RF Industries, Ltd.

RFIL Q1 2026

Reported: 2026-03-17

RF Industries, Ltd. delivered a strong start to fiscal 2026, achieving net sales of $19 million and significantly improving profitability metrics, including a 250 basis point increase in gross profit margin.

Key takeaways

Gross profit margin rose to 32.3%, reflecting effective cost management and operational efficiency.
Operating income tripled to $177,000, and adjusted EBITDA increased by 22% to nearly $1.1 million.
Backlog surged to $18.6 million, up from $12.4 million, indicating robust demand.
Strategic diversification across products and customers is enhancing revenue stability and reducing reliance on cyclical capital spending.
The company's capital-light operational model supports flexible manufacturing and contributes to improved free cash flow and reduced net debt.

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Semtech Corporation

SMTC Q4 2026

Reported: 2026-03-17

Semtech Corporation achieved a record $1.05 billion in net sales for fiscal year 2026, reflecting robust year-over-year growth driven by strong performance in data center and infrastructure segments.

Key takeaways

Q4 net sales grew 9% year-over-year to $274.4 million; full-year revenue rose 15% to $1.05 billion.
Adjusted diluted EPS for Q4 increased by 10% to $0.44; full-year adjusted EPS surged 94% to $1.71.
Acquisition of HIFU Corporation enhances capabilities in high-efficiency laser technology, poised to significantly boost content opportunities in optical transceivers.
Data center revenue reached a record $63 million in Q4, reflecting a 58% annual growth for the segment, underpinned by strong demand for FiberEdge ICs.
Continued progress on divesting the cellular module business indicates strong external interest, positioning it as an attractive opportunity for potential buyers.

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Telesat Corporation Class A Common Shares and Class B Variable Voting Shares

TSAT Q1 2026

Reported: 2026-03-17

Telesat Corporation reported strong progress in its LEO initiatives despite challenges in its GEO business, positioning itself favorably for growth in defense and commercial sectors.

Key takeaways

Adjusted EBITDA exceeded guidance, demonstrating effective cost optimization in a fixed-cost environment.
Lightspeed satellite network launches are anticipated to begin at the end of 2026, with commercial service expected by Q1 2028 due to slight delays in chip availability.
Notable contracts in the defense sector, including an IDIQ contract under the U.S. SHIELD program and a significant partnership with Hanwha Systems in Korea, highlight increasing demand for LEO services.
Telesat is adding military Ka spectrum capabilities to 25% of its Lightspeed satellites, enhancing its defense offerings and aligning with global defense procurement trends.

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Earnings Recaps

RF Industries, Ltd.

Semtech Corporation

Telesat Corporation Class A Common Shares and Class B Variable Voting Shares

Community

Earnings Recaps

RF Industries, Ltd.

Semtech Corporation

Telesat Corporation Class A Common Shares and Class B Variable Voting Shares

Community

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