NASDAQ$RELL

Richardson Electronics Ltd · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Richardson Electronics reported second quarter fiscal 2021 net income, with semiconductor wafer fab, PMG, and healthcare revenues growing and record ALTA750 TM tube sales achieved.

Richardson Electronics reported a 7% increase in net sales to $42.4 million for the second quarter of fiscal 2021 compared to $39.6 million in the prior year's second quarter. The company achieved net income of $0.7 million, a significant improvement from the net loss of $0.6 million in the same quarter of the previous year. Earnings per common share (diluted) for the quarter was $0.05.

  • Net sales increased by 7% to $42.4 million compared to the previous year's second quarter.
  • Sales increased for PMG, Healthcare, and Semiconductor Wafer Fabrication equipment products versus Q2 FY20.
  • Gross margin improved to 33.8% of net sales compared to 32.0% in the prior year's second quarter.
  • Operating income was $0.9 million compared to an operating loss of $0.5 million in the prior year's second quarter.

Headline financials

Total Revenue

$42.4M

Previous: $39.6M+7.0%
EPS (adj)

$0.05

Previous: -$0.05+200.0%
Gross Margin

33.8%

Previous: 32.0%+5.6%
Free Cash Flow

$689K

No prior period
Net Income

$689K

Previous: -$622K+210.8%
Operating Income

$852K

Previous: -$481K+277.1%
Gross Profit

$14.3M

Previous: $12.7M+13.1%
Cash & Equivalents

$37M

No prior period
Total Assets

$153M

No prior period

Revenue & EPS history

Richardson Electronics · Revenue · Quarterly

$42.4M

Q2 2021+7%vs Q2 2020
Beat estimate in 9 of 15 quarters(60%)
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

No specific forward guidance was provided in the press release.

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 Q2 2021

Historical avgQ2 2021

+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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