{"schema_version":"secwatch.filing_event.v1","accession":"0000355948-26-000021","form_type":"8-K/A","ticker":"RELL","cik":"0000355948","company_name":"RICHARDSON ELECTRONICS, LTD.","filed_at":"2026-10-08T19:43:42+00:00","discovered_at":"2026-10-08T19:45:00.199829+00:00","generated_at":"2026-10-12T15:31:16.960188+00:00","sec_items":["2.02","2.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Richardson Electronics Q1 sales up 18.9% to $64.9M; EPS $0.27 vs $0.13; backlog $184.4M, up 36.9% YoY","bullets":["Net sales $64.9M vs $54.6M a year ago (+18.9%), a ninth consecutive quarter of YoY sales growth; net income $4.1M (+112.6%) and diluted EPS $0.27 vs $0.13.","Gross margin 34.6% vs 31.0%, helped 1.7 points by an IEEPA Tariff Refund; operating income $5.1M vs $1.0M; EBITDA $6.0M vs $3.3M; opex $17.4M vs $16.0M.","Backlog at August 29, 2026 was $184.4M, up 36.9% year-over-year and 12.2% from fiscal 2026 year-end — the highest in more than three years; GES backlog rose 10.2%.","Segment growth: PMT sales +$7.7M (+19.7%) on semiconductor wafer fab and RF/microwave demand; GES +$2.0M (+27.1%) on wind and BESS; Canvys +$0.6M (+7.9%) on North America.","Declared $0.06/share quarterly dividend on common and $0.054 on Class B, payable Nov 25, 2026 to holders of record Nov 6; cash $36.9M, no PNC revolver debt, capex $1.7M."],"urls":{"canonical":"https://secwatch.observer/filing/0000355948-26-000021","json":"https://secwatch.observer/filing/0000355948-26-000021.json","markdown":"https://secwatch.observer/filing/0000355948-26-000021.md","text":"https://secwatch.observer/filing/0000355948-26-000021.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/355948/000035594826000021/0000355948-26-000021-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/355948/000035594826000021/rell-20261007.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-12T15:31:16.960188+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}