Overview

* Richardson Electronics ( RELL ) Q4 FY25 sales rise 9.5% YoY, but miss analysts' expectations

* However, adjusted EPS for Q4 FY25 beats estimates

* Reports positive operating cash flow for a fifth consecutive quarter

Outlook

* Company focuses on expanding GES and engineered solutions for growth

* Richardson Electronics ( RELL ) focused on driving growth amid dynamic conditions

Result Drivers

* PMT DEMAND - Increased demand from semiconductor wafer fab customers drove PMT sales up 17.8% YoY

* GES GROWTH - Higher sales of wind turbine battery modules boosted GES sales by 14.1% YoY

* HEALTHCARE ASSET SALE - Sale of Healthcare assets reduced overall sales by $2.4 mln compared to prior year

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Sales Miss $51.90 $53.90

mln mln (2

Analysts

)

Q4 Beat $0.12 $0.1 (2

Adjusted Analysts

EPS )

Q4 EPS $0.08

Q4 Net $1.10

Income mln

Q4 Gross 31.6%

Margin

Q4 $631,000

Operatin

g Income

Analyst Coverage

* The one available analyst rating on the shares is "hold"

* The average consensus recommendation for the electronic equipment & parts peer group is "buy."

* Wall Street's median 12-month price target for Richardson Electronics Ltd ( RELL ) is $9.50, about 1.5% below its July 22 closing price of $9.64

* The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)