← BackRICHARDSON ELECTRONICS, LTD. · Electronic Parts & Equipment, NECRELL
Low riskNext report: Due any day
The short versionA profitable company with growing sales. Institutions are adding.
Going well
- Sales up 19% in the latest quarter vs a year ago
- Profitable
- Brings in more cash than it spends
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 15% to their holdings in the quarter ending June 2026 (70 bought, 31 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$18.50+4.7% that day
- Company value
- $200M
- Share price times all shares
- Price vs profit (P/E)
- 31.3x
- You pay about $31 for each $1 of yearly profit
- Price vs sales
- 0.84x
- Company value is 0.84 times a year of sales
- Cash vs value
- 18%
- Cash as a share of company value
From RELL's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Aug '26$64.9M+19% vs a year earlier
Dec '23Tap a barAug '26
Last 12 months: $238.9M, up 14% from the 12 months before. Over 5 years, sales grew about 5.3% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.4.1%
- PassDebt under half of equityNot relying on borrowed money.No debt reported
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.2.8%
- MissProfitable every yearSteady profits, not one good year.6 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$762K
- MissShare count not growingNot diluting owners. Falling means buybacks.+1.2% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.31.2%
- Revenue
- $228.6M
- +9.4% vs prior year
- 5-year growth
- +5.3%/yr
- revenue, per year
- Total debt
- None
- 0.00x equity
- Current ratio
- 4.14x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Aug 29, 2026- Revenue
- $64.9M
- +18.9% YoY
- Op. margin
- 7.9%
- +6.1 pts
- Gross margin
- 34.6%
- +3.6 pts
- Free cash flow
- $4.2M
- Share count
- +3.8%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 2.9
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+14.5%Institutions added 14.5% to their holdings. 70 bought, 31 sold. 2 quarters of net buying in a row.
Shares held by institutions10.0M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+0.4%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
No debt reportedShares outstandingLatest reported
11MNext reportDue any dayEstimated from the same quarter last year
- Results filedJul 22
- Results filedApr 8
- Results filedJan 7
- Results filedOct 8, 2025
- Results filedJul 23, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.