---
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"
generated_at: "2026-10-12T15:31:16.960188+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Richardson Electronics Q1 sales up 18.9% to $64.9M; EPS $0.27 vs $0.13; backlog $184.4M, up 36.9% YoY

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 2.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000355948-26-000021
- JSON: https://secwatch.observer/filing/0000355948-26-000021.json
- Plain text: https://secwatch.observer/filing/0000355948-26-000021.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.