RF Industries Reports Record Q3 Revenue, Strong EBITDA Margins
RF Industries reported record quarterly revenue of $24 million for the third quarter of 2026, driven by its strategic shift toward higher-value integrated systems and custom cabling solutions. The company exceeded its adjusted EBITDA margin target with a result of 11.1%, reflecting strong operating leverage as revenue surpassed $20 million. Diversification efforts have successfully reduced dependence on traditional telecom markets, with growth contributions from aerospace, defense, industrial manufacturing, and medical imaging sectors. Looking ahead, management expects Q4 sales to remain at or above the record Q3 levels, supported by a backlog of $19.8 million. The Direct Air Cooling (DAC) business is projected to exceed $10 million in annual revenue, positioning it as a key growth driver for edge data centers and AI infrastructure applications. Additionally, RF Industries plans to expand its aerospace partnerships into new customer opportunities while integrating AI across engineering, operations, and supply chain functions.
Topics: diversification ebitda gross margin growth outlook revenue