NASDAQ$RELL

Richardson Electronics Ltd · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Richardson Electronics reported first quarter fiscal 2022 results with net income of $2.6 million.

Richardson Electronics reported a strong start to fiscal year 2022, achieving the highest level of quarterly sales in 11 years and the best quarterly earnings per share in nine years. Net sales increased by 38.4% compared to the prior year's first quarter, driven by higher sales across all three business units.

  • Net sales of $53.7 million, up 38.4% year-over-year and 6.4% sequentially.
  • Sales increased year-over-year for PMG, Canvys, Healthcare and Semiconductor Wafer Fabrication Equipment products.
  • Operating income was $2.8 million, compared to an operating loss of $0.6 million in the prior year's first quarter.
  • Earnings per common share (diluted) were $0.20, compared to a loss of $0.09 per share in the prior year's first quarter.

Headline financials

Total Revenue

$53.7M

Previous: $38.8M+38.4%
EPS (adj)

$0.20

Previous: -$0.09+322.2%
Gross Margin

30.3%

Previous: 31.8%-4.7%
Free Cash Flow

$2.64M

Previous: -$1.15M+329.7%
Net Income

$2.64M

Previous: -$1.15M+329.7%
Operating Income

$2.83M

Previous: -$617K+558.3%
Gross Profit

$16.3M

Previous: $12.4M+31.9%
Cash & Equivalents

$36.4M

Previous: $33.5M+8.7%
Total Assets

$160M

Previous: $150M+6.6%

Revenue & EPS history

Richardson Electronics · Revenue · Quarterly

$53.7M

Q1 2022+38.4%vs Q1 2021
Beat estimate in 7 of 13 quarters(54%)
ActualEstimate

Revenue by segment

Richardson Electronics · $50M total across 3 segments · Q1 2024

  • Power & Microwave Tech
    $35.7M-21.2%
  • Canvys
    $9.89M-5.0%
  • Green Energy Solutions
    $4.39M

Forward guidance

Richardson Electronics anticipates a strong fiscal year 2022 with sales growth and improved profitability, driven by growth initiatives and navigation of global supply chain challenges. The company ended the first quarter with record backlogs.

Tailwinds

  • Strong start to fiscal 2022 with highest quarterly sales in 11 years.
  • Best quarterly earnings per share in nine years.
  • Growth initiatives starting to take hold.
  • Successfully navigated unprecedented global supply chain and logistics challenges.
  • Ended the quarter with record backlogs for ULTRA3000 Pitch Energy Modules, microwave products and Canvys monitors.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.4%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+2.2%

Avg return

30 days after

52%

33 / 64 earnings

Positive

+25.2%

Q1 2023

Best reaction

-19.9%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+21.6%+15.3%+30.8%
Q2 2026-11.8%+4.1%+10.2%
Q1 2026+11.0%+10.3%-1.9%
Q3 2025-17.1%-16.4%-9.2%
Q2 2025-13.5%-12.4%-11.9%
Q1 2025+0.7%+5.2%+17.3%
Q4 2024-0.9%+4.9%+4.8%
Q3 2024+15.1%+5.9%+11.1%
Q2 2024-19.9%-17.7%-22.4%
Q1 2024-5.8%-3.9%-2.0%
Q4 2023-14.2%-15.1%-26.3%
Q3 2023-15.9%-10.8%-27.7%
Q2 2023-15.0%+5.1%+14.1%
Q1 2023+25.2%+27.0%+53.1%
Q4 2022-6.2%+0.1%+6.2%
Q3 2022-5.1%-8.4%-2.2%
Q2 2022+9.5%+15.7%-7.9%
Q1 2022+17.4%+10.6%+18.4%
Q4 2021+4.2%-1.3%+0.4%
Q3 2021+6.7%+8.0%+6.9%
Q2 2021+20.9%+24.5%+29.1%
Q1 2021+7.3%+4.2%+2.8%
Q4 2020-2.6%-0.5%+5.9%
Q3 2020+12.5%+8.6%+12.7%
Q2 2020-4.7%-5.4%-15.5%
Q1 2020-0.5%+1.7%-2.9%
Q4 2019+0.0%-0.2%+0.2%
Q3 2019-5.6%-10.7%-13.1%
Q2 2019-7.7%-8.0%-11.2%
Q1 2019-7.2%-7.3%-14.8%
Q4 2018+1.2%+3.6%-4.3%
Q3 2018+3.7%+8.2%+15.4%
Q2 2018+14.2%+17.2%+11.1%
Q1 2018+13.6%+10.4%+6.4%
Q4 2017-2.2%-3.0%-5.5%
Q3 2017+4.1%+3.6%+6.8%
Q2 2017-1.3%-0.8%-3.0%
Q1 2017-6.6%-8.1%-11.7%
Q4 2016+4.7%+4.7%+16.1%
Q3 2016+1.9%
Q2 2016-2.3%
Q1 2016+3.5%
Q4 2015-8.4%
Q3 2015+1.1%
Q2 2015-0.9%
Q1 2015-1.1%
Q4 2014+2.0%
Q3 2014-5.4%
Q2 2014+0.3%
Q1 2014+3.0%
Q4 2013-1.3%
Q3 2013-0.9%
Q2 2013+0.3%
Q1 2013-2.1%
Q4 2012+0.2%
Q3 2012+1.9%
Q2 2012+0.7%
Q1 2012-2.7%
Q4 2011+0.2%
Q3 2011+1.6%
Q2 2010+0.1%
Q1 2010+1.5%
Q4 2010+5.0%
Q3 2009-0.3%

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