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May 28, 2022

Richardson Electronics Q4 2022 Earnings Report

Reported a fourth quarter with increased net sales and net income compared to the prior year's fourth quarter.

Key Takeaways

Richardson Electronics reported a strong fourth quarter in fiscal year 2022, with net sales up 22.1% to $61.6 million and net income of $8.3 million, driven by growth in all three business units. The company's backlog increased to $206.2 million, and earnings per share (diluted) were $0.59. The Board of Directors declared a $0.06 per share quarterly cash dividend.

Net sales increased by 22.1% compared to the prior year's fourth quarter, reaching $61.6 million.

Backlog increased to $206.2 million versus $110.0 million at the end of the fourth quarter of last fiscal year.

Operating income rose to $5.0 million, compared to $2.3 million in the fourth quarter of fiscal 2021.

Earnings per common share (diluted) were $0.59, compared to $0.14 per common share (diluted) in the fourth quarter of fiscal 2021.

Total Revenue
$61.6M
Previous year: $50.5M
+22.1%
EPS
$0.31
Previous year: $0.14
+121.4%
Gross Margin
32.7%
Gross Profit
$20.2M
Previous year: $16.4M
+23.4%
Cash and Equivalents
$35.5M
Previous year: $43.3M
-18.1%
Total Assets
$180M

Richardson Electronics

Richardson Electronics

Richardson Electronics Revenue by Segment

Forward Guidance

Richardson Electronics believes they are well positioned for long-term, profitable growth and expects sales and profits to continue to increase in fiscal 2023.

Positive Outlook

  • Strategies to develop new products and applications for large and emerging global markets.
  • Eighth consecutive quarter of sequential revenue growth.
  • Highest level of annual revenue since the sale of RFPD in 2011.
  • Starting fiscal 2023 from a position of strength with over $206 million in backlog.
  • Increasing sales from new manufactured products and new customers.

Challenges Ahead

  • Increasingly challenging and uncertain global economic environment

Revenue & Expenses

Visualization of income flow from segment revenue to net income