Richardson Electronics Ltd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Richardson Electronics Ltd (RELL) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Richardson Electronics Ltd vs Its Competitors
- TTM: Trailing 12-month revenue of 227M vs 478,510M combined for tracked competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+16.7% annualized vs trailing 12 months), vs accelerating (+9.8%) for its tracked peer group.
- Growth: Richardson Electronics Ltd generated 26.4% revenue growth year over year in Q4 2026, vs 21.3% for its tracked competitors combined.
- Profitability: Its 5.6% net margin compares with 14.8% for the peer group.
- Scale: Richardson Electronics Ltd ranks #6 of 11 companies by market capitalization in the Electronic Parts & Equipment industry, holding 0.3% of industry market cap.
- Peer revenue share: Richardson Electronics Ltd accounted for 0.1% of combined revenue among its tracked peer group, up from 0.1% a year earlier.
- Peer differentiation: Revenue per employee of $0.53M compares with $0.59M for the peer group (0.9x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
RELL Sales vs. its Competitors, Q4 2026
Richardson Electronics Ltd reported revenue growth of 26.39 % year on year in Q4 2026, above its competitors' combined revenue growth of 21.29 %.
With a net margin of 5.59 %, Richardson Electronics Ltd reported lower profitability than its competitors (14.76 %).
Richardson Electronics Ltd generated 0.05 % of the combined sales of its peer group, up from 0.05 % a year earlier.
Richardson Electronics Ltd vs. its Competitors, Q4 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Richardson Electronics Ltd and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Richardson Electronics Ltd | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Richardson Electronics Ltd's competitor groups requires a Commercial License.
For context: the Electronic Parts & Equipment industry grew revenue 31.1% year over year, combined, vs 26.4% for Richardson Electronics Ltd. Richardson Electronics Ltd's share of combined industry revenue moved from 0.28% to 0.27%, a loss of 0.01 percentage points.
Richardson Electronics Ltd's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Richardson Electronics Ltd | Yes | Yes | No | No |
| Competitors combined (40) | ||||
| Similar-Size Competitors (8) | ||||
| Similar Growth & Profitability (8) | 75.00 % (6 of 8) | 100.00 % (8 of 8) | 0.00 % (0 of 8) | 14.30 % (1 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
RELL Stock Performance relative to its Competitors
RELL Stock Performance relative to Similar-Size Competitors
RELL Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Marvell Technology Inc | 282.9% | Outperformed |
| 2 | Silicom Ltd | 282.9% | Outperformed |
| 3 | Semtech Corp | 282.9% | Outperformed |
| 4 | Viasat Inc | 282.9% | Outperformed |
| 5 | Park ohio Holdings Corp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Richardson Electronics Ltd's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Richardson Electronics Ltd's Comment on Competition and Industry Peers
Publicly Traded Peers of Richardson Electronics Ltd
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Richardson Electronics Ltd | 217.13 | 226.88 |
| Broadcom Inc | 1,708,348.59 | 89,104.00 |
| Rtx Corporation | 256,155.90 | 93,500.00 |
| Marvell Technology Inc | 225,022.27 | 8,715.90 |
| The Boeing Company | 145,778.73 | 93,995.00 |
| Lockheed Martin Corporation | 119,732.91 | 77,014.00 |
| SUBTOTAL | 3,021,006.69 | 584,836.29 |
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Sources: Richardson Electronics Ltd's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Richardson Electronics Ltd versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Richardson Electronics Ltd's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Richardson Electronics Ltd | Power and Microwave Technologies Group 70.82 % |
| Broadcom Inc | Semiconductor Solutions 64.81 % |
| Rtx Corporation | Pratt and Whitney 35.98 % |
| Marvell Technology Inc | Reportable 100.00 % |
| The Boeing Company | Commercial Airplanes 47.85 % |
| Lockheed Martin Corporation | Aeronautics 40.43 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Richardson Electronics Ltd's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Richardson Electronics Ltd | 217 | 528,865 | 14,879 |
| Broadcom Inc | 1,708,349 | 2,700,121 | 1,159,545 |
| Rtx Corporation | 256,156 | 519,444 | 45,139 |
| Marvell Technology Inc | 225,022 | 1,165,227 | 676,350 |
| The Boeing Company | 145,779 | 516,456 | 13,440 |
| Lockheed Martin Corporation | 119,733 | 626,130 | 51,114 |
| PEERS TOTAL | 3,020,790 | 592,542 | 67,630 |
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Richardson Electronics Ltd's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Broadcom Inc | Asia Pacific 60.15 % |
| Rtx Corporation | UNITED STATES 52.99 % |
| Marvell Technology Inc | China 43.75 % |
| Lockheed Martin Corporation | United States 70.72 % |
| Northrop Grumman Corp | United States 85.81 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Richardson Electronics Ltd's Position in Industry Market Structure
Market-capitalization share and concentration across all 9 companies in Richardson Electronics Ltd's industry classification, broader than the peer set above. Market cap in millions of $.Richardson Electronics Ltd ranks #6 of 9 companies by market capitalization in its industry, holding 0.26 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 5,766, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Te Connectivity plc | 63,829 | 73.98 % |
| 2 | Arrow Electronics inc | 11,997 | 13.91 % |
| 3 | Avnet Inc | 8,525 | 9.88 % |
| 4 | Ituran Location And Control Ltd | 1,017 | 1.18 % |
| 5 | Eaco Corporation | 1,234 | 5.2% |
| 6 | Richardson Electronics Ltd | 221 | 0.26 % |
| 7 | Surge Components Inc | 1,234 | 5.2% |
| 8 | Universal Safety Products inc | 1,234 | 5.2% |
| 9 | Taitron Components Inc | 1,234 | 5.2% |
| 0 | First America Resources Corporation | 1,234 | 5.2% |
Market cap and industry share for the rest of Richardson Electronics Ltd's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Richardson Electronics Ltd's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Te Connectivity plc | 63,829 | 1.57 % |
| 2 | Arrow Electronics inc | 11,997 | 94.63 % |
| 3 | Avnet Inc | 8,525 | 98.17 % |
| 4 | Ituran Location And Control Ltd | 1,234 | 12.3% |
| 5 | Eaco Corporation | 1,234 | 12.3% |
| 6 | Richardson Electronics Ltd | 221 | 77.19 % |
| 7 | Surge Components Inc | 1,234 | 12.3% |
| 8 | Universal Safety Products inc | 1,234 | 12.3% |
| 9 | Taitron Components Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Richardson Electronics Ltd's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Richardson Electronics Ltd's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Electronic Parts & Equipment industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (14 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 31.45 % | 27.20 % (avg) | +4.3 pp |
| Operating Margin | 2.85 % | industry median | +0.1 pp |
| EBITDA Margin | 5.94 % | -1.52 % (avg) | +7.5 pp |
| Capital Intensity (Capex / Revenue) | 1.93 % | 1.82 % (avg) | +0.1 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Richardson Electronics Ltd's Valuation vs Competitive Position
Valuation multiples vs the Electronic Parts & Equipment industry average (14 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 35.6x | 19.0x | +16.6x |
| EV / EBITDA | 13.6x | 14.2x | -0.6x |
| P/B | 1.4x | 2.1x | -0.7x |
| Return on Equity | 3.99 % | industry aggregate | -12.85 % |
| Return on Invested Capital | 2.00 % | 11.06 % (avg) | -9.06 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Richardson Electronics Ltd's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 18.43 % | -6.45 % | -2.87 % | 29.68 % | 23.11 % | -10.14 % | -10.42 % | 5.21 % |
| Operating Margin | 1.88 % | -4.68 % | -0.67 % | 4.92 % | 9.82 % | 3.76 % | -3.01 % | -0.48 % |
| Return on Invested Capital | 1.20 % | -3.00 % | -0.43 % | 4.03 % | 8.79 % | 2.66 % | -1.91 % | -0.32 % |
| P/E | 43.6x | - | - | 17.9x | 13.5x | 16.9x | 464.7x | 188.1x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Richardson Electronics Ltd's Strategic Group Map
Every company in Richardson Electronics Ltd's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Richardson Electronics Ltd is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Richardson Electronics Ltd's BCG Growth-Share Matrix
Relative market share (vs Richardson Electronics Ltd's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Richardson Electronics Ltd falls in the Question Mark quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 14.5% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Te Connectivity plc alone holds 74% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Richardson Electronics Ltd's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 5,766 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 1.93 % vs industry average 1.82 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Richardson Electronics Ltd's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Richardson Electronics Ltd's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Richardson Electronics Ltd's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Richardson Electronics Ltd falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Richardson Electronics Ltd's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+16.7% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Return on equity 12.9 points below the industry aggregate.
- Low relative market share vs the industry leader (0.00x).
Opportunities
- Industry revenue growing at a healthy 14.5% median pace.
Threats
- Industry dominated by Te Connectivity plc, holding 73.98 % of industry market cap.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Richardson Electronics Ltd's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Richardson Electronics Ltd | 0.89 | 4.54 | - |
| Broadcom Inc | 0.99 | 2.05 | 0.75 |
| Rtx Corporation | 0.12 | 1.03 | 0.70 |
| Marvell Technology Inc | 0.98 | 2.25 | 0.31 |
| The Boeing Company | 0.08 | 1.17 | 22.01 |
| Lockheed Martin Corporation | 0.14 | 1.14 | 2.92 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Richardson Electronics Ltd's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Richardson Electronics Ltd | Q2 2026 | +26.4 % | +244.4 % |
| Broadcom Inc | Q2 2026 | +85.5 % | +216.1 % |
| Rtx Corporation | Q2 2026 | +14.5 % | +30.4 % |
| Marvell Technology Inc | Q1 2026 | +27.6 % | -70.1 % |
| The Boeing Company | Q2 2026 | +8.0 % | - |
| Lockheed Martin Corporation | Q2 2026 | +10.5 % | +436.8 % |
| PEERS TOTAL | +19.4 % | -11.0 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Richardson Electronics Ltd's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Richardson Electronics Ltd | Q2 2026 | +26.5 % | +21.2 % |
| Broadcom Inc | Q2 2026 | +74.0 % | +274.6 % |
| Rtx Corporation | Q2 2026 | +50.7 % | +11.5 % |
| Marvell Technology Inc | Q1 2026 | +22.8 % | +30.3 % |
| The Boeing Company | Q2 2026 | +9.0 % | +71.7 % |
| Lockheed Martin Corporation | Q2 2026 | +1.1 % | -9.4 % |
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Richardson Electronics Ltd's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Richardson Electronics Ltd | 3.20% | 3.90% | 3.99% |
| Broadcom Inc | 21.57% | 24.07% | 43.74% |
| Rtx Corporation | 4.75% | 6.63% | 12.06% |
| Marvell Technology Inc | 22.14% | 25.02% | 33.73% |
| The Boeing Company | 1.51% | 4.33% | 105.14% |
| Lockheed Martin Corporation | 10.40% | 14.74% | 86.24% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Richardson Electronics Ltd's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Richardson Electronics Ltd | 35.65 | 0.96 |
| Broadcom Inc | 44.53 | 19.17 |
| Rtx Corporation | 32.98 | 2.74 |
| Marvell Technology Inc | 86.39 | 25.82 |
| The Boeing Company | 67.05 | 1.55 |
| Lockheed Martin Corporation | 19.13 | 1.55 |
| PEERS AVERAGE | 45.27 | 5.17 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.