Does Richardson Electronics (RELL) have what it takes to be a top stock pick for momentum investors? Let's find out.
Richardson Electronics, Ltd. ( RELL ) Q1 2027 Earnings Call October 8, 2026 10:00 AM EDT Company Participants Edward Richardson - Chairman, CEO & President Robert Ben - Executive VP, CFO, Chief Accounting Officer & Corporate Secretary Gregory Peloquin - Executive Vice President of Power & Microwave Technologies Group Jens Ruppert - Executive VP & GM of Canvys Wendy Diddell - Executive VP, COO & Director Conference Call Participants Keaton Schuelke Anja Soderstrom - Sidoti & Company, LLC Ross Taylor - ARS Investment Partners, LLC Presentation Operator Good day, and thank you for standing by.
Richardson Electronics NASDAQ: RELL reported higher sales, expanded margins and a more than fivefold increase in operating income for the first quarter of fiscal 2027, citing strength in semiconductor wafer fabrication equipment, RF and microwave products, wind-related offerings and emerging battery energy storage programs.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 15 | $213 | $303 | $90 | 42.25% |
| HL Howard Lu FIRST WILSHIRE SECURITIES MANAGEMENT Inc. | 642,356 | $7.79M | $12.09M | $4.3M | 55.19% |
| TPL Todd P. Lowe Parthenon LLC | 98,316 | $1.07M | $1.86M | $791,961.94 | 74.01% |
| CD Charlie Durham Sterling Capital Management LLC | 250 | $2,447.6 | $5,050 | $2,602.4 | 106.32% |
Joseph Castro Nuveen LLC | 26,130 | $363,095.15 | $527,826 | $164,730.85 | 45.37% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BB Bobby Brooks Northland Capital Markets | 2,169.12 | $41,856.79 | $40,204.59 | -$1,652.2 | -3.95% |
| Automobile Components Industry | Consumer Discretionary Sector | Edward J. Richardson CEO | NASDAQ (NGS) Exchange | 763165107 CUSIP |
| US Country | 411 Employees | 6 Nov 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.