NASDAQ$RELL

Richardson Electronics Ltd · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Richardson Electronics reported Q2 2025 results with increased net sales and growth in GES and PMT segments.

Richardson Electronics reported a 12.1% increase in net sales for Q2 FY25, driven by strong growth in the Green Energy Solutions (GES) and Power and Microwave Technologies Group (PMT) segments. The company ended the quarter with a solid financial position, including $26.6 million in cash and cash equivalents and no debt. Management expects continued sales growth and higher profitability for FY25.

  • Net sales increased by 12.1% year-over-year, driven by growth in GES and PMT segments.
  • GES net sales increased by 129% compared to Q2 FY24, driven by higher sales of wind turbine battery modules.
  • Company ended Q2 with $26.6 million in cash and cash equivalents and no debt.
  • Management expects year-over-year sales growth and higher profitability for FY25.

Headline financials

Total Revenue

$49.5M

Previous: $44.1M+12.1%
EPS (adj)

-$0.05

Previous: -$0.13+61.5%
Capital Expenditures

-$517K

Previous: -$1.52M+65.9%
Free Cash Flow

$4.95M

Previous: -$1.8M+375.3%
Net Income

-$751K

Previous: -$1.8M+58.2%
Operating Income

-$667K

Previous: -$2.02M+66.9%
Gross Profit

$15.3M

Previous: $12.5M+22.2%

Revenue & EPS history

Richardson Electronics · Revenue · Quarterly

$49.5M

Q2 2025+12.1%vs Q2 2024
Beat estimate in 8 of 14 quarters(57%)
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

Management expects year-over-year sales growth and higher profitability for FY25, supported by sequential backlog growth.

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 2025

Historical avgQ2 2025

+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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