-30
PLANTE PAUL JDirectorSell10.0K$18.60$186K
2026-07-28
filed 2026-07-30
Ben Robert JCFO, CAO, Corporate SecretarySell7.5K$20.00$150K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
797.9K
settled 2026-08-14
Change vs prior
+15.1%
vs previous settlement
Days to cover
2.58
at avg daily volume
Avg daily volume
309.1K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-14797.9K+15.1%2.58
2026-07-31693.2K-17.0%1.66
2026-07-15835.6K+13.0%6.12
2026-06-30739.6K+21.3%4.24
2026-06-15610.0K+14.7%2.85
2026-05-29531.8K+32.4%1.27
2026-05-15401.6K+24.4%1.63
2026-04-30322.9K-14.8%3.40

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$228.6M$208.9M$196.5M$262.7M$224.6M
Gross profit$71.3M$64.8M$60.0M$83.7M$71.7M
Operating income$6.5M$-2.5M$348,000$25.0M$16.0M
Net income$6.4M$-1.1M$61,000$22.3M$17.9M
Diluted EPS

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2026FY2025FY2024FY2023FY2022
Cash and equivalents$31.8M$35.9M$24.3M$25.0M$35.5M
Current assets$172.7M$165.9M$161.7M$168.1M$153.2M
Total assets$202.0M$195.8M$192.4M$198.0M$179.8M
Current liabilities$36.4M$36.8M$32.0M$36.6M$41.2M
Long-term debt
Total liabilities$38.3M$39.2M$34.5M$38.7M$44.0M
Total equity$163.7M$156.7M$158.0M$159.3M$135.8M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$762,000$10.6M$6.5M$-8.2M$1.9M
Capital expenditure$4.4M$2.8M$4.0M$7.4M$3.1M
Free cash flow$-3.6M$7.7M$2.5M$-15.6M$-1.2M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q4 FY2026$66.2M27.6%$3.7M$0.29
Q3 FY2026$55.5M3.1%$893,000
Q2 FY2026$52.3M5.7%$-121,000
Q1 FY2026$54.6M1.6%$1.9M
Q4 FY2025$51.9M9.5%$1.1M$0.09
Q3 FY2025$53.8M2.7%$-2.1M
Q2 FY2025$49.5M12.1%$-751,000
Q1 FY2025$53.7M2.2%$590,000

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorIndustrials
SIC industryWholesale-Electronic Parts & Equipment, NEC
Latest annual periodFY2026 (ended May 30, 2026)
Latest reported quarterQ4 FY2026 (ended May 30, 2026)
Oldest indexed filing2005
SEC CIK355948

Selected SEC filings

10-K2026-08-03
View on EDGAR →
10-Q2026-04-09
View on EDGAR →
10-Q2026-01-08
View on EDGAR →
10-Q2025-10-09
View on EDGAR →
8-K2026-07-22
View on EDGAR →
8-K2026-04-08
View on EDGAR →
8-K2026-01-07
View on EDGAR →
8-K2025-10-08
View on EDGAR →

Largest Industrials peers

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.