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股票池

RELL

状态日期:2026-05-27

观察
中高中正常
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

总览股票跟踪推文AI关注我

看多

60D / 252D

信号分数

15

新增排序

24h 提及

0

短线新增

7日新闻

0

none

收入同比

6.3%

稳定

概览

核心结论

作者立场:中性;价格动量:看多。最新证据:$RELL - Ultracapacitors & Magnetrons 暂无 AI 结论。

暂无明确新增边际变化,保持在观察池。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

看多

首次提出

2026-01-19 02:38

来源

llm

更新时间

2026-01-19 02:38

作者立场:中性;价格动量:看多。最新证据:$RELL - Ultracapacitors & Magnetrons

当前观点证据

2026-01-19 02:38中性

$RELL - Ultracapacitors & Magnetrons

Serenity 变化

时间线

首次提出2026-01-19 02:38中性
原推

$RELL - Ultracapacitors & Magnetrons

  1. 2026-01-19 02:38中性初始观点

    $RELL - Ultracapacitors & Magnetrons

新鲜度

新增信号

-
24h 07D 030D 0新闻 0披露 0

复核时间:2026-05-27

证据

证据摘要

最新期 2025营收 209MBeta 1.23披露 10-Q
展开证据详情

年度数据

基本面证据

最新期

2025

营收

209M

营收同比

6.3%

毛利率

31.0%

2022

营收 225MYoY 26.9%经营 7.1%净利 8.0%

2023

营收 263MYoY 16.9%经营 9.5%净利 8.5%

2024

营收 196MYoY -25.2%经营 0.2%净利 0.0%

2025

营收 209MYoY 6.3%经营 -1.2%净利 -0.5%

简读 + 重点消息

消息面

0 条 7日新闻,压力 none。

当前 profile 没有可解析的公司新闻。

近期披露

披露信息

Filing body read (10-Q 2026-04-09) Richardson Electronics filed its fiscal 2026 third-quarter 10-Q showing modest revenue growth, return to profitability versus the prior-year period, continued cash use from working capital and capex, no revolver borrowings, and unchanged disclosed risk factors. Material changes: Q3 fiscal 2026 net sales increased 3.1% year over year to $55.5 million, and nine-month net sales increased 3.4% to $162.4 million.; Q3 operating income was $1.5 million versus a $2.7 million operating loss in the prior-year quarter; nine-month operating income was $2.6 million versus a $3.1 million operating loss.; Q3 net income was $0.9 million versus a $2.1 million net loss in the prior-year quarter; nine-month net income was $2.7 million versus a $2.2 million net loss.. Risks: Tariffs and trade policy changes could increase costs, reduce demand, and pressure sales and gross margins if costs cannot be passed through.; Foreign currency exposure remains a primary financial market risk because certain operations, assets, and liabilities are denominated in foreign currencies.; Macroeconomic pressures including inflation, interest rates, recession risk, geopolitical conflict, raw material costs, labor markets, public health events, and pandemics could disrupt operations.. Next checks: Review Exhibit 10.1 / prior October 9, 2025 10-Q for full terms and covenants of the amended PNC credit agreement.; Compare the fiscal 2025 10-K risk factors to determine whether tariff language or segment risks have changed in substance despite the stated no material changes.; Track PMT inventory growth, especially the increase to $85.6 million from $76.1 million, against future sales and inventory reserve trends..

2026-04-0910-Q
rell-20260228.htm

近期推文

作者立场

立场

中性

价格动量

看多

2026-01-19 02:38中性

$RELL - Ultracapacitors & Magnetrons

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

1.23

敏感度

成长敏感

情绪风险

中

估值风险

正常

背景

行业与主题

technology-hardware-equipment-parts

ai-infrastructurecrypto-digital-assetsenergy-poweraerospace-defense

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • SEC event bus dilution: Richardson Electronics filed its fiscal 2026 third-quarter 10-Q showing modest revenue growth, return to profitability versus the prior-year period, continued cash use from working capital and capex, no revolver borrowings, and unchanged disclosed risk factors.
  • industry_specificity: confirm whether news is specific to RELL, not only Hardware, Equipment & Parts

背景

行业背景

technology-hardware-equipment-parts

提及 106新闻 20股票 38
股票池

RELL

观察中高中正常

状态日期:2026-05-27

复核时间:2026-05-27

作者立场

中性

llm

价格动量

看多

60D / 252D

信号分数

15

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

none

30日披露

0

10-Q

收入同比

6.3%

稳定

Beta

1.23

成长敏感

llm · 2026-01-19 02:38

Serenity 时间线

首次提出2026-01-19 02:38中性
原推

$RELL - Ultracapacitors & Magnetrons

  1. 2026-01-19 02:38中性初始观点

    $RELL - Ultracapacitors & Magnetrons

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

209M

营收同比

6.3%

毛利率

31.0%

营收趋势

营收趋势线
299M150M0

需要继续工作的地方

研究问题

  • SEC event bus dilution: Richardson Electronics filed its fiscal 2026 third-quarter 10-Q showing modest revenue growth, return to profitability versus the prior-year period, continued cash use from working capital and capex, no revolver borrowings, and unchanged disclosed risk factors.
  • industry_specificity: confirm whether news is specific to RELL, not only Hardware, Equipment & Parts

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

technology-hardware-equipment-parts

提及 106新闻 20股票 38
2026-04-08
8-K
rell-20260408.htm
2026-01-0810-Q
rell-20251129.htm
2021 营收: 177M2022 营收: 225M2023 营收: 263M2024 营收: 196M2025 营收: 209M2021 趋势线: 177M2022 趋势线: 225M2023 趋势线: 263M2024 趋势线: 196M2025 趋势线: 209M20212022202320242025

利润趋势

净利润毛利营业利润
96M41M-15M2021 净利润: 2M2022 净利润: 18M2023 净利润: 22M2024 净利润: 61K2025 净利润: -1M2021 毛利: 59M2022 毛利: 72M2023 毛利: 84M2024 毛利: 56M2025 毛利: 65M2021 营业利润: 3M2022 营业利润: 16M2023 营业利润: 25M2024 营业利润: 418K2025 营业利润: -2M20212022202320242025

利润率趋势

毛利率营业利润率净利率
38.1%16.0%-6.0%2021 毛利率: 33.2%2022 毛利率: 31.9%2023 毛利率: 31.9%2024 毛利率: 28.3%2025 毛利率: 31.0%2021 营业利润率: 1.6%2022 营业利润率: 7.1%2023 营业利润率: 9.5%2024 营业利润率: 0.2%2025 营业利润率: -1.2%2021 净利率: 0.9%2022 净利率: 8.0%2023 净利率: 8.5%2024 净利率: 0.0%2025 净利率: -0.5%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
2021177M-33.2%1.6%0.9%
2022225M26.9%31.9%7.1%8.0%
2023263M16.9%31.9%9.5%8.5%
2024196M-25.2%28.3%0.2%0.0%
2025209M6.3%31.0%-1.2%-0.5%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 中 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 none。

重点消息

当前 profile 没有可解析的公司新闻。

新增披露摘要

披露信息

披露分析

Filing body read (10-Q 2026-04-09) Richardson Electronics filed its fiscal 2026 third-quarter 10-Q showing modest revenue growth, return to profitability versus the prior-year period, continued cash use from working capital and capex, no revolver borrowings, and unchanged disclosed risk factors. Material changes: Q3 fiscal 2026 net sales increased 3.1% year over year to $55.5 million, and nine-month net sales increased 3.4% to $162.4 million.; Q3 operating income was $1.5 million versus a $2.7 million operating loss in the prior-year quarter; nine-month operating income was $2.6 million versus a $3.1 million operating loss.; Q3 net income was $0.9 million versus a $2.1 million net loss in the prior-year quarter; nine-month net income was $2.7 million versus a $2.2 million net loss.. Risks: Tariffs and trade policy changes could increase costs, reduce demand, and pressure sales and gross margins if costs cannot be passed through.; Foreign currency exposure remains a primary financial market risk because certain operations, assets, and liabilities are denominated in foreign currencies.; Macroeconomic pressures including inflation, interest rates, recession risk, geopolitical conflict, raw material costs, labor markets, public health events, and pandemics could disrupt operations.. Next checks: Review Exhibit 10.1 / prior October 9, 2025 10-Q for full terms and covenants of the amended PNC credit agreement.; Compare the fiscal 2025 10-K risk factors to determine whether tariff language or segment risks have changed in substance despite the stated no material changes.; Track PMT inventory growth, especially the increase to $85.6 million from $76.1 million, against future sales and inventory reserve trends..

近期披露

2026-04-0910-Q
rell-20260228.htm
2026-04-088-K
rell-20260408.htm
2026-01-0810-Q
rell-20251129.htm
2026-01-078-K
rell-20260107.htm
2025-10-0910-Q
rell-20250830.htm
2025-10-088-K
rell-20251008.htm
2025-08-0410-K
rell-20250531.htm
2025-07-238-K
rell-20250723.htm

beta / 动量 / 主题

大盘敏感度

Beta

1.23

状态

成长敏感

立场

中性

动量

看多

观察 · 正常

板块定位

行业

technology-hardware-equipment-parts

ai-infrastructurecrypto-digital-assetsenergy-poweraerospace-defense