What is RF Industries's latest dividend and current dividend yield?

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What were the key takeaways from RF Industries's earnings call?

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What were the key takeaways from RF Industries’s earnings call?

Did RF Industries beat or miss consensus estimates last quarter?

What factors drove the changes in RF Industries's revenue and profit?

What is the revenue and EPS growth rate for RF Industries year over year?

- **Revenue Surge**: Q3 sales up 17.5% YoY to $19.8M, with 34% gross margin (vs. 29.5% last year) driven by high-margin aerospace, transportation, and DAC solutions.
- **Profitability Breakthrough**: Operating profit of $719K (vs. loss), 8% EBITDA ($1.6M), and non-GAAP net income of $1.1M, marking 4 straight quarters of profitability.
- **Diversification Payoff**: 34% of bookings from new markets, including aerospace repeat orders and U.S. airport projects. 100+ venues pipeline for 2026+ events.
- **Growth Momentum**: Q4 revenue expected to match Q3, with DAC and small cell solutions leading the way. 10% EBITDA target achievable via sales growth and operational efficiency.
- **Risk Management**: Tariff impacts minimal so far; inventory managed to support $19.8M+ sales levels.


**【CEO Summary Section】**
- **Revenue Growth**: Q3 net sales rose 17.5% YoY to $19.8 million, driven by higher-margin products and diversification into aerospace, transportation, and data centers.
- **Profitability**: Gross margin improved 450 bps to 34%, with operating profit of $719,000 (vs. loss last year). Adjusted EBITDA was $1.6 million (8% of sales), up from $460,000 in Q3 2024.
- **Diversification Strategy**: 34% of bookings from new end markets (aerospace, transportation, data centers), with repeat orders from a leading aerospace company and projects for major U.S. airports.
- **Backlog**: $19.7 million at quarter-end, reduced to $16.1 million by the call date, reflecting strong execution.

**【COO Remarks】**
- **Sales Execution**: Strong growth in aerospace, venues, and telecom, supported by marketing campaigns and cross-functional collaboration.
- **Operational Efficiency**: Inventory managed to mitigate tariffs, with cost reduction programs on track. Engineering focused on high-value solutions like small cell concealment and direct air cooling (DAC) systems.
- **Q4 Outlook**: Revenue expected to remain steady, with continued strength in DAC, aerospace, and venues.

**【CFO Financial Commentary】**
- **Financial Health**: $3 million cash, $13.1 million working capital, and a 1.6:1 current ratio. Inventory at $14.2 million, up from Q2 but managed to support demand.
- **Margins**: Non-GAAP net income of $1.1 million ($0.10 per share), up from a loss last year. Gross margin improvement due to higher mix of DAC and small cell solutions.
- **Leverage**: Operating leverage from higher sales (e.g., $19.8 million vs. $16.8 million last year) reduced fixed costs per unit.

**【Q&A Highlights】**
- **Gross Margin Drivers**: 34% margin driven by DAC, small cells, and aerospace projects. Q4 margin expected to remain strong but variable due to mix.
- **Pipeline Visibility**: 100+ venues pipeline for 2026+ events (e.g., Olympics, World Cup). Transportation and data center trials in process.
- **EBITDA Target**: 10% achievable through higher sales and operational improvements (e.g., streamlined supply chain, predictable project shipments).
- **Tariff Mitigation**: Nominal price increases so far; team actively managing supply chain risks.


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