Richardson Electronics, Ltd.

RELL Technology Electronic Components

Richardson Electronics, Ltd.’s revenue for fiscal 2026 (year ended May 2026) was $228.6 million, up 9.41% from fiscal 2025.

Revenue
+18.9%
EPS
+115.4%
Free cash flow
+1,121.1%

Quarter to August 2026, against a year earlier

16.99 0.51 +3.09%
Market cap
$242.7M
P/E
28.1×
Fwd P/E
25.3×
Dividend yield
1.78%
F-score
7/9
Altman Z
6.48
Beneish M
−2.06
Dividend safety
56/100

Insider Decisions last twelve months

Sold, $m 3.67
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — 1 3 — — 2 — 5 7 — 2 —
Insider Ownership 17.43%

Capital & Financial Ratios $m

Size
Market Cap 242.70
Revenue ttm 238.88
Net income ttm 8.53
Free cash flow ttm 0.21
Net debt Q (36.91)
Valuation
P/E 28.07
Forward P/E 25.30
Price / sales 1.04
Forward P/S Powerpack
Price / FCF 1,162.36
Price / book 1.46
Financial health
Current ratio Q 4.65 (at or above 1.5: strong)
Debt / equity Q 0.00 (at or below 0.5: strong)
Interest coverage Q 0.00
Growth
Revenue growth Q +18.89% (above 0%: growing)
Operating income growth Q +428.41% (above 0%: growing)
EPS, this year +97.40% (at or above 15%: strong)
EPS, next year A +20.57% (at or above 15%: strong)
Revenue, next year A +12.70% (at or above 10%: strong)
EPS, past 5 yrs +27.62% (at or above 15%: strong)
EPS, next 5 yrs A +163.68% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 48.00%
10-year low 10-year high
P/S against its own 10 years 90.80%
10-year low 10-year high
P/B against its own 10 years 87.28%
10-year low 10-year high
EV/Sales against its own 10 years 89.29%
10-year low 10-year high

Dividends

Yield
1.78%
Annual rate
0.30
Payout ratio
51.7%
Growth, 2018–26
0.00%/yr
  1. 0.24 ’18
  2. 0.24 ’19 +0
  3. 0.24 ’20 +0
  4. 0.24 ’21 +0
  5. 0.24 ’22 +0
  6. 0.24 ’23 +0
  7. 0.24 ’24 +0
  8. 0.24 ’25 +0
  9. 0.24 ’26 +0
paid change on the year, %

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 24 36 32 37
Receivables 25 24 33 35
Inventory 110 103 103 103
Other — — — —
162 166 173 180
2024 2025 2026 Q'26
Payables 15 21 20 23
ST’ Debt — — — —
Other — — — —
32 37 36 39

Compound Annual Growth %

10y 5y 3y
Sales 4.87% 5.25% (4.53%)
Cash Flow 0.00% (1.74%) 0.00%
Earnings 0.00% 30.99% (34.13%)
Book Value 1.46% 6.13% 0.91%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Aug Nov Feb May Year
’26 0.27 — — — —
’26 0.13 (0.01) 0.07 0.25 0.44
’25 0.04 (0.05) (0.15) 0.08 (0.08)
’24 0.09 (0.13) 0.05 (0.01) 0.00
’23 0.45 0.39 0.44 0.27 1.55
’22 0.20 0.30 0.21 0.59 1.31
’21 (0.09) 0.05 0.02 0.14 0.13
Fiscal quarters ending in the months shown.

Revenue $m

Aug Nov Feb May Year
’26 65 — — — —
’26 55 52 55 66 229
’25 54 49 54 52 209
’24 53 44 52 47 196
’23 68 66 70 59 263
’22 54 54 55 62 225
’21 39 42 45 50 177
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Aug Nov Feb May Year
’26 6 — — — —
’26 1 0 (3) 2 1
’25 0 5 5 0 11
’24 1 1 (3) 7 7
’23 (3) (4) (4) 3 (8)
’22 (5) 5 (1) 3 2
’21 (3) 4 3 (3) 1
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Aug Nov Feb May Year
’26 4 — — — —
’26 0 (2) (3) 1 (4)
’25 (1) 5 4 (1) 8
’24 0 (1) (3) 6 2
’23 (5) (5) (6) 1 (15)
’22 (6) 4 (2) 2 (1)
’21 (4) 4 2 (4) (2)
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to May

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 TTM Aug ’26 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue 137 163 167 156 177 225 263 196 209 229 239 +5.9% 258 281 — +10.9%
Gross margin, % 32.06 33.75 31.04 31.86 33.25 31.92 31.86 30.52 31.02 31.22 32.20 (0.8) pt
EBT (6) 4 (6) (1) 2 16 25 0 (2) 7 10 n/m
EBT margin, % (4.47) 2.37 (3.79) (0.78) 1.30 7.02 9.53 0.08 (0.73) 3.27 4.27 +7.7 pt
Net income (7) 4 (7) (2) 2 18 22 0 (1) 6 9 n/m
Per share, $
Per share, $ Revenue 10.66 12.65 12.79 11.88 13.40 16.67 18.77 13.77 14.56 15.73 16.25 +4.4%
Earnings (0.55) 0.30 (0.57) (0.14) 0.13 1.35 1.62 0.00 (0.08) 0.45 0.60 n/m
Cash flow 0.14 0.23 (0.20) 0.15 0.06 0.14 (0.59) 0.46 0.74 0.05 0.36 (10.4%)
Capex (0.41) (0.41) (0.30) (0.14) (0.20) (0.23) (0.51) (0.28) (0.20) (0.30) (0.34) (3.3%)
Free cash flow (0.27) (0.18) (0.49) 0.01 (0.14) (0.09) (1.10) 0.17 0.54 (0.25) 0.01 (0.7%)
Book value 10.30 10.48 9.50 9.04 9.21 10.08 11.38 11.07 10.92 11.26 11.51 +1.0%
Shares, m 13 13 13 13 13 13 14 14 14 15 15 +1.4%
Valuation, ×
Valuation, × P/E 0.00 32.47 0.00 0.00 74.42 10.35 10.24 0.00 0.00 37.31 28.07 16.5
P/S 0.57 0.77 0.40 0.35 0.67 0.84 0.88 0.81 0.60 1.07 1.04 0.7
P/B 0.59 0.93 0.53 0.46 0.97 1.39 1.46 1.01 0.80 1.49 1.46 1.0
EV/Sales 0.12 0.40 0.10 0.05 0.42 0.66 0.79 0.69 0.43 0.93 0.88 0.5
EV/FCF (4.64) (28.51) (2.51) 53.91 (41.43) (122.21) (13.47) 54.52 11.59 (58.62) 989.05 (15.1)
Cash, $m
Cash, $m Operating cash flow 2 3 (3) 2 1 2 (8) 7 11 1 5 (9.2%)
Capex (5) (5) (4) (2) (3) (3) (7) (4) (3) (4) (5) (1.9%)
Free cash flow (3) (2) (6) 0 (2) (1) (15) 2 8 (4) 0 +0.7%
Balance, $m
Balance, $m Working capital 104 108 102 97 102 112 131 130 129 136 141 +3.0%
Net debt (62) (60) (50) (47) (43) (40) (25) (24) (36) (32) (37) (7.1%)
Shareholders’ equity 132 135 124 119 122 136 159 158 157 164 169 +2.4%
Returns, %
Returns, % ROA (4.26) 2.36 (4.59) (1.21) 1.08 10.65 11.82 0.03 (0.59) 3.21 4.14 +7.5 pt
ROIC (5.10) 3.04 (5.74) (1.44) 2.31 10.46 11.62 0.16 (1.27) 3.06 5.01 +8.2 pt
ROE (5.06) 2.86 (5.66) (1.52) 1.38 13.93 15.13 0.04 (0.73) 3.98 5.19 +9.0 pt
People
People Employees 366 421 380 394 405 447 485 442 431 429 — +1.8%
Revenue/emp, $m 0.37 0.39 0.44 0.40 0.44 0.50 0.54 0.44 0.48 0.53 — +4.0%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to May 2026 · latest quarter Aug 2026 · fundamentals updated 2 Nov 2026

Richardson Electronics, Ltd. vs peers in Electronic Components (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
DAKT Daktronics, Inc. $925.3M 19.5× 16.5× +7.12% (above 0%: growing) +17.65% (above 0%: growing) +24.97% (above 0%: growing) 30.52% 10.63% Compare
LYTS LSI Industries Inc. $663.7M 26.0× 23.8× +51.30% (above 0%: growing) −29.63% (below 0%: shrinking) +14.69% (above 0%: growing) 24.47% 6.18% Compare
KOPN Kopin Corporation $511.2M 62.8× — (loss-making) +50.62% (above 0%: growing) n/m −66.44% (below 0%: shrinking) 48.27% (27.51%) Compare
LPTH LightPath Technologies, Inc. $431.1M — (loss-making) — (loss-making) +73.32% (above 0%: growing) n/m −171.87% (below 0%: shrinking) 39.44% (20.31%) Compare
MEI Methode Electronics, Inc. $362.2M — (loss-making) — (loss-making) +10.35% (above 0%: growing) n/m −156.48% (below 0%: shrinking) 17.97% (1.47%) Compare
MPTI M-tron Industries, Inc. $249.1M 19.7× 29.6× +13.76% (above 0%: growing) −16.36% (below 0%: shrinking) +35.44% (above 0%: growing) 41.21% 11.38% Compare
RELL Richardson Electronics, Ltd. $242.7M 28.1× 25.3× +18.89% (above 0%: growing) +115.38% (above 0%: growing) +1,121.05% (above 0%: growing) 34.64% 7.88%
OPTX Syntec Optics Holdings, Inc. $151.7M — (loss-making) — +26.14% (above 0%: growing) n/m −96.13% (below 0%: shrinking) 25.90% 3.88% Compare
KULR KULR Technology Group, Inc. $66.2M — (loss-making) — (loss-making) −43.05% (below 0%: shrinking) n/m +75.36% (above 0%: growing) (30.71%) (538.63%) Compare
Median of peers $396.6M 22.8× 23.8× +19.95% −16.36% −25.87% 28.21% 1.21%

All 44 Electronic Components stocks →

Pay and ownership Proxy statement filed 21 August 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2026 1.67m 1.72m 219.00
2025 1.62m 1.08m 113.00
2024 1.55m 683.98k 139.00
2023 1.73m 2.39m 211.00
2022 1.37m 2.06m 167.00
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Read the proxy statement

Richardson Electronics, Ltd. (RELL) Latest News

8 Oct

Impact 4 · · The Motley Fool transcript
Impact 4 · · MarketBeat

5 Oct

stockrow.com/RELL · Data as of Nov 2, 2026 · For information only; not investment advice. · © 2026 stockrow.com