RF Industries (RFIL) reported record fiscal third-quarter 2026 net sales of $23.96 million for the quarter ended July 31, up 21% from the prior-year period. Consolidated net income was $1.44 million, while diluted earnings per share were $0.12.
Operating income totaled $1.8 million and gross margin reached 35.6%. Quarter-end backlog was $18.6 million, and the company reported third-quarter bookings of $22.5 million.
- Net sales were $23.96 million, compared with $19.8 million a year earlier.
- GAAP basic and diluted EPS were $0.13 and $0.12, respectively.
- Operating income was $1.8 million, compared with $720,000 in the prior-year period.
- Gross margin improved 160 basis points year over year to 35.6%.
- Backlog stood at $19.8 million as of the release date.
$RFIL Hedge Fund Activity
We have seen 58 institutional investors add shares of $RFIL stock to their portfolio, and 40 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 441,259 shares (+294.2%) to their portfolio in Q2 2026, for an estimated $9,359,103
- MARSHALL WACE, LLP removed 235,210 shares (-78.0%) from their portfolio in Q2 2026, for an estimated $4,988,804
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. removed 234,685 shares (-28.5%) from their portfolio in Q2 2026, for an estimated $4,977,668
- LPL FINANCIAL LLC added 154,031 shares (+436.8%) to their portfolio in Q2 2026, for an estimated $3,266,997
- GEODE CAPITAL MANAGEMENT, LLC added 112,115 shares (+104.1%) to their portfolio in Q2 2026, for an estimated $2,377,959
- JANE STREET GROUP, LLC removed 85,553 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $1,814,579
- CITADEL ADVISORS LLC removed 67,784 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $698,853
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
