Wholesale-Electronic Parts & Equipment, NEC · SIC 5065

RICHARDSON ELECTRONICS, LTD.

RELL

Watch

Latest revenue

$55.5M

as of 2026-02-28

Latest net income

$893.0K

as of 2026-02-28

Net margin

1.6%

as of 2026-02-28

Price · 5Y

+17.8% / yr 4.1 pts / yr vs S&P 500 126.6% total
Compare:

Live market

delayed ≤15 min
$17.55
4.72%
Market cap
$189.5M
Enterprise value
$189.5M
P/E (trailing)
Forward P/E
P/B
Dividend yield
1.4%
52-wk high
$19.86
52-wk low
$8.66
Beta
Shares out
10.8M

5-year trend

What this company does

AI

ITEM 1. Business General Richardson Electronics, Ltd. (the "Company," "we," "our") is a leading global manufacturer of engineered solutions, green energy products, power grid and microwave tubes, and related consumables; power conversion and RF and microwave components including green energy solutions; tubes for diagnostic imaging equipment; and customized display solutions. More than 55% of our products are manufactured in LaFox, Illinois, Marlborough, Massachusetts, or Donaueschingen, Germany, or by one of our manufacturing partners throughout the world. All of our partners manufacture to our strict specifications and per our supplier code of conduct. We serve customers in the alternative…

AI summary unavailable — showing raw filing excerpt

Generated from RELL's filing dated 2025-08-04

Key risks

AI

ITEM 1A. Risk Factors Investors should carefully consider the following risk factors in addition to the other information included and incorporated by reference in this Annual Report on Form 10-K that we believe are applicable to our businesses and the industries in which we operate. While we believe we have identified the key risk factors affecting our businesses, there may be additional risks and uncertainties that are not presently known or that are not currently believed to be significant that may adversely affect our results of operations. Business and Operational Risks We may not achieve our plan for sales growth and margin targets. We have established both margin and expense targets…

AI summary unavailable — showing raw filing excerpt

Generated from RELL's filing dated 2025-08-04

Profitability

Gross margin

31.0%

1.6%

Operating margin

-1.2%

765.6%

Net margin

-0.5%

1862.1%

Return on equity

-0.7%

1989.2%

Return on assets

-0.6%

1941.3%

Leverage

Debt / equity

0.25×

14.5%

Debt / assets

20.0%

11.6%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-02-28

$55.5M+3.1%$893.0K+143.4%1.6%

Q4 2025

2025-11-29

$52.3M+5.7%$-121.0K+24.8%-0.2%

Q3 2025

2025-08-30

$54.6M+1.6%$1.9M+223.6%3.5%

Q2 2025

2025-05-31

$51.9M+9.5%$485.0K+162.5%0.9%

Q1 2025

2025-03-01

$53.8M+2.7%$-2.1M-1242.8%-3.8%

Q4 2024

2024-11-30

$49.5M+12.1%$-161.0K+71.8%-0.3%

Q3 2024

2024-08-31

$53.7M+2.2%$590.0K-51.9%1.1%

Q2 2024

2024-06-01

$47.4M$-776.0K-1.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Wholesale-Electronic Parts & Equipment, NEC · SIC 5065

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Insider activity

Insider buying

$0

Insider selling

$947.1K

Net activity

−$947.1K

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-20

Kathleen Mcnally

EVP Global Supply Chain

Sale6,636$16.85$111.8K
2026-05-05

Kenneth Halverson

Director

Sale10,000$14.69$146.9K
2026-02-19

Robert J Ben

CFO, CAO, Corporate Secretary

Sale4,000$12.99$51.9K
2026-02-12

Kenneth Halverson

Director

Sale10,000$13.09$130.8K
2026-02-04

Robert J Ben

CFO, CAO, Corporate Secretary

Sale4,969$11.90$59.1K
2026-02-04

Robert J Ben

CFO, CAO, Corporate Secretary

Sale31$12.00$372
2026-01-27

Jens Frank Ruppert

EVP Canvys

Sale8,000$12.19$97.5K
2026-01-27

Jens Frank Ruppert

EVP Canvys

Sale7,900$12.00$94.8K
2026-01-27

Jens Frank Ruppert

EVP Canvys

Sale1,100$11.99$13.2K
2025-10-16

Kenneth Halverson

Director

Sale4,200$11.33$47.6K
2025-10-14

Robert J Ben

CFO, CAO, Corporate Secretary

Sale5,000$11.31$56.5K
2025-10-14

Robert J Ben

CFO, CAO, Corporate Secretary

Sale4,500$11.60$52.2K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns RELL

Institutional value

$70.2M

Total shares held

6.7M

Distinct holders

58

-36 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1ROYCE & ASSOCIATES LP1.4M$15.6M+40.0K (+2.9%)Added
2DDD Partners, LLC1.1M$12.4M+0 (+0.0%)No change
3BlackRock, Inc.877.8K$9.6M-14.6K (-1.6%)Trimmed
4DIMENSIONAL FUND ADVISORS LP715.5K$7.8M-59.2K (-7.6%)Trimmed
5FIRST WILSHIRE SECURITIES MANAGEMENT INC672.0K$7.4M+82.1K (+13.9%)Added
6VANGUARD CAPITAL MANAGEMENT LLC507.9K$5.6MNew
7PARTHENON LLC134.3K$1.5M+0 (+0.0%)No change
8JANE STREET GROUP, LLC115.2K$1.3MNew
9Annis Gardner Whiting Capital Advisors, LLC100.0K$1.1MNew
10Aldebaran Capital, LLC94.0K$1.0M-25.0K (-21.0%)Trimmed
11Bank of New York Mellon Corp92.4K$1.0M+5.5K (+6.3%)Added
12LOS ANGELES CAPITAL MANAGEMENT LLC84.9K$929.9K+76.5K (+912.7%)Added
13VANGUARD FIDUCIARY TRUST CO77.8K$851.5KNew
14VANGUARD PORTFOLIO MANAGEMENT LLC69.6K$762.4KNew
15ARS Investment Partners, LLC45.2K$494.5K-4.4K (-8.9%)Trimmed
16STRS OHIO31.3K$342.7K+0 (+0.0%)No change
17O'SHAUGHNESSY ASSET MANAGEMENT, LLC25.2K$276.1K-8.1K (-24.2%)Trimmed
18RITHOLTZ WEALTH MANAGEMENT23.0K$251.4K+3.7K (+19.1%)Added
19Invesco Ltd.19.0K$208.6K+125 (+0.7%)Added
20Kovack Advisors, Inc.17.9K$198.7K-23.6K (-57.0%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once RELL's latest filing finishes processing.