US Equity · NASDAQ · Earnings Dossier

RELL earnings intelligence

Richardson Electronics Ltd

Technology · Electronic Components · USD reporting basis

Current earnings profile Delivery and acceptance aligned

Results have usually cleared estimates and the next completed weekly close has, on average, confirmed the delivery.

Evidence100/100 · Deep

Next scheduled catalyst

Wednesday 7 October 2026

Time unconfirmed · Fiscal period ending 31 Aug 2026

63event risk

Elevated

Countdown55 dayscalendar proximity
EPS estimate0.10 USDprovider consensus
Estimate growth-23.1%versus comparable year-ago actual
Historical movement10.0%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Fundamental fracture

Market price is leading earnings power; the spread is widening and has persisted through 12 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.

Market move86.3%2023-08-18 to 2026-08-07
Earnings move-74.2%trailing diluted EPS
Unresolved spread-160.4 ptsWidening
Current multiple51.7xprice divided by TTM EPS
Relationship pressure97/100Extreme
Model confidence79/100High

Move decomposition

Earnings contribution and valuation offset

The market move is separated into the change in trailing earnings power and the offset from relative valuation.

Relationship controls

What qualifies the headline spread

Fundamental fracture

Earnings have weakened while price has not adjusted to the same degree.

Model qualification

The direction is sensitive to the comparison horizon.

Beat rate83.3%10 beats in 12 measured quarters
Average surprise+11.8%median 145.0%
Delivery streak66 consecutive beats
Average response+2.2%12 measured reactions
Result-price confirmation75%same directional sign
Surprise variability451.1 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth-year on year
Revenue growth9.4%year on year
Average surprise125.8%latest four quarters
SUE1.53standardised surprise
Net margin2.8%trailing basis
Cash conversion-0.12xcash flow / net income
P/E47.6xcurrent snapshot
Data completeness93%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close20.66 USDcompleted week
13-week return34.3%price momentum
Fair-value gap79.3%price versus current fair value
Relative strength43.6exchange benchmark
Trend signalActiveweekly architecture
Next-week stateUndecided49.2%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period22 Jul 202631 May 2026 · exact
EPS actual / estimate0.21 / 0.07USD
Surprise+200.0%Beat
EPS growth+75.0%year on year
Revenue / growth66197000+27.6% · USD
Next close / four weeks+4.5% / -completed weekly closes
ReadConfirmedresult versus price sign
Reported / period8 Apr 202628 Feb 2026 · exact
EPS actual / estimate0.07 / 0.02USD
Surprise+250.0%Beat
EPS growth-36.4%year on year
Revenue / growth55472000+3.1% · USD
Next close / four weeks+19.8% / +30.0%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period7 Jan 202630 Nov 2025 · exact
EPS actual / estimate-0.01 / -0.02USD
Surprise+50.0%Beat
EPS growth+80.0%year on year
Revenue / growth52288000+5.7% · USD
Next close / four weeks-1.9% / +12.4%completed weekly closes
ReadDivergedresult versus price sign
Reported / period8 Oct 202531 Aug 2025 · exact
EPS actual / estimate0.13 / -0.01USD
Surprise+14.0%Beat
EPS growth+225.0%year on year
Revenue / growth54607000+1.6% · USD
Next close / four weeks+17.3% / +12.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period23 Jul 202531 May 2025 · exact
EPS actual / estimate0.12 / 0.05USD
Surprise+140.0%Beat
EPS growth+500.0%year on year
Revenue / growth51889000+9.5% · USD
Next close / four weeks+9.8% / -0.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period9 Apr 202528 Feb 2025 · exact
EPS actual / estimate0.11 / 0.08USD
Surprise+37.5%Beat
EPS growth+120.0%year on year
Revenue / growth53804000+2.7% · USD
Next close / four weeks-16.2% / -8.2%completed weekly closes
ReadDivergedresult versus price sign
Reported / period7 Jan 202530 Nov 2024 · exact
EPS actual / estimate-0.05 / -0.02USD
Surprise-150.0%Miss
EPS growth+61.5%year on year
Revenue / growth49491000+12.1% · USD
Next close / four weeks-9.1% / -7.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period9 Oct 202431 Aug 2024 · exact
EPS actual / estimate0.04 / -0.01USD
Surprise+500.0%Beat
EPS growth-55.6%year on year
Revenue / growth53725000+2.2% · USD
Next close / four weeks+10.7% / +12.6%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period24 Jul 202431 May 2024 · exact
EPS actual / estimate0.02 / -0.04USD
Surprise+150.0%Beat
EPS growth-year on year
Revenue / growth47374000- · USD
Next close / four weeks+4.3% / +0.7%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period10 Apr 202429 Feb 2024 · exact
EPS actual / estimate0.05 / 0.02USD
Surprise+150.0%Beat
EPS growth-year on year
Revenue / growth52375000- · USD
Next close / four weeks+7.1% / +17.7%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period10 Jan 202430 Nov 2023 · exact
EPS actual / estimate-0.13 / 0.01USD
Surprise-1400.0%Miss
EPS growth-year on year
Revenue / growth44130000- · USD
Next close / four weeks-17.9% / -24.2%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period11 Oct 202331 Aug 2023 · exact
EPS actual / estimate0.09 / 0.03USD
Surprise+200.0%Beat
EPS growth-year on year
Revenue / growth52581000- · USD
Next close / four weeks-1.6% / +5.2%completed weekly closes
ReadDivergedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context