RELL at a glance
RICHARDSON ELECTRONICS, LTD. (RELL, SEC CIK 355948) filed its latest 10-K annual report on August 3, 2026, a 10-Q quarterly report on April 9, 2026, an 8-K current report on July 22, 2026 and Form 4 insider filings as recently as August 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended May 30, 2026 (FY2026), RICHARDSON ELECTRONICS, LTD. (RELL) reported revenue of $228.6 million (up 9.4% from FY2025) and net income of $6.4 million.
- The most recent insider open-market sale reported on Form 4 was by Halverson Kenneth on August 20, 2026 of 1,500 shares at $17.47 per share.
- In the last 90 days, RELL insiders reported 0 open-market purchases ($0) and 13 open-market sales ($2.8M) on Form 4, a net sale of $2.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $228.6M
- +9.4% vs prior year
- Insiders · 90 days
- 0 buys · 13 sells
- Net −$2.8M
- Latest 8-K
- Jul 22, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended May 30, 2026
Risk Factors
- Regulatory risk: fines up to 20M euros or 4% global revenue under EU GDPR for data privacy non-compliance
- Geopolitical risk: supply chain disruptions from conflicts in Europe and Middle East including Iran cause delays and increased costs
- Supply chain risk: two suppliers each >10% total cost of sales in fiscal 2026, limiting vendor diversification
- Competitive risk: expanding Chinese vacuum tube manufacturing increases risk of technical obsolescence and price pressure
- Financial risk: one PMT segment customer accounted for 14% of consolidated net sales in 2026, concentration risk with potential material impact
Management Discussion & Analysis
- Revenue $228.6M, up 9.4% YoY from $208.9M in FY25; PMT $160.5M (+9.1%), GES $30.8M (+7.3%), Canvys $37.3M (+12.4%)
- Operating income $6.5M vs operating loss $(2.5)M in FY25; gross margin 31.2% vs 31.0%; SG&A 28.8% of sales vs 29.8%
- Best performing segment Canvys revenue +12.4% to $37.3M; worst margin decline in GES, margin down to 30.3% from 31.4%
- Operating cash flow $0.8M in FY26 vs $10.6M in FY25; capex $4.4M; dividends paid $3.4M; proceeds from Healthcare asset sale $1.3M in FY26
- Management cautious on tariffs/trade risks; no material FY26 impact but future tariffs may harm sales and margins; liquidity deemed sufficient for next 12 months
Business Overview
- Core business: Global manufacturer of engineered solutions, power grid and microwave tubes, RF/microwave components, and customized display solutions
- New emphasis on Green Energy Solutions segment targeting energy storage, power management for wind, solar, EVs, and synthetic diamond manufacturing
- Strategic realignment from four to three operating segments, consolidating Healthcare into Power and Microwave Technologies (PMT) after asset sale to DirectMed Imaging in January 2025
- Fiscal 2026 net sales $228.6M, up 9.4% YoY; PMT sales grew 9.1%, GES up 7.3%, Canvys up 12.4%
- Noteworthy sale of substantial Healthcare assets in January 2025, with related loss of $4.2M cumulatively through FY2026, but ongoing exclusive 10-year repair supply agreement with DirectMed
AI summary of the RELL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Feb 28, 2026
Management Discussion & Analysis
- Q3 revenue $55.5M, up 3.1% YoY from $53.8M
- Gross margin 31.9% vs 31.0% YoY; operating income $1.5M vs $2.7M operating loss
- Best segment PMT: sales $38.7M, up 9.7%; gross margin 32.1% vs 29.9%
- Worst segment Canvys: sales $8.0M, down 13.5%; gross margin 32.2% vs 33.2%
- Cash $29.5M vs $35.9M at May 31, 2025; liquidity sufficient for next twelve months, tariff risks remain
Risk Factors
- No material changes to risk factors from the May 31, 2025 Form 10-K
- Carried-forward risks remain the filing’s applicable risk disclosures
- Second credit-agreement amendment dated October 7, 2025, indicating updated financing arrangements
- No new regulatory, legal, compliance, operational, competitive, market, or liquidity risks identified in this section
AI summary of the RELL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q4 and fiscal-year 2026 earnings results announced for the year ended May 30, 2026
- Detailed financial results and management commentary contained in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- FY2026 net sales rose 9.4% to $228.6M, with PMT, GES, and Canvys all contributing growth
- Q4 sales increased 27.6% to $66.2M, while GAAP diluted EPS reached $0.25 versus $0.08
Item 2.02: Results of Operations and Financial Condition
- Q3 fiscal 2026 earnings released April 8, 2026
- Reporting period ended February 28, 2026
Item EX-99.1: Item EX-99.1
- Q3 FY26 net sales rose 3.1% to $55.5M, led by PMT growth of 9.7% and semiconductor wafer-fab demand
- GAAP net income recovered to $0.9M, or $0.07 diluted EPS, versus a $2.1M loss and $0.15 loss per share
AI summaries of RELL 8-K current reports filed with the SEC. What 8-K item codes mean
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Halverson Kenneth | Sell | Aug 20, 2026 | 1,500 | $17.47 |
| Benham James | Sell | Aug 19, 2026 | 3,020 | $17.99 |
| Ben Robert J | Sell | Aug 4, 2026 | 9,000 | $21.61 |
| Ben Robert J | M | Aug 4, 2026 | 8,000 | $15.60 |
| Belin Jacques | M | Aug 4, 2026 | 5,000 | - |
| Belin Jacques | M | Aug 4, 2026 | 5,000 | $9.10 |
| Ben Robert J | M | Aug 4, 2026 | 1,000 | $15.51 |
| Belin Jacques | Sell | Aug 4, 2026 | 5,000 | $21.46 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $196.5M | $208.9M | $228.6M |
| Gross Profit | $60.0M | $64.8M | $71.3M |
| Operating Income | $348K | -$2.5M | $6.5M |
| Net Income | - | -$1.1M | $6.4M |
| Gross Margin | 30.5% | 31.0% | 31.2% |
| Op. Margin | 0.2% | -1.2% | 2.8% |
| Net Margin | - | -0.5% | 2.8% |
| Balance Sheet | |||
| Total Assets | $192.4M | $195.8M | $202.0M |
| Equity | $158.0M | $156.7M | $163.7M |
| ROE | - | -0.7% | 3.9% |
| Cash Flow | |||
| Operating CF | $6.5M | $10.6M | $762K |
Source: XBRL data in RICHARDSON ELECTRONICS, LTD. (RELL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
RELL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 10-K | Aug 3, 2026 | May 30, 2026 | Analysis | |
| 4 | Jul 31, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jul 22, 2026 | - | - | - |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jul 22, 2026 | - | - | - |
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RELL SEC filings: frequently asked questions
Are RELL insiders buying or selling?
In the last 90 days, RICHARDSON ELECTRONICS, LTD. (RELL) officers, directors and 10% owners reported no open-market purchases and 13 open-market sales worth $2.8 million by 8 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
What was RELL's revenue in fiscal year 2026?
For the fiscal year ended May 30, 2026 (FY2026), RICHARDSON ELECTRONICS, LTD. (RELL) reported revenue of $228.6 million (up 9.4% from FY2025) and net income of $6.4 million. The figures come from the XBRL data in the 10-K.
What are the main risks in RELL's latest 10-K?
In the 10-K filed August 3, 2026, RICHARDSON ELECTRONICS, LTD. (RELL) flagged: Regulatory risk: fines up to 20M euros or 4% global revenue under EU GDPR for data privacy non-compliance. Geopolitical risk: supply chain disruptions from conflicts in Europe and Middle East including Iran cause delays and increased costs. (AI summary of the Risk Factors section.)
What did RELL report in its latest 8-K?
RICHARDSON ELECTRONICS, LTD. (RELL) filed an 8-K on July 22, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q4 and fiscal-year 2026 earnings results announced for the year ended May 30, 2026.
What are the latest RELL SEC filings?
RICHARDSON ELECTRONICS, LTD. (RELL) filed its latest 10-K annual report on August 3, 2026, a 10-Q quarterly report on April 9, 2026, an 8-K current report on July 22, 2026 and a Form 4 insider filing on August 24, 2026.
What is RELL's SEC CIK number?
RICHARDSON ELECTRONICS, LTD. (RELL)'s SEC Central Index Key (CIK) is 355948. EDGAR lists every RELL filing under that number.
Ask anything about RELL
The research agent reads RELL's filings, financials, insider trades and 13F holders, then answers with sources.