Expectations trend
FY2027 · fiscal year ending 2027-10-31 · fmp
RF Industries Ltd (RFIL)
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
$7.48-2.60%
Close 2026-11-04 · 1-day change
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.78 → 0.78 EPS · FY ending Oct 31, 2027 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 1, 2026 to Oct 31, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for RFIL yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
EPS grows to at least $0.69 in fiscal 2026 | Analysts expect revenue near $89M and EPS of $0.69 for fiscal 2026. | Broken | EPS estimate falls below $0.60 for FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-10-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk growth and execution story, not yet a proven durable compounder, because the business remains loss-making. The long-term thesis is intact, with recent financial performance strong and management priorities on track.
The evidence describes RFIL as cheap versus peers, while also showing a 42% premium versus peers and an expectations gap of -0.48, so the valuation signals are mixed. Priced-in fragility is low, but expectations appear to leave little room for disappointment.
Near term, revenue and adjusted EBITDA have improved, and gross margins have expanded as management shifts toward higher-value solutions. A September earnings miss and an industry backdrop marked as a headwind temper that progress; the next guidance update is an important risk.
The multi-year thesis depends on sustaining revenue growth, improving profitability, and continuing the mix shift into higher-value solutions and more diverse markets. Near term, a guidance cut would weaken the case, while results and guidance from industrial bellwethers ETN, VRT, and BE may indicate whether sector support persists.
Over the next 1 to 3 years, RFIL’s improving execution supports an intact thesis, but loss-making results, high risk, and sector sensitivity leave meaningful uncertainty. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in RF Industries Ltd's published investment case. The stated target is > 14% YoY revenue growth in H2 FY26. |
| Improving |
| YoY revenue growth falls below 7% in H2 FY26 |
Revenue growth: 21.07% FY2026-Q3; GAAP. Published target: > 14% YoY revenue growth in H2 FY26. Target period is not explicitly aligned with this observation. Sep 14, 202621.071248 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “With improved profitability, a strengthened backlog, and continued operational discipline, we believe we are positioned to build on this momentum and deliver a solid performance in the second half of fiscal 2026,” concluded Dawson.” “While the wireless carrier ecosystem will always be very important to us, we have materially reduced our historical reliance on the cyclical carrier capex spending through product innovation, strategic diversification, and go-to-market execution,” concluded Dawson.” Revenue was $23.960 million in 2026-Q3. Delivery assessment Nov 4, 2026 |
Revenue grows to about $98.6M in fiscal 2027 | A supporting condition in RF Industries Ltd's published investment case. The stated target is >= $98.6M revenue in FY27. | Broken | Revenue estimate falls below $90M for FY27 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “With improved profitability, a strengthened backlog, and continued operational discipline, we believe we are positioned to build on this momentum and deliver a solid performance in the second half of fiscal 2026,” concluded Dawson.” “While the wireless carrier ecosystem will always be very important to us, we have materially reduced our historical reliance on the cyclical carrier capex spending through product innovation, strategic diversification, and go-to-market execution,” concluded Dawson.” Revenue was $23.960 million in 2026-Q3. Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.89 → $0.78 · observed estimates
$0.10B → $0.10B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-07-25 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-07-26 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-07-27 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-07-28 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-07-29 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-07-30 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-07-31 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-01 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-02 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-03 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-04 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-05 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-06 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-08 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-09 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-10 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-12 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-13 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-14 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-15 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-16 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-17 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-18 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-19 | $0.89 | $98,621,000 | 1 / 1 |
| 2026-08-20 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-08-21 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-08-22 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-08-23 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-08-24 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-08-25 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-08-26 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-08-27 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-08-28 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-08-29 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-08-30 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-08-31 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-01 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-02 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-03 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-04 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-05 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-06 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-07 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-08 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-09 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-10 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-11 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-12 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-13 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-14 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-15 | $0.88 | $97,634,500 | 1 / 1 |
| 2026-09-16 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-09-17 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-09-18 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-09-19 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-09-20 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-09-21 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-09-22 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-09-23 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-09-24 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-09-25 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-09-26 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-09-27 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-09-28 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-09-29 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-09-30 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-01 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-02 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-03 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-04 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-05 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-06 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-07 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-08 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-09 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-10 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-11 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-12 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-13 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-14 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-15 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-16 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-17 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-18 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-19 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-20 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-21 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-22 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-23 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-24 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-25 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-26 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-27 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-28 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-29 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-30 | $0.78 | $97,341,500 | 1 / 1 |
| 2026-10-31 | $0.78 | $97,341,500 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.