RF Industries 2025 Q3 Earnings Strong Performance as Net Income Surges 155.6%

RF Industries (RFIL) reported its fiscal 2025 Q3 earnings on September 11th, 2025. The company significantly outperformed expectations with a dramatic turnaround in profitability and a double-digit revenue increase.

RF Industries reported a 17.5% year-over-year revenue increase to $19.79 million, driven by strong demand across its product lines. The RF Connector and Cable Assembly segment generated $9.23 million, while the Custom Cabling Manufacturing and Assembly segment contributed $10.56 million, highlighting the company’s diversified growth.

Revenue
The total revenue of RF Industries rose by 17.5% to $19.79 million in 2025 Q3, up from $16.84 million in 2024 Q3. The RF Connector and Cable Assembly segment posted $9.23 million in revenue, while the Custom Cabling Manufacturing and Assembly segment contributed $10.56 million, reflecting the company’s broad-based demand across both traditional and emerging markets.

Earnings/Net Income
RF Industries returned to profitability with EPS of $0.04 in 2025 Q3, reversing from a loss of $0.07 per share in 2024 Q3—a 157.1% positive change. The company also achieved a remarkable turnaround in net income, reporting $392,000 in 2025 Q3, a 155.6% improvement from a net loss of $705,000 in 2024 Q3. This indicates a strong improvement in the company’s operating performance.

Price Action
The stock price of RF Industries has surged significantly post-earnings. It jumped 10.78% during the latest trading day, surged 19.89% during the most recent full trading week, and gained 20.48% month-to-date. The strong market response reflects positive investor sentiment following the robust earnings report.

Post-Earnings Price Action Review
RF Industries' stock has seen a sharp post-earnings rally, with a 10.78% single-day gain, a 19.89% weekly surge, and a 20.48% increase month-to-date. The strong investor reaction is a direct result of the company’s impressive turnaround in profitability and revenue growth. The market appears to be valuing the company’s strategic shift toward higher-margin solutions and its improved operational performance.

CEO Commentary
Robert Dawson, CEO & Director, highlighted the company’s strong Q3 performance, with net sales up 17.5% year-over-year to $19.8 million and a gross profit margin of 34%—a 450-basis-point improvement from the prior year. He attributed the growth to strategic diversification across products, customers, and end markets, including aerospace, transportation, and data centers. Dawson emphasized the importance of long-term strategic positioning, noting that new markets are now contributing to the sales pipeline and that the company is well positioned for upcoming opportunities such as new stadium and venue buildouts for global events.

Guidance
RF Industries expects Q4 net sales to be similar to Q3, with revenue around $19.8 million. While the gross margin is expected to remain above 30%, specific figures are not guaranteed due to potential mix and operating leverage fluctuations. The company remains focused on long-term profitability, with operational efficiencies and a higher-value product mix supporting margin expansion.

Additional News
RF Industries has secured an exclusive partnership with Babcock for defense-related projects in Ukraine, sparking speculation about potential revaluation of the stock. The company also highlighted the impact of geopolitical and economic factors on its operations, including tariffs and global supply chain dynamics. Additionally, the firm is preparing for a live webcast and conference call to discuss Q3 results further, offering investors and analysts a deeper insight into its strategic direction and financial health.