Richardson Electronics is entering a long-awaited upcycle, led by its high-margin wafer fab equipment business and secular AI datacenter demand. Management anticipates this boom will outlast typical 6–12 month CapEx cycles, with backlog and PMT segment growth signaling early momentum. GES (Green Energy Solutions) is maturing, with international expansion and a growing backlog in core Pitch Energy Modules and BESS opportunities.
Richardson Electronics, Ltd. (RELL) Q3 2026 Earnings Call Transcript
Richardson Electronics (RELL) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.11 per share a year ago.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TPL Todd P. Lowe Parthenon LLC | 134,316 | $1.46M | $2.27M | $806,988.88 | 55.14% |
Joseph Castro Nuveen LLC | 16,970 | $188,963.3 | $289,932.45 | $100,969.15 | 53.43% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1 | $10.95 | $17.29 | $6.34 | 57.9% |
Ana-Maria Ignat Covestor Ltd | 3,438 | $37,646.1 | $57,139.56 | $19,493.46 | 51.78% |
| JL James Langer Redmont Wealth Advisors LLC | 450 | $4,144.5 | $7,713 | $3,568.5 | 86.1% |
| Automobile Components Industry | Consumer Discretionary Sector | Edward J. Richardson CEO | NASDAQ (NGS) Exchange | 763165107 CUSIP |
| US Country | 418 Employees | 8 May 2026 Last Dividend | 6 May 1986 Last Split | 26 Mar 1990 IPO Date |
Richardson Electronics, Ltd. is a global provider of engineered solutions, specializing in power grid and microwave tubes, along with a vast array of related consumables. The company, founded in 1947 and headquartered in LaFox, Illinois, operates in multiple segments, offering a wide range of products and services tailored to different markets, including semiconductors, broadcast transmission, diagnostic imaging, and green energy solutions. Richardson Electronics takes pride in its innovation and the ability to deliver comprehensive solutions that meet the evolving needs of its customers across the world.
This segment focuses on the manufacturing of electron tubes, and RF, Microwave and power components for various applications such as semiconductors manufacturing equipment, RF and wireless, industrial power applications, broadcast transmission, CO2 laser cutting, diagnostic imaging, dielectric and induction heating, energy transfer, high voltage switching, plasma, power conversion, radar, and radiation oncology. Products include thyratrons, rectifiers, power tubes, ignitrons, magnetrons, phototubes, microwave generators, ultracapacitor modules, and liquid crystal display monitors, marketed under the Amperex, Cetron, and National brands.
Offering design-in support, systems integration, prototype design and manufacturing, testing, logistics, aftermarket technical service, and repair services, this segment caters to wind, solar, hydrogen, and electric vehicles among other power management applications supporting green solutions like synthetic diamond manufacturing. The focus is on delivering end-to-end solutions for a sustainable future.
This division specializes in providing customized display solutions, including touch screens, protective panels, custom enclosures, All-In-One computers, specialized cabinet finishes, application specific software packages, and certification services. Target markets include corporate enterprise, financial, healthcare, industrial, and medical original equipment manufacturers, aiming to meet bespoke display requirements.
Dedicated to supporting the healthcare industry, this segment offers a broad range of diagnostic imaging replacement parts for CT and MRI systems, including replacement tubes, service training, MRI coils, cold heads, RF amplifiers, and flat panel detector upgrades. Additional services include the provision of pre-owned CT systems and various replacement solutions, geared towards maintaining and enhancing medical imaging performance and capabilities.